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 / L•••••• G•••• I••••••••• L••
L•••••• G•••• I••••••••• L••
Classification
- Class
- Buyout firmprobable, confidence 65%
- Basis
- R6: 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%, cls-pe-1)R6: 2 of 2 distinct vehicles are sworn Private Equity Funds
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Nov 27, 2015 to Jul 7, 2017
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $10.8Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $10.8Mevery 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
- filed 2017-07-07, latest gav Private Equity Fund $10.8M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 2
- Employees
- unknown
- Headquarters
- Milwaukee, WI
- Office address
- 316 EAST SILVER SPRING DRIVE SUITE 206, Milwaukee, WI, 53217
- Business phone
- 888 988 2002
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 |
|---|---|---|---|---|---|---|
| L•• S•• I• L•• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $5.0M as of Jul 7, 2017 | no Form D | Unknown | |
| L•• P••••••••• A•••••••• L•• ADV: Private Equity Fund | Fund of funds | unknown | $5.8M as of Jul 7, 2017 | no Form D | Unknown |
Team
6 current, 3 former
Managing partner (1)
- R•••••• M•••••• O••••••• · Chief Executive Officer And Chief Operating Officer · since Dec 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (1)
- A••••• J•••• S•••••• · Executive Vice President Of Client Services · since Sep 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (4)
- B•••••• C•••••• D•••••• · Chief Technology Officer · since Sep 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••• M•••• S••• · Chief Financial Officer · since Jul 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• A••••• · 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)
- N••••• T•••• · Chief Economics Officer · since Jun 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
3 former (kept with end dates)
- W•••••• T• S••••••••• · Chairman · Feb 1, 2013 to May 11, 2016 Inference
- C••• C•••• · Chief A•••••••• Officer · Dec 1, 2011 to Aug 16, 2016 Inference
- M•••••• S•••••••• · Deputy Chief Financial Officer · Aug 1, 2016 to Jul 7, 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
- Sep 1, 2026Adviser CRD 282280 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Nov 27, 2015L•••••• G•••• I••••••••• L•• first filed Form ADV in the extract (ERA)