DFX Intelligence

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G••••• C•••••• M••••••••• L••

Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· West Palm Beach, FL

••• Locked

As of 2026-09-23 · identity and classification; each section below carries its own date

Regulatory AUM: $1.9B
PE fund assets: $2.1B
PE funds: 57

Funds and vehicles Team (3)Transactions

As of 2026-09-23 · identity and classification; each section below carries its own date

What matters now

Form D
new offering
Filed a Form D on 30 Jul 2026, the first public sign that a vehicle is taking commitments.
A vehicle in market is when LPs and placement agents can still get in.
FactSEC Form DFor LPs, placement agentsFund families →
+24
funds on Form ADV
P•••••• equity funds on its Form ADV went from 33 to 57 (+24).
New vehicles are a new flagship's feeders, parallels and co-invest sleeves being stood up: capacity arriving before the capital is announced.
FactSEC Form ADV, Schedule DFund families →

Classification, Form ADV and stated criteria

How this organization is classified, and on what basisBuyout firm · 2 in historyShow

Class: Buyout firmconfirmed, confidence 85%
Basis: 60 of 60 distinct vehicles are sworn Private Equity Funds; 59 reported gross assets on a filing in 2022 or later
Size band: Middle marketdefined by: proxy: $2.07bn Private Equity Fund GAV on the Form ADV filed 2026-07-27
Strategies: Secondaries

Classification history (2)

Sep 23, 2026
Buyout firm (confirmed, 85%)
60 of 60 distinct vehicles are sworn P•••••• Equity Funds; 59 reported gross assets on a filing in 2022 or later
Sep 13, 2026
Buyout firm (confirmed, 85%)
33 of 33 distinct vehicles are sworn P•••••• Equity Funds; 32 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)RAUM $1.9B · 57 PE funds · filed Jul 27, 2026Show

Adviser type: Registered investment adviser
Form ADV filings: Jun 4, 2021 to Jul 27, 2026
RAUM: $1.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 57
PE fund GAV, latest filing: $2.1Breported gross assets (Form ADV), not fund size
All private fund GAV: $2.1Bevery private fund type, latest filing
2024 PE fund GAV: $2.1Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: Private equity fund: 57 funds, $2.1B reported gross assets, 60 ever reported
Form ADV filed Jul 27, 2026
Employees: 5
Headquarters: West Palm Beach, FL
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour2 of 8 criteria stated · no observed deals yetShow

Stated by the firm

Sectors: Technology
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: 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

61 families, 63 vehicles on record

G••••• C•••••• 2•• L•• · 1 vehicle · vintage 2024$83.2M
- G••••• C•••••• 2•• L•• buyout or unlabelled · 2024$83.2M
G••••• C•••••• 2•• L•• · 1 vehicle · vintage 2024$35.7M
- G••••• C•••••• 2•• L•• buyout or unlabelled · 2024$35.7M
G••••• C•••••• 2•• L•• · 1 vehicle · vintage 2024$27.5M
- G••••• C•••••• 2•• L•• buyout or unlabelled · 2024$27.5M
G••••• P• S•••••••• S•••••••• L• · 2 vehicles · vintage 2024$12.0M
- G••••• P• S•••••••• S•••••••• L• Secondaries fund$12.0M
- G••••• P• S•••••••• S•••••••• L• Secondaries fund · 2024
G••••• C•••••• S••••••••• O••••••••• F••• L• · 1 vehicle · vintage 2023$27.4M
- G••••• C•••••• S••••••••• O••••••••• F••• L• buyout or unlabelled · 2023$27.4M

56 smaller families are in the full list of vehicles.

View all 63 vehiclesnewest vintage first, then largest

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	GAV by year	Form D sold	Lifecycle
G••••• C•••••• 2•• L••	buyout or unlabelled	2026 Form D first sale	unknown	no reporting	$80.8M	Fundraising
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$83.2M as of Jul 27, 2026		no Form D	Early deployment
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2024 Form D first sale	$35.7M as of Jul 27, 2026		$14.9M	Unknown
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$27.5M as of Jul 27, 2026		no Form D	Early deployment
G••••• C•••••• 2•• ADV: P•••••• Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$19,226 as of Jul 27, 2026		no Form D	Unknown
G••••• P• S•••••••• S•••••••• L•	Secondaries fund	2024 Form D first sale	unknown	no reporting	$25.1M	Unknown
G••••• C•••••• S••••••••• O••••••••• F••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2023 Form D first sale	$27.4M as of Jul 27, 2026		$26.2M	Early deployment
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2022 Form D first sale	$25.1M as of Jul 27, 2026		$4.7M	Active deployment
G••••• C•••••• 2•• ADV: P•••••• Equity Fund	buyout or unlabelled	2022 Form D first sale	$12.2M as of Jul 27, 2026		$3.5M	Active deployment
G••••• C•••••• 2••• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2022 Form D first sale	$2.3M as of Jul 27, 2026		$1.2M	Active deployment
G••••• C•••••• 2••• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2022 Form D first sale	$177,899 as of Jul 27, 2026		$268,952	Harvest
G••••• C•••••• P•••••• T••••••••• I• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 Form D first sale	$196M as of Jul 27, 2026		$127M	Active deployment
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 Form D first sale	$78.2M as of Jul 27, 2026		$10.2M	Active deployment
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 Form D first sale	$49.8M as of Jul 27, 2026		$8.3M	Active deployment
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 Form D first sale	$17.2M as of Jul 27, 2026		$13.3M	Active deployment
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 Form D first sale	$15.9M as of Aug 26, 2024		$17.9M	Unknown
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 Form D first sale	$11.6M as of Jul 27, 2026		$10.8M	Active deployment
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 Form D first sale	$10.7M as of Aug 26, 2024		$10.7M	Unknown
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 Form D first sale	$7.7M as of Jul 27, 2026		$5.9M	Harvest
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 Form D first sale	$7.4M as of Jul 27, 2026		$9.1M	Mature
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 Form D first sale	$5.9M as of Jul 27, 2026		$5.4M	Active deployment
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 Form D first sale	$5.8M as of Jul 27, 2026		$1.8M	Active deployment
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 Form D first sale	$3.2M as of Jul 27, 2026		$2.6M	Active deployment
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 Form D first sale	$2.9M as of Jul 27, 2026		$3.8M	Harvest
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 Form D first sale	$2.4M as of Jul 27, 2026		$3.4M	Harvest
G••••• C•••••• 2••• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 Form D first sale	$2.3M as of Jul 27, 2026		$1.0M	Active deployment
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 Form D first sale	$814,478 as of Jul 27, 2026		$637,000	Active deployment
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 Form D first sale	$712,326 as of Jul 27, 2026		$3.7M	Harvest
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 Form D first sale	$583,063 as of Jul 27, 2026		$1.8M	Harvest
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 Form D first sale	$473,228 as of Jul 27, 2026		$611,323	Mature
G••••• C•••••• 2••• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 Form D first sale	$438,649 as of Jul 27, 2026		$249,980	Active deployment
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 Form D first sale	$2,620 as of Jul 27, 2026		$5.2M	Unknown
G••••• C•••••• 2••• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 Form D first sale	$210 as of Jul 27, 2026		$1.3M	Harvest
G••••• C•••••• F••• I• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2020 Form D first sale	$35.8M as of Jul 27, 2026		$45.4M	Unknown
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$189M as of Jul 27, 2026		no Form D	Unknown
G••••• G••••• T••• L•••••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$183M as of Jul 27, 2026		no Form D	Unknown
G• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$129M as of Jul 27, 2026		no Form D	Unknown
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$104M as of Jul 27, 2026		no Form D	Unknown
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$104M as of Jul 27, 2026		no Form D	Unknown
G••••• C•••••• 2••• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$98.6M as of Jul 27, 2026		no Form D	Unknown
G••••• C•••••• 2••• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$93.8M as of Jul 27, 2026		no Form D	Unknown
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$54.7M as of Jul 27, 2026		no Form D	Unknown
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$52.8M as of Jul 27, 2026		no Form D	Unknown
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$52.7M as of Jul 27, 2026		no Form D	Unknown
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$47.0M as of Jul 27, 2026		no Form D	Unknown
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$44.7M as of Jul 27, 2026		no Form D	Unknown
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$38.0M as of Jul 27, 2026		no Form D	Unknown
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$31.3M as of Jul 27, 2026		no Form D	Unknown
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$31.1M as of Jul 27, 2026		no Form D	Unknown
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$30.6M as of Jul 27, 2026		no Form D	Unknown
S•••• O••••••••• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$29.4M as of Jul 27, 2026		no Form D	Unknown
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$27.1M as of Jul 27, 2026		no Form D	Unknown
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$20.2M as of Jul 27, 2026		no Form D	Unknown
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$19.4M as of Jul 27, 2026		no Form D	Unknown
G••••• C•••••• 2• B••• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$14.2M as of Jul 27, 2026		no Form D	Unknown
G••••• P• S•••••••• S•••••••• L• ADV: P•••••• Equity Fund	Secondaries fund	unknown	$12.0M as of Jul 27, 2026		no Form D	Unknown
G••••• C•••••• 2••• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$9.6M as of Jul 27, 2026		no Form D	Unknown
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$7.4M as of Jul 27, 2026		no Form D	Unknown
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$5.5M as of Aug 26, 2024		no Form D	Unknown
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$3.3M as of Jul 27, 2026		no Form D	Harvest
G••••• C•••••• 2••• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$697 as of Jul 27, 2026		no Form D	Unknown
G••••• C•••••• 2•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$0 as of Jul 27, 2026		no Form D	Unknown
G••••• G••••• T••• L•••••• L•	buyout or unlabelled	unknown	unknown	no reporting	$0	Unknown

Team

3 current, 1 former

N••••••• J••• L•• L••••
Manager · since Dec 1, 2021
R••••• J••• H•••••
Manager · since Dec 1, 2020
J•••••••• T••••••••
Chief Compliance Officer · since Apr 1, 2022

Full team · 3 peoplegrouped by role, with sources

Partner (2)

N••••••• J••• L•• L•••• · Manager · since Dec 1, 2021 Form ADV
R••••• J••• H••••• · Manager · since Dec 1, 2020 Form ADV

Platform (1)

J•••••••• T•••••••• · Chief Compliance Officer · since Apr 1, 2022 Form ADV

1 former (kept with end dates)

B••••••• J•••• O••••••• · Manager · Mar 1, 2023 to Aug 26, 2024 Inference

Deals

0 on record, newest first · 0 platforms · 0 add-ons

No deal naming this firm has been collected yet. Deals arrive from the firm’s portfolio page, 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 LPs, 0 disclosed commitments

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

Jul 27, 2026
••• Locked
PE fund count changedFactForm ADV
Jun 4, 2021
••• Locked
First Form ADV filingFactForm ADV

Scores and what they are made of

Freshness100 · high: Days since newest evidence: 0 days
Research priority63 · elevated: Scale band: middle market
Completeness gap: 6 of 12 profile fields missing
Core PE class: buyout
Investment velocity0 · low: no components recorded
Not yet on record: no dated transactions
Acquisition appetite25 · moderate: Recent fund: 3 items (a recent fund is evidence of deployment potential, not of remaining capital)
Stated criteria published: withheld
Not yet on record: no transactions on the graph for this firm yet
Profile completeness50 · elevated: Fields present: website, description, funds and 3 more
Not yet on record: portfolio, transactions, lenders, intermediaries, lps, cross dfx
Fund deployment activity85 · high: Funds deploying: 5 items (deployment state is read from the fund's reported gross asset path through 2024)
Funds raising: 1 item

Across DFX

No link to the family office, independent sponsor or venture graphs yet. Links are made only on a shared identifier such as a CRD or CIK number.

Record

First observed: Sep 13, 2026
Last observed: today
Observations: 41
Sources: 4
Open research tasks: 1

Reading this profile

Across the graphs

G••••• C•••••• M••••••••• L•• is the same institution as 1 record in RIA and Wealth.

RIA 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.

Checking your plan…

Not yet on record: investments held, deals, last 12 months.