DFX Intelligence
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V••••• C•••••• M••••••••• L•••
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· San Francisco, CAv•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $4.1B
- PE fund assets
- $3.5B
- PE funds
- 7
- Investments held
- 0 of 56
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors technology,infrastructure,transportation_logisticsGeography United States,Latin AmericaControl majority,minority
- Graphs 4
- Placement agents 4
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 24 of 25 distinct vehicles are sworn Private Equity Funds; 7 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $3.52bn Private Equity Fund GAV on the Form ADV filed 2024-07-01
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 24 of 25 distinct vehicles are sworn P•••••• Equity Funds; 7 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- May 19, 2014 to Jul 1, 2024
- RAUM
- $4.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 7
- PE fund GAV, latest filing
- $3.5Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $4.0Bevery private fund type, latest filing
- 2024 PE fund GAV
- $3.5Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 96%
- Fund type mix
- filed 2024-07-01, latest gav Hedge Fund $513M, Private Equity Fund $3.5B, latest counts Hedge Fund 1, Private Equity Fund 7, lifetime distinct Hedge Fund 1, Private Equity Fund 24
- Employees
- 48
- Headquarters
- San Francisco, CA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
56 observed deals
Stated by the firm
- Sectors
- technology, infrastructure, transportation logistics
- Geography
- United States, Latin America
- 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,minority
- Thesis
- ••• Locked
Observed from deals on record
- roles
- unknown 56
- period
- to unknown, from unknown, undated holdings 56, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 56
- companies
- 56
- geography
- investments
- 56
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 3
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.036, value media telecom, examples Mood Media, Tekelec, count 1, share 0.018, value education, examples Mcgraw Hill Education
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.036, value media telecom, examples Mood Media, Tekelec, count 1, share 0.018, value education, examples Mcgraw Hill Education
56 companies on the graph (0 transactions); most in media telecom (2); no dated observations
Funds
23 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| V••••• C•••••• V•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $513M as of Jul 1, 2024 | no Form D | Early deployment | |
| V••••• M• C••••••••• L• ADV: P•••••• Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $11.0M as of Aug 24, 2020 | no Form D | Wound down | |
| V••••• E•••• C••••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $3.1M as of Apr 1, 2019 | no Form D | Wound down | |
| V••••• P•• C••••••••• L• ADV: P•••••• Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $329,312 as of Mar 31, 2021 | no Form D | Wound down | |
| V••••• C•••••• I••••• E••••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $588M as of Jul 1, 2024 | no Form D | Unknown | |
| V••••• E••••••••• F••• V• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $12.3M as of Jul 1, 2024 | no Form D | Unknown | |
| V••••• C•••••• V• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $1.8B as of Jul 1, 2024 | no Form D | Unknown | |
| M•••••••• C••••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2017 first reported on Form ADV | $26.6M as of Apr 1, 2019 | no Form D | Wound down | |
| V••••• T••••• H•••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $370M as of Aug 24, 2020 | no Form D | Wound down | |
| V••••• C•••••• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $602M as of Jul 1, 2024 | no Form D | Harvest | |
| V••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $47.4M as of Apr 28, 2017 | no Form D | Wound down | |
| V••••• E••••••••• F••• I••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $8.6M as of Jul 1, 2024 | no Form D | Harvest | |
| V••••• E••••••••• F••• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $4.4M as of Mar 30, 2018 | no Form D | Wound down | |
| V••••• C•••••• I••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $667,975 as of Aug 24, 2020 | no Form D | Wound down | |
| V••••• C•••••• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $535,268 as of Mar 30, 2018 | no Form D | Wound down | |
| V•• S•••••• I••••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $225,750 as of Aug 24, 2020 | no Form D | Wound down | |
| V•• C•••• I••••••••• I••••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $176,130 as of Mar 30, 2018 | no Form D | Wound down | |
| V••••• M••••• F••• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $173,193 as of Mar 30, 2018 | no Form D | Wound down | |
| C•••• H•••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $161,394 as of Jul 1, 2024 | no Form D | Unknown | |
| V••••• S• H•••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $157,626 as of Aug 24, 2020 | no Form D | Wound down | |
| V••••• R••••••••• I••••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $134,151 as of Mar 30, 2018 | no Form D | Wound down | |
| V• C•••• I••••••••• I••••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $40,581 as of Mar 30, 2018 | no Form D | Wound down | |
| V• S•••••• I••••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $13,301 as of Aug 24, 2020 | no Form D | Wound down |
Team
3 current, 3 former
Partner (1)
- A•••••••• R••••• S••••• · Shareholder · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- D•••• A•••••• B••••• · Chief Operating Officer/Chief Legal Officer/Limited Partner · since Apr 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• P• M••••• · Chief Financial Officer, Chief Compliance Officer · since Aug 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
3 former (kept with end dates)
- K•••• R• A••••••• · Chief Compliance Officer · Apr 1, 2011 to Dec 17, 2014 Inference
- P•••••• M•••••• D•••••••• · Chief Compliance Officer · Mar 1, 2021 to Jul 12, 2023 Inference
- R•• S•••• K••••• · Chief Financial Officer · Nov 1, 2009 to Aug 21, 2014 Inference
Portfolio
56 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
4 relationships
Placement agents (4)
- E••••••• G•••• L•• 1 shared · one time · last Jan 1, 2018
- P•••••• F••• M••••••••• L••• 1 shared · one time · last Jan 1, 2017
- M•••••• P•••••• E••••• A••••••• U•• L•• 1 shared · one time · last Jan 1, 2017
- G•• S•••••• A•••••••• L•• 1 shared · one time · last Jan 1, 2017
LP commitments
1 disclosed
- O••••• P••••• E•••••••• R••••••••• F••• in V••••• C•••••• I•• L••• $50.0M oregon.gov
Events
7 most recent
- Jun 24, 2026V••••• C•••••• M••••••••• L•••: P•••••• Equity Funds on Form ADV 7 (2024 extract) -> 8 (roster 2026-09-01)
- May 28, 2026V••••• C•••••• Completes Sale of I•••••• M••••••••• Group to Fortress Investment Group
- Oct 30, 2025V••••• C•••••• Completes Acquisition of S••••••
- Aug 26, 2025V••••• C•••••• to Acquire S••••••
- Apr 23, 2025V••••• C•••••• Completes Acquisition of B•••••••• Holdings
- Dec 5, 2024V••••• C•••••• to Acquire B•••••••• Holdings
- May 19, 2014V••••• C•••••• M••••••••• L••• first filed Form ADV in the extract (IA)
Across the graphs
V••••• C•••••• M••••••••• L••• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Allocators and Private Credit.
Independent Sponsors1RIA and Wealth1Allocators1Private 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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