DFX Intelligence
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E••• G••••• E•••••• L••
Buyout firmClassification confirmedLower middle marketSEC exempt reporting adviser· Fort Worth, TXe•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- Not established
- PE fund assets
- $26.4M
- PE funds
- 3
- Investments held
- 0 of 1
- Deals, last 12 months
- Not established
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors environmental_services,transportation_logistics,energyGeography Global
- Graphs 1
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.03bn Private Equity Fund GAV on the Form ADV filed 2024-03-26
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Dec 26, 2019 to Feb 19, 2026
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $26.4Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $65.9Mevery private fund type, latest filing
- 2024 PE fund GAV
- $26.4Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-26, latest gav Private Equity Fund $26.4M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 3
- Employees
- unknown
- Headquarters
- Fort Worth, TX
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
1 observed deals
Stated by the firm
- Sectors
- environmental services, transportation logistics, energy
- Geography
- Global
- 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
- ••• Locked
Observed from deals on record
- roles
- unknown 1
- period
- to unknown, from unknown, undated holdings 1, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 1
- companies
- 1
- geography
- investments
- 1
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 0
- disclosed value usd
- n 0
- sector distribution
- holding period years
- n 0
- repeat counterparties
- subsector distribution
1 companies on the graph (0 transactions); 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 |
|---|---|---|---|---|---|---|
| F••• 2•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 year in the fund name | $830 as of Mar 26, 2024 | no Form D | Unknown | |
| F••• H••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $18.1M as of Mar 26, 2024 | no Form D | Mature | |
| E•• O••••••••• F••• I• ADV: Private Equity Fund | buyout or unlabelled | unknown | $8.3M as of Mar 26, 2024 | no Form D | Mature |
Team
4 current, 2 former
Managing partner (2)
- A•••• G••• · Managing Member · since Feb 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• J•••••• · CEO / FOUNDER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (1)
- S••••• J•••••• J•••••• · Llc Manager · since Feb 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- R•••••• L••••• · Vice President of Marketing and Public Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
2 former (kept with end dates)
- D••• P••••••• · Chief Financial Officer · Jan 1, 2021 to Mar 30, 2022 Inference
- E••• B•••••••• · Chief Financial Officer · Mar 1, 2022 to Mar 26, 2024 Inference
Portfolio
1 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| O••• P•••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
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
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
- May 20, 2022••• Locked
- Dec 26, 2019••• Locked
Across the graphs
E••• G••••• E•••••• L•• is the same institution as 1 record in Independent Sponsors.
Independent Sponsors1
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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