DFX Intelligence
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H•• P••••••• L••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Dallas, TX
Buyout firm, based in Dallas, TX.
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
- $258M
- PE fund assets
- $258M
- PE funds
- 10
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
What matters now
- -1funds on Form ADV
Private equity funds on its Form ADV went from 11 to 10 (-1).
Vehicles leaving the filing are funds wound up or moved to another adviser.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- 26 of 27 distinct vehicles are sworn Private Equity Funds; 17 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.26bn Private Equity Fund GAV on the Form ADV filed 2026-03-31
Classification history (2)
- Sep 23, 2026Buyout firm (confirmed, 85%)26 of 27 distinct vehicles are sworn Private Equity Funds; 17 reported gross assets on a filing in 2022 or later
- Sep 13, 2026Buyout firm (confirmed, 85%)24 of 25 distinct vehicles are sworn Private Equity Funds; 15 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $258M · 10 PE funds · filed Mar 31, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Feb 14, 2012 to Mar 31, 2026
- RAUM
- $258Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 10
- PE fund GAV, latest filing
- $258Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $258Mevery private fund type, latest filing
- 2024 PE fund GAV
- $259Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 96%
- Fund type mix
- Private equity fund: 10 funds, $258M reported gross assets, 26 ever reported
- Real estate fund: 1 ever reported
- Employees
- 9
- Headquarters
- Dallas, TX
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviourno criteria stated · no observed deals yetShowHide
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.
FundsHow vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.
27 families, 27 vehicles on record
H••••••••• I• L• · 1 vehicle · vintage 2024$39.9M
- H••••••••• I• L• buyout or unlabelled · 2024$39.9M
H•••• S••••••••• E••••• F••• I• L• · 1 vehicle · vintage 2022$22.8M
- H•••• S••••••••• E••••• F••• I• L• buyout or unlabelled · 2022$22.8M
H••••••• L• · 1 vehicle · vintage 2021$43.7M
- H••••••• L• buyout or unlabelled · 2021$43.7M
H••••• L• · 1 vehicle · vintage 2019$15.4M
- H••••• L• buyout or unlabelled · 2019$15.4M
H••••••••• C••••• L• · 1 vehicle · vintage 2018$4.3M
- H••••••••• C••••• L• buyout or unlabelled · 2018$4.3M
Co-investment vehicles · 1 vehicle · vintage 2022$96.6M
- H••• I• B• C•••••••• L• Co-investment vehicle · 2022$96.6M
21 smaller families are in the full list of vehicles.
View all 27 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| H••••••••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $39.9M as of Mar 31, 2026 | no Form D | Early deployment | |
| H•••••• H••• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $2.9M as of Mar 31, 2026 | no Form D | Early deployment | |
| 9•• S••••• F••• L• | buyout or unlabelled | 2024 Form D first sale | unknown | no reporting | $5.4M | Unknown |
| H••• I• B• C•••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $96.6M as of Mar 31, 2026 | $0 | Active deployment | |
| H•••• S••••••••• E••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $22.8M as of Apr 29, 2022 | $0 | Wound down | |
| H••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $43.7M as of Mar 31, 2026 | $30.0M | Mature | |
| H••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 Form D first sale | $15.4M as of Mar 31, 2026 | no Form D | Unknown | |
| H••••••••• C••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $4.3M as of Sep 11, 2019 | no Form D | Wound down | |
| H•••••••• S••• L• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $1.5M as of Mar 31, 2026 | no Form D | Harvest | |
| H••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2017 Form D first sale | $59.4M as of Mar 31, 2023 | no Form D | Wound down | |
| H•••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2017 Form D first sale | $804,634 as of May 3, 2024 | no Form D | Harvest | |
| H••• • D•••• G••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2016 Form D first sale | $10.6M as of Sep 11, 2019 | no Form D | Wound down | |
| H••• • O••••••• E••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2016 Form D first sale | $3.4M as of Mar 31, 2026 | no Form D | Harvest | |
| H••••• P•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2015 Form D first sale | $32.8M as of Apr 29, 2022 | no Form D | Wound down | |
| H••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2014 Form D first sale | $511,933 as of Nov 10, 2020 | no Form D | Wound down | |
| H•••••••• B•••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2013 Form D first sale | $561,974 as of Nov 7, 2018 | no Form D | Wound down | |
| H••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2012 Form D first sale | $24.3M as of Mar 31, 2026 | no Form D | Harvest | |
| H••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2012 Form D first sale | $11,045 as of May 3, 2024 | no Form D | Harvest | |
| H• S•••• P•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2011 Form D first sale | $51.0M as of Apr 29, 2022 | no Form D | Wound down | |
| A••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2007 Form D first sale | $0 as of Apr 29, 2022 | no Form D | Wound down | |
| A••••• N•••••••• E••••• P•••••••• L••• ADV: Private Equity Fund | Buyout fund | 2006 Form D first sale | $300,306 as of May 3, 2024 | no Form D | Harvest | |
| H••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2006 Form D first sale | $162,085 as of Apr 29, 2016 | no Form D | Wound down | |
| H••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2006 Form D first sale | $0 as of Apr 29, 2022 | no Form D | Wound down | |
| H•••••••• K••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $20.0M as of Mar 31, 2026 | no Form D | Unknown | |
| H••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $10.3M as of Mar 31, 2026 | no Form D | Unknown | |
| H••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $6.6M as of Mar 31, 2014 | no Form D | Wound down | |
| H••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2.4M as of Mar 30, 2015 | no Form D | Wound down |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites). A person named by two sources under two spellings is shown once, with both sources.
3 current, 3 former
- Chairman, President And Chief Executive Officer · since Jan 1, 2012
- Executive Vice President And Chief Operating Officer · since Jan 1, 2012
- Chief Compliance Officer And Partner · since Jan 1, 2012
Full team · 3 peoplegrouped by role, with sources
Managing partner (1)
- T••••• O•••• H•••• · Chairman, President And Chief Executive Officer · since Jan 1, 2012 Form ADV
Platform (2)
- C•••••••• W••••• V••• · Executive Vice President And Chief Operating Officer · since Jan 1, 2012 Form ADV
- M••• H••••• H•••• · Chief Compliance Officer And Partner · since Jan 1, 2012 Form ADV
3 former (kept with end dates)
- B•••••• L•• B•••• · Chief Financial Officer/ Chief Compliance Officer · Oct 1, 2018 to Sep 30, 2021 Inference
- K•••• M•••••• · Chief Compliance Officer · Mar 1, 2018 to Nov 7, 2018 Inference
- L••• K•• M••••••••• · Chief Compliance Officer, Vice President, Treasurer And Secretary · Jan 1, 2012 to Mar 28, 2018 Inference
DealsHow deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 0 portfolio relationships and 0 transactions are on this record.
0 on record, newest first · 0 platforms · 0 add-ons
No deal naming this firm has been collected yet. Deals arrive from the firm’s portfolio page, SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- S••••• H••• L•• 1 shared · one time · last Jan 1, 2022
LP commitmentsHow LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.
0 LPs, 0 disclosed commitments
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
Across the graphs
H•• P••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Real Estate Funds.
Independent Sponsors1RIA and Wealth1Real Estate Funds1
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…
Not yet on record: investments held, deals, last 12 months.