DFX Intelligence

Private Equity Intelligence

Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Firms / R•••••••• P••••••• M••••••••• L••

R•••••••• P••••••• M••••••••• L••

Buyout firmUpper middle marketCharlotte, NCr•••••••••.comSEC registered investment adviser

Classification

Class: Buyout firmconfirmed, confidence 85%
Basis: R6: 35 of 35 distinct vehicles are sworn Private Equity Funds; 31 reported gross assets on a filing in 2022 or later
Size band: Upper middle marketdefined by: proxy: $7.57bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Strategies: SECONDARIES

Classification history (1)

Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 35 of 35 distinct vehicles are sworn Private Equity Funds; 31 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Feb 10, 2012 to Mar 29, 2024
RAUM: $7.6Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 32
PE fund GAV, latest filing: $7.6Breported gross assets (Form ADV), not fund size
All private fund GAV: $7.6Bevery private fund type, latest filing
2024 PE fund GAV: $7.6Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: filed 2024-03-29, latest gav Private Equity Fund $7.6B, latest counts Private Equity Fund 32, lifetime distinct Private Equity Fund 35
Employees: 58
Headquarters: Charlotte, NC
Office address: 101 S. TRYON STREET, SUITE 3400, Charlotte, NC, 28280
Business phone: 704/944-0914

Stated criteria beside observed behaviour

2 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: platform 2
period: to 2026-01-07, from 2023-01-05, undated holdings 0, dated observations 4
window: last 2026-01-07, first 2023-01-05
control: control 2
companies: 2
geography
investments: 2
seller kinds: founder 1, unknown 1
transactions: 2
cadence by year: 2023 other deals 1, 2026 platforms 1
platform add on: add ons 0, platforms 2, add ons per platform unknown
sector known for: 1
disclosed value usd: n 0
sector distribution: count 1, share unknown, value transportation logistics, examples RoadOne IntermodaLogistics
holding period years: n 0
repeat counterparties
subsector distribution: count 1, share unknown, value freight forwarding brokerage, examples RoadOne IntermodaLogistics

2 companies on the graph (2 transactions); most in transportation logistics (1); 2 platforms and 0 add-ons; observed 2023 to 2026

Funds

35 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
R•••••••• E••••• P••••••• H• C•• L••• ADV: Private Equity Fund	Buyout fund	2024 first reported on Form ADV	$310M as of Mar 29, 2024	no Form D	Unknown
R•• W•• C••••••• I•• L••• ADV: Private Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$14.1M as of Mar 29, 2024	no Form D	Unknown
R•• P•••••• C••••••• I•••• L••• ADV: Private Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$7.0M as of Mar 29, 2024	no Form D	Unknown
R•• W•• C••••••• I••• B•••••• C••••••••• ADV: Private Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$3.2M as of Mar 29, 2024	no Form D	Unknown
R•••••••• E••••• P••••••• A••••••••• I•••• L••• ADV: Private Equity Fund	Buyout fund	2023 first reported on Form ADV	$89.5M as of Mar 29, 2024	no Form D	Unknown
R•• R• C••••••• I••• B•••••• C••••••••• ADV: Private Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$82.6M as of Mar 29, 2024	no Form D	Early deployment
R•• R• C••••••• I•• L••• ADV: Private Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$78.8M as of Mar 29, 2024	no Form D	Early deployment
R•••••••• C••••••• F•••• L••• ADV: Private Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$50.3M as of Mar 29, 2024	no Form D	Early deployment
R•••••••• E••••• P••••••• A••••••••• I•• L••• ADV: Private Equity Fund	Buyout fund	2023 first reported on Form ADV	$17.6M as of Mar 29, 2024	no Form D	Early deployment
R•••••••• E••••• P••••••• I•• L••• ADV: Private Equity Fund	Buyout fund	2022 first reported on Form ADV	$2.3B as of Mar 29, 2024	no Form D	Unknown
R•• C••••••• I•• A•• B••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$157M as of Mar 29, 2024	no Form D	Early deployment
R•• C••••••• I•• A••• L••• ADV: Private Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$133M as of Mar 29, 2024	no Form D	Early deployment
R•• C••••••• I•• O•••• L••• ADV: Private Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$118M as of Mar 29, 2024	no Form D	Unknown
R•• C••••••• I•••• O•••• L••• ADV: Private Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$79.8M as of Mar 29, 2024	no Form D	Unknown
R•• C••••••• I•••• O•••• L••• ADV: Private Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$22.9M as of Mar 29, 2024	no Form D	Unknown
R•• C••••••• I•• T••• L••• ADV: Private Equity Fund	Co-investment vehicle	2021 first reported on Form ADV	$192M as of Mar 29, 2024	no Form D	Unknown
R•• C••••••• I•• A••• L••• ADV: Private Equity Fund	Co-investment vehicle	2021 first reported on Form ADV	$0 as of Mar 29, 2024	no Form D	Unknown
R•••••••• E••••• P••••••• I••• L••• ADV: Private Equity Fund	Buyout fund	2019 first reported on Form ADV	$2.5B as of Mar 29, 2024	no Form D	Unknown
R•••••••• E••••• P••••••• A••••••••• I••• L••• ADV: Private Equity Fund	Buyout fund	2019 first reported on Form ADV	$42.1M as of Mar 29, 2024	no Form D	Unknown
R•••••••• E••••• P••••••• E••••• O••••••••• F•••• L••• ADV: Private Equity Fund	Buyout fund	2018 first reported on Form ADV	$491M as of Mar 29, 2024	no Form D	Harvest
R•• C••••••• T••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$422,787 as of Mar 29, 2024	no Form D	Harvest
R•• C••••••• H••••••• I•••• L••• ADV: Private Equity Fund	Co-investment vehicle	2017 first reported on Form ADV	$1.3M as of Mar 29, 2024	no Form D	Harvest
R•• C••••••• B•••••• I•••• L••• ADV: Private Equity Fund	Co-investment vehicle	2017 first reported on Form ADV	$228,334 as of Mar 29, 2024	no Form D	Mature
R•••••••• E••••• P••••••• I•• L••• ADV: Private Equity Fund	Buyout fund	2016 first reported on Form ADV	$603M as of Mar 29, 2024	no Form D	Harvest
R•••••••• E••••• P••••••• I•••• L••• ADV: Private Equity Fund	Buyout fund	2016 first reported on Form ADV	$115M as of Mar 29, 2024	no Form D	Harvest
R•••••••• E••••• P••••••• A••••••••• I•• L••• ADV: Private Equity Fund	Buyout fund	2016 first reported on Form ADV	$8.9M as of Mar 29, 2024	no Form D	Harvest
R•••••••• E••••• P••••••• A••••••••• I•••• L••• ADV: Private Equity Fund	Buyout fund	2016 first reported on Form ADV	$6.4M as of Mar 29, 2024	no Form D	Harvest
R•••••••• E••••• P••••••• A••••••••• I• L••• ADV: Private Equity Fund	Buyout fund	2014 first reported on Form ADV	$2.2M as of Mar 29, 2024	no Form D	Harvest
R•••••••• E••••• P••••••• I•• ADV: Private Equity Fund	Buyout fund	2013 first reported on Form ADV	$63.5M as of Mar 29, 2024	no Form D	Harvest
R•••••••• P••••••• S•••••••• F••• I• L••• ADV: Private Equity Fund	Secondaries fund	2013 first reported on Form ADV	$61.5M as of Mar 29, 2024	no Form D	Mature
R•••••••• E••••• P••••••• I• L••• ADV: Private Equity Fund	Buyout fund	2013 first reported on Form ADV	$50.4M as of Mar 29, 2024	no Form D	Harvest
B••• o• A•••••• C•••••• I•••••••• V• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$8.8M as of Mar 29, 2024	no Form D	Unknown
B••• o• A•••••• C•••••• I••••••••• S•••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$271,308 as of Mar 29, 2017	no Form D	Wound down
B• C•••••• C••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$84,829 as of Mar 29, 2017	no Form D	Wound down
B••• o• A•••••• C•••••• I••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$0 as of Mar 29, 2017	no Form D	Wound down

Team

3 current, 6 former

Managing partner (1)

R•• E•••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)

Partner (1)

C•••••• A••••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)

Platform (1)

E••••• A••••• B••••• · Chief Compliance Officer, Chief Operating Officer, Chief Financial Officer · since May 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

6 former (kept with end dates)

G••••• E••••• M••••• · Partner, Member · Aug 1, 2010 to Oct 9, 2013 Inference
J••• A••••• S•••• · Partner, Member · Aug 1, 2010 to Oct 9, 2013 Inference
J••• T••••• H••• · Partner, Member · May 1, 2010 to Oct 9, 2013 Inference
R••••• H••••• S••••••• · Partner, Member · May 1, 2010 to Oct 9, 2013 Inference
R••••• L••• E•••••• · Partner, Member · Aug 1, 2010 to Oct 9, 2013 Inference
W••••• L•••• P•••• · Partner, Member · May 1, 2010 to Oct 9, 2013 Inference

Portfolio

2 relationships, 2 platforms, 0 add-ons

Company	Role	Status	Invested	Held	Partner	Source
C••	Platform	active	Jan 7, 2026 transaction announcement	9 months	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
R•••••• I•••••••••	Platform	active	Jan 5, 2023 transaction announcement	3.7 years	C•••••• A••••••• (confirmed)	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)

Transactions

2 on record

Date	Type	Target	This firm’s role	Source
Jan 7, 2026	Platform acquisition	C••	Sponsor (confirmed)	prnewswire.com
Jan 5, 2023	Majority recapitalization	R•••••• I•••••••••	Sponsor (confirmed)	nonantumcapital.com

Placement agents, lenders, advisers and co-investors

7 relationships

Placement agents (1)

T•• C•••••• B•• L•• 2 shared · recurring · last Jan 1, 2013

Lenders (1)

C•••••••• A•••• M••••••••• L•• 1 shared · one time · last Jan 5, 2023

Financial advisers (3)

R••••• W• B•••• • C•• I••••••••• 1 shared · one time · last Jan 7, 2026
P•••• S•••••• • C•• 1 shared · one time · last Jan 7, 2026
W•••••• B•••• 1 shared · one time · last Jan 5, 2023

Legal advisers (2)

A••••• • B••• 1 shared · one time · last Jan 5, 2023
G•••••• P•••••• 1 shared · one time · last Jan 5, 2023

LP commitments

7 disclosed

A••••• P•••••••• F••• C••••••••• in R•••••••• E••••• P••••••• I•• L••• $78.1M apfc.org
A••••• P•••••••• F••• C••••••••• in R•••••••• E••••• P••••••• I••• L••• $75.0M apfc.org
A••••• P•••••••• F••• C••••••••• in R•••••••• E••••• P••••••• I•• L••• $45.0M apfc.org
A••••• P•••••••• F••• C••••••••• $80.0M apfc.org
T•••••••• R••••••••• S••••• o• t•• S•••• o• I••••••• amount not disclosed trsil.org
S•• D•••• C••• E••••••••• R••••••••• S••••• in R•••••••• P••••••• S•••••••• F••• I• L••• $5.6M content.sdcers.gov
S•• D•••• C••• E••••••••• R••••••••• S••••• $15.0M content.sdcers.gov

Events

6 most recent

Mar 31, 2026
S•• D•••• C••• E••••••••• R••••••••• S••••• reports R•••••••• Equity Partners Fund I, L.P.: $15,000,000 committed, vintage 2011, net IRR 23.9%
Lp commitment disclosedFactS•• D•••• C••• E••••••••• R••••••••• S•••••Public pension private-markets disclosures, read through the venture lane's LP report tape
Jan 7, 2026
REVERENCE CAPITAL PARTNERS PORTFOLIO COMPANY - CRS - CLOSES SALE TO RIDGEMONT EQUITY PARTNERS
Platform investmentFactC••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Dec 31, 2025
A••••• P•••••••• F••• C••••••••• reports R•••••••• Equity Partners V LP: $80,000,000 committed
Lp commitment disclosedFactA••••• P•••••••• F••• C•••••••••Public pension private-markets disclosures, read through the venture lane's LP report tape
Jun 2, 2025
T•••••••• R••••••••• S••••• o• t•• S•••• o• I••••••• reports R•••••••• Equity Partners: an undisclosed amount committed
Lp commitment disclosedFactT•••••••• R••••••••• S••••• o• t•• S•••• o• I•••••••Public pension private-markets disclosures, read through the venture lane's LP report tape
Jan 5, 2023
R•••••••• Equity Partners Leads Recapitalization of R•••••• I•••••••••
Platform investmentFactR•••••• I•••••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Feb 10, 2012
R•••••••• P••••••• M••••••••• 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

Freshness98 · HIGH: as of: 2026-09-20items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9777777777777777,"evidence":"4 method: sum of component points, capped at 1.0
model score-pe-1
Research priority66 · ELEVATED: as of: 2026-09-20items: [{"code":"SCALE_BAND","points":0.35,"evidence":"UPPER_MIDDLE_MARKET"},{"code":"Cmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity3 · LOW: as of: 2026-09-20items: [{"code":"TRANSACTIONS_PER_YEAR_36M","points":0.03333333333333333,"evidence":"1 method: sum of component points, capped at 1.0
model score-pe-1
Acquisition appetite35 · MODERATE: as of: 2026-09-20items: [{"code":"NEW_PLATFORMS_12M","points":0.15,"evidence":["REVERENCE CAPITAL PARTNEmethod: sum of component points, capped at 1.0
model score-pe-1
Profile completeness83 · HIGH: as of: 2026-09-20items: [{"code":"FIELDS_PRESENT","points":0.8333333333333334,"evidence":["website","funmethod: sum of component points, capped at 1.0
missing: description, stated criteria
model score-pe-1
Fund deployment activity70 · ELEVATED: as of: 2026-09-20items: [{"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

Independent Sponsor Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: 4 days ago
Observations: 27
Sources: 4
Open research tasks: 5

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

R•••••••• P••••••• M••••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.

Independent 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.

Checking your plan…