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.
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Firms / C•••• I•••
C•••• I•••
Buyout firmMiddle marketDallas, TXSEC registered investment adviser
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 34 of 48 distinct vehicles are sworn Private Equity Funds; 29 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.10bn 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: 34 of 48 distinct vehicles are sworn Private Equity Funds; 29 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jan 31, 2012 to Mar 27, 2024
- RAUM
- $1.0Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 25
- PE fund GAV, latest filing
- $1.1Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.1Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.1Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 71%
- Fund type mix
- filed 2024-03-27, latest gav Private Equity Fund $1.1B, latest counts Private Equity Fund 25, lifetime distinct Hedge Fund 9, Other Private Fund 5, Private Equity Fund 34
- Employees
- 6
- Headquarters
- Dallas, TX
- Office address
- 4215 WEST LOVERS LANE, SUITE 100, Dallas, TX, 75209
- Business phone
- 214-871-6829
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- not stated or not yet read
- 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
- not stated or not yet read
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
43 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| O•••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $40.5M as of Mar 27, 2024 | no Form D | Unknown | |
| M••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $35.6M as of Mar 27, 2024 | no Form D | Early deployment | |
| M•••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $25.6M as of Mar 27, 2024 | no Form D | Unknown | |
| C••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $101M as of Mar 27, 2024 | no Form D | Unknown | |
| C••••• P•••••••• L• ADV: Private Equity Fund | Fund of funds | 2022 first reported on Form ADV | $42.3M as of Mar 27, 2024 | no Form D | Early deployment | |
| S•••• O••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $28.7M as of Mar 27, 2024 | no Form D | Early deployment | |
| W••••••• P•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $44.5M as of Mar 27, 2024 | no Form D | Unknown | |
| I•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $3.3M as of Mar 27, 2024 | no Form D | Harvest | |
| R••••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $469 as of Aug 24, 2023 | no Form D | Wound down | |
| E•••••• P•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $2.5M as of Mar 27, 2024 | no Form D | Active deployment | |
| N•••••••• P•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $23.7M as of Mar 27, 2024 | no Form D | Harvest | |
| B••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $14.0M as of Mar 27, 2024 | no Form D | Mature | |
| C••••••• W••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $7.1M as of Mar 27, 2024 | no Form D | Mature | |
| B••••• O•• P•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $5.4M as of Mar 27, 2024 | no Form D | Harvest | |
| W•••• T••••• P••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $211M as of Mar 27, 2024 | no Form D | Mature | |
| P••••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $6.3M as of Mar 27, 2024 | no Form D | Unknown | |
| G••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $62.7M as of Mar 27, 2024 | no Form D | Harvest | |
| B•••••• R•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $171M as of Mar 27, 2024 | no Form D | Unknown | |
| C••••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $6.7M as of Aug 24, 2023 | no Form D | Wound down | |
| G•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $0 as of Mar 27, 2024 | no Form D | Unknown | |
| C• 2••• L••••••••• F•••• L••• ADV: Other Private Fund | SPV | 2000 year in the fund name | $31.9M as of Aug 29, 2012 | no Form D | Wound down | |
| K•••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2000 year in the fund name | $23.8M as of Mar 27, 2024 | no Form D | Harvest | |
| C•••••• R••••••• P•••••••• L• ADV: Hedge Fund | buyout or unlabelled | unknown | $155M as of Aug 28, 2018 | no Form D | Wound down | |
| Y••••• W••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $86.8M as of Mar 27, 2024 | no Form D | Harvest | |
| R••••••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $75.1M as of Mar 27, 2024 | no Form D | Harvest | |
| C• L••••••••• F•••• L••• ADV: Other Private Fund | SPV | unknown | $63.5M as of Aug 29, 2012 | no Form D | Wound down | |
| M•••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $47.6M as of Mar 27, 2024 | no Form D | Harvest | |
| K••••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $41.7M as of Mar 27, 2024 | no Form D | Harvest | |
| S••••• T•••• L• ADV: Private Equity Fund | SPV | unknown | $19.5M as of Nov 16, 2020 | no Form D | Unknown | |
| S•••••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $13.4M as of Aug 24, 2023 | no Form D | Wound down | |
| V••••• F•••• L••• ADV: Hedge Fund | SPV | unknown | $9.4M as of Mar 31, 2016 | no Form D | Wound down | |
| C• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $5.1M as of Aug 24, 2023 | no Form D | Wound down | |
| W••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $3.6M as of Mar 27, 2024 | no Form D | Harvest | |
| P•••••• F•••• L••• ADV: Hedge Fund | SPV | unknown | $1.4M as of Mar 28, 2017 | no Form D | Wound down | |
| C•••••• C••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $548,000 as of Mar 27, 2024 | no Form D | Harvest | |
| C••••• S••••••• L• ADV: Hedge Fund | SPV | unknown | $274,208 as of Mar 31, 2016 | no Form D | Wound down | |
| R•••••• L••• S••••••• P•••••••• L••• ADV: Private Equity Fund | SPV | unknown | $61,696 as of Aug 24, 2023 | no Form D | Wound down | |
| A••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $28,353 as of Aug 29, 2019 | no Form D | Wound down | |
| P••••• F•••• L••• ADV: Private Equity Fund | SPV | unknown | $26,000 as of Jan 4, 2021 | no Form D | Wound down | |
| T•••••• F•••• L••• ADV: Private Equity Fund | SPV | unknown | $248 as of Jan 4, 2021 | no Form D | Wound down | |
| W•••• I•••• L••• ADV: Other Private Fund | SPV | unknown | $0 as of Mar 28, 2017 | no Form D | Wound down | |
| W•••••• T••••••••• L••• ADV: Other Private Fund | SPV | unknown | $0 as of Mar 28, 2017 | no Form D | Wound down | |
| S••••••• L••• ADV: Other Private Fund | SPV | unknown | $0 as of Jan 31, 2012 | no reporting | no Form D | Unknown |
Team
3 current, 3 former
Managing partner (3)
- A•••• R•••• D•••• · Managing Partner · since Jul 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• E••• B•••••• · President/Chief Compliance Officer · since Jul 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••••• K••• M••••••• · Managing Partner · since Jul 1, 2007 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)
- B•••••• J•• S•••••• · Managing Director, C•••• I••• · Jan 1, 2012 to Jan 4, 2021 Inference
- J•••• W•••••• T•••••• · Managing Director, C•••• I••• · Jul 1, 2007 to Mar 30, 2020 Inference
- R••• E••••• S••••••• · Managing Director, C•••• I••• · Jun 1, 2012 to Jan 4, 2021 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
1 relationships
Placement agents (1)
- O•• C••• S••••••••• L•• 1 shared · one time · last Jan 1, 2018
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
2 most recent
- Mar 30, 2026C•••• I•••: Private Equity Funds on Form ADV 25 (2024 extract) -> 26 (roster 2026-09-01)
- Jan 31, 2012C•••• I••• first filed Form ADV in the extract (IA)
Across the graphs
C•••• 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.
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