DFX Intelligence
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D•••••••• E••••• M••••••••• L••
Buyout firmClassification probableLower middle marketSEC exempt reporting adviser· Jersey City, NJd•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- Not established
- PE fund assets
- $68.6M
- PE funds
- 1
- Investments held
- 3 of 9
- Deals, last 12 months
- 1
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
- Equity cheque $10.0M to $30.0MRevenue from $10.0MSectors financial_services,technologyGeography North AmericaControl control
- Last 12 months 1Most recent 11 months agoPlatform deals 1
- Graphs 1
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmprobable, confidence 65%
- Basis
- R6: 1 of 1 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.07bn Private Equity Fund GAV on the Form ADV filed 2024-12-17
Classification history (1)
- Sep 13, 2026Buyout firm (probable, 65%, cls-pe-1)R6: 1 of 1 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Dec 17, 2024 to Dec 17, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $68.6Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $68.6Mevery private fund type, latest filing
- 2024 PE fund GAV
- $68.6Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-12-17, latest gav Private Equity Fund $68.6M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 1
- Employees
- unknown
- Headquarters
- Jersey City, NJ
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
8 observed deals
Stated by the firm
- Sectors
- financial services, technology
- Geography
- North America
- Revenue
- from $10.0M
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- $10.0M to $30.0M
- Control
- control
- Thesis
- ••• Locked
Observed from deals on record
- roles
- unknown 7, platform 2
- period
- to 2025-10-02, from 2024-11-13, undated holdings 6, dated observations 6
- window
- last 2025-10-02, first 2024-11-13
- control
- control 2, unknown 7
- companies
- 8
- geography
- investments
- 9
- seller kinds
- transactions
- 3
- cadence by year
- 2024 other deals 1, 2025 platforms 2
- platform add on
- add ons 0, platforms 2, add ons per platform unknown
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.125, value financial services, examples TPG
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.125, value financial services, examples TPG
8 companies on the graph (3 transactions); most in financial services (1); 2 platforms and 0 add-ons; observed 2024 to 2025
Funds
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| D•••••••• E••••• P••••••• F••• I• L••• ADV: Private Equity Fund | Buyout fund | unknown | $68.6M as of Dec 17, 2024 | no Form D | Unknown |
Team
9 current, 0 former
Managing partner (2)
- T•• G••••••••• · Founder & Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••••• G••••••••• · Managing Member · since Aug 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (3)
- J•••• J••••• S•••• · Partner & Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• K••• · Partner & Head of Portfolio Company Strategy · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• C•••••• · Partner, Portfolio Company Strategy · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (1)
- C•••••• S••••• K••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (1)
- D••••• P•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (2)
- J•••• J••••• S•••• · Chief Compliance Officer · since Aug 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L•••• P•••• · Vice President of Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
9 relationships, 2 platforms, 0 add-ons
Transactions
2 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Oct 2, 2025 | Platform acquisition | T••••••• D•••••• S••••••••• b••••••• | Sponsor (confirmed), Sponsor (confirmed) | cubroadcast.com |
| Nov 13, 2024 | Type not stated | T•• | Sponsor (confirmed) | tpg.com |
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
13 most recent
- Apr 23, 2026N••••• and Biz Kid$ Launch Financial Literacy Partnership
- Oct 2, 2025D•••••••• Equity Partners acquires the T••••••• D•••••• S••••••••• b•••••••
- Oct 2, 2025D•••••••• Equity Partners acquires the T••••••• D•••••• S••••••••• b•••••••
- Feb 19, 2025Incent Receives Investment from T••••• to Amplify Youth D•••••• Banking S••••••••
- Dec 17, 2024D•••••••• E••••• M••••••••• L•• first filed Form ADV in the extract (ERA)
- Nov 13, 2024D•••••••• Equity Partners Announces Strategic Partnership with TPGPlatform investmentFactT••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Nov 13, 2024D•••••••• Equity Partners Announces Strategic Partnership with TPG
- Nov 29, 2023T••••• Appoints Tom Shen, S•••• C••••••, Laurent Desmangles to Board of Directors
- Oct 11, 2023New Qualtrics and WorkJam Partnership Empowers Every Frontline Employee to Deliver Better Customer Experiences
- Jun 21, 2023T••••• Partners with Silicon Valley-Based Star One Credit Union to Implement New Instant Payment Solution, Now Certified For Federal Reserve’s FedNowSM Service
- May 24, 2023Diverse-led emerging manager D•••••••• targets $300m for Fund I
- Apr 27, 2023T••••• Partners with D•••••••• Equity Partners to Innovate and Scale the D•••••• Experience for Community Financial Institutions
- Nov 22, 2022Software Company WorkJam Gets $50 Million Growth Investment
Across the graphs
D•••••••• E••••• M••••••••• L•• is the same institution as 1 record in Independent Sponsors.
Independent Sponsors1
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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