DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
A••••• S••••• P•••••••
Buyout firmClassification confirmedUpper middle marketSEC registered investment adviser· Dallas, TXwebsite
Buyout firm, based in Dallas, 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
- $9.8B
- PE fund assets
- $11B
- PE funds
- 25
- 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
- Graphs 3
- Placement agents 2
- RAUM $9.8B
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 27 of 27 distinct vehicles are sworn Private Equity Funds; 26 reported gross assets on a filing in 2022 or later
- Size band
- Upper middle marketdefined by: proxy: $10.93bn Private Equity Fund GAV on the Form ADV filed 2024-05-20
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 27 of 27 distinct vehicles are sworn Private Equity Funds; 26 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jan 3, 2020 to May 20, 2024
- RAUM
- $9.8Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 25
- PE fund GAV, latest filing
- $11Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $11Bevery private fund type, latest filing
- 2024 PE fund GAV
- $11Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-05-20, latest gav Private Equity Fund $11B, latest counts Private Equity Fund 25, lifetime distinct Private Equity Fund 27
- Employees
- 50
- Headquarters
- Dallas, TX
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
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
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
27 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A••••• K••••••• P••••••• F••• I• L• ADV: Private Equity Fund | Fund of funds | 2024 first reported on Form ADV | $398M as of May 20, 2024 | no Form D | Unknown | |
| A••••••• O••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $376M as of May 20, 2024 | no Form D | Unknown | |
| A•• B••• G••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $127M as of May 20, 2024 | no Form D | Unknown | |
| A••••• S••••• P••••••• U• C•••••••• I•• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $76.0M as of May 20, 2024 | no Form D | Unknown | |
| A••••• S••••• C•••••••• F••• I• L• ADV: Private Equity Fund | Fund of funds | 2024 first reported on Form ADV | $75.0M as of May 20, 2024 | no Form D | Unknown | |
| M•• A••••••••• F••• L• ADV: Private Equity Fund | Fund of funds | 2024 first reported on Form ADV | $50.0M as of May 20, 2024 | no Form D | Unknown | |
| A••••• K••••••• P••••••• S•• L• ADV: Private Equity Fund | Fund of funds | 2024 first reported on Form ADV | $40.0M as of May 20, 2024 | no Form D | Unknown | |
| A••••• K••••••• P••••••• F••• I••• L• ADV: Private Equity Fund | Fund of funds | 2024 first reported on Form ADV | $6.0M as of May 20, 2024 | no Form D | Unknown | |
| A••••• S••••• P••••••• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $4.1B as of May 20, 2024 | no Form D | Early deployment | |
| A••••• P•••••• C•••••••• F••• I•• L• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $101M as of May 20, 2024 | no Form D | Early deployment | |
| A••••• S••••• P••••••• M••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $66.5M as of May 20, 2024 | no Form D | Early deployment | |
| A•• I• O••••••••• F••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $64.5M as of May 20, 2024 | no Form D | Early deployment | |
| A••••• G••••••••• S••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $45.4M as of May 20, 2024 | no Form D | Early deployment | |
| A••••• S••••• P••••••• P•• C••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $37.8M as of May 20, 2024 | no Form D | Unknown | |
| A••••• P••••••• C•••••••• I•• L• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $18.8M as of May 20, 2024 | no Form D | Early deployment | |
| A•• N••••••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $963M as of May 20, 2024 | no Form D | Early deployment | |
| A••••• S••••• P••••••• F••• I• S•••••• I•• L• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $183M as of May 20, 2024 | no Form D | Unknown | |
| K•••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $169M as of May 12, 2022 | no Form D | Wound down | |
| A••••• S••••• P••••••• P••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $150M as of May 20, 2024 | no Form D | Early deployment | |
| A••••• S••••• P••••••• F••• I• S••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $135M as of May 20, 2024 | no Form D | Unknown | |
| K•••• H•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $121M as of May 20, 2024 | no Form D | Unknown | |
| A••••• S••••• P••••••• S•• C••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $120M as of May 20, 2024 | no Form D | Early deployment | |
| A••••• P•••••• C•••••••• F•••• L• ADV: Private Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $147M as of May 20, 2024 | no Form D | Unknown | |
| A••••• S••••• P••••••• M•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $129M as of May 20, 2024 | no Form D | Unknown | |
| A••••• P••••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $48.1M as of May 20, 2024 | no Form D | Active deployment | |
| A••••• S••••• P••••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $3.3B as of May 20, 2024 | no Form D | Mature | |
| A••••• S••••• P••••••• F••• I• F•••••• L• ADV: Private Equity Fund | Feeder or parallel | 2020 first reported on Form ADV | $86.0M as of Jun 24, 2020 | no Form D | Wound down |
Team
4 current, 0 former
Partner (2)
- D•••• J••••• O••••••• · L•••••• P•••••• O• A••••• P••••••• P•••••• L••• · since Apr 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- I•• H••••• C•••••• · L•••••• P•••••• O• A••••• P••••••• P•••••• L••• · since Apr 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- J••• V•••• · Chief Compliance Officer And Chief Financial Officer · since Dec 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• D•••• B•••••• · Partner And Chief Legal Officer · since Jun 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
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
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (2)
- E••••••• G•••• L••••• 3 shared · strong · last Jan 1, 2024
- C•• S••••••••• L• 2 shared · recurring · last Jan 1, 2020
LP commitments
1 disclosed
- A••••• P•••••••• F••• C••••••••• in A••••• S••••• P••••••• F••• I• L• $50.0M apfc.org
Events
2 most recent
- Sep 1, 2026••• Locked
- Jan 3, 2020••• Locked
Across the graphs
A••••• S••••• P••••••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.
Independent Sponsors1RIA and Wealth1Allocators1
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…