DFX Intelligence
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O••• C••••••
Buyout firmClassification probableLower middle marketSEC registered investment adviser· New York, NYo•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.3B
- PE fund assets
- $976M
- PE funds
- 5
- Investments held
- 3 of 7
- Deals, last 12 months
- 0
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 4
- Placement agents 1
- RAUM $1.3B
Classification
How this organization is classified, and on what basisBuyout firm · 3 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.98bn Private Equity Fund GAV on the Form ADV filed 2024-06-26
Classification history (3)
- Sep 16, 2026
- Sep 16, 2026
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 4 of 4 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
- Jul 20, 2023 to Mar 30, 2026
- RAUM
- $1.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $976Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $978Mevery private fund type, latest filing
- 2024 PE fund GAV
- $488Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-06-26, latest gav Private Equity Fund $976M, latest counts Private Equity Fund 8, lifetime distinct Private Equity Fund 4
- Employees
- 9
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
7 observed deals
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
- roles
- add on 1, unknown 5, platform 1
- period
- to 2026-01-01, from 2023-01-01, undated holdings 1, dated observations 7
- window
- last 2024-10-16, first 2024-10-16
- control
- control 1, unknown 6
- companies
- 7
- geography
- investments
- 7
- seller kinds
- transactions
- 1
- cadence by year
- 2024 add ons 1
- platform add on
- add ons 1, platforms 1, add ons per platform unknown
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.143, value education, examples Crimson Brand Partners, count 1, share 0.143, value specialty distribution, examples On Deck Sports
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.143, value education, examples Crimson Brand Partners, count 1, share 0.143, value misc durable wholesale, examples On Deck Sports
7 companies on the graph (1 transactions); most in education (1); 1 platforms and 1 add-ons; observed 2023 to 2026
Funds
4 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| F••••• I••••••••• H••••••• 1• L• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $276M as of Jun 26, 2024 | no Form D | Unknown | |
| O••• C•••••• F••• I••• L• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $0 as of Jun 26, 2024 | no Form D | Unknown | |
| O••• C•••••• F••• I••• L• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $0 as of Jun 26, 2024 | no Form D | Unknown | |
| O••• F••••• C•••••••• I• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $212M as of Jun 26, 2024 | no Form D | Early deployment |
Team
16 current, 0 former
Managing partner (4)
- A••• J••• S••••••• · Co-Founder and Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• J•••••• S•••••• · Co-Founder and Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I•••• J••• H•••••• · Co-Founder and Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•••• N••••••• S••• · Co-Founder and Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (4)
- A••• J••• S••••••• · Member · since Feb 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••• J•••••• S•••••• · Member · since Feb 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- I•••• J••• H•••••• · Member · since Feb 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N•••• N••••••• S••• · Member · since Feb 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (2)
- G•••• S••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• M•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (2)
- N••• L••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• V••••• · ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (1)
- N••••••• F••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (2)
- C•••• C•••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Y•• Y•• C•••• · Chief Compliance Officer / Chief Financial Officer · 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)
Other (1)
- N•••• S••••• · Head of Partnerships · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
7 relationships, 1 platforms, 1 add-ons
Transactions
1 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Oct 16, 2024 | Add-on acquisition | K••• | Sponsor (confirmed) | twocircles.com |
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- P•• P••••••• L• 2 shared · recurring · last Jan 1, 2024
LP commitments
1 disclosed
- C••••••••• P••••• E••••••••• R••••••••• S••••• $100M calpers.ca.gov
Events
8 most recent
- Sep 16, 2026••• Locked
- Sep 16, 2026••• Locked
- Sep 16, 2026••• Locked
- Sep 16, 2026••• Locked
- Mar 30, 2026••• Locked
- Feb 3, 2026••• Locked
- Dec 31, 2025••• LockedLp commitment disclosedFactC••••••••• P••••• E••••••••• R••••••••• S•••••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
- Jul 20, 2023••• Locked
Across the graphs
O••• C•••••• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Allocators.
Venture Capital1Independent Sponsors1RIA and Wealth1Allocators1
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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