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 / P•••••• F•••••••• M••••••• L•••
P•••••• F•••••••• M••••••• L•••
P•••••• Financial Partners is a private equity firm focused on investing in community banks, thrifts and financial services related companies in the US.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 7 of 8 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.04bn Private Equity Fund GAV on the Form ADV filed 2024-12-17
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 7 of 8 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
- Feb 14, 2012 to Dec 17, 2024
- RAUM
- $1.0Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $1.0Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.0Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.0Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 88%
- Fund type mix
- filed 2024-12-17, latest gav Private Equity Fund $1.0B, latest counts Private Equity Fund 5, lifetime distinct Hedge Fund 1, Private Equity Fund 7
- Employees
- 16
- Headquarters
- Radnor, PA
- Office address
- FOUR RADNOR CORPORATE CENTER, 100 MATSONFORD ROAD SUITE 210, Radnor, PA, 19087
- Business phone
- 215-399-4650
Stated criteria beside observed behaviour
85 observed deals
Stated by the firm
- Sectors
- technology, financial services, franchising
- Geography
- United States
- 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
- We seek to build world-class organizations and long-term success.
Observed from deals on record
- roles
- unknown 85
- period
- to unknown, from unknown, undated holdings 85, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 85
- companies
- 85
- geography
- investments
- 85
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 9
- disclosed value usd
- n 0
- sector distribution
- count 9, share 0.106, value financial services, examples Bedminster, NJ, Sterling Bancorp, Freedom Bank of Virginia, Independent Bank Corporation
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 9, share 0.106, value financial services, examples Bedminster, NJ, Sterling Bancorp, Freedom Bank of Virginia, Independent Bank Corporation
85 companies on the graph (0 transactions); most in financial services (9); no dated observations
Funds
7 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P•••••• F•••••••• P••••••• P••••••• I•• L••• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $45.5M as of Dec 17, 2024 | no Form D | Unknown | |
| P•••••• F•••••••• P••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $286M as of Dec 17, 2024 | no Form D | Unknown | |
| P•••••• F•••••••• P••••••• I••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $594M as of Dec 17, 2024 | no Form D | Successor fundraising | |
| P•••••• F•••••••• P••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $101M as of Dec 17, 2024 | no Form D | Harvest | |
| P•••••• F•••••••• P••••••• P••••••• I•• L• ADV: Private Equity Fund | Feeder or parallel | 2014 first reported on Form ADV | $12.1M as of Dec 17, 2024 | no Form D | Successor fundraising | |
| P•••••• F•••••••• P•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $70.1M as of Jan 9, 2019 | no Form D | Wound down | |
| P•••••• F•••••••• P••••••• P•••••••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $12.3M as of Jan 9, 2019 | no Form D | Wound down |
Team
14 current, 3 former
Managing partner (2)
- C•••• B•••• · Chief Executive Officer & President, Thread B•••, F••• I•• Active · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W• K••• W••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (7)
- H••••• D•••• R••• · Limited Partner · since Dec 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- I•• M••• L••••• · Limited Partner · since Dec 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• J••••• L•••• · Member · since Dec 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••• A• B•••• · Senior Advisor, Past Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• L•••• H••••• · Limited Partner · since Dec 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••• J••••••• L••• · Limited Partner · since Dec 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W••••• K••• W••••• · Member · since Dec 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (2)
- D•••• J• H•••••• C•• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• B• M••••• · Consultant – Credit Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (3)
- J•••• J••••• M••••• · Chief Financial Officer · since Dec 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••••••• W•••• V••••• · Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• W•••• V••••• · Chief Compliance Officer · since Aug 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
3 former (kept with end dates)
- D••• S•••••• A•••• · Limited Partner · Dec 1, 2007 to Dec 17, 2024 Inference
- R••••• E••• E••••• · Chief Financial Officer · Dec 1, 2007 to Mar 25, 2015 Inference
- V•••••• P••• M••••••• · Chief Compliance Officer · Feb 1, 2012 to Aug 29, 2012 Inference
Portfolio
85 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
3 relationships
Placement agents (3)
- I•••••• C•••••• L•• 2 shared · recurring · last Jan 1, 2023
- T•••• S••••••••• L•• 2 shared · recurring · last Jan 1, 2023
- S••••••• A••••••• L•• 1 shared · one time · last Jan 1, 2018
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
1 most recent
- Feb 14, 2012P•••••• F•••••••• M••••••• L••• first filed Form ADV in the extract (IA)
Across the graphs
P•••••• F•••••••• M••••••• 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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