DFX Intelligence
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B•••••••• M••••••••• C•••••• L•
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Denver, COb••••••••.us
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $991M
- PE fund assets
- $1.7B
- PE funds
- 6
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors energy
- Graphs 2
- Placement agents 2
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 5 of 5 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.70bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
- Strategies
- SECONDARIES
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 5 of 5 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Nov 4, 2016 to Mar 31, 2026
- RAUM
- $991Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $1.7Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $930Mevery private fund type, latest filing
- 2024 PE fund GAV
- $1.7Bsum 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 $1.7B, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 5
- Employees
- 26
- Headquarters
- Denver, CO
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- energy
- 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
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
5 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B•••••••• N•••••• R•••••••• F••• I•••••••• L• ADV: Private Equity Fund | Continuation vehicle | 2022 first reported on Form ADV | $251M as of Mar 29, 2024 | no Form D | Unknown | |
| B•••••••• N•••••• R•••••••• F••• I•••• L• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $566M as of Mar 29, 2024 | no Form D | Unknown | |
| B•••••••• N•••••• R•••••••• F••• I•••• L• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $217M as of Mar 29, 2024 | no Form D | Unknown | |
| B•••••••• E•••• N•••••• R•••••••• F••• I••••• L• ADV: Private Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $417M as of Mar 29, 2024 | no Form D | Harvest | |
| B•••••••• E•••• N•••••• R•••••••• F••• I••••• L• ADV: Private Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $244M as of Mar 29, 2024 | no Form D | Harvest |
Team
12 current, 1 former
Managing partner (1)
- S•••• S••••• · President and Chief Executive Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (5)
- D••••• W•••• B•••••• · Limited Partner · since Sep 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• E•••• D••• · Limited Partner · since Sep 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• W•••••• A•••••••• · Limited Partner · since Sep 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L••• S•••••• B•••••• · Member · since Sep 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••• M•••••• S••••• · Member · since Sep 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (1)
- A•••• F••••• · Senior Vice President – Exploration · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (5)
- J•••• M•••••• · Vice President – Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• E••••• · Senior Vice President – Engineering · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• S•••••• B•••••• · Executive Vice President & Chief Operating Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V••••• A•••••• W••• · Chief Compliance Officer · since Sep 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- V••••• A•••••• W••• · Senior Vice President & Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- M••• E••••• B•••• · Limited Partner · Sep 1, 2016 to Mar 31, 2021 Inference
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
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
2 relationships
Placement agents (2)
- S••••••• A••••••• L•• 3 shared · strong · last Jan 1, 2022
- O•• C••• S••••••••• L•• 3 shared · strong · last Jan 1, 2024
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
5 most recent
- Sep 15, 2026••• Locked
- Mar 31, 2026••• Locked
- Mar 27, 2025••• Locked
- Feb 7, 2025••• Locked
- Nov 4, 2016••• Locked
Across the graphs
B•••••••• M••••••••• C•••••• 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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