DFX Intelligence
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M••• P••• P•••••••
Growth equityClassification probableMiddle marketSEC registered investment adviser· San Francisco, CAm•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $3.5B
- PE fund assets
- $2.7B
- PE funds
- 7
- Investments held
- 23 of 24
- 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
- Equity cheque $50.0M to $250MEBITDA $5.0M to $50.0MRevenue $50.0M to $500MSectors consumerControl minority
- Last 12 months 2Most recent 6 months agoPlatform deals 2
- Graphs 2
Classification
How this organization is classified, and on what basisGrowth equity · 1 in historyShowHide
- Class
- Growth equityprobable, confidence 70%
- Basis
- R2: 5 of 5 private equity vehicles are named growth
- Size band
- Middle marketdefined by: proxy: $2.71bn Private Equity Fund GAV on the Form ADV filed 2024-03-21
- Strategies
- GROWTH EQUITY
Classification history (1)
- Sep 13, 2026Growth equity (probable, 70%, cls-pe-1)R2: 5 of 5 private equity vehicles are named growth
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Sep 25, 2014 to Jun 12, 2026
- RAUM
- $3.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 7
- PE fund GAV, latest filing
- $2.7Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $2.8Bevery private fund type, latest filing
- 2024 PE fund GAV
- $2.7Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-21, latest gav Private Equity Fund $2.7B, latest counts Private Equity Fund 7, lifetime distinct Private Equity Fund 7
- Employees
- 19
- Headquarters
- San Francisco, CA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
24 observed deals
Stated by the firm
- Sectors
- consumer
- Geography
- not stated or not yet read
- Revenue
- $50.0M to $500M
- EBITDA
- $5.0M to $50.0M
- Enterprise value
- not stated or not yet read
- Equity check
- $50.0M to $250M
- Control
- minority
- Thesis
- ••• Locked
Observed from deals on record
- roles
- add on 7, unknown 14, platform 3
- period
- to 2026-03-24, from 2016-04-18, undated holdings 1, dated observations 46
- window
- last 2026-03-24, first 2016-04-18
- control
- control 9, unknown 15
- companies
- 24
- geography
- count 3, share 0.125, value TX, count 1, share 0.042, value GA, count 1, share 0.042, value CA
- investments
- 24
- seller kinds
- family 2, founder 2
- transactions
- 23
- cadence by year
- 2016 other deals 1, 2017 other deals 2, 2018 add ons 2, other deals 1, 2019 add ons 2, other deals 3, 2020 add ons 1, other deals 1, 2021 add ons 2, platforms 1, other deals 2, 2022 other deals 1, 2025 other deals 2, 2026 platforms 1, other deals 1
- platform add on
- add ons 7, platforms 3, add ons per platform 2.33
- sector known for
- 8
- disclosed value usd
- n 0
- sector distribution
- count 4, share 0.167, value industrial manufacturing, examples Stellar Snacks, Total Label, Premier Georgia Printing, Lewis Label Products Corporation, count 2, share 0.083, value consumer products, examples KUIU, Duke Cannon, count 1, share 0.042, value healthcare services, examples HomeWell Care Services, count 1, share 0.042, value consumer services, examples Chuze Fitness
- holding period years
- n 0
- repeat counterparties
- role legal adviser, shared 4, entity id 6104dc58-1daa-40d5-b123-427983546d58
- subsector distribution
- count 2, share 0.083, value printing, examples Total Label, Premier Georgia Printing, count 2, share 0.083, value consumer products, examples KUIU, Duke Cannon, count 1, share 0.042, value home health, examples HomeWell Care Services, count 1, share 0.042, value food manufacturing, examples Stellar Snacks, count 1, share 0.042, value miscellaneous manufacturing, examples Lewis Label Products Corporation, count 1, share 0.042, value fitness recreation, examples Chuze Fitness
24 companies on the graph (23 transactions); most in industrial manufacturing (4); 3 platforms and 7 add-ons; observed 2016 to 2026
n 8, kind sector, period to 2026-03-24, from 2016-04-18, undated holdings 1, dated observations 46, stated consumer, examples Stellar Snacks, Total Label, Premier Georgia Printing, Lewis Label Products Corporation, observed top industrial manufacturing, observed share 0.5, stated evidence quote ••• Locked, source url https://m•••••••••.com/
n 9, kind control, period to 2026-03-24, from 2016-04-18, undated holdings 1, dated observations 46, stated minority, observed control 9, minority 0
Funds
7 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M••• P••• G••••• C•••••• I••• L••• ADV: P•••••• Equity Fund | Growth fund | 2023 first reported on Form ADV | $25.2M as of Mar 21, 2024 | no Form D | Unknown | |
| M••• P••• G••••• C•••••• I•• ••••••••• L••• ADV: P•••••• Equity Fund | Growth fund | 2023 first reported on Form ADV | $9.7M as of Mar 21, 2024 | no Form D | Unknown | |
| M••• I• F•• C••••••••• ••••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2020 first reported on Form ADV | $609M as of Mar 21, 2024 | no Form D | Active deployment | |
| M••• I• F•• C••••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2020 first reported on Form ADV | $392M as of Mar 21, 2024 | no Form D | Active deployment | |
| M••• P••• G••••• C•••••• I•• L••• ADV: P•••••• Equity Fund | Growth fund | 2019 first reported on Form ADV | $924M as of Mar 21, 2024 | no Form D | Active deployment | |
| M••• P••• G••••• C•••••• I• ••••••••• L••• ADV: P•••••• Equity Fund | Growth fund | 2019 first reported on Form ADV | $252M as of Mar 21, 2024 | no Form D | Active deployment | |
| M••• P••• G••••• C••••••• L••• ADV: P•••••• Equity Fund | Growth fund | unknown | $501M as of Mar 21, 2024 | no Form D | Mature |
Team
41 current, 4 former
Managing partner (8)
- J••• M•••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• M•••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J•••••• S••••••• M•••• · Managing Partner · since Jul 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••••• S••••••• M•••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J•••••• S••••••• M•••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- R• S••• D•••• H•••• · Managing Partner · since Jul 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R• S••• D•••• H•••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• H•••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (9)
- A•••• G••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• M••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• M••••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J••••• D•••• M••••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J••••• D•••• M••••••• · Limited Partner · since Jul 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• D•••• M••••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M••• S•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• S•••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- S•••• B••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Principal (4)
- A•••• G••••• · a Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- A•••• G••••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- B•••••• F••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• S•••• · a Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Vice president (7)
- A•••• G••••• · a Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- A••• V•• A•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•• Y••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•• Y••• · Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J•••• L••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• F•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• F••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (3)
- C••••••• C•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••••• L•• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• H•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Analyst (2)
- M••• M••••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• W••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (1)
- D••• F••••• · Portfolio Operations Leader · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (2)
- P•••••• F••••• · Senior Associate, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• H••••• · Principal, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (5)
- B•••• S•••••• · Executive Assistant & Events Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• L•• D•••• · Chief Financial Officer/Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• L•• D•••• · Chief Compliance Officer And Chief Financial Officer · since Oct 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••••••• A••••• · Executive Assistant & Office Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••••• F••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
4 former (kept with end dates)
- M•••••• P••• L•••••• · Partner · Jul 1, 2014 to Mar 25, 2019 Inference
- S•••• M• B••• · Limited Partner · Jul 1, 2014 to Nov 17, 2023 Inference
- K•••••••• M• L•••• · Chief Financial Officer · Jul 1, 2014 to Jan 6, 2016 Inference
- T•••••• A•• M••••• · Chief Compliance Officer · Jul 1, 2014 to Aug 20, 2015 Inference
Portfolio
24 relationships, 3 platforms, 7 add-ons
Transactions
24 on record
Placement agents, lenders, advisers and co-investors
20 relationships
Placement agents (2)
- M•• P•••••• F••• A••••••• L•• 3 shared · strong · last Jan 1, 2023
- A•••• C• E•••• • C•• 2 shared · recurring · last Jan 1, 2023
Lenders (2)
- E••••••••• C••••••••• S••••••• 1 shared · one time · last Dec 18, 2017
- V•••••• C•••••• P•••••••• L••• 1 shared · one time · last Dec 18, 2017
Financial advisers (8)
- P••••••••• T••••••••• S••••••••• 1 shared · one time · last Dec 9, 2021
- B•••••••• C•••••• P••••••• 1 shared · one time · last Dec 7, 2021
- P•••• J•••••• • C•• 1 shared · one time · last Nov 11, 2019
- H••••••• L•••• 1 shared · one time · last Dec 10, 2020
- N•••• P•••• 1 shared · one time · last Jul 10, 2025
- B•• C•••••• M•••••• C•••• 1 shared · one time · last Dec 18, 2017
- P•••• S•••••• L••• 1 shared · one time · last Jan 18, 2022
- B•••••• P••••••• 1 shared · one time · last Jan 21, 2026
Legal advisers (8)
- M••••••• • F••••••• L•• 4 shared · strong · last Jan 18, 2022
- D•••• W••••• T••••••• L•• 1 shared · one time · last Dec 7, 2021
- T••••••• P••••• 1 shared · one time · last Jan 18, 2022
- K••••• M••••• R••••••• L•• 1 shared · one time · last Dec 7, 2021
- F••••• D•••••• 1 shared · one time · last Dec 10, 2020
- O•••• K••••• 1 shared · one time · last Nov 11, 2019
- P•••••• B•••• • L•••••• 1 shared · one time · last Dec 9, 2021
- D••••• G•••••• P••• 1 shared · one time · last Dec 9, 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
56 most recent
- Mar 24, 2026••• Locked
- Mar 24, 2026••• Locked
- Jan 21, 2026••• Locked
- Jan 21, 2026••• Locked
- Dec 8, 2025••• Locked
- Dec 8, 2025
- Jul 10, 2025••• Locked
- Jul 10, 2025••• Locked
- Apr 10, 2025••• Locked
- Mar 20, 2025••• Locked
- Mar 20, 2025••• Locked
- Feb 6, 2024••• Locked
- Nov 1, 2023••• Locked
- Jun 8, 2023••• Locked
- Apr 24, 2023••• Locked
- Jan 18, 2022••• Locked
- Jan 18, 2022••• Locked
- Dec 9, 2021••• Locked
- Dec 9, 2021••• Locked
- Dec 7, 2021••• Locked
- Dec 7, 2021••• Locked
- Oct 15, 2021••• Locked
- Oct 11, 2021••• Locked
- May 18, 2021••• LockedPlatform investmentFactN•••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- May 18, 2021••• Locked
- Apr 8, 2021••• Locked
- Mar 24, 2021••• Locked
- Dec 10, 2020••• Locked
- Dec 10, 2020••• Locked
- Dec 10, 2020••• Locked
- Jun 29, 2020••• Locked
- Nov 11, 2019••• Locked
- Nov 11, 2019••• Locked
- Jun 26, 2019••• Locked
- Jun 5, 2019••• Locked
- Apr 3, 2019••• Locked
- Apr 2, 2019••• Locked
- Apr 2, 2019••• Locked
- Feb 14, 2019••• Locked
- Feb 14, 2019••• Locked
- Jan 2, 2019••• Locked
- Dec 14, 2018••• Locked
- Nov 1, 2018••• Locked
- Sep 21, 2018••• Locked
- Jul 12, 2018••• Locked
- Jun 7, 2018••• Locked
- Jun 7, 2018••• Locked
- Dec 18, 2017••• Locked
- Dec 18, 2017••• Locked
- Jan 9, 2017••• Locked
- Jan 9, 2017••• Locked
- Jan 9, 2017••• Locked
- Apr 18, 2016••• Locked
- Apr 18, 2016••• Locked
- Mar 8, 2016••• Locked
- Sep 25, 2014••• Locked
Across the graphs
M••• P••• P••••••• 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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