DFX Intelligence
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5•• C•••••• P•••••••
Buyout firmClassification probableLower middle marketSEC registered investment adviser· Chicago, IL5•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $521M
- PE fund assets
- $483M
- PE funds
- 5
- Investments held
- 14 of 14
- Deals, last 12 months
- 0
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 business_services,healthcare,environmental_services
- Graphs 4
- Lenders 2Placement agents 2
Classification
How this organization is classified, and on what basisBuyout firm · 3 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.48bn Private Equity Fund GAV on the Form ADV filed 2024-06-28
Classification history (3)
- Sep 16, 2026
- Sep 16, 2026
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- May 5, 2021 to Jul 30, 2026
- RAUM
- $521Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $483Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $584Mevery private fund type, latest filing
- 2024 PE fund GAV
- $242Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-06-28, latest gav Private Equity Fund $483M, latest counts Private Equity Fund 8, lifetime distinct Private Equity Fund 4
- Employees
- 11
- Headquarters
- Chicago, IL
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
13 observed deals
Stated by the firm
- Sectors
- business services, healthcare, environmental services
- 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
- ••• Locked
Observed from deals on record
- roles
- unknown 10, platform 4
- period
- to 2023-02-23, from 2022-11-07, undated holdings 10, dated observations 8
- window
- last 2023-02-23, first 2022-11-07
- control
- control 4, unknown 10
- companies
- 13
- geography
- investments
- 14
- seller kinds
- transactions
- 4
- cadence by year
- 2022 platforms 2, other deals 1, 2023 platforms 1
- platform add on
- add ons 0, platforms 4, add ons per platform 0
- sector known for
- 3
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.077, value healthcare services, examples Company, count 1, share 0.077, value life sciences, examples LSL Healthcare, count 1, share 0.077, value business services, examples Breakout Studio
- holding period years
- n 0
- repeat counterparties
- role legal adviser, shared 2, entity id c831a54a-dc12-43a5-ab2f-6edbf0aa024b
- subsector distribution
- count 1, share 0.077, value home health, examples Company, count 1, share 0.077, value medical devices, examples LSL Healthcare, count 1, share 0.077, value advertising marketing, examples Breakout Studio
13 companies on the graph (4 transactions); most in healthcare services (1); 4 platforms and 0 add-ons; observed 2022 to 2023
Funds
4 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| 5•• C•••••• P••••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $64.2M as of Jun 28, 2024 | no Form D | Unknown | |
| 5•• C•••••• P••••••• F••• I••• L• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $6.7M as of Jun 28, 2024 | no Form D | Unknown | |
| 5•• C•••••• P••••••• F••• I•• L• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $2.9M as of Jun 28, 2024 | no Form D | Early deployment | |
| 5•• C•••••• P••••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $168M as of Jun 28, 2024 | no Form D | Active deployment |
Team
22 current, 4 former
Managing partner (6)
- B•••• E••••• H•••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• E••••• H•••••• · Co-Founder, Managing Partner; Limited Partner · since Dec 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••• H•••••• · Managing Partner · start date unknown Press release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
- M•••••• D••••• T•••••• · Co-Founder, Managing Partner; Limited Partner · since Dec 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• D••••• T•••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• T•••••• · managing partner · start date unknown Press release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
Partner (4)
- C•••• B•••••• · Managing Director · start date unknown Press release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
- C•••• B•••••• · Managing Director · start date unknown Press release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
- J•••••• R•••• P••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••• S•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (1)
- C•••• C••••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (4)
- C••• S•••••• · Senior Vice President, Portfolio Optimization · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••••• C•••••• · Vice President, Portfolio Optimization · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• S••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• B•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (2)
- E••• M••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• K••••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (5)
- D•••••• V••••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••••••• J••••• A•••• · Chief Compliance Officer, Chief Financial Officer · since Jun 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• A•••• · Chief Financial and Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• S••• · Operations Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• D••• · Accounting Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
4 former (kept with end dates)
- C•••••••• S••• H•• B•••••• · L•••••• P•••••• O• 5•• C•••••• P••••••• F••• I• G• L• · Jan 1, 2022 to Jun 28, 2024 Inference
- D••• M•••••• S••• · L•••••• P•••••• O• 5•• C•••••• P••••••• F••• I• G• L• · Jan 1, 2022 to Jun 28, 2024 Inference
- J•••••• R•••• P••••• · L•••••• P•••••• O• 5•• C•••••• P••••••• F••• I• G• L• · Apr 1, 2021 to Jun 28, 2024 Inference
- R••••• N•• F••••• · L•••••• P•••••• O• 5•• C•••••• P••••••• F••• I• G• L• · Jan 1, 2022 to Jun 28, 2024 Inference
Portfolio
14 relationships, 4 platforms, 0 add-ons
Transactions
5 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Sep 5, 2024 | Growth investment | M• F••••••• T••••••••• 5•• C•••••• P••••••• e•••••• h••••••••• p•••••••• | Lender (confirmed) | 5•••••••••.com |
| Feb 23, 2023 | Platform acquisition | P•••••••• | Sponsor (confirmed) | 5•••••••••.com |
| Dec 15, 2022 | Majority investment | L•• H••••••••• | Sponsor (confirmed) | 5•••••••••.com |
| Nov 30, 2022 | Platform acquisition | R•••• M•••••• I•••••• T•• t••••••••• b••••• o• 5•• C•••••• P•••••••• h••••••••• e•••••••• | Lender (confirmed) | 5•••••••••.com |
| Nov 7, 2022 | Platform acquisition | 5•• N••• P•••• O•• S••••••• | Sponsor (confirmed), Sponsor (confirmed) | 5•••••••••.com |
Placement agents, lenders, advisers and co-investors
5 relationships
Placement agents (2)
- A•••• C•••••• G••••• L•• 2 shared · recurring · last Jan 1, 2022
- M••••••• G••••• I••• 2 shared · recurring · last Jan 1, 2024
Lenders (2)
- C••• I••••••••• B•••••• 1 shared · one time · last Feb 23, 2023
- K•••• A••••••• C•••••• A••••••• L• 1 shared · one time · last Dec 15, 2022
Legal advisers (1)
- D•• P•••• 2 shared · recurring · last Feb 23, 2023
LP commitments
1 disclosed
- M••••••••• P•••••• R••••••• I••••••••• M••••••••• B•••• amount not disclosed mapension.com
Events
16 most recent
- Jul 30, 2026••• Locked
- Jun 10, 2026••• Locked
- Jun 10, 2026••• Locked
- Jun 30, 2025••• LockedLp commitment disclosedFactM••••••••• P•••••• R••••••• I••••••••• M••••••••• B••••Public pension private-markets disclosures, read through the venture lane's LP report tape
- Nov 19, 2024••• Locked
- Sep 5, 2024••• Locked
- Jul 11, 2023••• Locked
- May 4, 2023••• Locked
- Feb 23, 2023••• Locked
- Jan 25, 2023••• Locked
- Jan 24, 2023••• Locked
- Jan 24, 2023••• Locked
- Jan 24, 2023••• Locked
- Dec 15, 2022••• Locked
- Nov 7, 2022••• Locked
- May 5, 2021••• Locked
Across the graphs
5•• C•••••• P••••••• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Allocators.
Venture Capital1Independent 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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