DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
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Firms / S•••• C•••••• P•••••••• L••
S•••• C•••••• P•••••••• L••
S•••• C•••••• P•••••••• L•• is an established manager of private equity and currently manages about $700 million of capital (AUM).
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 9 of 9 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.31bn Private Equity Fund GAV on the Form ADV filed 2024-03-31
- Strategies
- PRIVATE CREDIT
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 9 of 9 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Mar 30, 2012 to Mar 31, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $314Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $314Mevery private fund type, latest filing
- 2024 PE fund GAV
- $314Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-31, latest gav Private Equity Fund $314M, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 9
- Employees
- unknown
- Headquarters
- Minneapolis, MN
- Office address
- 7201 METRO BLVD, SUITE 850, Minneapolis, MN, 55439
- Business phone
- 612-371-9650
Stated criteria beside observed behaviour
2 observed deals
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
- roles
- unknown 1
- period
- to 2022-02-10, from 2022-02-10, undated holdings 1, dated observations 1
- window
- last 2022-02-10, first 2022-02-10
- control
- unknown 1
- companies
- 2
- geography
- count 1, share unknown, value NY
- investments
- 1
- seller kinds
- transactions
- 1
- cadence by year
- 2022 platforms 1
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share unknown, value tech enabled services, examples Custom Computer Specialists, LLC
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share unknown, value it services msp, examples Custom Computer Specialists, LLC
2 companies on the graph (1 transactions); most in tech enabled services (1); observed 2022 to 2022
Funds
9 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| S•••• C•••••• M•••••••• P••••••• S••• I•• L• ADV: Private Equity Fund | Credit fund | 2018 first reported on Form ADV | $214M as of Mar 31, 2024 | no Form D | Mature | |
| S•••• C•••••• P••••••• F••• V• f•• Q•••••••• P••••••••• L• ADV: Private Equity Fund | Buyout fund | 2016 first reported on Form ADV | $65.7M as of Mar 31, 2024 | no Form D | Harvest | |
| S•••• C•••••• P••••••• F••• V• L• ADV: Private Equity Fund | Buyout fund | 2016 first reported on Form ADV | $10.6M as of Mar 31, 2024 | no Form D | Harvest | |
| S•••• C•••••• M•••••••• P••••••• S•••• L• ADV: Private Equity Fund | Credit fund | 2013 first reported on Form ADV | $23.3M as of Mar 31, 2024 | no Form D | Harvest | |
| S•••• C•••••• P••••••• F••• I•• f•• Q•••••••• P••••••••• L• ADV: Private Equity Fund | Buyout fund | unknown | $21.5M as of Mar 30, 2016 | no Form D | Wound down | |
| S•••• C•••••• P••••••• F••• I•• L• ADV: Private Equity Fund | Buyout fund | unknown | $15.8M as of Mar 30, 2012 | no Form D | Wound down | |
| S•••• C•••••• P••••••• F••• I••• L• ADV: Private Equity Fund | Buyout fund | unknown | $11.8M as of Mar 30, 2016 | no Form D | Wound down | |
| S•••• C•••••• P••••••• M•••••••• F•••• L• ADV: Private Equity Fund | Credit fund | unknown | $1.8M as of Mar 30, 2016 | no Form D | Wound down | |
| S•••• C•••••• P••••••• F••• I•• L• ADV: Private Equity Fund | Buyout fund | unknown | $565,255 as of Mar 31, 2022 | no Form D | Wound down |
Team
2 current, 5 former
Managing partner (1)
- W•••••• H•••• S•••• · Llc Member, Ceo, President, Secretary · since Apr 1, 1997 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- A••••• R•• N••••• · Chief Financial Officer/ Chief Compliance Officer · since Jan 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
5 former (kept with end dates)
- H•••• W•••••• S•••• · Llc Member, Chairman · Apr 1, 1997 to Mar 30, 2016 Inference
- B•••• A••••• R•••••• · Member · Jan 1, 2001 to Mar 27, 2013 Inference
- J•••• W• R•••••• · Member · Oct 1, 2005 to Mar 27, 2013 Inference
- J••• D••••• W••• · Member · Jan 1, 2001 to Mar 27, 2013 Inference
- S•••••• P• J•••• · Member · Oct 1, 2005 to Mar 27, 2013 Inference
Portfolio
1 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| P••• | Role unknown | active | unknown | unknown | unknown | Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe) |
Transactions
1 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Feb 10, 2022 | Platform acquisition | C••••• C••••••• S••••••••• L•• | Co-investor | tecum.com |
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
2 most recent
- Feb 10, 2022S•••• C•••••• P•••••••• L•• was capital provider on Columbia River Partners's platform acquisition of C••••• C••••••• S••••••••• L••Pe in independent sponsor dealFactC••••• C••••••• S••••••••• L••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Mar 30, 2012S•••• C•••••• P•••••••• L•• first filed Form ADV in the extract (ERA)
Across the graphs
S•••• C•••••• P•••••••• L•• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Private Credit.
Venture Capital1Independent 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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