DFX Intelligence
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A••••••• I••••• I••••••••
Buyout firmClassification probableLower middle marketSEC registered investment adviser· Wellesley, MA
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $347M
- PE fund assets
- $295M
- PE funds
- 0
- Investments held
- 3 of 20
- Deals, last 12 months
- 1
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors infrastructure
- Last 12 months 1Most recent this monthPlatform deals 1
- Graphs 5
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmprobable, confidence 65%
- Basis
- 10 of 18 distinct vehicles are sworn Private Equity Funds
- Size band
- Lower middle marketdefined by: proxy: $0.29bn Private Equity Fund GAV on the Form ADV filed 2026-03-31
Classification history (2)
- Sep 23, 2026Buyout firm (probable, 65%)10 of 18 distinct vehicles are sworn Private Equity Funds
- Sep 13, 2026Buyout firm (confirmed, 85%)14 of 18 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $347M · 0 PE funds · filed Mar 31, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Jun 19, 2020 to Mar 31, 2026
- RAUM
- $347Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- $295Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $347Mevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 56%
- Fund type mix
- Other private fund: 6 funds, $347M reported gross assets, 8 ever reported
- Private equity fund: 10 ever reported
- Employees
- 31
- Headquarters
- Wellesley, MA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour2 of 8 criteria stated · 19 observed dealsShowHide
Stated by the firm
- Sectors
- Infrastructure
- 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
- ••• Locked
Observed from deals on record
- On record
- 19 companies, 20 holdings, 2 transactions
- Period
- 2026 (4 dated observations, 18 holdings undated)
- Most deals
- Healthcare services (1 of 19, e.g. S&K Holdings), transportation logistics (1 of 19), energy (1 of 19) and 1 more
- Subsectors
- Home health (1 of 19), warehousing (1 of 19), energy (1 of 19), media telecom (1 of 19)
- Deal roles
- 2 platforms, 18 with role not stated
- Control
- 2 control, 18 not stated
- By year
- 2026: 2 platforms
19 companies on the graph (2 transactions); most in healthcare services (1); 2 platforms and 0 add-ons; observed 2026 to 2026
FundsHow vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.
18 families, 19 vehicles on record
A••••••• O••••••••• Z••• F••• 2•••• L•• · 1 vehicle · vintage 2024$14.6M
- A••••••• O••••••••• Z••• F••• 2•••• L•• buyout or unlabelled · 2024$14.6M
A••••••• O••••••••• Z••• F••• 2•••• L•• · 1 vehicle · vintage 2022$111M
- A••••••• O••••••••• Z••• F••• 2•••• L•• buyout or unlabelled · 2022$111M
A••••••• O••••••••• Z••• F••• 2•••• L•• · 1 vehicle · vintage 2020$102M
- A••••••• O••••••••• Z••• F••• 2•••• L•• buyout or unlabelled · 2020$102M
A••••••• I••••• F•••• L• · 1 vehicle · vintage 2018$46.0M
- A••••••• I••••• F•••• L• SPV · 2018$46.0M
A••••••• O••••••••• Z••• F••• I•• L•• · 1 vehicle$72.2M
- A••••••• O••••••••• Z••• F••• I•• L•• buyout or unlabelled$72.2M
Co-investment vehicles · 1 vehicle$887,923
- A••••••• R•••••• V••••••• C••••••••• F••• L•••••• P••••••••• Co-investment vehicle$887,923
12 smaller families are in the full list of vehicles.
View all 19 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A••••••• O••••••••• Z••• F••• 2•••• L•• ADV: Other Private Fund | buyout or unlabelled | 2024 year in the fund name | $14.6M as of Mar 31, 2026 | no Form D | Early deployment | |
| A••••••• O••••••••• Z••• F••• 2•••• L•• ADV: Other Private Fund | buyout or unlabelled | 2022 Form D first sale | $111M as of Mar 31, 2026 | $92.8M | Unknown | |
| A••••••• O••••••••• Z••• F••• 2•••• L•• ADV: Other Private Fund | buyout or unlabelled | 2020 year in the fund name | $102M as of Mar 31, 2026 | no Form D | Unknown | |
| A••••••• O••••••••• Z••• S••••• F••• I• L•• | buyout or unlabelled | 2019 Form D first sale | unknown | no reporting | no Form D | Unknown |
| A••••••• I••••• F•••• L• ADV: Other Private Fund | SPV | 2018 Form D first sale | $46.0M as of Mar 31, 2026 | $23.5M | Mature | |
| A••••••• I••••• F•••• L• ADV: Other Private Fund | Credit fund | 2010 Form D first sale | $2.9M as of Oct 10, 2024 | no Form D | Harvest | |
| A••••••• O••••••••• Z••• F••• I•• L•• ADV: Other Private Fund | buyout or unlabelled | unknown | $72.2M as of Mar 31, 2026 | no Form D | Mature | |
| M••••••• I••••• • P••••••••• G••••• F•••• L• ADV: Other Private Fund | Growth fund | unknown | $4.6M as of Oct 10, 2024 | no Form D | Harvest | |
| A••••••• O••••••••• Z••• F••• I• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2.6M as of Jun 19, 2020 | no Form D | Wound down | |
| A••••••• O••••••••• Z••• F••• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2.0M as of Jun 19, 2020 | no Form D | Wound down | |
| A••••••• O••••••••• Z••• F••• I••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2.0M as of Jun 19, 2020 | no Form D | Wound down | |
| A••••••• O••••••••• Z••• F••• V•• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1.7M as of Jun 19, 2020 | no Form D | Wound down | |
| A••••••• O••••••••• Z••• F••• V• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1.7M as of Jun 19, 2020 | no Form D | Wound down | |
| A••••••• R•••••• V••••••• C••••••••• F••• L•••••• P••••••••• ADV: Other Private Fund | Co-investment vehicle | unknown | $887,923 as of Mar 31, 2026 | no Form D | Harvest | |
| A••••••• O••••••••• Z••• F••• V••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $610,000 as of Jun 19, 2020 | no Form D | Wound down | |
| A••••••• O••••••••• Z••• F••• V•••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $610,000 as of Jun 19, 2020 | no Form D | Wound down | |
| A••••••• O••••••••• Z••• S••••• F••• I••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $330,000 as of Jun 19, 2020 | no Form D | Wound down | |
| A••••••• O••••••••• Z••• S••••• F••• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $330,000 as of Jun 19, 2020 | no Form D | Wound down | |
| A••••••• O••••••••• Z••• S••••• F••• I• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $330,000 as of Jun 19, 2020 | no Form D | Wound down |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: Investment organization websites (team, portfolio, strategy, criteria, news); SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites). A person named by two sources under two spellings is shown once, with both sources.
14 current, 5 former
- Managing Director · since Jul 1, 2022
- Executive Business Partner
- Managing Director · since Jun 1, 2019
- Owner · since Jun 1, 2019
- Owner · since Jun 1, 2019
Full team · 14 peoplegrouped by role, with sources
Partner (5)
- N•••• A••••• S••• · Managing Director · since Jul 1, 2022 Form ADV
- S•••••••• M••••••• · Executive Business Partner · start date unknown Firm website
- U••••••••• S•••••• C••••••• O•••• · Managing Director · since Jun 1, 2019 Form ADV
- J••••••• T•••• · Owner · since Jun 1, 2019 Form ADV
- S••• L••• T•••• · Owner · since Jun 1, 2019 Form ADV
Principal (1)
- F•••••• S•••••••• · Director · start date unknown Firm website
Investor relations (1)
- J••••• L•••• · Director of Investor Relations · start date unknown Firm website
Platform (6)
- A••• K••• H•••••••• · Chief Compliance Officer · since Jun 1, 2021 Form ADV
- D••••• B•••• · Vice President of Finance · start date unknown Firm website
- H••••• M•••••• · Senior Controller · start date unknown Firm website
- L••• F••• · Vice President, Compliance · start date unknown Firm website
- L••• F•••••• · Treasury Manager · start date unknown Firm website
- M••••••• N•••••• · Executive Assistant / Sr. Operations Specialist · start date unknown Firm website
Other (1)
- D••• K•••• · Accountant · start date unknown Firm website
5 former (kept with end dates)
- J••••••• T•••• · Managing Partner: Arc Cap Prtnrs, Llc; Arc Mi Mgr, Llc, Arp Mgmt, Llc, Arc R•••••• Prtnrs, Llc, Arc Oz Mgmt, Llc, Arc Imp Inv · Jun 1, 2019 to Jun 29, 2021 Inference
- B••••••• J•• B•••••••• · Managing Director · Jun 1, 2019 to Oct 10, 2024 Inference
- J•••• C••••••••• R••••••• · Managing Director · Jun 1, 2019 to Apr 18, 2022 Inference
- N••• K••• · Managing Director · Jul 1, 2022 to Mar 29, 2024 Inference
- M••• A•••• G••••• · Vice President Of Finance · May 1, 2021 to Apr 18, 2022 Inference
DealsHow deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 20 portfolio relationships and 1 transactions are on this record.
20 on record, newest first · 2 platforms · 0 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Sep 18, 2026 transaction announcement | H•• S•••••••• S•••• T••••• | Portfolio relationship | Platform | active held 0 months | unknown | Fact Press release |
| Sep 18, 2026 | H•• S•••••••• S•••• T••••• | Platform acquisition | Sponsor (confirmed), Sponsor (confirmed) | active held 0 months | unknown | a•••••••.com |
| date unknown | R••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | 3•• N•••••• G•••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | M••••• F•••• G•••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
All 20 dealsnewest first
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Sep 18, 2026 transaction announcement | H•• S•••••••• S•••• T••••• | Portfolio relationship | Platform | active held 0 months | unknown | Fact Press release |
| Sep 18, 2026 | H•• S•••••••• S•••• T••••• | Platform acquisition | Sponsor (confirmed), Sponsor (confirmed) | active held 0 months | unknown | a•••••••.com |
| date unknown | R••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | 3•• N•••••• G•••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | M••••• F•••• G•••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | E••• F••••••• P•••• I• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | A••••••• A••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | G••••••• C•••••• A•••••••• P••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | N•••••• T••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | S••••••••• M••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | S••••••••• C••••••••• I••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | E••• F••••••• C•••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | H••••••••• M•••••••• D••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | u•••••• y••• b•••••• | Portfolio relationship | Role unknown | active | unknown | Fact DFX cross-reference |
| date unknown | A••••••• B•••••••• C•••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | A•• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | U• t• D••• L•••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | T•• E••• a• G•••• J••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | S•• H••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | N•••••••• H•••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
Placement agents, lenders, advisers and co-investors
8 relationships
Placement agents (8)
- C•••••• S••••••••• I•• 15 shared · very strong · last Jul 14, 2022
- B•• H•••••••• I••• 3 shared · strong · last Jan 1, 2024
- R••••••• S••••••••• L••• 3 shared · strong · last Jan 1, 2024
- P••••••• C•••••• P•••••••• L•• 3 shared · strong · last Jan 1, 2024
- P••••• A••••••• 2 shared · recurring · last Jul 14, 2022
- L••••• R••• G•••• 2 shared · recurring · last Jan 1, 2024
- E••••• S••••••••• L•• 2 shared · recurring · last May 8, 2024
- S•••••• C••••• L•• 1 shared · one time · last May 8, 2024
LP commitmentsHow LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.
0 LPs, 0 disclosed commitments
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
3 not already shown above, of 4 most recent
- Jun 25, 2026••• Locked
- Mar 31, 2026••• Locked
- Jun 19, 2020••• Locked
Full timeline · 4 eventsnewest first, including the LP commitments and deals above
- Sep 18, 2026••• Locked
- Jun 25, 2026••• Locked
- Mar 31, 2026••• Locked
- Jun 19, 2020••• Locked
Across the graphs
A••••••• I••••• I•••••••• is the same institution as 5 records in Venture Capital, Independent Sponsors, RIA and Wealth, Allocators and Private Credit.
Venture Capital1Independent Sponsors1RIA and Wealth1Allocators1Private Credit1
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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