DFX Intelligence
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B•••• V•••••• P••••••• M••••••••• C•••••• I•• L••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Milwaukee, WIr••••••.com
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
- $252M
- PE fund assets
- $215M
- 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 2
- RAUM $252M
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- 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: $0.22bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
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
- Sep 18, 2013 to Jun 24, 2026
- RAUM
- $252Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $215Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $228Mevery 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 2024-03-27, latest gav Private Equity Fund $215M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 2
- Employees
- 10
- 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•••• V•••••• P••••••• I• L•••••• P••••••••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $186M as of Mar 27, 2024 | no Form D | Mature | |
| B•• I• S•••••• A••••••••• F••• L•••••• P••••••••• ADV: Private Equity Fund | Feeder or parallel | unknown | $29.3M as of Mar 27, 2024 | no Form D | Mature |
Team
6 current, 4 former
Partner (2)
- G••••• G••••• P•• · Manager, Investment Committee Member · since Jul 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•• a• L••••••••• · Investment Committee Member · since Jul 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (2)
- B••••••• P•••••• R•••••• · Principal, Investment Committee Member · since Jul 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• E••••• P••••• · Principal, Investment Committee Member · since Jul 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- A••••• M•••• P••••• · Chief Compliance Officer · since Mar 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••• L•• S•••••• · Chief Legal Officer · since Jul 1, 2013 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)
- P••• E••••• P•••••• · Investment Committee Member · Jul 1, 2013 to Mar 23, 2020 Inference
- S••••• G•••••• B•••• · Investment Committee Member · Jan 1, 2014 to Mar 26, 2015 Inference
- T••• S••••• N••••• · Chief Compliance Officer · Jul 1, 2013 to Mar 25, 2014 Inference
- M•••••• N• L•••• · Principal, Investment Committee Member · Jul 1, 2013 to Mar 31, 2023 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
- Sep 18, 2013••• Locked
Across the graphs
B•••• V•••••• P••••••• M••••••••• C•••••• I•• 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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