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.
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Firms / L•••••••• C•••••• P•••••••
L•••••••• C•••••• P•••••••
L•••••••• C•••••• P••••••• is dedicated to the success of our middle market companies. Our Chicago-based private equity firm helps founders scale.
Classification
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.24bn Private Equity Fund GAV on the Form ADV filed 2024-03-22
Classification history (2)
- Sep 18, 2026Buyout firm (probable, 80%, cls-pe-2)own website statement“We are a lower middle-market private equity firm with a passion for helping to build great companies”l•••••••••.com
- Sep 13, 2026Buyout firm (probable, 65%, cls-pe-1)R6: 1 of 1 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jun 23, 2020 to Mar 22, 2024
- RAUM
- $244Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $244Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $244Mevery private fund type, latest filing
- 2024 PE fund GAV
- $244Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-22, latest gav Private Equity Fund $244M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 1
- Employees
- 4
- Headquarters
- Chicago, IL
- Office address
- 110 N. WACKER DRIVE, SUITE 3150, Chicago, IL, 60606
- Business phone
- 312-237-3838
Stated criteria beside observed behaviour
21 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- North America
- Revenue
- not stated or not yet read
- EBITDA
- $5.0M to $15.0M
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- control
- Thesis
- The businesses we invest in and partner with share certain key characteristics
Observed from deals on record
- roles
- add on 1, unknown 18, platform 2
- period
- to 2025-12-11, from 2007-01-01, undated holdings 0, dated observations 25
- window
- last 2025-12-11, first 2024-08-21
- control
- control 2, unknown 19
- companies
- 21
- geography
- count 1, share 0.048, value WA, count 1, share 0.048, value FL
- investments
- 21
- seller kinds
- transactions
- 4
- cadence by year
- 2024 add ons 1, 2025 platforms 1, other deals 2
- platform add on
- add ons 1, platforms 2, add ons per platform unknown
- sector known for
- 14
- disclosed value usd
- n 0
- sector distribution
- count 3, share 0.143, value healthcare it, examples Receivables Management Partners, Revco Solutions, Annuity Health, count 2, share 0.095, value financial services, examples Stuzo, Processing.com, count 2, share 0.095, value tech enabled services, examples IT MSP, Enavate, count 2, share 0.095, value software, examples MetaSource, LLC, DemandTec, count 1, share 0.048, value business services, examples Team One, count 1, share 0.048, value transportation logistics, examples Eclipse Advantage, count 1, share 0.048, value industrial manufacturing, examples United American Security, count 1, share 0.048, value consumer services, examples Blue Wheel
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 3, share 0.143, value healthcare it, examples Receivables Management Partners, Revco Solutions, Annuity Health, count 2, share 0.095, value financial services, examples Stuzo, Processing.com, count 2, share 0.095, value it services msp, examples IT MSP, Enavate, count 2, share 0.095, value software, examples MetaSource, LLC, DemandTec, count 1, share 0.048, value insurance agencies brokerage, examples Team One, count 1, share 0.048, value warehousing, examples Eclipse Advantage, count 1, share 0.048, value miscellaneous manufacturing, examples United American Security, count 1, share 0.048, value landscaping, examples Blue Wheel
21 companies on the graph (4 transactions); most in healthcare it (3); 2 platforms and 1 add-ons; observed 2007 to 2025
Funds
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| L•••••••• C•••••• F••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $244M as of Mar 22, 2024 | no Form D | Active deployment | |
| L•••••••• F••• I• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
Team
7 current, 0 former
Partner (5)
- N••••••• S•••• C••••••••• · Partner · since Nov 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N••• C••••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• A•••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- R••• G•••••• A•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• G•••••• A•••••• · Partner · since Nov 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (1)
- A••• M••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (1)
- D••••• B••••• · Cco And Vp Of Finance · since Sep 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
21 relationships, 2 platforms, 1 add-ons
Transactions
4 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Dec 11, 2025 | Growth investment | M•••••••• | Sponsor (confirmed) | l•••••••••.com |
| Sep 4, 2025 | Growth investment | D•••••••• | Sponsor (confirmed) | l•••••••••.com |
| Jun 5, 2025 | Platform acquisition | I• M•• | Sponsor (confirmed) | l•••••••••.com |
| Aug 21, 2024 | Add-on acquisition | D•• O•• D••••••• L•• | Sponsor (confirmed) | l•••••••••.com |
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- S•••••• A••••••• L•• 1 shared · one time · last Jan 1, 2020
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
11 most recent
- Sep 17, 2026L•••••••• Completes Strategic Investment in E••••••
- Sep 17, 2026L•••••••• Completes Strategic Investment in D••••••••
- Sep 17, 2026L•••••••• C•••••• P••••••• Closes Acquisition of C•••••••
- Sep 17, 2026L•••••••• C•••••• P••••••• Closes Oversubscribed Fund II at $325 million Hard Cap
- Sep 17, 2026L•••••••• Capital and B••• W•••• Complete Acquisition of Day One D••••••
- Sep 17, 2026L•••••••• Capital and T••• O•• Complete Acquisition of ProStar
- Mar 28, 2026L•••••••• C•••••• P•••••••: Private Equity Funds on Form ADV 1 (2024 extract) -> 4 (roster 2026-09-01)
- Dec 11, 2025L•••••••• Completes Strategic Investment in E••••••
- Sep 4, 2025L•••••••• Completes Strategic Investment in D••••••••
- Jun 5, 2025L•••••••• C•••••• P••••••• Closes Acquisition of C•••••••Platform investmentFactI• M••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Jun 23, 2020L•••••••• C•••••• P••••••• first filed Form ADV in the extract (IA)
Across the graphs
L•••••••• C•••••• P••••••• 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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