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 / L••••• M•••••• P•••••••
L••••• M•••••• P•••••••
Founded in 2007, L••••• M•••••• P•••••••, LP invests in lower-middle market companies and commercial real estate.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 9 of 11 distinct vehicles are sworn Private Equity Funds; 8 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.11bn Private Equity Fund GAV on the Form ADV filed 2024-03-25
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 9 of 11 distinct vehicles are sworn Private Equity Funds; 8 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Mar 26, 2013 to Mar 25, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 8
- PE fund GAV, latest filing
- $106Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $118Mevery private fund type, latest filing
- 2024 PE fund GAV
- $106Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 82%
- Fund type mix
- filed 2024-03-25, latest gav Real Estate Fund $12.5M, Private Equity Fund $106M, latest counts Real Estate Fund 1, Private Equity Fund 8, lifetime distinct Real Estate Fund 2, Private Equity Fund 9
- Employees
- unknown
- Headquarters
- Wayne, PA
- Office address
- 353 WEST LANCASTER AVENUE, SUITE 300, Wayne, PA, 19087
- Business phone
- 610-687-5045
Stated criteria beside observed behaviour
6 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- $5.0M to $50.0M
- 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
- roles
- unknown 6
- period
- to 2016-01-01, from 2008-01-01, undated holdings 1, dated observations 5
- window
- last unknown, first unknown
- control
- unknown 6
- companies
- 6
- geography
- investments
- 6
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.167, value agriculture, examples Harvest
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.167, value agriculture, examples Harvest
6 companies on the graph (0 transactions); most in agriculture (1); observed 2008 to 2016
Funds
9 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| L•• V••• B•••• C••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $2.3M as of Mar 25, 2024 | no Form D | Unknown | |
| L•• B••• C••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $1.7M as of Mar 25, 2024 | no Form D | Unknown | |
| L•• T• C•••• E• H•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $1.9M as of Mar 25, 2024 | no Form D | Unknown | |
| L•• O••••• C••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $800,000 as of Mar 25, 2024 | no Form D | Unknown | |
| L•• T• H•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $18.0M as of Mar 25, 2024 | no Form D | Harvest | |
| L•• T•••••• P•••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $1.5M as of Mar 25, 2024 | no Form D | Mature | |
| L••••• M•••••• P••••••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $26.6M as of Mar 25, 2024 | no Form D | Unknown | |
| L••••• M•••••• P•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $53.0M as of Mar 25, 2024 | no Form D | Unknown | |
| L••••• M•••••• P••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Mar 6, 2018 | no Form D | Wound down |
Team
3 current, 0 former
Managing partner (1)
- J•••••• R••••• L••••• · President/Director/Shareholder · since Nov 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (1)
- T•••••• B••••••• M•••••• · Vice President/Director/Shareholder · since Nov 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- C••••••••• J• D•••• · Chief Financial Officer And Chief Operating Officer · since Jan 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
6 relationships, 0 platforms, 0 add-ons
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)
- A••••• C•••••• P••••••• L•• 1 shared · one time · last Jan 1, 2015
- C• B••••••••• I•• 1 shared · one time · last Jan 1, 2015
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
2 most recent
- Feb 25, 2026L••••• M•••••• P•••••••: Private Equity Funds on Form ADV 8 (2024 extract) -> 9 (roster 2026-09-01)
- Mar 26, 2013L••••• M•••••• P••••••• first filed Form ADV in the extract (ERA)
Across the graphs
L••••• M•••••• P••••••• is the same institution as 2 records in Independent Sponsors and Real Estate Funds.
Independent Sponsors1Real Estate Funds1
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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