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 / A•• P•••••• E••••• P•••••••• L••
A•• P•••••• E••••• P•••••••• L••
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 20 of 20 distinct vehicles are sworn P•••••• Equity Funds; 13 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.55bn P•••••• Equity Fund GAV on the Form ADV filed 2024-05-16
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 20 of 20 distinct vehicles are sworn P•••••• Equity Funds; 13 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 5, 2014 to May 16, 2024
- RAUM
- $552Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 12
- PE fund GAV, latest filing
- $552Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $552Mevery private fund type, latest filing
- 2024 PE fund GAV
- $552Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-05-16, latest gav Private Equity Fund $552M, latest counts Private Equity Fund 12, lifetime distinct Private Equity Fund 20
- Employees
- 12
- Headquarters
- West Palm Beach, FL
- Office address
- 1 NORTH CLEMATIS STREET, SUITE 500, West Palm Beach, FL, 33401
- Business phone
- 561-851-9500
Stated criteria beside observed behaviour
13 observed deals
Stated by the firm
- Sectors
- food beverage, consumer
- Geography
- United States, Asia
- 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
- minority
- Thesis
- We seek to partner with companies that currently target – or those that should be targeting – the U.S.
Observed from deals on record
- roles
- unknown 10, platform 2, standalone 1
- period
- to 2024-12-18, from 2023-03-31, undated holdings 10, dated observations 7
- window
- last 2024-12-18, first 2023-03-31
- control
- control 3, unknown 10
- companies
- 13
- geography
- count 1, share 0.077, value MO, count 1, share 0.077, value IN, count 1, share 0.077, value NJ
- investments
- 13
- seller kinds
- transactions
- 4
- cadence by year
- 2023 platforms 1, 2024 platforms 1, other deals 2
- platform add on
- add ons 0, platforms 2, add ons per platform unknown
- sector known for
- 5
- disclosed value usd
- n 0
- sector distribution
- count 3, share 0.231, value industrial manufacturing, examples Western Smokehouse Partners, LLC, Weaver Popcorn Co., Inc., Weaver Popcorn Manufacturing, count 1, share 0.077, value consumer products, examples Westminster Pet Products, count 1, share 0.077, value specialty distribution, examples Tropical Cheese Industries, Inc.
- holding period years
- n 1, median 2.3
- repeat counterparties
- subsector distribution
- count 2, share 0.154, value food manufacturing, examples Western Smokehouse Partners, LLC, Weaver Popcorn Co., Inc., count 1, share 0.077, value consumer products, examples Westminster Pet Products, count 1, share 0.077, value miscellaneous manufacturing, examples Weaver Popcorn Manufacturing, count 1, share 0.077, value misc nondurable wholesale, examples Tropical Cheese Industries, Inc.
13 companies on the graph (4 transactions); most in industrial manufacturing (3); 2 platforms and 0 add-ons; median observed hold 2.3 years (n=1); observed 2023 to 2024
Funds
19 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A•• C••••••• P•••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $87.8M as of May 16, 2024 | no Form D | Unknown | |
| A•• S••••••••• H•••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $49.6M as of May 16, 2024 | no Form D | Unknown | |
| A•• P•••••• P••••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $4.9M as of May 16, 2024 | no Form D | Unknown | |
| A•• D•••• P•••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $1.8M as of May 16, 2024 | no Form D | Unknown | |
| A•• N•••••••• P•••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $1.5M as of May 16, 2024 | no Form D | Unknown | |
| A•• E••••• H•••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $24,755 as of May 16, 2024 | no Form D | Unknown | |
| A•• B•••••• P•••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $4,792 as of May 16, 2024 | no Form D | Unknown | |
| A•• P•••••• E••••• P••••••• F••• I• B• L• ADV: P•••••• Equity Fund | Buyout fund | 2021 first reported on Form ADV | $6.4M as of May 16, 2024 | no Form D | Active deployment | |
| A•• P•••••• E••••• F••• I•• L• ADV: P•••••• Equity Fund | Buyout fund | 2020 first reported on Form ADV | $253M as of May 16, 2024 | no Form D | Active deployment | |
| A•• P•••••• E••••• P••••••• F••• I•• L• ADV: P•••••• Equity Fund | Buyout fund | 2020 first reported on Form ADV | $88.6M as of May 16, 2024 | no Form D | Active deployment | |
| A•• I•••••• C••••••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $0 as of Mar 30, 2021 | no Form D | Active deployment | |
| A•• B•••••• C••••••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $6.1M as of Mar 30, 2021 | no Form D | Mature | |
| A•• P• C••••••••• F••• ••• L•• ADV: P•••••• Equity Fund | Co-investment vehicle | 2016 first reported on Form ADV | $119,797 as of May 11, 2023 | no Form D | Wound down | |
| A•• G•••••• I•••••••• I•• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $47,127 as of Nov 10, 2021 | no Form D | Wound down | |
| A•• G•••••• I•••••••• I••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $378 as of Nov 10, 2021 | no Form D | Wound down | |
| A•• G•••••• I•••••••• I•• C•••• H•••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $0 as of Mar 30, 2021 | no Form D | Unknown | |
| A•• G•••••• I•••••••• I• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $0 as of Nov 10, 2021 | no Form D | Wound down | |
| A•• P•••••• E••••• P••••••• F•••• L• ADV: P•••••• Equity Fund | Buyout fund | 2015 first reported on Form ADV | $24.9M as of May 16, 2024 | no Form D | Unknown | |
| A•• P•••••• E••••• F•••• L• ADV: P•••••• Equity Fund | Buyout fund | unknown | $34.4M as of May 16, 2024 | no Form D | Unknown |
Team
17 current, 2 former
Managing partner (3)
- A••••• U••••• · Managing Member · since Nov 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••• U••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• U••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (6)
- D•••• B•••••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D•••• B•••••••• · Partner · since Nov 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• B•••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• B•• C•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• B•• C•••• · Managing Director · since Nov 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••••• a• F•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (3)
- C•••••• D•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• S••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• E••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (3)
- B•••• L•• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••••••• G•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• S•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (2)
- C•••• A•• G••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• a• F•••• · Partner/Cco · since Nov 1, 2011 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••• H••••• M•••• · Chief Compliance Officer · Mar 1, 2017 to Oct 7, 2021 Inference
- S••• L••••••• G••••• · Chief Compliance Officer / Chief Financial Officer · Jul 1, 2021 to Jun 30, 2022 Inference
Portfolio
13 relationships, 2 platforms, 0 add-ons
Transactions
5 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jul 9, 2025 | Exit to a strategic buyer | W•••••• S••••••••• P•••••••• L•• | Seller (confirmed) | a••••••••.com |
| Dec 18, 2024 | Majority investment | T••••••• C••••• I••••••••• I••• | Sponsor | peprofessional.com |
| Dec 16, 2024 | Majority investment | T••••••• C••••• I••••••••• I••• | Sponsor | peprofessional.com |
| Jan 8, 2024 | Platform acquisition | W••••• P•••••• C••• I••• | Sponsor | peprofessional.com |
| Mar 31, 2023 | Platform acquisition | W•••••• S••••••••• P•••••••• L•• | Sponsor | peprofessional.com |
Placement agents, lenders, advisers and co-investors
7 relationships
Placement agents (7)
- A••••••••• C••••••• I••• 3 shared · strong · last Jan 1, 2021
- G• S••••••••• I••• 3 shared · strong · last Jan 1, 2021
- T•••• S••••••••• L•• 2 shared · recurring · last Jan 1, 2015
- C••• C••••••• L•• 2 shared · recurring · last Jan 1, 2015
- B••• S••••••••• I••• 2 shared · recurring · last Jan 1, 2016
- C•••••••• G••••• M•••••• I••• 2 shared · recurring · last Jan 1, 2015
- T••••• C•••••• G••••• I••• 2 shared · recurring · last Jan 1, 2015
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
5 most recent
- Mar 31, 2026A•• P•••••• E••••• P•••••••• L••: P•••••• Equity Funds on Form ADV 12 (2024 extract) -> 13 (roster 2026-09-01)
- Jan 13, 2026T••••••• C••••• I••••••••• Acquires Cibao Meat P•••••••
- Jul 9, 2025AUA P•••••• Equity Partners Sells W•••••• S••••••••• After More Than Doubling The Size Of Business In Two Years
- Jul 9, 2025AUA P•••••• Equity Partners Sells W•••••• S••••••••• After More Than Doubling The Size Of Business In Two Years
- Mar 5, 2014A•• P•••••• E••••• P•••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
A•• P•••••• E••••• P•••••••• 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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