DFX Intelligence
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D•••• C••••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Jacksonville Beach, FLd•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $425M
- PE fund assets
- $115M
- PE funds
- 6
- Investments held
- 17 of 32
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 2
- Placement agents 1
- RAUM $425M
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.12bn Private Equity Fund GAV on the Form ADV filed 2024-04-24
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Apr 25, 2016 to Mar 31, 2026
- RAUM
- $425Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $115Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $156Mevery private fund type, latest filing
- 2024 PE fund GAV
- $115Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-04-24, latest gav Private Equity Fund $115M, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 6
- Employees
- 20
- Headquarters
- Jacksonville Beach, FL
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
32 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
- ••• Locked
Observed from deals on record
- roles
- unknown 32
- period
- to unknown, from unknown, undated holdings 32, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 32
- companies
- 32
- geography
- investments
- 32
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.031, value aerospace defense, examples Kellstrom Defense Aerospace, Inc.
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.031, value aerospace defense, examples Kellstrom Defense Aerospace, Inc.
32 companies on the graph (0 transactions); most in aerospace defense (1); no dated observations
Funds
6 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| D••• F••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $25.8M as of Apr 24, 2024 | no Form D | Early deployment | |
| D• F•••••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $6.6M as of Apr 24, 2024 | no Form D | Unknown | |
| D••• ••• S••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $18.2M as of Apr 24, 2024 | no Form D | Unknown | |
| D••• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $45.4M as of Apr 24, 2024 | no Form D | Successor fundraising | |
| D••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $19.1M as of Apr 24, 2024 | no Form D | Unknown | |
| D•••• C•••• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2.9M as of Jan 4, 2017 | no Form D | Wound down |
Team
19 current, 3 former
Managing partner (5)
- B•••• L•• P•••• · Founding & Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• L•• P•••• · Managing Partner, Vice President, Asst. Secretary, Shareholder (Class A, Common) · since Dec 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• P••• H••••••• · Founding & Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• J••••• C••••••••• · Founding & Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• J••••• C••••••••• · Managing Partner, Director, President, Treasurer, Secretary, Shareholder (Class A, Common) · since Nov 1, 2003 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (1)
- M•••••• A• B•••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (1)
- T••••• C• C••••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (2)
- J••• K•••••• · Vice President of Capital Raising & Investments · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• P••• H••••••• · Partner, Vice President, Asst. Secretary, Shareholder (Class A, Common) · since Jun 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Analyst (2)
- B••••• C•••••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J• O•••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (1)
- M•••• S•••••• · SBIC Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (2)
- C••••• T• B•••• · Vice President, Business Development & Investments · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••••• M• B•••••• · Associate, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (5)
- E•••••••• B•••••• · Administrative Operations Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• C• W•••••••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• P• C••••••• · Chief Operating Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• M• C••••••• · Chief Financial Officer / Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• M•••• R•••••• · Cfo/Cco · since Oct 1, 2015 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)
- J••••• T••••• C•••• · Founder, Shareholder (Class A, Common) · Nov 1, 1984 to Mar 29, 2019 Inference
- R••••• N••••• D•••• · Founder, Shareholder (Class A, Common) · Nov 1, 1984 to Mar 29, 2019 Inference
- F•••• J••• P•••• · Partner, Director, Chairman, Vice President, Shareholder (Class A, Common) · Nov 1, 2003 to Mar 30, 2020 Inference
Portfolio
32 relationships, 0 platforms, 0 add-ons
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
1 relationships
Placement agents (1)
- N••••••• A•••••••• a• D••••••• o• C••••••• A••••••• G•••• 1 shared · one time · last Jan 1, 2017
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
- Mar 31, 2026••• Locked
- Apr 25, 2016••• Locked
Across the graphs
D•••• C•••• 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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