DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
S•••••••• E••••• P•••••••• L••
Buyout firmClassification probableLower middle marketSEC registered investment adviser· Neptune Beach, FLs•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $815M
- PE fund assets
- $907M
- PE funds
- 3
- Investments held
- 12 of 26
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Geography United States,SoutheastControl control
- Graphs 3
- Placement agents 1
Classification
How this organization is classified, and on what basisBuyout firm · 3 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.91bn Private Equity Fund GAV on the Form ADV filed 2024-03-25
Classification history (3)
- Sep 16, 2026
- Sep 16, 2026
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 3 of 3 distinct vehicles are sworn P•••••• 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 16, 2019 to Mar 26, 2026
- RAUM
- $815Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $907Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $815Mevery private fund type, latest filing
- 2024 PE fund GAV
- $907Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-25, latest gav Private Equity Fund $907M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 3
- Employees
- 21
- Headquarters
- Neptune Beach, FL
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
26 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- United States, Southeast
- 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
- control
- Thesis
- ••• Locked
Observed from deals on record
- roles
- unknown 26
- period
- to unknown, from unknown, undated holdings 26, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 26
- companies
- 26
- geography
- investments
- 26
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 6
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.077, value business services, examples Mvpdesign, Janitorial Services, count 1, share 0.038, value aerospace defense, examples Precision Aviation Group, Inc., count 1, share 0.038, value industrial manufacturing, examples Engelman’s Bakery, count 1, share 0.038, value industrial services, examples Fire and Life Safety America, count 1, share 0.038, value consumer services, examples American Landscaping Partners
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.038, value aerospace defense, examples Precision Aviation Group, Inc., count 1, share 0.038, value food manufacturing, examples Engelman’s Bakery, count 1, share 0.038, value security fire life safety systems, examples Fire and Life Safety America, count 1, share 0.038, value advertising marketing, examples Mvpdesign, count 1, share 0.038, value landscaping, examples American Landscaping Partners, count 1, share 0.038, value facilities support, examples Janitorial Services
26 companies on the graph (0 transactions); most in business services (2); no dated observations
Funds
3 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| S•••••••• E••••• P••••••• F••• I•• L• ADV: P•••••• Equity Fund | Buyout fund | 2023 first reported on Form ADV | $503M as of Mar 25, 2024 | no Form D | Unknown | |
| S•••••••• E••••• P••••••• F•••• L••• ADV: P•••••• Equity Fund | Buyout fund | unknown | $391M as of Mar 25, 2024 | no Form D | Mature | |
| S•••••••• E••••• P••••••• P••••••• F•••• L••• ADV: P•••••• Equity Fund | Buyout fund | unknown | $13.6M as of Mar 25, 2024 | no Form D | Mature |
Team
26 current, 4 former
Managing partner (3)
- M•••••• B•••• H••• · Managing Partner · since Mar 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• H••• · Co-Founder and Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• B• F•••• · Co-Founder and Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (3)
- I•• W•••• G•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• B• F•••• · Partner · since Mar 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Z••• M••••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (2)
- N•••••• R•••• · Director of Business Intelligence · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• W••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (5)
- B•• K•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• W••• · Vice President, Portfolio Initiatives and Integration · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•• M••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• M•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• B••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (6)
- A••• H••••••• · Associate, PSG · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• V•• B•••• · Associate, TAA · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• T•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••••• G••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• G•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- O••• B••••• · Associate, TAA · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (1)
- A••• B••••• · Principal, Portfolio Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (2)
- M•••• O••••• · Business Development Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• B•••••• · Managing Director of Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (4)
- C•••••••• M•••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•• G•••••• · Chief Financial Officer and Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• W• G•••••• · Chief Compliance Officer / Chief Financial Officer · since Mar 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• F••••• · Finance Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
4 former (kept with end dates)
- J•••• M•••••• B•••••• · Director Of Business Development · Mar 1, 2019 to Jun 27, 2020 Inference
- J••••••• L•••• L••• · Chief Compliance Officer / Chief Financial Officer · Nov 1, 2019 to Mar 31, 2023 Inference
- I•• W•••• G•••••• · Vice President · Mar 1, 2019 to Jun 27, 2020 Inference
- Z•••••• S•••• M••••••••• · Vice President · Mar 1, 2019 to Jun 27, 2020 Inference
Portfolio
26 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
1 relationships
Placement agents (1)
- M•• P•••••• F••• A••••••• L•• 3 shared · strong · last Jan 1, 2023
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
3 most recent
- Jul 20, 2021••• Locked
- Jun 15, 2021••• Locked
- May 16, 2019••• Locked
Across the graphs
S•••••••• E••••• P•••••••• L•• 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…