DFX Intelligence
Private Equity 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.
Firms / T•••• C•••••• P•••••••• L••
T•••• C•••••• P•••••••• L••
Classification
- Class
- Growth equityprobable, confidence 70%
- Basis
- R2: 2 of 2 private equity vehicles are named growth
- Size band
- Lower middle marketdefined by: proxy: $0.12bn Private Equity Fund GAV on the Form ADV filed 2024-04-01
- Strategies
- GROWTH EQUITY
Classification history (1)
- Sep 13, 2026Growth equity (probable, 70%, cls-pe-1)R2: 2 of 2 private equity vehicles are named growth
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Dec 17, 2018 to Apr 1, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $115Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $115Mevery private fund type, latest filing
- 2024 PE fund GAV
- $115Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-04-01, latest gav Private Equity Fund $115M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 2
- Employees
- unknown
- Headquarters
- Winston-Salem, NC
- Office address
- 500 W. 5TH STREET, SUITE 1200, Winston-Salem, NC, 27101
- Business phone
- 336-430-3222
Stated criteria beside observed behaviour
3 observed deals
Stated by the firm
- Sectors
- media telecom, technology
- 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
- T•••• invests in complementary organizations that can strategically work together to realize greater value, sharing in expertise, thought leadership and networks.
Observed from deals on record
- roles
- unknown 3
- period
- to unknown, from unknown, undated holdings 3, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 3
- companies
- 3
- geography
- investments
- 3
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.333, value financial services, examples TPG
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.333, value financial services, examples TPG
3 companies on the graph (0 transactions); most in financial services (1); no dated observations
Funds
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T•••• G••••• F••• S••• L• ADV: Private Equity Fund | Growth fund | 2021 first reported on Form ADV | $32.8M as of Apr 1, 2024 | no Form D | Unknown | |
| T•••• G••••• F••• I• L• ADV: Private Equity Fund | Growth fund | unknown | $82.3M as of Apr 1, 2024 | no Form D | Mature |
Team
11 current, 1 former
Managing partner (3)
- B•• C• S••••• J•• · Founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•• C• S••••• J•• · Chairman; Manager · since Jan 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W•• D•• · President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- R•• H•••• · Chief Business Development Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (7)
- K•••• H••••••• · Chief People Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• H••••••• · Chief People Officer · since Jan 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••••• H•••• · Executive Assistant & Office Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•• D•••••• · Chief Operating Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• W• D•••••• · Secretary And Chief Legal Officer · since Jan 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• M•••••• · Director of Employee Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••••• R••••• D•• · Chief Strategy Officer · since Jan 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
1 former (kept with end dates)
- J••••• E• W•••••••• · Chief Financial Officer · Jan 1, 2018 to Mar 17, 2020 Inference
Portfolio
3 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| D•••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| R•••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| T•• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
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
7 most recent
- Mar 8, 2023TEALL Sports & Entertainment Appoints Former Big 12 Commissioner Bob Bowlsby to Company Board
- Mar 1, 2023T•••• Sports & Entertainment Appoints Mike Twilley to Company Board
- Aug 3, 2021University Athletic Association Expands Gator Walk Village in Partnership with R••••••
- Jul 23, 2021CU Partners With REVELxp To Offer Unique Tailgating For Texas A&M Game
- May 26, 2021T•••• Sports & Entertainment and Ole Miss Athletics Launch Comprehensive Partnership Designed to Elevate Game Day & Non-Game Day Fan Experiences
- Apr 20, 2021T•••• capital announces sale of riddle & bloom and accorin to wasserman,takes major step toward exclusive focus on sports and entertainment
- Dec 17, 2018T•••• C•••••• P•••••••• L•• first filed Form ADV in the extract (ERA)
Across the graphs
T•••• C•••••• P•••••••• L•• is the same institution as 1 record in Independent Sponsors.
Independent Sponsors1
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…