DFX Intelligence
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A•••••• C••••••• L••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Clayton, MO
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $508M
- PE fund assets
- $508M
- PE funds
- 6
- Investments held
- 5 of 5
- Deals, last 12 months
- 0
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
What matters now
- Form Dnew offering
Filed a Form D on 11 Aug 2026, the first public sign that a vehicle is taking commitments.
A vehicle in market is when LPs and placement agents can still get in.
- +4funds on Form ADV
Private equity funds on its Form ADV went from 2 to 6 (+4).
New vehicles are a new flagship's feeders, parallels and co-invest sleeves being stood up: capacity arriving before the capital is announced.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- 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: $0.51bn Private Equity Fund GAV on the Form ADV filed 2026-03-30
Classification history (2)
- Sep 23, 2026Buyout firm (confirmed, 85%)6 of 6 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
- Sep 13, 2026Buyout firm (confirmed, 85%)2 of 2 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $508M · 6 PE funds · filed Mar 30, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Mar 26, 2024 to Mar 30, 2026
- RAUM
- $508Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $508Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $508Mevery private fund type, latest filing
- 2024 PE fund GAV
- $508Msum 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: 6 funds, $508M reported gross assets
- Employees
- 6
- Headquarters
- Clayton, MO
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour4 of 8 criteria stated · 5 observed dealsShowHide
Stated by the firm
- Sectors
- Business services, consumer, infrastructure, transportation logistics, technology
- Geography
- United States, Canada
- Revenue
- not stated or not yet read
- EBITDA
- $2.0M to $25.0M
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
- On record
- 5 companies, 5 holdings, 1 transaction
- Period
- 2024 to 2026 (6 dated observations)
- Most deals
- Industrial services (2 of 5, e.g. Titan Restoration and Bluejack Fire), consumer services (1 of 5)
- Subsectors
- Landscaping (1 of 5), remediation environmental (1 of 5), security fire life safety systems (1 of 5)
- Deal roles
- 1 platform, 1 add-on, 3 with role not stated
- Control
- 1 control, 4 not stated
- By year
- 2025: 1 add-on
5 companies on the graph (1 transaction); most in industrial services (2); 1 platform and 1 add-on; observed 2024 to 2026
FundsHow vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.
3 families, 7 vehicles on record
A•••••• P•••••• E••••• F••• I• L• · 2 vehicles · vintage 2024$454M
- A•••••• P•••••• E••••• F••• I••• L• Buyout fund$231M
- A•••••• P•••••• E••••• F••• I• L• Buyout fund · 2024$223M
B••••••• F••• H•••••••• L•• · 1 vehicle · vintage 2024no GAV reported
- B••••••• F••• H•••••••• L•• buyout or unlabelled · 2024
Co-investment vehicles · 4 vehicles · vintage 2024$54.1M
- A•••••• B••••••• C••••••••• L• Co-investment vehicle · 2024$21.2M
- A•••••• B••••••••• C••••••••• L• Co-investment vehicle$17.9M
- A•••••• H•••••••• P••••••• C•••••••• P•••••••• L• Co-investment vehicle$8.2M
- A•••••• H•••••••• P••••••• C••••••••• L• Co-investment vehicle$6.8M
View all 7 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A•••••• P•••••• E••••• F••• I• L• ADV: Private Equity Fund | Buyout fund | 2024 Form D first sale | $223M as of Mar 30, 2026 | $204M | Early deployment | |
| A•••••• B••••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 Form D first sale | $21.2M as of Mar 30, 2026 | $15.0M | Unknown | |
| B••••••• F••• H•••••••• L•• | buyout or unlabelled | 2024 Form D first sale | unknown | no reporting | $400,000 | Fundraising |
| A•••••• P•••••• E••••• F••• I••• L• ADV: Private Equity Fund | Buyout fund | unknown | $231M as of Mar 30, 2026 | no Form D | Early deployment | |
| A•••••• B••••••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $17.9M as of Mar 30, 2026 | $0 | Unknown | |
| A•••••• H•••••••• P••••••• C•••••••• P•••••••• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $8.2M as of Mar 30, 2026 | no Form D | Unknown | |
| A•••••• H•••••••• P••••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $6.8M as of Mar 30, 2026 | $0 | Unknown |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: Investment organization websites (team, portfolio, strategy, criteria, news); SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites). A person named by two sources under two spellings is shown once, with both sources.
16 current, 0 former
- Managing Partner
- Managing Partner
- Managing Director, StratOps
- Member · since Aug 1, 2024
- Member · since Dec 1, 2024
Full team · 16 peoplegrouped by role, with sources
Managing partner (2)
- B••• T••••• · Managing Partner · start date unknown Firm website
- J••• A••••• · Managing Partner · start date unknown Firm website
Partner (3)
- B•••••• N••••• · Managing Director, StratOps · start date unknown Firm website
- H••••• B••• T••••• · Member · since Aug 1, 2024 Form ADV
- J•••••• R• A••••• · Member · since Dec 1, 2024 Form ADV
Principal (1)
- J••• K••••• · Principal · start date unknown Firm website
Vice president (3)
- L••• S••••••• · Vice President · start date unknown Firm website
- M•••• O••••• · Senior Associate · start date unknown Firm website
- T•• D•••• · Vice President · start date unknown Firm website
Associate (2)
- D•••••• L••• · Associate · start date unknown Firm website
- S••••• N•••• · Associate · start date unknown Firm website
Business development (1)
- J••••• S•••• · Managing Director, Business Development · start date unknown Firm website
Platform (4)
- B•••• L•••• · Principal, Finance & Compliance · start date unknown Firm website
- J•• A••••• · Partner & Chief Operating Officer · start date unknown Firm website
- J••• P•••••• · Office Manager · start date unknown Firm website
- M••••••• P•••• Z••••• · Vice President, Finance / Chief Compliance Officer · since Jul 1, 2024 Form ADV
DealsHow deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 5 portfolio relationships and 1 transactions are on this record.
5 on record, newest first · 1 platforms · 1 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Jan 1, 2026 year stated on the firm's page | T•••• R••••••••• | Portfolio relationship | Role unknown | active held 9 months | unknown | Fact Firm website |
| Sep 22, 2025 | S••••••••• T••••••••• add-on to C••••••••• | Add-on acquisition | Sponsor (derived) | active held 1.0 years | unknown | cmps.pro |
| Jan 1, 2025 year stated on the firm's page | H•••••••• P••••••• | Portfolio relationship | Role unknown | active held 1.7 years | unknown | Fact Firm website |
| Jan 1, 2024 year stated on the firm's page | C••••••••• | Portfolio relationship | Platform | active held 2.7 years | unknown | Fact Firm website |
| Jan 1, 2024 year stated on the firm's page | B••••••• F••• | Portfolio relationship | Role unknown | active held 2.7 years | unknown | Fact Firm website |
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- A•••••• F••••••••• L•• 2 shared · recurring · last Apr 30, 2024
LP commitmentsHow LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.
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
9 most recent
- Mar 30, 2026••• Locked
- Nov 20, 2025••• Locked
- Sep 22, 2025••• Locked
- Mar 26, 2025••• Locked
- Jan 24, 2025••• Locked
Full timeline · 9 eventsnewest first, including the LP commitments and deals above
- Mar 30, 2026••• Locked
- Nov 20, 2025••• Locked
- Sep 22, 2025••• Locked
- Mar 26, 2025••• Locked
- Jan 24, 2025••• Locked
- Sep 17, 2024••• Locked
- Jul 24, 2024••• Locked
- Jul 24, 2024••• Locked
- Mar 26, 2024••• Locked
Across the graphs
A•••••• 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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