DFX Intelligence
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B•• F•••••••• A•••••••
Fund of funds, based in Tulsa, OK.
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
- $738M
- PE fund assets
- Not established
- PE funds
- 0
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 1
- RAUM $738M
Classification
How this organization is classified, and on what basisFund of funds · 1 in historyShowHide
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 2 of 2 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 2 of 2 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Dec 17, 2024
- RAUM
- $738Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- unknownevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-12-17, latest gav , latest counts , lifetime distinct Private Equity Fund 2
- Employees
- 165
- Headquarters
- Tulsa, OK
- 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
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B••• P•••••• E••••• L•••••• P••••••••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $5.0M as of Mar 26, 2018 | no Form D | Wound down | |
| B••• P•••••• E••••• L•••••• P••••••••• I• ADV: P•••••• Equity Fund | Fund of funds | unknown | $15,000 as of Nov 18, 2022 | no Form D | Harvest |
Team
10 current, 28 former
Managing partner (2)
- B•••• A••• D••• · President · since Apr 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• B•••••• G••••• · Ceo, Chairman · since Apr 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (1)
- G••••• B•••• K••••• · Indirect Beneficial Owner · since Nov 1, 1991 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (2)
- J•••• A••••••• S••• · Svp, Director Of Retail Sales · since Jul 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••••• C•• G••••••• · Executive Director, Energy Banking · since Jan 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Board or advisory (1)
- M•••• M••••••• M•••••• · B•••s Board Member · since May 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (4)
- C•••••••• J••••• D••••• · Cfo/Finop · since Aug 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• B••••••• S••••• · Svp, Chief Operating Officer · since Sep 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• M••••• C•••••• · Svp, Operations Manager · since Mar 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•• C•••• S•••••• · Svp, Chief Compliance Officer · since Mar 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
28 former (kept with end dates)
- G•••••• A•••• W•••••• · Ceo, P•••••• Bank Management · Nov 1, 2012 to Mar 26, 2018 Inference
- S••••• G••• B••••••• · Sevp, Chairman Of Board Of Directors · Mar 1, 2012 to Oct 8, 2013 Inference
- J••• N•••• W•••• · Sr. Investment Banker, Svp · Mar 1, 2012 to Mar 15, 2019 Inference
- T•••• C•••••• I• V•••••• · Svp, Mgr Of Corp. Gov/Wealth Mgmt. · Mar 1, 2012 to Jul 5, 2013 Inference
- A••••• D••••• J• R••• · Sales Manager & Svp · Mar 1, 2012 to Mar 30, 2015 Inference
- D•••• C• L••••• · Svp, Regional Sales Manager, Client Advisors · Jan 1, 2014 to Mar 22, 2017 Inference
- J•••• R••••• C••• · Svp, Retail Sales Manager · Mar 1, 2012 to Dec 15, 2017 Inference
- J•••• K•••• W••••••• · Svp, Inst. Sales & Trading Manager · Mar 1, 2018 to Mar 25, 2024 Inference
- L•••• B••• G•••••• · Svp, Regional Sales Manager · Mar 1, 2012 to Mar 30, 2015 Inference
- M••••••• G••• W••••• · Inst. Sales & Trading Manager, Svp · Mar 1, 2012 to Mar 26, 2018 Inference
- C•••••• E•••• H•••••••• · Svp, Brokerage And Investment Advisory Operations · Mar 1, 2015 to Nov 18, 2022 Inference
- C•••• M••••• S•••••• · Cfo/Finop · Oct 1, 2013 to Jan 10, 2014 Inference
- J•••• R••••• L••• · Avp, Securities Compliance Officer · Mar 1, 2012 to Oct 8, 2013 Inference
- K•••• A••• K••••• · Svp, Chief Financial Officer · Jun 1, 2012 to Oct 8, 2013 Inference
- M••••••• K••• R••••••• · Vp, Compliance · Mar 1, 2012 to Oct 19, 2012 Inference
- N•••• J•••••• J•••• · Vp, Chief Compliance Officer And Dir. Of Compl. · Apr 1, 2013 to Mar 22, 2017 Inference
- R••••• L•••••• · Cfo/Finop · Jan 1, 2014 to Aug 7, 2023 Inference
- W•••••• J••••• G•••••• · Manager Of Texas Public Finance Department · Jun 1, 2015 to Mar 15, 2019 Inference
- P••• M••••• H••••• · Svp, Director Of B•• F•••••••• A••••••• · Oct 1, 2017 to Feb 28, 2020 Inference
- T•••• M••• F••••••• · Svp, Director Of Market Risk Management · Mar 1, 2012 to Mar 20, 2023 Inference
- B••••• K•• G••••• · Vp, Sales Manager · Mar 1, 2012 to Mar 30, 2015 Inference
- C•••• S• C•••• · Vice President, Sales Manager · Apr 1, 2004 to Oct 10, 2012 Inference
- J•••• H••••• S••••••• · Vp, Trader · Aug 1, 2001 to Apr 1, 2013 Inference
- J•• D•• C•••• · Vp, Trading · Mar 1, 2012 to Apr 1, 2013 Inference
- K•••••• L••• W•••••• · Vp, Mgr. Of Inv. Advisory Svs · Mar 1, 2009 to Oct 8, 2013 Inference
- R••••• A••••• R••••••• · Vp, Institutional · Mar 1, 2012 to Apr 1, 2013 Inference
- S•••••• P••••• M••• · Vp, Senior Underwriter · Mar 1, 2012 to Apr 1, 2013 Inference
- S•••••• W•••• N•••••• · Senior Vice President · Mar 1, 2012 to Apr 1, 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
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
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 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
1 most recent
- Mar 30, 2012B•• F•••••••• A••••••• first filed Form ADV in the extract (IA)
Across the graphs
B•• F•••••••• A••••••• 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.
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