DFX Intelligence

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C••••• V•••• P•••••••• L••

Private credit managerClassification probableunsizedSEC registered investment adviser· Sarasota, FLc•••.com

Private credit manager, running PRIVATE CREDIT, based in Sarasota, FL.

Composed from this firm's filed classification and location. It has no published description on record.

As of 2026-09-17 · identity and classification; each section below carries its own date

Regulatory AUM: $162M
PE fund assets: Not established
PE funds: 0
Investments held: Not established
Deals, last 12 months: Not established

Funds and vehicles Team (6)Transactions

As of 2026-09-17 · identity and classification; each section below carries its own date

Why this matters

This firm publishes its own acquisition criteria, so a fit test does not have to be inferred from past deals.
Sectors aerospace_defense
Also held on 2 other DFX graphs, so its behaviour can be read from more than one side.
Graphs 2
0 lenders and 11 placement agents appear beside this firm on the record.
Placement agents 11

Classification

How this organization is classified, and on what basisPrivate credit manager · 2 in historyShow

Class: Private credit managerprobable, confidence 70%
Basis: R1b: the adviser's name says 'Credit' (credit, royalty or BDC manager), not a control buyer
Size band: unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Strategies: PRIVATE CREDIT

Classification history (2)

Sep 13, 2026
Private credit manager (probable, 70%, cls-pe-2)
R1b: the adviser's name says 'Credit' (credit, royalty or BDC manager), not a control buyer
Sep 13, 2026
Private credit manager (probable, 70%, cls-pe-1)
R2: 15 of 16 private equity vehicles are named credit

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Mar 20, 2012 to Nov 22, 2024
RAUM: $162Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 0
PE fund GAV, latest filing: unknownreported gross assets (Form ADV), not fund size
All private fund GAV: $162Mevery 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: 55%
Fund type mix: filed 2024-11-22, latest gav Hedge Fund $162M, latest counts Hedge Fund 2, lifetime distinct Hedge Fund 9, Private Equity Fund 17, Securitized Asset Fund 5
Employees: 3
Headquarters: Sarasota, FL
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour

no observed deals yet

Stated by the firm

Sectors: aerospace defense
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

21 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	GAV by year	Form D sold	Lifecycle
C•• H••• I••••• P•••••• C••••• M••••• F•••• L• ADV: P•••••• Equity Fund	Credit fund	2016 first reported on Form ADV	$2.7M as of Apr 16, 2020		no Form D	Wound down
C•• H••• I••••• P•••••• C••••• P• F•••• L• ADV: P•••••• Equity Fund	Credit fund	2016 first reported on Form ADV	$2.7M as of Apr 16, 2020		no Form D	Wound down
C•• H••• I••••• P•••••• C••••• P• F••• •••••••• L• ADV: P•••••• Equity Fund	Credit fund	2016 first reported on Form ADV	$306,430 as of Apr 16, 2020		no Form D	Wound down
C•••• P• I••••••••• F•••• L• ADV: P•••••• Equity Fund	Feeder or parallel	2016 first reported on Form ADV	$306,430 as of Apr 16, 2020		no Form D	Wound down
C•• T••••••• C••••• M••••• F••• I• L• ADV: Hedge Fund	Credit fund	2016 first reported on Form ADV	$0 as of Sep 28, 2022		no Form D	Mature
C•• T••••••• C••••• M••••• F••• I•• L• ADV: Hedge Fund	Credit fund	2016 first reported on Form ADV	$0 as of Sep 28, 2022		no Form D	Active deployment
C•• T••••••• C••••• I••••••••• F•••• L• ADV: Hedge Fund	Credit fund	2016 first reported on Form ADV	$0 as of Sep 28, 2022		no Form D	Mature
C•• T••••••• C••••• I••••••••• F••• •••••••• L• ADV: Hedge Fund	Credit fund	2016 first reported on Form ADV	$0 as of Sep 28, 2022		no Form D	Active deployment
C••••• V•••• F••• I••• L• ADV: P•••••• Equity Fund	Credit fund	2014 first reported on Form ADV	$86.4M as of Feb 12, 2020		no Form D	Wound down
C••••• V•••• F••• ••••••• I••• L• ADV: P•••••• Equity Fund	Credit fund	2014 first reported on Form ADV	$30.7M as of Feb 12, 2020		no Form D	Wound down
C••••• V•••• I••••••••• F••• I••• L• ADV: P•••••• Equity Fund	Credit fund	2014 first reported on Form ADV	$30.4M as of Feb 12, 2020		no Form D	Wound down
C••••••••• C••••• V•••• I••••••••• F••• I• L• ADV: P•••••• Equity Fund	Credit fund	2014 first reported on Form ADV	$0 as of Apr 15, 2015	no reporting	no Form D	Unknown
C••••••••• C••••• V•••• F••• I• L• ADV: P•••••• Equity Fund	Credit fund	2014 first reported on Form ADV	$0 as of Apr 15, 2015	no reporting	no Form D	Unknown
C••••••••• C••••• V•••• F••• ••••••• I• L• ADV: P•••••• Equity Fund	Credit fund	2014 first reported on Form ADV	$0 as of Apr 15, 2015	no reporting	no Form D	Unknown
C•• B•••••• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2014 first reported on Form ADV	$0 as of May 2, 2016		no Form D	Wound down
C••••• V•••• P••••••• D••••••••• D••••••• I••••••••• F••• L• ADV: P•••••• Equity Fund	Credit fund	2014 first reported on Form ADV	$0 as of Feb 12, 2020		no Form D	Wound down
C••••• V•••• P••••••• D••••••••• D••••••• F••• L• ADV: P•••••• Equity Fund	Credit fund	2014 first reported on Form ADV	$0 as of Feb 12, 2020		no Form D	Wound down
C••••• V•••• P••••••• D••••••••• D••••••• F••• ••••••• L• ADV: P•••••• Equity Fund	Credit fund	2014 first reported on Form ADV	$0 as of Feb 12, 2020		no Form D	Wound down
C••••• V•••• M••••• F••• I••• L• ADV: P•••••• Equity Fund	Credit fund	2013 first reported on Form ADV	$80.7M as of Feb 12, 2020		no Form D	Wound down
C••••••••• C••••• V•••• M••••• F••• I•• L• ADV: P•••••• Equity Fund	Credit fund	unknown	$0 as of Apr 15, 2015		no Form D	Unknown
C••••• V•••• P••••••• D••••••••• D••••••• M••••• F••• L•• ADV: P•••••• Equity Fund	Credit fund	unknown	$0 as of Feb 12, 2020		no Form D	Wound down

Team

6 current, 23 former

Partner (1)

N••• R• D•••• · Managing Director · since Feb 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Board or advisory (3)

D••••• E••••• P•••••• · Trustee Of A••• H• P•••••• 2••• I••••••••• G•••••• T•••• · since Dec 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J••• P••••• · Trustee Of D••••• E• P••••••• J•• 2••• I••••••••• G•••••• T•••• · since Dec 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
K•••••• G••••• P•••••• · Trustee Of D••••• E• P••••••• J•• 2••• I••••••••• G•••••• T•••• · since Dec 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (2)

A••• E••••• F••••• · Chief Financial Officer · since Nov 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
L•••••• D•••• N••••• · Chief Operating Officer/Chief Compliance Officer · 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)

23 former (kept with end dates)

Y••••••• H••• · Elected Manager, Chairman Of The Board Of Managers · Feb 1, 2017 to Mar 30, 2020 Inference
B•••• J••• C••••• · Portfolio Manager · Jul 1, 2017 to Mar 28, 2018 Inference
F••• E••••••• W••••••• · Owner · Nov 1, 2019 to Dec 8, 2022 Inference
G••••••• A••• G••••••• · Managing Director · Nov 1, 2019 to Jun 30, 2021 Inference
G••••• C•••• · Managing Director · Nov 1, 2019 to Mar 31, 2022 Inference
G•••• E••• P•••••• · Elected Manager · Feb 1, 2017 to Jan 2, 2019 Inference
H••••• E•••••• S••••••• · Elected Manager · Jan 1, 2019 to Mar 30, 2020 Inference
H••• J••••• W••• · Elected Manager · Feb 1, 2017 to Jan 2, 2019 Inference
J•••••• S•••• P•••••• · Elected Manager · Jan 1, 2019 to Mar 30, 2020 Inference
J••• M•••••• G•••• · Elected Manager · Aug 1, 2018 to Mar 30, 2020 Inference
J••••• P•••• M••••• · L•••••• Partner · Sep 1, 2013 to Mar 30, 2015 Inference
J••••• P•••• M••••• · Elected Manager · Jan 1, 2019 to Mar 30, 2020 Inference
L•••• W•••••• M•••••••• · Elected Manager · Feb 1, 2017 to Jan 2, 2019 Inference
M•••••• P•••••• K••••• · Portfolio Manager · Aug 1, 2014 to Mar 30, 2020 Inference
M•••••• T••••• G••••• · Portfolio Manager · Jun 1, 2010 to Jul 14, 2017 Inference
N••• R• D•••• · Partner · Feb 1, 2022 to Dec 8, 2022 Inference
S••••• F•••••• O•••• · L•••••• Partner · Jun 1, 2012 to Oct 8, 2014 Inference
T••••• A•••••••• H••••• · Elected Manager · Feb 1, 2017 to Mar 30, 2020 Inference
D••••• D••••••••• · Chief Compliance Officer · Jun 1, 2021 to Sep 28, 2022 Inference
F•••••• R••••• · Chief Compliance Officer · Sep 1, 2022 to Sep 28, 2023 Inference
J••••• A••••• C•••••••• · Chief Financial Officer · Mar 1, 2021 to Feb 22, 2023 Inference
K•••• S•••••• R••••••••• · Chief Compliance Officer · Mar 1, 2017 to Nov 8, 2019 Inference
M••• J••••• D•••••••• · Chief Compliance Officer · Nov 1, 2019 to Jun 30, 2021 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

11 relationships

Placement agents (11)

C••••• S••••• S••••••••• •••• L•• 6 shared · very strong · last Jan 1, 2014
C•••• P•••••••• L•• 6 shared · very strong · last Jan 1, 2014
W• A••••••• L•••••• 4 shared · strong · last Jan 1, 2014
S•••••• S••••••••• 4 shared · strong · last Jan 1, 2014
F••• L•• D•••• F••••• P•••••• C•••••• G•••• 4 shared · strong · last Jan 1, 2014
M••••••••• C•••••• ••• S••• 4 shared · strong · last Jan 1, 2014
F••••••••• P•••••• C•••••• G•••• 4 shared · strong · last Jan 1, 2014
T•••••• C•••••• L•••••• 2 shared · recurring · last Jan 1, 2012
N••••• D••••••••• L•• 1 shared · one time · last Jan 1, 2018
S• S••••••••• C••• L••• 1 shared · one time · last Jan 1, 2012
A••••••••• C••••••• I••• 1 shared · one time · last Jan 1, 2016

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, 2026
Adviser CRD 154625 is not on the SEC registered or exempt adviser roster of 2026-09-01
Adviser off rosterInferenceSEC Form ADV monthly roster (registered + exempt reporting advisers)
Mar 20, 2012
C••••• V•••• P•••••••• L•• first filed Form ADV in the extract (IA)
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness97 · HIGH: as of: 2026-09-22items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9722222222222222,"evidence":"5 method: sum of component points, capped at 1.0
model score-pe-1
Research priority23 · LOW: as of: 2026-09-22items: [{"code":"SCALE_BAND","points":0.05,"evidence":"UNSIZED"},{"code":"COMPLETENESS_method: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-22items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite5 · LOW: as of: 2026-09-22items: [{"code":"STATED_CRITERIA_PUBLISHED","points":0.05,"evidence":"••• Locked"}]method: sum of component points, capped at 1.0
missing: no transactions on the graph for this firm yet
model score-pe-1
Profile completeness50 · ELEVATED: as of: 2026-09-22items: [{"code":"FIELDS_PRESENT","points":0.5,"evidence":["website","funds","team","parmethod: sum of component points, capped at 1.0
missing: description, portfolio, transactions, lenders, lps, cross dfx
model score-pe-1
Fund deployment activity70 · ELEVATED: as of: 2026-09-22items: [{"code":"FUNDS_DEPLOYING","points":0.7,"caution":"deployment state is read frommethod: sum of component points, capped at 1.0
model score-pe-1

Across DFX

No link to the family office, independent sponsor or venture graphs yet. Links are made only on a shared identifier such as a CRD or CIK number.

Record

First observed: Sep 13, 2026
Last observed: 5 days ago
Observations: 21
Sources: 3
Open research tasks: 1

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

C••••• V•••• P•••••••• L•• is the same institution as 2 records in RIA and Wealth and Private Credit.

RIA and Wealth1Private Credit1

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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