DFX Intelligence
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T•• C••••••• P••••••• L•
Buyout firmClassification confirmedUpper middle marketSEC registered investment adviser· Larkspur, CAt•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $14B
- PE fund assets
- $14B
- PE funds
- 18
- Investments held
- 6 of 7
- Deals, last 12 months
- 2
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors consumer,food_beverageGeography GlobalControl majority
- Last 12 months 2Most recent last monthPlatform deals 2
- Graphs 3
Classification
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 25 of 25 distinct vehicles are sworn Private Equity Funds; 23 reported gross assets on a filing in 2022 or later
- Size band
- Upper middle marketdefined by: proxy: $14.26bn Private Equity Fund GAV on the Form ADV filed 2026-04-30
Classification history (2)
- Sep 23, 2026Buyout firm (confirmed, 85%, cls-pe-2)R6: 25 of 25 distinct vehicles are sworn Private Equity Funds; 23 reported gross assets on a filing in 2022 or later
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 23 of 23 distinct vehicles are sworn Private Equity Funds; 21 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 Apr 30, 2026
- RAUM
- $14Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 18
- PE fund GAV, latest filing
- $14Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $14Bevery private fund type, latest filing
- 2024 PE fund GAV
- $14Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2026-04-30, latest gav Private Equity Fund $14B, latest counts Private Equity Fund 18, lifetime distinct Private Equity Fund 25
- Employees
- 71
- Headquarters
- Larkspur, CA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
7 observed deals
Stated by the firm
- Sectors
- consumer, food beverage
- Geography
- Global
- 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
- majority
- Thesis
- ••• Locked
Observed from deals on record
- roles
- unknown 4, platform 3
- period
- to 2026-07-30, from 2024-07-25, undated holdings 1, dated observations 13
- window
- last 2026-07-30, first 2024-07-25
- control
- control 3, unknown 4
- companies
- 7
- geography
- count 1, share 0.143, value IL
- investments
- 7
- seller kinds
- founder 1, sponsor 1
- transactions
- 7
- cadence by year
- 2024 other deals 1, 2025 exits 1, platforms 2, other deals 2, 2026 other deals 1
- platform add on
- add ons 0, platforms 3, add ons per platform 0
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.286, value consumer services, examples Joe Hudson’s Collision Center, EōS Fitness
- holding period years
- n 0
- repeat counterparties
- role legal adviser, shared 5, entity id 80b5e3cb-29a6-4909-ad12-ec7909769c3b, role sell side adviser, shared 3, entity id e280ff92-be44-44b4-b545-ad78679c426b, role legal adviser, shared 2, entity id 36aa5b21-5d89-46d8-a76d-d005324276ec, role legal adviser, shared 2, entity id 157b31a5-23a5-413b-8a61-39621302a337
- subsector distribution
- count 1, share 0.143, value automotive repair, examples Joe Hudson’s Collision Center, count 1, share 0.143, value fitness recreation, examples EōS Fitness
7 companies on the graph (7 transactions); most in consumer services (2); 3 platforms and 0 add-ons; observed 2024 to 2026
Funds
23 on record, 2 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| J•••••• C••••••••• I•• L••• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $143M as of Mar 29, 2024 | no Form D | Unknown | |
| E••••• C••••••••• H••••••• 1• L••• a•• A••••••••• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $87.5M as of Mar 29, 2024 | no Form D | Unknown | |
| B••••• C••••••••• H••••••• 1• L••• a•• A•••••••• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $230M as of Mar 29, 2024 | no Form D | Early deployment | |
| T••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $3.5B as of Mar 29, 2024 | no Form D | Unknown | |
| T••• P••••••• L• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $2.7B as of Mar 29, 2024 | no Form D | Unknown | |
| J•••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $603M as of Mar 29, 2024 | no Form D | Early deployment | |
| T•••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $142M as of Mar 29, 2024 | no Form D | Unknown | |
| D• C••••••••• B•••••• A••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $83.8M as of Mar 29, 2024 | no Form D | Unknown | |
| C••••• B•••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $237,096 as of Mar 29, 2024 | no Form D | Early deployment | |
| J••• C••••••••• 1• L••• ADV: Private Equity Fund | Co-investment vehicle | 2020 first reported on Form ADV | $921M as of Mar 29, 2024 | no Form D | Harvest | |
| T••• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $2.2B as of Mar 29, 2024 | no Form D | Unknown | |
| T••• P••••••• L• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $1.5B as of Mar 29, 2024 | no Form D | Unknown | |
| D• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $134M as of Mar 29, 2024 | no Form D | Mature | |
| P• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $62.5M as of Mar 29, 2024 | no Form D | Active deployment | |
| M•••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2017 first reported on Form ADV | $166M as of Mar 29, 2024 | no Form D | Harvest | |
| T•••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $2.9B as of Mar 29, 2024 | no Form D | Harvest | |
| T••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $574M as of Mar 29, 2024 | no Form D | Harvest | |
| T•• 6• P• C••••••••• a• L••• ADV: Private Equity Fund | Co-investment vehicle | 2016 first reported on Form ADV | $4.5M as of Mar 29, 2024 | no Form D | Harvest | |
| T••• G••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2016 first reported on Form ADV | $1.8M as of Mar 29, 2024 | no Form D | Harvest | |
| T••• P• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2013 first reported on Form ADV | $30.6M as of Mar 29, 2024 | no Form D | Harvest | |
| T••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $302M as of Mar 29, 2024 | no Form D | Harvest | |
| T••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $38.2M as of Feb 4, 2021 | no Form D | Wound down | |
| T••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $14.0M as of Feb 4, 2020 | no Form D | Wound down |
Gross assets by year from the annual reporting tapeAbout the reporting tapeThese funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| S•••••• C••••••••• H••••••• L• | Private Equity Fund | 2026 to 2026 | $485M filed Apr 30, 2026 | reports.adviserinfo.sec.gov | |
| P•••••• C••••••••• H••••••• 1• L••• a•• A•••••••• | Private Equity Fund | 2026 to 2026 | $9.3M filed Apr 30, 2026 | reports.adviserinfo.sec.gov |
Team
45 current, 6 former
Managing partner (8)
- C•••••• H••••• E••••••• · Senior Managing Member · since Nov 1, 1987 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••••• H••••• E••••••• · CEO AND FOUNDER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• E••••••• · CEO AND FOUNDER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• S••••• A••••• W•••• · Managing Partner · since Mar 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• L•••• O••••• · Senior Managing Member · since Jan 1, 2001 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• O••••• · PRESIDENT · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• H••••• M••••• · Senior Managing Member · since Jan 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••••• S••••• L•••••• · Managing Partner · since Jan 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (24)
- A••• H••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- A••• H••••• · MANAGING DIRECTOR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• H••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- A••• F•••••• · MANAGING DIRECTOR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••• P•••••• · MANAGING DIRECTOR, HEAD OF LONDON · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••• C•••••• · MANAGING DIRECTOR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• S••••• A••••• W•••• · MANAGING DIRECTOR, HEAD OF NEW YORK · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• S••••• A••••• W•••• · Managing Director and Head of New York · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- C•••• S••••• A••••• W•••• · Managing Director and Head of New York · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D•• C••••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D•• C••••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D•• C••••••• · MANAGING DIRECTOR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• K•••• · MANAGING DIRECTOR, HEAD OF TSG VANTAGE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• J•••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- H••••• M••••• · Senior Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- H••••• M••••• · SENIOR MANAGING DIRECTOR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• L••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M•••••• L••••• · MANAGING DIRECTOR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• L••••• · MANAGING DIRECTOR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• L••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- P••••• S••••• L•••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- P••••• S••••• L•••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- P••••• S••••• L•••••• · MANAGING DIRECTOR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•• P••••••• · MANAGING DIRECTOR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (1)
- K•••• A•••• · MANAGING DIRECTOR, VANTAGE HEAD OF OPERATIONS · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Capital markets (1)
- D•••• L•••• · MANAGING DIRECTOR, CAPITAL MARKETS · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (1)
- M••••• C•••• · MANAGING DIRECTOR, HEAD OF INVESTOR RELATIONS · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (6)
- A••••• S••••• W••••••••• · MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• S••••• W••••••••• · Chief Compliance Officer · since Aug 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D••• W••••••••• · MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• R•••• D•••• · MANAGING DIRECTOR, COO & CFO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• R•••• D•••• · Chief Financial Officer · since Jul 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••• S••••••• · MANAGING DIRECTOR, CHIEF LEGAL OFFICER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (4)
- B•••• C••••••• · SENIOR ADVISOR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• J•••••• · SENIOR ADVISOR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I•••• B•••• · SENIOR ADVISOR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• H••• · SENIOR ADVISOR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
6 former (kept with end dates)
- A•••••••• S•••• P•••• · Managing Director, Managing Member · Jan 1, 2005 to Nov 4, 2014 Inference
- E••••• B•••• K•••••• · Managing Member · Apr 1, 2012 to Jul 12, 2017 Inference
- F•••••• B••••• J••• · Managing Partner · Jan 1, 2013 to Mar 31, 2022 Inference
- J••••••• B••••• M•••• · Managing Member · Jan 1, 2014 to Feb 4, 2020 Inference
- J••• M•••••• K••••• · Managing Director, Managing Member · Jan 1, 2009 to Jun 26, 2013 Inference
- R••••• W•••••• W•••••• · Chief Financial Officer, Chief Compliance Officer · Jun 1, 2013 to Jul 12, 2017 Inference
Portfolio
7 relationships, 3 platforms, 0 add-ons
Transactions
8 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jul 30, 2026 | Majority investment | S•••••• | Sponsor (confirmed) | t•••••••••.com |
| Nov 13, 2025 | Growth investment | P••• V••• M•••• | Sponsor (confirmed) | t•••••••••.com |
| Oct 29, 2025 | Exit to a strategic buyer | J•• H••••••• C•••••••• C••••• | Seller (confirmed) | t•••••••••.com |
| Aug 19, 2025 | Sponsor to sponsor | E•• F•••••• | Sponsor (confirmed) | golubcapital.com |
| Jul 22, 2025 | Platform acquisition | P•••• | Sponsor (confirmed) | t•••••••••.com |
| Jun 23, 2025 | Growth investment | D••• W•••• | Sponsor (confirmed) | t•••••••••.com |
| May 12, 2025 | Platform acquisition | E•• F•••••• | Sponsor (confirmed) | t•••••••••.com |
| Jul 25, 2024 | Growth investment | S••••• F•••••• | Sponsor (confirmed) | t•••••••••.com |
Placement agents, lenders, advisers and co-investors
11 relationships
Lenders (1)
- G•••• C•••••• 1 shared · one time · last Aug 19, 2025
Financial advisers (6)
- R•••••• J•••• L••• 3 shared · strong · last Jul 30, 2026
- H••••• W••••••• 1 shared · one time · last Jun 23, 2025
- P•••• S•••••• • C•• 1 shared · one time · last May 12, 2025
- L••••• 1 shared · one time · last Jun 23, 2025
- G•••••• S•••• • C•• L•• 1 shared · one time · last Nov 13, 2025
- J• P• M••••• 1 shared · one time · last Nov 13, 2025
Legal advisers (4)
- R•••• • G••• L•• 5 shared · very strong · last Jul 30, 2026
- P••••••••• P• 2 shared · recurring · last Jul 30, 2026
- P•••• P•• 2 shared · recurring · last Jul 30, 2026
- M•••••• S••••• • F••• 1 shared · one time · last Nov 13, 2025
LP commitments
3 disclosed
- O••••• P••••• E•••••••• R••••••••• F••• $250M oregon.gov
- N•• J••••• D••••••• o• I••••••••• in T••• L• $100M nj.gov
- T•••••••• R••••••••• S••••• o• t•• S•••• o• I••••••• amount not disclosed trsil.org
Events
26 most recent
- Sep 3, 2026••• Locked
- Jul 30, 2026••• LockedPlatform investmentFactS••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Jul 30, 2026••• Locked
- Apr 30, 2026••• Locked
- Mar 31, 2026••• LockedLp commitment disclosedFactO••••• P••••• E•••••••• R••••••••• F•••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
- Nov 13, 2025••• Locked
- Nov 13, 2025••• Locked
- Oct 29, 2025
- Oct 29, 2025••• Locked
- Aug 19, 2025••• Locked
- Jul 22, 2025••• LockedPlatform investmentFactP••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Jul 22, 2025••• Locked
- Jun 23, 2025••• Locked
- Jun 23, 2025••• Locked
- Jun 2, 2025••• LockedLp commitment disclosedFactT•••••••• R••••••••• S••••• o• t•• S•••• o• I•••••••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
- May 19, 2025••• Locked
- May 12, 2025••• Locked
- May 12, 2025••• Locked
- Apr 14, 2025••• Locked
- Feb 18, 2025••• Locked
- Jan 9, 2025••• Locked
- Jan 9, 2025••• Locked
- Aug 7, 2024••• Locked
- Jul 25, 2024••• Locked
- Jul 25, 2024••• Locked
- Feb 14, 2012••• Locked
Across the graphs
T•• C••••••• P••••••• L• 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.
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