DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
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Firms / B•••••• I••••••••• A•••••••
B•••••• I••••••••• A•••••••
Buyout firm · probableLower middle marketNew York, NYt•••••••••.comSEC registered investment adviser
The B•••••• Group is a private equity firm dedicated to partnering with management teams to grow companies into market leading businesses.
Classification
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.73bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (3)
- Sep 16, 2026Buyout firm (probable, 80%, cls-pe-2)own website statement“The B•••••• Group is a private equity firm dedicated to partnering with management teams to grow companies into market leading businesses.”t•••••••••.com
- Sep 16, 2026Buyout firm (probable, 80%, cls-pe-2)own website statement“The B•••••• Group is a private equity firm dedicated to partnering with management teams to grow companies into market leading businesses.”t•••••••••.com
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 6 of 11 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Mar 28, 2024
- RAUM
- $1.0Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $731Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $840Mevery private fund type, latest filing
- 2024 PE fund GAV
- $731Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 55%
- Fund type mix
- filed 2024-03-28, latest gav Other Private Fund $108M, Private Equity Fund $731M, latest counts Other Private Fund 3, Private Equity Fund 5, lifetime distinct Other Private Fund 5, Private Equity Fund 6
- Employees
- 19
- Headquarters
- New York, NY
- Office address
- 530 FIFTH AVENUE, 23RD FLOOR, New York, NY, 10036
- Business phone
- 646-502-3300
Stated criteria beside observed behaviour
32 observed deals
Stated by the firm
- Sectors
- business services, healthcare, consumer
- Geography
- not stated or not yet read
- Revenue
- $10.0M to $300M
- EBITDA
- not stated or not yet read
- Enterprise value
- from $7.0B
- Equity check
- $20.0M to $150M
- Control
- minority
- Thesis
- We seek lead roles in control-oriented investments in lower and middle-market transactions (typically $30 – $300 million) in partnership with management and existing owners.
Observed from deals on record
- roles
- unknown 32
- period
- to unknown, from unknown, undated holdings 32, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 32
- companies
- 32
- geography
- investments
- 32
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 5
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.062, value healthcare services, examples Riccobene Associates Family Dentistry, Twin Boro Physical Therapy Associates, count 1, share 0.031, value media telecom, examples Mediasentry Now Safenet, count 1, share 0.031, value consumer services, examples Eclipse Fitness Group, count 1, share 0.031, value financial services, examples Paragon Payment Solutions
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.031, value media telecom, examples Mediasentry Now Safenet, count 1, share 0.031, value fitness recreation, examples Eclipse Fitness Group, count 1, share 0.031, value dental, examples Riccobene Associates Family Dentistry, count 1, share 0.031, value physical occupational therapy, examples Twin Boro Physical Therapy Associates, count 1, share 0.031, value financial services, examples Paragon Payment Solutions
32 companies on the graph (0 transactions); most in healthcare services (2); no dated observations
Funds
11 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T•• F••• I••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $34.6M as of Mar 28, 2024 | no Form D | Unknown | |
| B•••••• I••••••••• P••••••• I•••• L• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $268M as of Mar 28, 2024 | no Form D | Harvest | |
| B•••••• I••••••••• P••••••• I•••• L• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $161M as of Mar 28, 2024 | no Form D | Harvest | |
| B•••••• I••••••••• P••••••• A•• I•• • B••• L• ADV: Other Private Fund | Feeder or parallel | 2019 first reported on Form ADV | $67.0M as of Mar 28, 2024 | no Form D | Active deployment | |
| B•••••• I••••••••• P••••••• A•• I•• • N•• V••••• P•••••••• L••• ADV: Other Private Fund | Real estate fund | 2019 first reported on Form ADV | $3.2M as of Mar 31, 2023 | no Form D | Wound down | |
| B•••••• I••••••••• P••••••• A•• I•• • E•••• I••• L• ADV: Other Private Fund | Feeder or parallel | 2018 first reported on Form ADV | $32.0M as of Mar 28, 2024 | no Form D | Unknown | |
| B•••••• I••••••••• P••••••• A•• I•• • N•• V•••••• L• ADV: Other Private Fund | Feeder or parallel | 2018 first reported on Form ADV | $0 as of Mar 31, 2023 | no Form D | Wound down | |
| B•••••• I••••••••• P••••••• A•• I•• • O••• L••• ADV: Other Private Fund | Feeder or parallel | 2017 first reported on Form ADV | $9.4M as of Mar 28, 2024 | no Form D | Unknown | |
| B•••••• I••••••••• P••••••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $234M as of Mar 28, 2024 | no Form D | Unknown | |
| B•••••• I••••••••• P••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $34.6M as of Mar 28, 2024 | no Form D | Harvest | |
| B•••••• I••••••••• P•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $3.4M as of Mar 29, 2019 | no Form D | Wound down |
Team
4 current, 2 former
Managing partner (1)
- J••• G••••••• T•••••• · Ceo And Managing Partner · since Feb 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (2)
- A••••• V•••••• M•••••• · Managing Director · since Feb 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••• M••••• B•••• · Managing Director · since Mar 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- V•••••• A••••• · Chief Financial Officer And Chief Compliance Officer · since Mar 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
2 former (kept with end dates)
- J••• G••••••• T•••••• · Managing Member · Jan 1, 2015 to Mar 30, 2018 Inference
- C••••••••• J••••• A••••••• · Managing Director · Oct 1, 2017 to Mar 28, 2024 Inference
Portfolio
32 relationships, 0 platforms, 0 add-ons
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (2)
- S••••••• P••••••• C•••••• L•• 2 shared · recurring · last Jan 1, 2015
- C••••• S••••• S••••••••• •••• L•• 2 shared · recurring · last Jan 1, 2019
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
8 most recent
- May 15, 2026B•••••• I••••••••• A•••••••: Private Equity Funds on Form ADV 5 (2024 extract) -> 7 (roster 2026-09-01)
- Jan 28, 2026B••••••-Backed AutoManager Completes Acquisition of Macrosmith, Expanding Digital Document Management and Compliance Capabilities for Automotive Dealers
- Jul 1, 2025E•••• I••••••••• S•••••••• Receives Strategic Investment From CIVC Partners
- May 29, 2025B•••••• Group Portfolio Company C••••••••• B••••• Completes Sale of Dealer Pay, a Leader in Seamless, Integrated P••••••s Software S•••••••• for the Dealership Industries, to Vehlo Holdings
- Nov 5, 2024The B•••••• Group Announces the Sale of R•••••••• Family D••••••••, a Leading D••••• Service Organization in the Southeast Region
- Sep 10, 2024B••••••-Backed AutoManager Completes Acquisition of EverLogic, a Leading Provider of Dealer Management Software to RV, Trailer, and Powersports Dealerships
- Aug 9, 2024F••••• Appoints Karen Piacentini to Board of Directors
- Mar 30, 2012B•••••• I••••••••• A••••••• first filed Form ADV in the extract (ERA)
Across the graphs
B•••••• I••••••••• A••••••• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent Sponsors1RIA and Wealth1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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