DFX Intelligence
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R•••••• C•••••• P•••••••• L••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Bethesda, MDr•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $677M
- PE fund assets
- $677M
- PE funds
- 11
- Investments held
- 19 of 32
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- EBITDA up to $50.0MSectors industrials,business_services,distribution,transportation_logistics,infrastructureControl control
- Graphs 3
- Placement agents 2
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 19 of 19 distinct vehicles are sworn Private Equity Funds; 15 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.68bn Private Equity Fund GAV on the Form ADV filed 2024-03-25
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 19 of 19 distinct vehicles are sworn Private Equity Funds; 15 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Oct 12, 2017 to Mar 25, 2024
- RAUM
- $677Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 11
- PE fund GAV, latest filing
- $677Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $677Mevery private fund type, latest filing
- 2024 PE fund GAV
- $677Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-25, latest gav Private Equity Fund $677M, latest counts Private Equity Fund 11, lifetime distinct Private Equity Fund 19
- Employees
- 22
- Headquarters
- Bethesda, MD
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
32 observed deals
Stated by the firm
- Sectors
- industrials, business services, distribution, transportation logistics, infrastructure
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- up to $50.0M
- Enterprise value
- $50.0M to $400M
- Equity check
- not stated or not yet read
- Control
- control
- Thesis
- ••• Locked
Observed from deals on record
- roles
- unknown 32
- period
- to unknown, from unknown, undated holdings 32, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 32
- companies
- 32
- geography
- investments
- 32
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 3
- disclosed value usd
- n 0
- sector distribution
- count 3, share 0.094, value industrial services, examples Building a Differentiated Municipal Equipment and Service Platform, Building a National Platform Around Essential Power Services, From Chicago Market Leader to Multi-State HVAC Platform
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.062, value industrial machinery repair, examples Building a Differentiated Municipal Equipment and Service Platform, Building a National Platform Around Essential Power Services, count 1, share 0.031, value hvac plumbing mechanical, examples From Chicago Market Leader to Multi-State HVAC Platform
32 companies on the graph (0 transactions); most in industrial services (3); no dated observations
Funds
19 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| R•••••• C•••••• P••••••• F••• I••• L••• ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $437M as of Mar 25, 2024 | no Form D | Early deployment | |
| R•• S•••• S•••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $9.7M as of Mar 25, 2024 | no Form D | Early deployment | |
| R•••••• C•••••• P••••••• F••• I•••• L••• ADV: Private Equity Fund | Buyout fund | 2021 first reported on Form ADV | $36.4M as of Mar 25, 2024 | no Form D | Unknown | |
| R•••••• C•••••• P••••••• T•••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $9.8M as of Mar 25, 2024 | no Form D | Unknown | |
| R•••••• C•••••• P••••••• F••• I•• L• ADV: Private Equity Fund | Buyout fund | 2020 first reported on Form ADV | $182M as of Mar 25, 2024 | no Form D | Successor fundraising | |
| R•• M••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $7,969 as of Mar 25, 2024 | no Form D | Harvest | |
| A••••• L•••••••• 2• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $890,228 as of Mar 25, 2024 | no Form D | Successor fundraising | |
| R•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $410,907 as of Apr 22, 2023 | no Form D | Wound down | |
| R••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $83,180 as of Apr 22, 2023 | no Form D | Wound down | |
| R••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $297,684 as of Apr 22, 2023 | no Form D | Wound down | |
| R••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $9.9M as of Apr 22, 2023 | no Form D | Wound down | |
| R•• D••••• O••••••••• F••• I• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2.5M as of Apr 22, 2023 | no Form D | Wound down | |
| R•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1.8M as of Mar 25, 2024 | no Form D | Harvest | |
| R•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $414,588 as of Apr 22, 2023 | no Form D | Wound down | |
| R••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $236,177 as of Apr 30, 2020 | no Form D | Wound down | |
| R•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $23,404 as of Nov 12, 2019 | no Form D | Wound down | |
| R•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2,614 as of Mar 25, 2024 | no Form D | Harvest | |
| R••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Mar 25, 2024 | no Form D | Harvest | |
| R•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Mar 25, 2024 | no Form D | Harvest |
Team
35 current, 1 former
Managing partner (7)
- C•••• W•••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•• L••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• B••••• L••••• · Managing Partner · since Jan 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• M••••• F••••••••• · Managing Partner · since Jan 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• M••••• F••••••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• C•••• W•••••• · Managing Partner · since Jan 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• D•••• W•••••• · Managing Partner · since Jan 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (2)
- B•• W•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• A••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (1)
- R••• S••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (11)
- A•••• C••••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• G••••• · Operating Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• B••••• · Vice President, Data & Analytics · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• H•••• · Vice President, Data & Analytics · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• C•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• B••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• F•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• S••• · Senior Associate, Data & Analytics · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••••• O••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••• B•••••• · Operating Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• P••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (3)
- K•••••••• S•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• E•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• T••••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (2)
- M•••••• V•••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• M••••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (3)
- A••• L••••• · Associate, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• S•••• · Senior Associate, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• K•••••• · Head of Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (6)
- B•••• W••• · Controller / Compliance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• W••• · Accounting and Tax Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• G•••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• L• · D•••••or of Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• D•••• · Partner, Chief Financial Officer/Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• K•••••• · Chief Compliance Officer, Chief Financial Officer · since Oct 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
1 former (kept with end dates)
- J•••• H• L••••• · Chief Compliance Officer · Jun 1, 2019 to Mar 30, 2020 Inference
Portfolio
32 relationships, 0 platforms, 0 add-ons
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)
- U•• S••••••••• L•• 2 shared · recurring · last Jan 1, 2021
- C••••••• L•••••• • C•• I••• 1 shared · one time · last Jan 1, 2023
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
2 most recent
- Mar 27, 2026R•••••• C•••••• P•••••••• L••: Private Equity Funds on Form ADV 11 (2024 extract) -> 12 (roster 2026-09-01)
- Oct 12, 2017R•••••• C•••••• P•••••••• L•• first filed Form ADV in the extract (ERA)
Across the graphs
R•••••• C•••••• P•••••••• L•• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.
Venture Capital1Independent 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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