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••••••••• C••••••
R••••••••• C••••••
We scale exceptional healthcare companies, investing in lower middle market companies that are driving outcomes for patients, providers, payors and the communities they serve.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.79bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Dec 12, 2017 to Mar 28, 2024
- RAUM
- $794Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $794Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $794Mevery private fund type, latest filing
- 2024 PE fund GAV
- $794Msum 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 $794M, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 6
- Employees
- 11
- Headquarters
- Chicago, IL
- Office address
- ONE NORTH WACKER DRIVE, SUITE 4000, Chicago, IL, 60606
- Business phone
- 312-940-6700
Stated criteria beside observed behaviour
25 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
- up to $20.0M
- Enterprise value
- $15.0M to $300M
- Equity check
- $15.0M to $100M
- Control
- control
- Thesis
- Invest in technology to streamline processes and enhance productivity and efficiencies
Observed from deals on record
- roles
- add on 1, unknown 23, platform 1
- period
- to 2026-03-10, from 2024-06-07, undated holdings 22, dated observations 6
- window
- last 2026-03-10, first 2024-06-07
- control
- control 1, unknown 24
- companies
- 25
- geography
- investments
- 25
- seller kinds
- founder 3
- transactions
- 3
- cadence by year
- 2024 other deals 1, 2025 other deals 1, 2026 add ons 1
- platform add on
- add ons 1, platforms 1, add ons per platform unknown
- sector known for
- 5
- disclosed value usd
- n 0
- sector distribution
- count 4, share 0.16, value healthcare services, examples James River Home Health & Hospice, James River Home Health, Platinum Dermatology Partners, Senior Living Residences (SLR), count 1, share 0.04, value education, examples Custom Learning Designs
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.08, value home health, examples James River Home Health & Hospice, James River Home Health, count 1, share 0.04, value outpatient specialty clinics, examples Platinum Dermatology Partners, count 1, share 0.04, value education, examples Custom Learning Designs, count 1, share 0.04, value assisted living senior, examples Senior Living Residences (SLR)
25 companies on the graph (3 transactions); most in healthcare services (4); 1 platforms and 1 add-ons; observed 2024 to 2026
Funds
6 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| R••••••••• C•••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $359M as of Mar 28, 2024 | no Form D | Unknown | |
| R••••••••• C•••••• I•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $83.3M as of Mar 28, 2024 | no Form D | Unknown | |
| H••• H•••••• C••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $19.6M as of Mar 28, 2024 | no Form D | Early deployment | |
| K••• C••• C••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $36.8M as of Mar 28, 2024 | no Form D | Active deployment | |
| R••••••••• C••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $296M as of Mar 28, 2024 | no Form D | Mature | |
| U• O••• S•••••• M••••••••• C••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | unknown | $4.6M as of Jan 10, 2023 | no Form D | Wound down |
Team
14 current, 0 former
Managing partner (3)
- D••••• W•••••• R•••••••• · Managing Partner; Limited Partner · since Feb 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• R•••••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• M••••••• R••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (1)
- D•• S••••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (1)
- B•••••• L••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (2)
- C•••• M•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• L••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (2)
- A••• H••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• D••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- E•••• C••••• · Business Development Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Board or advisory (1)
- G•••••• M••••••• R••• · Trustee Of G•••••• M• R••• R•••••••• T•••• U•••• 6••••• · since Jun 1, 2001 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (3)
- I••••••• B•••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• D•••• P••••••• · Chief Financial Officer & Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• D•••• P••••••• · Chief Compliance Officer, Chief Financial Oficer · since Nov 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
25 relationships, 1 platforms, 1 add-ons
Transactions
4 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Mar 10, 2026 | Add-on acquisition | P••• S••• | Sponsor (confirmed) | riverglade.com |
| Dec 22, 2025 | Exit to a strategic buyer | J•••• R•••• H••• H••••• • H•••••• | Seller (confirmed) | riverglade.com |
| Jul 31, 2025 | Type not stated | C••••• L••••••• D•••••• | Sponsor (confirmed) | riverglade.com |
| Jun 7, 2024 | Type not stated | J•••• R•••• H••• H••••• | Sponsor (confirmed) | riverglade.com |
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- C•• S••••••••• L• 3 shared · strong · last Jan 1, 2022
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
13 most recent
- Aug 4, 2026R••••••••• C•••••• Announces New Partnership With S••••• L••••• R••••••••• ••••
- Mar 10, 2026D•••••• A••••• Acquires P••• S••• in Minnesota
- Dec 22, 2025J•••• R•••• H••• H••••• and H•••••• Announces New Partnership With Golden Rule H••••••
- Dec 22, 2025J•••• R•••• H••• H••••• and H•••••• Announces New Partnership With Golden Rule H••••••
- Oct 28, 2025R••••••••• C•••••• Announces Promotion of D•• S••••••••• to Partner
- Jul 31, 2025R••••••••• C•••••• Announces New Partnership With C••••• L••••••• D•••••• ••••
- Jul 31, 2025R••••••••• C•••••• Announces New Partnership With C••••• L••••••• D•••••• ••••
- Dec 10, 2024D•••••• Infusion Expands Footprint by Acquiring Solution Nursing
- Sep 5, 2024D•••••• Infusion Expands Its Reach with Two Acquisitions
- Jul 23, 2024D•••••• Infusion Acquires Infusicare in New Jersey
- Jun 7, 2024R••••••••• C•••••• Announces New Partnership With J•••• R•••• H••• H••••• and H••••••
- Jun 7, 2024R••••••••• C•••••• Announces New Partnership With J•••• R•••• H••• H••••• and H••••••
- Dec 12, 2017R••••••••• C•••••• first filed Form ADV in the extract (ERA)
Across the graphs
R••••••••• C•••••• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.
Venture Capital1Independent 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…