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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / C••••••• C•••••• M••••••••• C••••••• L•••
C••••••• C•••••• M••••••••• C••••••• L•••
C••••••• Capital is an investment firm in Charlotte, NC with a people-first approach that produces results across the Southeast.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 15 of 15 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.58bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 15 of 15 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 14, 2012 to Mar 27, 2024
- RAUM
- $1.6Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 10
- PE fund GAV, latest filing
- $1.6Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.6Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.6Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-27, latest gav Private Equity Fund $1.6B, latest counts Private Equity Fund 10, lifetime distinct Private Equity Fund 15
- Employees
- 17
- Headquarters
- Charlotte, NC
- Office address
- 201 NORTH TRYON STREET, SUITE 2450, Charlotte, NC, 28202
- Business phone
- 704-372-2040
Stated criteria beside observed behaviour
35 observed deals
Stated by the firm
- Sectors
- business services, healthcare, consumer
- Geography
- Southeast, United States
- Revenue
- not stated or not yet read
- EBITDA
- from $3.0M
- Enterprise value
- up to $250M
- Equity check
- from $2.0B
- Control
- minority
- Thesis
- For more than 25 years C••••••• Capital has managed more than $2B in private equity commitments across six funds and C•••••••-sponsored co-investments and other alternative investment vehicles used to invest in businesses that have an aggregate enterprise value exceeding
Observed from deals on record
- roles
- unknown 35
- period
- to unknown, from unknown, undated holdings 35, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 35
- companies
- 35
- geography
- count 1, share 0.029, value NC
- investments
- 35
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 5
- disclosed value usd
- n 0
- sector distribution
- count 3, share 0.086, value consumer services, examples Joe Hudson’s Collision Center, Quality Automotive Services, Landscape Workshop, count 1, share 0.029, value transportation logistics, examples Armstrong Transport Group, count 1, share 0.029, value financial services, examples Advantage
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.057, value automotive repair, examples Joe Hudson’s Collision Center, Quality Automotive Services, count 1, share 0.029, value general freight trucking, examples Armstrong Transport Group, count 1, share 0.029, value financial services, examples Advantage, count 1, share 0.029, value landscaping, examples Landscape Workshop
35 companies on the graph (0 transactions); most in consumer services (3); no dated observations
Funds
15 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C••••••• C•••••• P••••••• V•• L••• ADV: Private Equity Fund | Buyout fund | 2021 first reported on Form ADV | $671M as of Mar 27, 2024 | no Form D | Unknown | |
| C••••••• C•••••• A••• S••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $92.3M as of Mar 27, 2024 | no Form D | Unknown | |
| C••••••• C•••••• A••• R••••••• P•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $36.1M as of Mar 27, 2024 | no Form D | Unknown | |
| C••••••• C•••••• C•• F••• V•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $32.1M as of Mar 27, 2024 | no Form D | Unknown | |
| C••••••• C•••••• C•••••• I• A••• R••••••• P••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $27.3M as of Mar 27, 2024 | no Form D | Unknown | |
| C••••••• C•••••• P••••••• V• L• ADV: Private Equity Fund | Buyout fund | 2017 first reported on Form ADV | $511M as of Mar 27, 2024 | no Form D | Unknown | |
| C••••••• C•••••• C•• F••• V• L• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $45.9M as of Mar 27, 2024 | no Form D | Unknown | |
| C••••••• C•••••• P••••••• I•• L• ADV: Private Equity Fund | Buyout fund | unknown | $137M as of Mar 27, 2024 | no Form D | Unknown | |
| C••••••• C•••••• C•• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $21.8M as of Mar 27, 2024 | no Form D | Unknown | |
| C••••••• C•••••• P••••••• I•• L• ADV: Private Equity Fund | Buyout fund | unknown | $3.9M as of Feb 11, 2021 | no Form D | Wound down | |
| C••••••• C•••••• P••••••• I• P•• L• ADV: Private Equity Fund | Buyout fund | unknown | $1.3M as of Mar 27, 2024 | no Form D | Unknown | |
| C••••••• C•••••• P••••••• P•• I••• L• ADV: Private Equity Fund | Buyout fund | unknown | $0 as of Feb 11, 2021 | no Form D | Wound down | |
| C••••••• C•••••• P•••••••• L• ADV: Private Equity Fund | Buyout fund | unknown | $0 as of Mar 29, 2018 | no Form D | Wound down | |
| C••••••• C•••••• P••••••• I••• L• ADV: Private Equity Fund | Buyout fund | unknown | $0 as of Feb 11, 2021 | no Form D | Wound down | |
| C••••••• C•••••• C•• F••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Feb 11, 2021 | no Form D | Wound down |
Team
20 current, 5 former
Managing partner (3)
- C•••••• S•••• G•••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• C•••••• S••••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••• S••••• · Co-Founder & Senior Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (5)
- A••• C••••••••• W•••• · Limited Partner · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••••• S•••• G•••• · Managing Limited Liability Company Member Of C••••••• C•••••• M••••••••• C••••••• L•• · since Dec 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••••••• · Managing Limited Liability Company Member Of C••••••• C•••••• M••••••••• C••••••• L•• · since Dec 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••• L• C•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• L• C•••• · Limited Partner · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (4)
- B•••••• R• M••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••••• H• W•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M• A••• E••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S• T•••• M•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (3)
- G••••• M• E••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• M• S•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• C• S•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (4)
- B•••• G• B•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••••••• G• C••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• P• M••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••• H• H••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (1)
- D••••• J•••• E•••• · Chief Financial Officer And Chief Compliance Officer · 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)
5 former (kept with end dates)
- N••••• S••••• · Managing Limited Liability Company Member Of C••••••• C•••••• Company Iv, Llc · May 1, 2011 to Aug 2, 2019 Inference
- W•••••• T••••• H•••• · Managing Limited Liability Company Member Of C••••••• C•••••• Company Iv, Llc · May 1, 2011 to Aug 2, 2019 Inference
- A••••• C•••• A••••• · Chief Compliance Officer Of C••••••• C•••••• Managment Company, Lp · Jul 1, 2011 to Jun 19, 2013 Inference
- E••• F•••••• H••••••••• · Former Chief Financial Officer Of C••••••• C•••••• Management Company, Lp (Through February 28, 2013) · Jan 1, 2009 to Mar 31, 2014 Inference
- R••••• L•••• K••••••• · Chief Financial Officer & Chief Compliance Officer Of C••••••• C•••••• Management Company, Lp · Mar 1, 2013 to Aug 2, 2019 Inference
Portfolio
35 relationships, 0 platforms, 0 add-ons
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)
- C••••• S••••• 3 shared · strong · last Jan 1, 2012
- C••••• S••••• S••••••••• •••• L•• 2 shared · recurring · last Jan 1, 2021
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
4 most recent
- Jun 16, 2026C••••••• C•••••• Announces Principal Promotion
- May 21, 2026C••••••• C•••••• Recapitalizes J•• I••••••••• R•••••
- Feb 11, 2026C••••••••• / RentalWorks Appoints Bill Niketas as Chief Executive Officer
- Feb 14, 2012C••••••• C•••••• M••••••••• C••••••• L••• first filed Form ADV in the extract (IA)
Across the graphs
C••••••• C•••••• M••••••••• C••••••• L••• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent 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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