DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / A•••••••• P•••••••• L••
A•••••••• P•••••••• L••
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 9 of 9 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.04bn Private Equity Fund GAV on the Form ADV filed 2024-09-04
- Strategies
- INFRASTRUCTURE, PRIVATE CREDIT
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 9 of 9 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 18, 2019 to Sep 4, 2024
- RAUM
- $4.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 9
- PE fund GAV, latest filing
- $44.2Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $44.2Mevery private fund type, latest filing
- 2024 PE fund GAV
- $44.2Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-09-04, latest gav Private Equity Fund $44.2M, latest counts Private Equity Fund 9, lifetime distinct Private Equity Fund 9
- Employees
- 45
- Headquarters
- Houston, TX
- Office address
- 811 LOUISIANA STREET, SUITE 2420, Houston, TX, 77002
- Business phone
- 713-429-5552
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
9 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A•••••••• • T• S••••• 2••• L• ADV: P•••••• Equity Fund | Fund of funds | 2024 year in the fund name | $0 as of 2•••-09-04 | no Form D | Unknown | |
| A•••••••• • B•• F••• P•••••••• L• ADV: P•••••• Equity Fund | Fund of funds | 2024 first reported on Form ADV | $0 as of 2•••-09-04 | no Form D | Unknown | |
| A• P•••••• M•••••• 2••• V•••••• F••• L• ADV: P•••••• Equity Fund | Fund of funds | 2024 year in the fund name | $0 as of 2•••-09-04 | no Form D | Unknown | |
| A•••••••• • J•• L••• P•••••••• L• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $20.5M as of 2•••-09-04 | no Form D | Unknown | |
| A•••••••• • T• S••••• 2•••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 year in the fund name | $6.8M as of 2•••-09-04 | no Form D | Early deployment | |
| A•••••••• • L•• S••••• 2•••• L• ADV: P•••••• Equity Fund | Fund of funds | 2022 year in the fund name | $90,020 as of 2•••-09-04 | no Form D | Unknown | |
| A•••••••• • S• C••••• F••• I•• L• ADV: P•••••• Equity Fund | Credit fund | 2021 first reported on Form ADV | $6.1M as of 2•••-09-04 | no Form D | Active deployment | |
| A•••••••• • T• D••••••• F••• I••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $10.0M as of 2•••-09-04 | no Form D | Active deployment | |
| A•••••••• • E• E••••• T••••••••• F••• I• L• ADV: P•••••• Equity Fund | Infrastructure fund | 2020 first reported on Form ADV | $642,423 as of 2•••-09-04 | no Form D | Harvest |
Team
8 current, 2 former
Managing partner (6)
- J•••• L••••••• F••••••• · Ceo/Founding Partner · since Apr 1, 2019 SEC Form ADV filing data 2011 to 2••• (Schedule D 7.B.(1) p•••••• funds, Schedules A/B, 1.I websites)
- J••••• J••• C•••••••• · Managing Director, Founding Partner · since Apr 1, 2019 SEC Form ADV filing data 2011 to 2••• (Schedule D 7.B.(1) p•••••• funds, Schedules A/B, 1.I websites)
- R••••• H••• W••••••••• · Managing Director, Founding Partner · since Apr 1, 2019 SEC Form ADV filing data 2011 to 2••• (Schedule D 7.B.(1) p•••••• funds, Schedules A/B, 1.I websites)
- R••••• E• T•••••• · Managing Director/President · since Mar 1, 2021 SEC Form ADV filing data 2011 to 2••• (Schedule D 7.B.(1) p•••••• funds, Schedules A/B, 1.I websites)
- W•••••• D••••• B•••• · Managing Director/Founding Partner · since Apr 1, 2019 SEC Form ADV filing data 2011 to 2••• (Schedule D 7.B.(1) p•••••• funds, Schedules A/B, 1.I websites)
- W•••••• S•••••• B•••• · Managing Director, Founding Partner · since Apr 1, 2019 SEC Form ADV filing data 2011 to 2••• (Schedule D 7.B.(1) p•••••• funds, Schedules A/B, 1.I websites)
Platform (2)
- A••• C•••••• Z•••• · Managing Director/Chief Compliance Officer · since Sep 1, 2020 SEC Form ADV filing data 2011 to 2••• (Schedule D 7.B.(1) p•••••• funds, Schedules A/B, 1.I websites)
- R••••• L•• S•••••••• · Chief Financial Officer · since 2•••-07-01 SEC Form ADV filing data 2011 to 2••• (Schedule D 7.B.(1) p•••••• funds, Schedules A/B, 1.I websites)
2 former (kept with end dates)
- D•••• M••••• D•••• · Chief Investment Officer · Aug 1, 2019 to Mar 30, 2020 Inference
- L•••• E•••••••• E•••• · Chief Compliance Officer · Mar 1, 2019 to Apr 26, 2019 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
1 most recent
- Mar 18, 2019A•••••••• P•••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
A•••••••• P•••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.
Independent Sponsors1RIA and Wealth1Private 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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