DFX Intelligence

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V•••••••••

Buyout firmClassification confirmedLower middle marketSEC exempt reporting adviser· Houston, TX

••• Locked

As of 2026-09-21 · identity and classification; each section below carries its own date

PE fund assets: $14.3M
PE funds: 16
Investments held: 0 of 49

Find similar buyers Funds and vehicles

Team (1)Transactions

As of 2026-09-21 · identity and classification; each section below carries its own date

Nothing material in the last 180 days. Last change: 25 May 2023, Filed a Form D on 25 May 2023, the first public sign that a vehicle is taking commitments.

Classification, Form ADV and stated criteria

How this organization is classified, and on what basisBuyout firm · 1 in historyShow

Class: Buyout firmconfirmed, confidence 85%
Basis: 17 of 17 distinct vehicles are sworn Private Equity Funds; 16 reported gross assets on a filing in 2022 or later
Size band: Lower middle marketdefined by: proxy: $0.01bn Private Equity Fund GAV on the Form ADV filed 2024-03-30

Classification history (1)

Sep 13, 2026
Buyout firm (confirmed, 85%)
17 of 17 distinct vehicles are sworn Private Equity Funds; 16 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)16 PE funds · filed Mar 30, 2024Show

Adviser type: Exempt reporting adviser
Form ADV filings: Sep 5, 2023 to Mar 30, 2024
RAUM: unknownregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 16
PE fund GAV, latest filing: $14.3Mreported gross assets (Form ADV), not fund size
All private fund GAV: $14.3Mevery private fund type, latest filing
2024 PE fund GAV: $14.3Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: Private equity fund: 16 funds, $14.3M reported gross assets, 17 ever reported
Form ADV filed Mar 30, 2024
Employees: unknown
Headquarters: Houston, TX
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour3 of 8 criteria stated · 49 observed dealsShow

Stated by the firm

Sectors: Technology
Geography: Global
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

On record: 49 companies, 49 holdings
Most deals: Software (4 of 49, e.g. Ori and Anthropic), tech enabled services (4 of 49), financial services (2 of 49) and 4 more
Subsectors: Software (4 of 49), data processing hosting (4 of 49), financial services (2 of 49), energy (2 of 49) and 3 more
Deal roles: 49 with role not stated
Control: 49 not stated
Where: Ok (1 of 49)

49 companies on the graph (0 transactions); most in software (4); no dated observations

Funds

16 families, 16 vehicles on record

F••• 1• S••••••••• L• · 1 vehicle · vintage 2024$7.9M
- F••• 1• S••••••••• L• buyout or unlabelled · 2024$7.9M
F••• 1• S•••••••• L• · 1 vehicle · vintage 2024$1.1M
- F••• 1• S•••••••• L• buyout or unlabelled · 2024$1.1M
F••• 1• C••••••• L• · 1 vehicle · vintage 2024$585,458
- F••• 1• C••••••• L• buyout or unlabelled · 2024$585,458
F••• 1• S••••••• L• · 1 vehicle · vintage 2024$569,211
- F••• 1• S••••••• L• buyout or unlabelled · 2024$569,211
F••• 1• S••••••• L• · 1 vehicle · vintage 2024$565,535
- F••• 1• S••••••• L• buyout or unlabelled · 2024$565,535

11 smaller families are in the full list of vehicles.

View all 16 vehiclesnewest vintage first, then largest

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
F••• 1• S••••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$7.9M as of Mar 30, 2024	no Form D	Unknown
F••• 1• S•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$1.1M as of Mar 30, 2024	no Form D	Unknown
F••• 1• C••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$585,458 as of Mar 30, 2024	no Form D	Unknown
F••• 1• S••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$569,211 as of Mar 30, 2024	no Form D	Unknown
F••• 1• S••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$565,535 as of Mar 30, 2024	no Form D	Unknown
F••• 1• S••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$514,200 as of Mar 30, 2024	no Form D	Unknown
V•••••• a• S••••• o• V••••••••• A•••••• F••••• L• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$472,880 as of Mar 30, 2024	no Form D	Unknown
F••• 1• S••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$433,970 as of Mar 30, 2024	no Form D	Unknown
F••• 1• A••••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$325,150 as of Mar 30, 2024	no Form D	Unknown
F••• 1• S•••••• L• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$284,417 as of Mar 30, 2024	no Form D	Unknown
F••• 1• S••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$233,162 as of Mar 30, 2024	no Form D	Unknown
E•••••• F••• I• a• S••••• o• V••••••••• F••••• L• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$144,114 as of Mar 30, 2024	no Form D	Unknown
F••• 1• S••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$140,374 as of Mar 30, 2024	no Form D	Unknown
P•••••• F••• I• a• S••••• o• V••••••••• F••••• L• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$80,334 as of Mar 30, 2024	no Form D	Unknown
S••••• A• V••••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2023 Form D first sale	$455,880 as of Mar 30, 2024	$455,900	Unknown
F••• 1• S•••••• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$471,629 as of Mar 30, 2024	no Form D	Early deployment

Team

1 current, 0 former

M•••••• A•••• S••••••
Managing Member · since Feb 1, 2023

Full team · 1 persongrouped by role, with sources

Managing partner (1)

M•••••• A•••• S•••••• · Managing Member · since Feb 1, 2023 Form ADV

Deals

49 on record, newest first · 0 platforms · 0 add-ons

Date	Company	Deal	This firm’s role	Status	Partner	Source
date unknown	C••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	I•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	G•••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	A••••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	G••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website

All 49 dealsnewest first

Date	Company	Deal	This firm’s role	Status	Partner	Source
date unknown	C••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	I•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	G•••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	A••••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	G••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	A••••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	P•••• L•••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	S••••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	M•••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	P••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	Z••• R•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	L•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	Z•••••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	M•••••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	P•••• t• H•••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	N•••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	O•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	x••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	C••••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	N••••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	B•••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	L•••••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	P••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	C••••• R••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	N••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	A••••• A••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	S•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	M•••••• I•••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	P•••••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	R•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	O•••••• R•••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	C•••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	P•••• H•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	R•••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	N•••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	S•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	A••••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	A•••••• A•	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	M•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	C••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	O••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	P••••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	M•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	E••• G••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	S•••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	D••••• G••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	R••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	C••••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	B••••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website

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 LPs, 0 disclosed commitments

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
••• Locked
Adviser off rosterInferenceForm ADV
Sep 5, 2023
••• Locked
First Form ADV filingFactForm ADV

Scores and what they are made of

Freshness99 · high: Days since newest evidence: 2 days
Research priority50 · moderate: Scale band: lower middle market
Completeness gap: 5 of 12 profile fields missing
Core PE class: buyout
Investment velocity0 · low: no components recorded
Not yet on record: no dated transactions
Acquisition appetite25 · moderate: Recent fund: 3 items (a recent fund is evidence of deployment potential, not of remaining capital)
Stated criteria published: withheld
Not yet on record: no transactions on the graph for this firm yet
Profile completeness58 · elevated: Fields present: website, description, funds and 4 more
Not yet on record: transactions, lenders, intermediaries, lps, cross dfx
Fund deployment activity35 · moderate: Funds deploying: 1 item (deployment state is read from the fund's reported gross asset path through 2024)

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: yesterday
Observations: 26
Sources: 3
Open research tasks: 1

Reading this profile

Across the graphs

V••••••••• is the same institution as 1 record in RIA and Wealth.

RIA 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…

Not yet on record: regulatory AUM, deals, last 12 months.