DFX Intelligence
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V•••••• C•••••• M••••••••• I•••
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· San Antonio, TXv•••••••••.com
Buyout firm, based in San Antonio, TX.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $283B
- PE fund assets
- $2.1B
- PE funds
- 17
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors franchisingGeography United States
- Graphs 3
- Placement agents 1
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 20 of 23 distinct vehicles are sworn Private Equity Funds; 12 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $2.10bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 20 of 23 distinct vehicles are sworn Private Equity Funds; 12 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Dec 1, 2011 to Aug 5, 2026
- RAUM
- $283Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 17
- PE fund GAV, latest filing
- $2.1Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.9Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.4Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 87%
- Fund type mix
- filed 2024-03-29, latest gav Hedge Fund $52.1M, Private Equity Fund $2.1B, latest counts Hedge Fund 1, Private Equity Fund 20, lifetime distinct Hedge Fund 1, Other Private Fund 2, Private Equity Fund 20
- Employees
- 481
- Headquarters
- San Antonio, TX
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- 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
- not stated or not yet read
Observed from deals on record
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
16 on record, 6 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| N••••• I• A••••••••• 2• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $527M as of Mar 29, 2024 | no Form D | Unknown | |
| N••••• I• A•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $359M as of Mar 29, 2024 | no Form D | Unknown | |
| N•• F••• V• A••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $139M as of Mar 29, 2024 | no Form D | Unknown | |
| N••••• I• C••••• B•••••• C•••• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $84.9M as of Mar 29, 2024 | no Form D | Unknown | |
| N•• F••• V•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $76.7M as of Mar 29, 2024 | no Form D | Unknown | |
| N•• F••• V• A••• L••• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $76.7M as of Mar 29, 2024 | no Form D | Unknown | |
| N•• F••• V• ••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $35.0M as of Mar 29, 2024 | no Form D | Unknown | |
| N••••• I• A•••••• L• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $31.4M as of Mar 29, 2024 | no Form D | Unknown | |
| N••••• I• A••• L•• ••••••••• L•• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $31.4M as of Mar 29, 2024 | no Form D | Unknown | |
| N•••• C••••• B•••••• L•• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $27.9M as of Mar 29, 2024 | no Form D | Unknown | |
| N•• F••• V• ••••••••• B•••••• C•••• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $27.1M as of Mar 29, 2024 | no Form D | Unknown | |
| N•• F••• V• ••••••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $27.1M as of Mar 29, 2024 | no Form D | Unknown | |
| N•• F••• V• A••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $0 as of Mar 29, 2024 | no Form D | Unknown | |
| N•• F••• V• A•• ••••••••• L•• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $0 as of Mar 29, 2024 | no Form D | Unknown | |
| V•••••• H•••••• N••••• C••••• I•••• F••• L•• ADV: Other Private Fund | SPV | 2021 first reported on Form ADV | $1.9M as of Sep 8, 2023 | no Form D | Wound down | |
| V•••••• C•••••• S•••••• L•• • I••••••••• S•••• C•• P•••••••• ADV: Other Private Fund | Buyout fund | unknown | $23.4M as of Mar 31, 2014 | no Form D | Unknown |
Gross assets by year from the annual reporting tape
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| N•• E••••• C•••••• I••••••••• C••••• F••• I•• L• | Private Equity Fund | 2022 to 2024 | $391M filed Mar 29, 2024 | adviserinfo.sec.gov | |
| N•• E••••• C•••••• I••••••••• C••••• F•••• L• | Private Equity Fund | 2022 to 2024 | $99.5M filed Mar 29, 2024 | adviserinfo.sec.gov | |
| N•• E••••• C•••••• I••••••••• O••••••• C••••• F••• I•• L• | Private Equity Fund | 2022 to 2024 | $84.9M filed Mar 29, 2024 | adviserinfo.sec.gov | |
| N•• E••••• C•••••• I••••••••• C••••• F••• I•••• L• | Private Equity Fund | 2022 to 2024 | $51.8M filed Mar 29, 2024 | adviserinfo.sec.gov | |
| N•• E••••• C•••••• I••••••••• O••••••• C••••• F•••• L• | Private Equity Fund | 2022 to 2024 | $27.9M filed Mar 29, 2024 | adviserinfo.sec.gov | |
| N•• C•••••••• I••••••••• F•••• L••• | Private Equity Fund | 2022 to 2024 | $2.5M filed Mar 29, 2024 | adviserinfo.sec.gov |
Team
4 current, 25 former
Managing partner (2)
- D•••• C•••• B•••• · Chief Executive Officer, Chairman, Director · since Feb 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• D••••• P•••••••• · President, Chief Financial Officer & Chief Administrative Officer, Director · since Aug 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- B•••• S••••• G•••••• · Chief Compliance Officer · since Jun 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N••• G•••• · Chief Legal Officer, Secretary, Director · since Jul 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
25 former (kept with end dates)
- C••••••••• a• O•••••• · President, Director · Feb 1, 2011 to Mar 30, 2016 Inference
- K•••• S•••••••• C•••• · President, Investment Franchises · Sep 1, 2014 to Mar 29, 2024 Inference
- R••••• L•••••• W••••• · Chairman · Apr 1, 2011 to Jan 3, 2012 Inference
- A••••• K•••• S••••••• · Cio - Intrinsic Value Product · Sep 1, 2004 to Mar 26, 2012 Inference
- C•••••• S•••••• W••••••••• · Cio - Money Market Investments · Nov 1, 2010 to Mar 26, 2012 Inference
- E•••• F••••• M•••••• · Cio - Large Cap Growth · Jan 1, 2005 to Mar 26, 2012 Inference
- E••••• C• P••••• · Cio - Passive Investments · Nov 1, 2010 to Mar 26, 2012 Inference
- G••• H••••• M••••• · Cio - S•••• Cap Product · Mar 1, 2006 to Mar 26, 2012 Inference
- H•••• L•• C•••••• · Cio - Mortgage Investments · Nov 1, 2010 to Mar 26, 2012 Inference
- L••••••• G••••• B•••• · Cio - Diversified Product · Sep 1, 2004 to Mar 26, 2012 Inference
- L••••• Z• G•••••• · Cio - Mid Cap Product · Mar 1, 2007 to Mar 26, 2012 Inference
- M••••••• L•••••• · Cio - International S•••• Cap Equity · Jul 1, 2006 to Mar 27, 2012 Inference
- M••••••• A•••• K•••• · Cio - International Large Cap Equity · Nov 1, 2008 to Mar 26, 2012 Inference
- P••• A•••• T••• · Cio - Municipal Investments · Nov 1, 2010 to Mar 26, 2012 Inference
- R•••••• L•••• J•••• · Cio - Convertible Securities Product · Jan 1, 2005 to Mar 26, 2012 Inference
- B•••• S••••• V•••••• · Limited Partner · Jul 1, 2004 to Mar 30, 2018 Inference
- C•••• K••••• · Chief Compliance Officer · Dec 1, 2013 to Jul 8, 2022 Inference
- G•••••• J•••• E•••• · Chief Legal Officer, Secretary, Director · Aug 1, 2013 to Aug 9, 2016 Inference
- H•••• M•••• C••••••• · Chief Compliance Officer · Jan 1, 2012 to Dec 2, 2013 Inference
- K•••••• F•••• F•• · Chief Compliance Officer, Director · Sep 1, 2001 to Jan 3, 2012 Inference
- L••• S•••• · Chief Adminstrative Officer · Mar 1, 2012 to Aug 7, 2013 Inference
- P•••• W•••• S••••••• · Chief Financial Officer/Treasurer · Nov 1, 2011 to Aug 7, 2013 Inference
- R•••••• G•••• Z••••• · Legal Counsel, Secretary, Director · May 1, 2005 to Aug 7, 2013 Inference
- T•••••• F•••••• S••••••• · Chief Financial Officer, Director · Jul 1, 2017 to Mar 29, 2019 Inference
- J••••• R••••••• · Director · Mar 1, 2012 to Aug 7, 2013 Inference
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
1 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Aug 26, 2026 | Exit to a strategic buyer | F•••• E•••• I••••••••• | Strategic acquirer (confirmed) | gencap.com |
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- V•••••• C•••••• A•••••••• I••• 1 shared · one time · last Jan 1, 2011
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
10 most recent
- Aug 17, 2026••• Locked
- Aug 5, 2026••• Locked
- Jun 19, 2026••• Locked
- Jun 5, 2026••• Locked
- Jul 1, 2025••• Locked
- Apr 2, 2025••• Locked
- Sep 9, 2024••• Locked
- Sep 13, 2021••• Locked
- Jun 9, 2021••• Locked
- Dec 1, 2011••• Locked
Across the graphs
V•••••• C•••••• M••••••••• I••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.
Independent Sponsors1RIA and Wealth1Private Credit1
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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