DFX Intelligence
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L••••••••• C•••••• R••••••••• M••••••••• L••
Growth equityClassification probableLower middle marketSEC registered investment adviser· New York, NYl•••••••••.com
Growth equity, based in New York, NY.
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
- $135M
- PE fund assets
- $100M
- PE funds
- 1
- Investments held
- 8 of 10
- Deals, last 12 months
- 1
Form ADV
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
- Sectors financial_services,energy,infrastructure,transportation_logistics,environmental_services,agriculture,technologyGeography Global
- Last 12 months 1Most recent 8 months ago
- Graphs 3
Classification
How this organization is classified, and on what basisGrowth equity · 2 in historyShowHide
- Class
- Growth equityprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.10bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (2)
- Sep 18, 2026
- Sep 13, 2026Buyout firm (probable, 65%, cls-pe-1)R6: 1 of 1 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Apr 17, 2020 to Mar 30, 2026
- RAUM
- $135Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $100Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $118Mevery private fund type, latest filing
- 2024 PE fund GAV
- $100Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-28, latest gav Private Equity Fund $100M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 1
- Employees
- 10
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
9 observed deals
Stated by the firm
- Sectors
- financial services, energy, infrastructure, transportation logistics, environmental services, agriculture, 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
- ••• Locked
Observed from deals on record
- roles
- unknown 10
- period
- to 2026-01-12, from 2024-09-12, undated holdings 6, dated observations 8
- window
- last 2026-01-12, first 2024-09-12
- control
- unknown 10
- companies
- 9
- geography
- count 1, share 0.111, value CO, count 1, share 0.111, value MA
- investments
- 10
- seller kinds
- transactions
- 4
- cadence by year
- 2024 other deals 2, 2025 other deals 1, 2026 other deals 1
- 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 0.111, value agriculture, examples Agriculture & Food, count 1, share 0.111, value healthcare services, examples Beep Saúde
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.111, value agriculture, examples Agriculture & Food, count 1, share 0.111, value home health, examples Beep Saúde
9 companies on the graph (4 transactions); most in agriculture (1); observed 2024 to 2026
Funds
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| L••••••••• C•••••• R••••••••• P••••••• S••• R••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $100M as of Mar 28, 2024 | no Form D | Active deployment |
Team
7 current, 0 former
Managing partner (1)
- J•• L•• K•• · Co-Founder and Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (1)
- J•• L•• K•• · Managing Director · since Nov 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (1)
- S••••• Y• S•• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (2)
- K•••• V•••••• · Senior Director, Finance and Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• J••••• W•••• · Managing Director, Cco · since Nov 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Other (2)
- C••••••••• I••••••••• · Global Adaptation & R••••••••• Investment (GARI) Working Group · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• S•••• · Senior Investment Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
10 relationships, 0 platforms, 0 add-ons
Transactions
3 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jan 12, 2026 | Growth investment | T•••• I••• | Sponsor (confirmed) | l•••••••••.com |
| Jan 8, 2025 | Growth investment | P••••• I••• | Sponsor (confirmed) | l•••••••••.com |
| Sep 12, 2024 | Growth investment | B••• S•••• | Sponsor (confirmed), Sponsor (confirmed) | l•••••••••.com |
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- X• I••••••••• B• 1 shared · one time · last Jan 1, 2020
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
19 most recent
- Aug 17, 2026••• Locked
- Jun 26, 2026••• Locked
- Jun 24, 2026••• Locked
- Jun 23, 2026••• Locked
- Jan 12, 2026••• Locked
- Jan 12, 2026••• Locked
- Nov 11, 2025••• Locked
- Jan 8, 2025••• Locked
- Jan 8, 2025••• Locked
- Dec 2, 2024••• Locked
- Nov 15, 2024••• Locked
- Sep 26, 2024••• Locked
- Sep 12, 2024••• Locked
- Sep 12, 2024••• Locked
- Sep 12, 2024••• Locked
- Apr 29, 2024••• Locked
- Dec 4, 2023••• Locked
- Aug 30, 2022••• Locked
- Apr 17, 2020••• Locked
Across the graphs
L••••••••• C•••••• R••••••••• M••••••••• L•• 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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