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.

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Firms / A•••• P••••••• L••

A•••• P••••••• L••

Buyout firm · probableLower middle marketStamford, CTa•••••••••.comSEC registered investment adviser

r20 000 loan

Classification

Class: Buyout firmprobable, confidence 80%
Basis: own website statement
Size band: Lower middle marketdefined by: proxy: $0.51bn Private Equity Fund GAV on the Form ADV filed 2024-03-28

Classification history (2)

Sep 15, 2026
Buyout firm (probable, 80%, cls-pe-2)
own website statement
“A•••• Partners is a private equity group that provides the expertise and resources to equip businesses to attain their full vision with confidence.”
a•••••••••.com
Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 3 of 3 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: May 7, 2021 to Mar 28, 2024
RAUM: $1.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 3
PE fund GAV, latest filing: $507Mreported gross assets (Form ADV), not fund size
All private fund GAV: $507Mevery private fund type, latest filing
2024 PE fund GAV: $507Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: filed 2024-03-28, latest gav Private Equity Fund $507M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 3
Employees: 19
Headquarters: Stamford, CT
Office address: 4 STAR POINT, SUITE 202, Stamford, CT, 06902
Business phone: (475) 333-3470

Stated criteria beside observed behaviour

3 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: $5.0M to $30.0M
Enterprise value: not stated or not yet read
Equity check: not stated or not yet read
Control: not stated or not yet read
Thesis: We focus on designing and executing innovative solutions to complex industry challenges.

Observed from deals on record

roles: add on 1, platform 2
period: to 2026-09-09, from 2025-10-02, undated holdings 1, dated observations 4
window: last 2026-09-09, first 2025-10-02
control: control 2, unknown 1
companies: 3
geography
investments: 3
seller kinds
transactions: 2
cadence by year: 2025 platforms 1, 2026 add ons 1
platform add on: add ons 1, platforms 2, add ons per platform unknown
sector known for: 2
disclosed value usd: n 0
sector distribution: count 1, share 0.333, value life sciences, examples Ambit RD, Inc., count 1, share 0.333, value tech enabled services, examples Mosaic Consulting Group
holding period years: n 0
repeat counterparties
subsector distribution: count 1, share 0.333, value life sciences, examples Ambit RD, Inc., count 1, share 0.333, value it services msp, examples Mosaic Consulting Group

3 companies on the graph (2 transactions); most in life sciences (1); 2 platforms and 1 add-ons; observed 2025 to 2026

Funds

3 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
A•••• P••••••• F••• I• L• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$339M as of Mar 28, 2024	no Form D	Active deployment
A•••• P••••••• F••• I•• L• ADV: Private Equity Fund	Feeder or parallel	2021 first reported on Form ADV	$162M as of Mar 28, 2024	no Form D	Active deployment
A•••• P••••••• A••••••••• F••• I• L• ADV: Private Equity Fund	Feeder or parallel	2021 first reported on Form ADV	$5.9M as of Mar 28, 2024	no Form D	Active deployment

Team

5 current, 0 former

Managing partner (1)

C••••••••• M•••••• L•••••• · Managing Member · since Feb 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Partner (3)

C••••••••• H••• W••••••• · Partner · since May 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J••• F•••• A••••• · Partner · since May 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
P•••• J••• E••••••• · Partner · since Mar 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (1)

S•••• L•••••• K••••• · Chief Financial Officer / Chief Compliance Officer · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Portfolio

3 relationships, 2 platforms, 1 add-ons

Company	Role	Status	Invested	Held	Partner	Source
A•••• R•• I••• add-on to D••••••• H•••••• I•••	Add-on	active	Sep 9, 2026 transaction announcement	0 months	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
M••••• C••••••••• G••••	Platform	active	Oct 2, 2025 transaction announcement	12 months	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
D••••••• H•••••• I•••	Platform	active	unknown	unknown	unknown	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
Sep 9, 2026	Add-on acquisition	A•••• R•• I•••	Sponsor (confirmed)	prnewswire.com
Oct 2, 2025	Platform acquisition	M••••• C••••••••• G••••	Sponsor (confirmed)	a•••••••••.com

Placement agents, lenders, advisers and co-investors

2 relationships

Placement agents (1)

L••••• F••••• • C•• L•• 2 shared · recurring · last Jan 1, 2021

Financial advisers (1)

C••••••••• A•••••••• I••• 1 shared · one time · last Sep 9, 2026

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

4 most recent

Mar 30, 2026
A•••• P••••••• L••: Private Equity Funds on Form ADV 3 (2024 extract) -> 6 (roster 2026-09-01)
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Oct 2, 2025
A•••• Partners Announces Investment in M••••• C••••••••• G••••
Platform investmentFactM••••• C••••••••• G••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Oct 2, 2025
A•••• Partners Announces Investment in M••••• C••••••••• G••••
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
May 7, 2021
A•••• P••••••• 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

Freshness97 · HIGH: as of: 2026-09-21items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9666666666666667,"evidence":"6 method: sum of component points, capped at 1.0
model score-pe-1
Research priority51 · ELEVATED: as of: 2026-09-21items: [{"code":"SCALE_BAND","points":0.2,"evidence":"LOWER_MIDDLE_MARKET"},{"code":"COmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity7 · LOW: as of: 2026-09-21items: [{"code":"TRANSACTIONS_PER_YEAR_36M","points":0.06666666666666667,"evidence":"2 method: sum of component points, capped at 1.0
model score-pe-1
Acquisition appetite28 · MODERATE: as of: 2026-09-21items: [{"code":"NEW_PLATFORMS_12M","points":0.15,"evidence":["A•••• Partners Announcesmethod: sum of component points, capped at 1.0
model score-pe-1
Profile completeness83 · HIGH: as of: 2026-09-21items: [{"code":"FIELDS_PRESENT","points":0.8333333333333334,"evidence":["website","desmethod: sum of component points, capped at 1.0
missing: lenders, lps
model score-pe-1
Fund deployment activity70 · ELEVATED: as of: 2026-09-21items: [{"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: 6 days ago
Observations: 35
Sources: 3
Open research tasks: 7

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

A•••• P••••••• 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.

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