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 / R••• A•••••••• L••
R••• A•••••••• L••
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 2 of 2 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.02bn Private Equity Fund GAV on the Form ADV filed 2024-05-14
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 2 of 2 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Aug 21, 2014 to May 14, 2024
- RAUM
- $148Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $22.8Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $22.8Mevery private fund type, latest filing
- 2024 PE fund GAV
- $22.8Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-05-14, latest gav Private Equity Fund $22.8M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 2
- Employees
- 2
- Headquarters
- Dallas, TX
- Office address
- 2101 CEDAR SPRINGS ROAD, SUITE 1200, Dallas, TX, 75201
- Business phone
- 214-908-8130
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 |
|---|---|---|---|---|---|---|
| A•••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $22.7M as of May 14, 2024 | no Form D | Mature | |
| R••• P• F••• I• L••• ADV: Private Equity Fund | Buyout fund | 2015 first reported on Form ADV | $19,541 as of May 14, 2024 | no Form D | Harvest |
Team
1 current, 4 former
Managing partner (1)
- M••• P•••••• · Managing Member And Sole Owner Of C••••••••• D•• G•• L•• · since Mar 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
4 former (kept with end dates)
- J••• W•••••• H•••• · President And Chief Compliance Officer · Sep 1, 2013 to Sep 6, 2022 Inference
- G•••••••• G•••••• · Chief Compliance Officer · Jul 1, 2017 to Feb 14, 2018 Inference
- J•••• S••••• H••• · Chief Compliance Officer · Dec 1, 2015 to Jul 11, 2017 Inference
- T••••• J••••• S•••••• · Chief Compliance Officer · Aug 1, 2014 to Dec 1, 2015 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
- Aug 21, 2014R••• A•••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
R••• A•••••••• 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.
Checking your plan…