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 / F••• P•••• C••••••
F••• P•••• C••••••
F••• P•••• C•••••• is a private equity firm that invests in and supports promising, service-oriented companies and helps accelerate their evolution and growth.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 5 of 5 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.61bn Private Equity Fund GAV on the Form ADV filed 2024-04-15
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 5 of 5 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
- Apr 27, 2012 to Apr 15, 2024
- RAUM
- $610Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $608Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $608Mevery private fund type, latest filing
- 2024 PE fund GAV
- $608Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-04-15, latest gav Private Equity Fund $608M, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 5
- Employees
- 14
- Headquarters
- Boston, MA
- Office address
- 185 DARTMOUTH STREET, 10TH FLOOR, Boston, MA, 02116-5885
- Business phone
- 617-303-2123
Stated criteria beside observed behaviour
33 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
- add on 1, unknown 28, platform 3, standalone 1
- period
- to 2026-08-25, from 2023-01-11, undated holdings 29, dated observations 8
- window
- last 2026-08-25, first 2023-01-11
- control
- control 4, unknown 29
- companies
- 33
- geography
- count 1, share 0.03, value MA, count 1, share 0.03, value CA, count 1, share 0.03, value FL
- investments
- 33
- seller kinds
- founder 1
- transactions
- 4
- cadence by year
- 2023 platforms 1, other deals 1, 2026 add ons 1, other deals 1
- platform add on
- add ons 1, platforms 3, add ons per platform 0.33
- sector known for
- 8
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.061, value healthcare services, examples American Hospice, FLA Orthopedics, count 2, share 0.061, value tech enabled services, examples Spencer Technologies, Rox360, count 1, share 0.03, value industrial services, examples 3Phase Elevator, count 1, share 0.03, value software, examples WolfePak Software, count 1, share 0.03, value transportation logistics, examples YT Group Holdings, LLC, count 1, share 0.03, value media telecom, examples Inscape Publishing
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.03, value home health, examples American Hospice, count 1, share 0.03, value specialty trade other, examples 3Phase Elevator, count 1, share 0.03, value software, examples WolfePak Software, count 1, share 0.03, value general freight trucking, examples YT Group Holdings, LLC, count 1, share 0.03, value endpoint device lifecycle services, examples Spencer Technologies, count 1, share 0.03, value outpatient specialty clinics, examples FLA Orthopedics, count 1, share 0.03, value media telecom, examples Inscape Publishing
33 companies on the graph (4 transactions); most in healthcare services (2); 3 platforms and 1 add-ons; observed 2023 to 2026
Funds
5 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| F•• S•••• C•• F••• I••• L••• ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $302M as of Apr 15, 2024 | no Form D | Unknown | |
| F•• S•••• C•• F••• I••••• L••• ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $39.8M as of Apr 15, 2024 | no Form D | Unknown | |
| F•• S•••• C•• F••• I•• L••• ADV: Private Equity Fund | Buyout fund | 2020 first reported on Form ADV | $164M as of Apr 15, 2024 | no Form D | Unknown | |
| F•• S•••• C•• F••• I•••• L••• ADV: Private Equity Fund | Buyout fund | 2020 first reported on Form ADV | $66.8M as of Apr 15, 2024 | no Form D | Unknown | |
| F•• S•••• C•• F••• I• L• ADV: Private Equity Fund | Buyout fund | unknown | $35.1M as of Apr 15, 2024 | no Form D | Harvest |
Team
5 current, 1 former
Partner (3)
- B••••• W•••••• A•••• · Member · since Nov 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••••••• P•• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- P••• A••• L••••• · Member · since Nov 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (1)
- M•••••• D•••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Platform (1)
- M•••••• S•••••• S•••••• · Chief Compliance Officer / Chief Financial Officer · since Feb 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
1 former (kept with end dates)
- J•••• T••••• S•••••• · Member · Feb 1, 2012 to Aug 21, 2013 Inference
Portfolio
33 relationships, 3 platforms, 1 add-ons
Transactions
4 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Aug 25, 2026 | Add-on acquisition | S•••••• T••••••••• | Sponsor (confirmed) | prnewswire.com |
| Mar 19, 2026 | Majority recapitalization | B••••• G•••• C•••••• | Sponsor (confirmed) | prnewswire.com |
| Feb 1, 2023 | Platform acquisition | Y• G•••• H•••••••• L•• | Sponsor | peprofessional.com |
| Jan 11, 2023 | Majority recapitalization | R••••• | Sponsor | abacusfinance.com |
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (1)
- F•••• C•••••• S••••••••• L•• 4 shared · strong · last Jan 1, 2023
Lenders (2)
- A••••• F•••••• G•••• 1 shared · one time · last Jan 11, 2023
- B•••••••• C•••••• P••••••• 1 shared · one time · last Mar 19, 2026
Co-investors (1)
- A••••• F•••••• G•••• 1 shared · one time · last Jan 11, 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
2 most recent
- Mar 19, 2026F••• P•••• C•••••• Invests in B••••• G••••
- Apr 27, 2012F••• P•••• C•••••• first filed Form ADV in the extract (ERA)
Across the graphs
F••• P•••• C•••••• 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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