DFX Intelligence
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B•••• C•••••• P••••••• M••••••••• C•••••• I••• L••
Buyout firmClassification probableunsizedSEC registered investment adviser· Milwaukee, WI
Buyout firm, based in Milwaukee, WI.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $6.2M
- PE fund assets
- $5.3M
- PE funds
- 2
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 1
- RAUM $6.2M
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmprobable, confidence 65%
- Basis
- 2 of 2 distinct vehicles are sworn Private Equity Funds
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Buyout firm (probable, 65%)2 of 2 distinct vehicles are sworn Private Equity Funds
Regulatory footprint (Form ADV)
- Adviser type
- Registered investment adviser
- Form ADV filings
- Mar 29, 2012 to Mar 13, 2017
- RAUM
- $6.2Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $5.3Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $5.3Mevery 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
- 100%
- Fund type mix
- Private equity fund: 2 funds, $5.3M reported gross assets
- Employees
- 13
- Headquarters
- Milwaukee, WI
- Office address
- ••• Locked
- Business phone
- ••• Locked
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
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B•••• C•••••• P••••••• I•• L•••••• P••••••••• ADV: Private Equity Fund | Buyout fund | unknown | $4.7M as of Mar 13, 2017 | no Form D | Mature | |
| B•• I•• S•••••• A•••••••• L•••••• P••••••••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $677,000 as of Mar 13, 2017 | no Form D | Mature |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: 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.
7 current, 6 former
Partner (3)
- P••• E••••• P•••••• · Investment Committee Member · since May 1, 1999 Form ADV
- R••••• D•••••• O•••••• · Investment Committee Member · since Dec 1, 2016 Form ADV
- S••••• G•••••• B•••• · Investment Committee Member · since May 1, 1999 Form ADV
Principal (2)
- C•••••• A••••• B••••••• · Member, Director, Investment Committee Member · since May 1, 1999 Form ADV
- G••••• G••••• P•• · Member, Director, Investment Committee Member · since Mar 1, 2006 Form ADV
Platform (2)
- A••••• M•••• P••••• · Chief Compliance Officer · since Mar 1, 2014 Form ADV
- P••• L•• S•••••• · Chief Legal Officer · since Mar 1, 2013 Form ADV
6 former (kept with end dates)
- R•••••• A••• S••••• · Investment Committee Member · Mar 1, 2002 to Mar 13, 2017 Inference
- R••••• J••• V•••••• · Investment Committee Member · Jan 1, 2000 to Mar 15, 2013 Inference
- G••• F••••••• H••••••• · Secretary · Aug 1, 1999 to Mar 15, 2013 Inference
- T••• S••••• N••••• · Chief Compliance Officer · Oct 1, 2004 to Mar 25, 2014 Inference
- D•••• P••• P•••••• · Member, Inv Comm Member, Director · May 1, 1999 to Mar 13, 2017 Inference
- R•••••• A••••• M••• · Member, Director, Investment Committee Member · Mar 1, 2006 to Mar 13, 2017 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
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
2 most recent
Across the graphs
B•••• C•••••• P••••••• M••••••••• C•••••• I••• L•• is the same institution as 1 record in RIA and Wealth.
RIA 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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