DFX Intelligence
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Z•••••• E••••• L••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Houston, TXz•••••••••.com
Buyout firm, based in Houston, TX.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $423M
- PE fund assets
- $426M
- PE funds
- 5
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 2
- Placement agents 2
- RAUM $423M
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 5 of 5 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.43bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 5 of 5 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
- Sep 6, 2017 to Mar 31, 2026
- RAUM
- $423Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $426Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $410Mevery private fund type, latest filing
- 2024 PE fund GAV
- $426Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-29, latest gav Private Equity Fund $426M, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 5
- Employees
- 102
- Headquarters
- Houston, TX
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- not stated or not yet read
Observed from deals on record
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
5 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| Z•••••• I•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $74.1M as of Mar 29, 2024 | no Form D | Unknown | |
| Z•••••• I•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $7.5M as of Mar 29, 2024 | no Form D | Unknown | |
| P•••••• I•••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $13.5M as of Mar 29, 2024 | no Form D | Unknown | |
| Z•••••• I••••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $269M as of Mar 29, 2024 | no Form D | Mature | |
| Z•••••• I••••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $62.3M as of Mar 29, 2024 | no Form D | Harvest |
Team
3 current, 2 former
Managing partner (1)
- K•••••• S••••• M••••••• · Managing Member · since Sep 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (1)
- M•••••• S••••• J•••••• · Vice President · since Dec 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- R••••• M••••• M••••••• · Vice President, Chief Compliance Officer · since Dec 1, 2014 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)
- D•••• A••• L••• · Vice President · Jan 1, 2018 to Mar 30, 2020 Inference
- J••••• J••••• C••••••• · Vice President · Dec 1, 2015 to Mar 29, 2018 Inference
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
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)
- C•••••••• A•••••••• L•• 2 shared · recurring · last Jan 1, 2017
- P••••••••• P••••••• U••• L•• 2 shared · recurring · last Jan 1, 2024
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
1 most recent
- Sep 6, 2017••• Locked
Across the graphs
Z•••••• E••••• L•• 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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