DFX Intelligence
Private Equity Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firms / L••• S••• I••••••••• A•••••••• L••
L••• S••• I••••••••• A•••••••• L••
L••• S••• I••••••••• A••••••• is a Texas-based firm that manages five private equity funds.
Classification
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.31bn Private Equity Fund GAV on the Form ADV filed 2024-05-09
- Strategies
- GROWTH EQUITY
Classification history (2)
- Sep 18, 2026Buyout firm (probable, 80%, cls-pe-2)own website statement“L••• S••• I••••••••• A••••••• is a Dallas-based private equity firm that”l•••••••••.com
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 5 of 5 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 14, 2012 to May 9, 2024
- RAUM
- $309Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $309Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $309Mevery private fund type, latest filing
- 2024 PE fund GAV
- $113Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-05-09, latest gav Private Equity Fund $309M, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 5
- Employees
- 5
- Headquarters
- Dallas, TX
- Office address
- 4455 LBJ FREEWAY, SUITE 300, Dallas, TX, 75244
- Business phone
- 972-702-7390
Stated criteria beside observed behaviour
15 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
- The firm invests in a wide variety of industry sectors including
Observed from deals on record
- roles
- unknown 15
- period
- to unknown, from unknown, undated holdings 15, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 15
- companies
- 15
- geography
- investments
- 15
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 10
- disclosed value usd
- n 0
- sector distribution
- count 6, share 0.4, value industrial manufacturing, examples Reliant, Woodlawn Manufacturing, Continental Electronics, Trinity Forge, count 1, share 0.067, value energy, examples State Service Co., Inc., count 1, share 0.067, value aerospace defense, examples Energy Steel Products, count 1, share 0.067, value transportation logistics, examples Frac Tank Rentals, count 1, share 0.067, value education, examples Communities
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 4, share 0.267, value miscellaneous manufacturing, examples Woodlawn Manufacturing, Continental Electronics, Tote Systems, Inter-American Oil Works, count 1, share 0.067, value energy, examples State Service Co., Inc., count 1, share 0.067, value plastics rubber products, examples Reliant, count 1, share 0.067, value aerospace defense, examples Energy Steel Products, count 1, share 0.067, value general freight trucking, examples Frac Tank Rentals, count 1, share 0.067, value fabricated metal products, examples Trinity Forge, count 1, share 0.067, value education, examples Communities
15 companies on the graph (0 transactions); most in industrial manufacturing (6); no dated observations
Funds
4 on record, 1 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| L••• S••• O••••••••• F••• V• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $97.8M as of May 9, 2024 | no Form D | Unknown | |
| N•••• T•••• O••••••••• F••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $28.7M as of Sep 28, 2017 | no Form D | Wound down | |
| L••• S••• G••••• C•••••• L• ADV: Private Equity Fund | Growth fund | unknown | $7.6M as of May 9, 2024 | no Form D | Harvest | |
| L••• S••• N•• M•••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $7.4M as of May 9, 2024 | no Form D | Harvest |
Gross assets by year from the annual reporting tape
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| L••• S••• C•• F••• L• | Private Equity Fund | 2012 to 2024 | $196M filed May 9, 2024 | adviserinfo.sec.gov |
Team
2 current, 3 former
Managing partner (1)
- A••••• W•••• H••••••••• · Managing Partner · since May 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- E••• J•••• · Chief Financial Officer & Chief Compliance Officer · since Sep 1, 2017 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)
- E•••• V••••• B••••••• · Chief Compliance Officer, Chief Financial Officer · Feb 1, 2010 to Apr 1, 2013 Inference
- J••• A••••• M•••••• · Chief Compliance Officer · Aug 1, 2016 to Sep 28, 2017 Inference
- S•••• K•••• B••••••• · Chief Compliance Officer, Chief Financial Officer · Mar 1, 2013 to Mar 31, 2017 Inference
Portfolio
15 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
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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 30, 2026L••• S••• I••••••••• A•••••••• L••: Private Equity Funds on Form ADV 4 (2024 extract) -> 3 (roster 2026-09-01)
- Feb 14, 2012L••• S••• I••••••••• A•••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
L••• S••• I••••••••• A•••••••• L•• 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.
Checking your plan…