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.
B•••••• I••••••••• M••••••••• I••
Fund of fundsClassification probableLower middle marketSEC registered investment adviser· Omaha, NEb•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $11B
- PE fund assets
- $10.1M
- PE funds
- 1
- 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
- Sectors financial_services,real_estate
- Graphs 2
- RAUM $11B
Classification
How this organization is classified, and on what basisFund of funds · 1 in historyShowHide
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 1 of 1 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.01bn Private Equity Fund GAV on the Form ADV filed 2024-11-18
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 1 of 1 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 29, 2012 to Jun 30, 2026
- RAUM
- $11Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $10.1Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $73.8Mevery private fund type, latest filing
- 2024 PE fund GAV
- $10.1Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 9%
- Fund type mix
- filed 2024-11-18, latest gav Private Equity Fund $10.1M, latest counts Private Equity Fund 1, lifetime distinct Other Private Fund 10, Private Equity Fund 1
- Employees
- 76
- Headquarters
- Omaha, NE
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- financial services, real estate
- 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
- ••• Locked
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
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B•••••• P•••••• E••••• F••• I• L• ADV: P•••••• Equity Fund | Fund of funds | 2024 first reported on Form ADV | $10.1M as of Nov 18, 2024 | no Form D | Unknown |
Team
15 current, 7 former
Managing partner (2)
- E•••• L••••• B•••••• I•• · CEO, Co-Chair, and CIO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••••• A••• W••••••••• · Chief Executive Officer, President, Chairman, Director · since Jul 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (8)
- D•••••• L•• G•••• · Vice President · since Mar 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••••• R•••••• P•••• · Senior Vice President & Director · since Nov 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• J••••• H••••• · Chief Investment Officer, Senior Vice President, Director · since Jul 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••••••• E•••••••• L•••••• · Executive Vice President · since Oct 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••• M•••• M•••••• · Executive Vice President · since Oct 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••• M•••• M•••••• · Executive Vice President of Relationship Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• G••••• A•• · Senior Vice President, & Director · since Oct 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N•••• K• D•••• · Vice President · since Mar 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Operating partner (1)
- N••••••• A••• W••••••••• · President and Chief Operating Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (4)
- E•••• L••••• B•••••• I•• · Officer · since Jul 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••••• S•• S•••••• · Treasurer And Director Of Finance · since Jul 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••• N• H•••••• · Chief Operating Officer, Executive Vice President, Director · since Jul 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••••• H••••• W••••••• · Chief Compliance Officer, Secretary · since Dec 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
7 former (kept with end dates)
- F•••• B•••• D••••••• · Chief Operating Officer · Apr 1, 2019 to Mar 29, 2022 Inference
- M•••• M•••• K•••• · Secretary & Treasurer · Feb 1, 2021 to Jan 31, 2024 Inference
- E•••• L••••• B•••••• I•• · Director & Class A Shareholder · Mar 1, 2006 to Aug 16, 2017 Inference
- B•••• M•••••• K••••••••• · Senior Vice President & Director · Nov 1, 2006 to Jun 30, 2024 Inference
- B•••• R••••• M•••• · Senior Vice President · Dec 1, 2023 to Jun 30, 2024 Inference
- M••• A•• M•••• · Senior Vice President, Secretary, Treasurer & Class A Shareholder · Mar 1, 2006 to Aug 16, 2017 Inference
- P••••••• S•••• R•••••• · Vice President & Class A Shareholder · Nov 1, 1999 to Mar 30, 2018 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 29, 2012••• Locked
Across the graphs
B•••••• I••••••••• M••••••••• I•• 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.
Checking your plan…