DFX Intelligence
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T••••••• C••••••
Buyout firmClassification probableLower middle marketSEC exempt reporting adviser· Coppell, TXt•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- Not established
- PE fund assets
- $88.5M
- PE funds
- 6
- Investments held
- 3 of 4
- Deals, last 12 months
- 0
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 3
Classification
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.09bn Private Equity Fund GAV on the Form ADV filed 2024-07-08
Classification history (2)
- Sep 18, 2026
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Mar 22, 2012 to Jul 8, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $88.5Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $88.5Mevery private fund type, latest filing
- 2024 PE fund GAV
- $88.5Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-07-08, latest gav Private Equity Fund $88.5M, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 6
- Employees
- unknown
- Headquarters
- Coppell, TX
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
4 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- 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
- not stated or not yet read
Observed from deals on record
- roles
- unknown 4
- period
- to 2016-11-15, from 2015-10-21, undated holdings 1, dated observations 6
- window
- last 2016-11-15, first 2015-10-21
- control
- unknown 4
- companies
- 4
- geography
- investments
- 4
- seller kinds
- transactions
- 3
- cadence by year
- 2015 other deals 1, 2016 other deals 2
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.25, value software, examples iiPay, count 1, share 0.25, value industrial manufacturing, examples Homesphere
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.25, value software, examples iiPay, count 1, share 0.25, value miscellaneous manufacturing, examples Homesphere
4 companies on the graph (3 transactions); most in software (1); observed 2015 to 2016
Funds
6 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T••••••• C•••••• I•• ••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2016 first reported on Form ADV | $15.2M as of Jul 8, 2024 | no Form D | Harvest | |
| T••••••• C•••••• I•• ••••••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2015 first reported on Form ADV | $16.1M as of Jul 8, 2024 | no Form D | Mature | |
| T••••••• C•••••• I• ••••••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2015 first reported on Form ADV | $1.0M as of Jul 8, 2024 | no Form D | Harvest | |
| T••••••• C•••••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $53.2M as of Jul 8, 2024 | no Form D | Mature | |
| T••••••• C•••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2.9M as of Jul 8, 2024 | no Form D | Harvest | |
| T••••••• C••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $36,493 as of Jul 8, 2024 | no Form D | Harvest |
Team
6 current, 6 former
Partner (4)
- D••• S••• A••• · DENGAN BONUS NEW MEMBER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• R••• O•••••• · Managing Director · since Dec 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• K•••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- S••• B••• J••• · SLOT BANYAK BONUS NEW MEMBER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (1)
- J••••••• K••• H••••• · Executive Partner & General Counsel · since Mar 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- V••••• D••••••• · Chief Financial Officer, Managing Director · since Nov 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
6 former (kept with end dates)
- S•••• L• K•••• · Managing Member · Jun 1, 2005 to Apr 30, 2018 Inference
- E••••• E••• O•••••• · Managing Director (Lead) · Apr 1, 2018 to Apr 3, 2023 Inference
- C••• C•••••• Y••• · Chief Financial Officer · Feb 1, 2016 to Mar 29, 2019 Inference
- R••••• W• M•••••••• · Chief Financial Officer · Mar 1, 2014 to Mar 30, 2016 Inference
- S••••• J••••• B•••••• · Chief Compliance Officer, Managing Director · Feb 1, 2014 to Jul 1, 2016 Inference
- V••••• D••••••• · Chief Financial Officer · Feb 1, 2012 to Mar 20, 2014 Inference
Portfolio
4 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| H••••••••• | Role unknown | active | Nov 15, 2016 transaction announcement | 9.9 years | S•••• K•••• (confirmed) | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| i•••• | Role unknown | active | Mar 1, 2016 transaction announcement | 10.6 years | S•••• K•••• (confirmed) | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| S••••••• | Role unknown | active | Oct 21, 2015 transaction announcement | 10.9 years | S•••• K•••• (confirmed) | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| M•••••••• A••••••• | Role unknown | exited exited Oct 29, 2014 | unknown | unknown | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
Transactions
4 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Nov 15, 2016 | Growth investment | H••••••••• | Sponsor (confirmed) | prweb.com |
| Mar 1, 2016 | Growth investment | i•••• | Sponsor (confirmed) | prweb.com |
| Oct 21, 2015 | Growth investment | S••••••• | Sponsor (confirmed) | prweb.com |
| Oct 29, 2014 | Exit to a strategic buyer | M•••••••• A••••••• | Seller (confirmed) | prweb.com |
Placement agents, lenders, advisers and co-investors
2 relationships
Financial advisers (1)
- B••••• 1 shared · one time · last Mar 1, 2016
Legal advisers (1)
- W••• P••••••• 1 shared · one time · last Oct 21, 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
12 most recent
- Sep 17, 2026••• Locked
- Sep 17, 2026••• Locked
- Sep 17, 2026••• Locked
- Nov 15, 2016••• Locked
- Nov 15, 2016••• Locked
- Mar 1, 2016••• Locked
- Feb 24, 2016••• Locked
- Feb 24, 2016••• Locked
- Feb 24, 2016••• Locked
- Oct 21, 2015••• Locked
- Oct 29, 2014
- Mar 22, 2012••• Locked
Across the graphs
T••••••• C•••••• 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.
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