DFX Intelligence

Private Equity Intelligence

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Firms / C••••••• R•••••••• M••••••••• L•

C••••••• R•••••••• M••••••••• L•

Buyout firmLower middle marketDallas, TXc•••••••••.comSEC registered investment adviser

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Classification

Class: Buyout firmconfirmed, confidence 85%
Basis: R6: 11 of 11 distinct vehicles are sworn Private Equity Funds; 11 reported gross assets on a filing in 2022 or later
Size band: Lower middle marketdefined by: proxy: $0.21bn Private Equity Fund GAV on the Form ADV filed 2024-11-26

Classification history (1)

Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 11 of 11 distinct vehicles are sworn Private Equity Funds; 11 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Mar 30, 2016 to Nov 26, 2024
RAUM: $215Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 11
PE fund GAV, latest filing: $215Mreported gross assets (Form ADV), not fund size
All private fund GAV: $215Mevery private fund type, latest filing
2024 PE fund GAV: $215Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: filed 2024-11-26, latest gav Private Equity Fund $215M, latest counts Private Equity Fund 11, lifetime distinct Private Equity Fund 11
Employees: 9
Headquarters: Dallas, TX
Office address: 3811 TURTLE CREEK BLVD., SUITE 1800, Dallas, TX, 75219
Business phone: 214-651-6245

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

11 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
C••••••• R•••••••• 2••• L• ADV: Private Equity Fund	buyout or unlabelled	2024 year in the fund name	$22.5M as of Nov 26, 2024	no Form D	Unknown
C••••••• • L•• O•••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$12.2M as of Nov 26, 2024	no Form D	Unknown
C••••••• • S•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$2.1M as of Nov 26, 2024	no Form D	Unknown
C••••••• • O•••• R•••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$2.0M as of Nov 26, 2024	no Form D	Unknown
C••••••• H••••••••• 2••• L• ADV: Private Equity Fund	buyout or unlabelled	2021 year in the fund name	$31.5M as of Nov 26, 2024	no Form D	Unknown
C••••••• R•••••••• 2••• L• ADV: Private Equity Fund	buyout or unlabelled	2018 year in the fund name	$27.4M as of Nov 26, 2024	no Form D	Unknown
C••••••• R•••••••• 2••• L• ADV: Private Equity Fund	buyout or unlabelled	2015 year in the fund name	$43.9M as of Nov 26, 2024	no Form D	Harvest
C••••••• R•••••••• 2••• L• ADV: Private Equity Fund	buyout or unlabelled	2013 year in the fund name	$36.2M as of Nov 26, 2024	no Form D	Harvest
C••••••• R••••••••• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$13.7M as of Nov 26, 2024	no Form D	Harvest
O•••••• R••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$13.2M as of Nov 26, 2024	no Form D	Harvest
E•••••••• M••••••• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$10.0M as of Nov 26, 2024	no Form D	Harvest

Team

2 current, 8 former

Partner (1)

J• M•••••• L•••• · Manager & Partner · since Jun 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (1)

C••••••• C• L•••• · Manager, Partner & Cco · since Jun 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

8 former (kept with end dates)

C• C••••• R•• · Member, O•••••• Holdings, Llc (Relying Adviser) · Aug 1, 2003 to Mar 28, 2018 Inference
E•••••• C••• · Member, O•••••• Holdings, Llc (Relying Adviser) · Aug 1, 2003 to Mar 28, 2018 Inference
J•••• S•••• S••••••••• · Manager/Member · Feb 1, 2014 to Mar 28, 2018 Inference
J•••••• T• K••••• · Member, O•••••• Holdings, Llc (Relying Adviser) · Aug 1, 2003 to Mar 28, 2018 Inference
J••• P• M••••• · Member, O•••••• Holdings, Llc (Relying Adviser) · Aug 1, 2003 to Mar 28, 2018 Inference
M••• D• H••••••• · Member, O•••••• Holdings, Llc (Relying Adviser) · Aug 1, 2003 to Mar 28, 2018 Inference
M•••••• E••• O••••• · Manager/Member · Feb 1, 2014 to Mar 28, 2018 Inference
R•••• R• L•••• · Limited Partner, O•••••• M••••••• Management, Lp (Relying Adviser) · Aug 1, 2003 to Mar 28, 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

1 relationships

Placement agents (1)

M•• G••••• P•••••••• L•• 3 shared · strong · 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

Mar 30, 2016
C••••••• R•••••••• M••••••••• L• first filed Form ADV in the extract (IA)
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness100 · HIGH: as of: 2026-09-21items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":1,"evidence":"0 days"}]method: sum of component points, capped at 1.0
model score-pe-1
Research priority50 · MODERATE: as of: 2026-09-21items: [{"code":"SCALE_BAND","points":0.2,"evidence":"LOWER_MIDDLE_MARKET"},{"code":"COmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-21items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite20 · LOW: as of: 2026-09-21items: [{"code":"RECENT_FUND","points":0.2,"caution":"a recent fund is evidence of deplmethod: sum of component points, capped at 1.0
missing: no transactions on the graph for this firm yet
model score-pe-1
Profile completeness58 · ELEVATED: as of: 2026-09-21items: [{"code":"FIELDS_PRESENT","points":0.5833333333333334,"evidence":["website","desmethod: sum of component points, capped at 1.0
missing: portfolio, transactions, stated criteria, lenders, lps
model score-pe-1
Fund deployment activity0 · LOW: as of: 2026-09-21items: []method: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Independent Sponsor Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: today
Observations: 26
Sources: 3
Open research tasks: 1

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

C••••••• R•••••••• M••••••••• 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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