DFX Intelligence
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L•••••••• C••••••
Buyout firmClassification probableunsizedSEC exempt reporting adviser· Metairie, LA
Buyout firm, based in Metairie, LA.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- Not established
- PE fund assets
- $109M
- PE funds
- 4
- Investments held
- 28 of 28
- Deals, last 12 months
- 24
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
- Last 12 months 24Most recent this monthPlatform deals 16
- Lenders 4
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmprobable, confidence 65%
- Basis
- 5 of 5 distinct vehicles are sworn Private Equity Funds
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Buyout firm (probable, 65%)5 of 5 distinct vehicles are sworn Private Equity Funds
Regulatory footprint (Form ADV)
- Adviser type
- Exempt reporting adviser
- Form ADV filings
- Mar 28, 2012 to Mar 23, 2017
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $109Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $109Mevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- Private equity fund: 4 funds, $109M reported gross assets, 5 ever reported
- Employees
- unknown
- Headquarters
- Metairie, LA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
28 observed deals
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
- On record
- 28 companies, 28 holdings, 25 transactions
- Period
- 2021 to 2026 (50 dated observations, 3 holdings undated)
- Most deals
- Industrial manufacturing (5 of 28, e.g. Pod Pack International LVC Partners and 2nd), transportation logistics (3 of 28), healthcare services (3 of 28) and 1 more
- Subsectors
- Miscellaneous manufacturing (4 of 28), freight forwarding brokerage (2 of 28), energy (2 of 28), warehousing (1 of 28) and 4 more
- Deal roles
- 20 platforms, 3 add-ons, 5 with role not stated
- Add-ons per platform
- 0.15 add-ons per platform
- Control
- 20 control, 8 not stated
- Where
- Ny (2 of 28), la (1 of 28), nv (1 of 28), fl (1 of 28), wv (1 of 28) and 3 more
- Bought from
- 1 sponsor
- By year
- 2021: 1 platform; 2026: 15 platforms, 3 add-ons, 6 other deals
- Repeat counterparties
- A••••• F•••••• (lender) on 7 deals and N••••• R••• F•••••••• (legal adviser) on 2 deals
28 companies on the graph (25 transactions); most in industrial manufacturing (5); 20 platforms and 3 add-ons; observed 2021 to 2026
Funds
4 on record, 1 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| L•• A••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2.7M as of Mar 23, 2017 | no Form D | Mature | |
| L••••••••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1.5M as of Mar 28, 2012 | no Form D | Wound down | |
| L•• D•••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $139,428 as of Mar 23, 2017 | no Form D | Mature | |
| L•• B••• D•• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Mar 23, 2017 | no Form D | Unknown |
Gross assets by year from the annual reporting tapeAbout the reporting tapeThese funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| L•••••••• C•••••• P••••••• I•• L• | Private Equity Fund | 2012 to 2017 | $106M filed Mar 23, 2017 | adviserinfo.sec.gov |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites); Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS). A person named by two sources under two spellings is shown once, with both sources.
10 current, 1 former
Managing partner (3)
- J••• C•••••• M••••••• · Managing Member · since Sep 1, 2011 Form ADV Press release Press release Press release
- R•• J••••••• · Managing Partner · start date unknown Press release
- R••• S•••••• R••• · Managing Member · since Sep 1, 2011 Form ADV Press release
Partner (3)
- A••••• R••• · Partner · start date unknown Press release
- C•••• W•••••••• H•••• · Managing Director · since Sep 1, 2011 Form ADV
- M•• V•••••• · Partner · start date unknown Press release
Principal (3)
- R••• K•••••• N•••• · Principal · since Jul 1, 2015 Form ADV Press release Press release
- E••• G••••• · Principal · start date unknown Press release
- R•••••• J••••• J••••••• · Principal · since Apr 1, 2015 Form ADV
Platform (1)
- R•••••• L••••• T•••• · Cfo · since Sep 1, 2011 Form ADV
1 former (kept with end dates)
- A••••• P••••• B••• · Vice President · Sep 1, 2011 to Apr 13, 2015 Inference
Portfolio
28 relationships, 20 platforms, 3 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| D••••• R••••••• I•••••••• add-on to S••••• C••••••• R••••••• S•••••••• | Add-on | active | Sep 10, 2026 transaction announcement | 0 months | unknown | Fact Press release |
| 2•• | Role unknown | active | Sep 3, 2026 transaction announcement | 1 months | M•• V•••••• (confirmed) | Fact Press release |
| A••••• A••••••• S••••••• C••••••••• L•••• I••••••••• S••••••• G••••• | Platform | active | Sep 3, 2026 transaction announcement | 1 months | J••• M••••••• (confirmed) | Fact Press release |
| A••••••••• M•••••••• L•• P••••••• | Platform | active | Sep 3, 2026 transaction announcement | 1 months | R•• J••••••• (confirmed) | Fact Press release |
| A•••••• T••••••••• L•• P••••••• | Platform | active | Sep 3, 2026 transaction announcement | 1 months | J••• M••••••• (confirmed) | Fact Press release |
| B••• D•• E••••• S••••••• • M•••••• | Platform | active | Sep 3, 2026 transaction announcement | 1 months | J••• M••••••• (confirmed) | Fact Press release |
| B••• D•• S••••••• N•• O•••••• p•••••• e••••• c•••••• i•••••• | Platform | active | Sep 3, 2026 transaction announcement | 1 months | unknown | Fact Press release |
| D••••••• I••••••••• | Platform | active | Sep 3, 2026 transaction announcement | 1 months | M•• V•••••• (confirmed) | Fact Press release |
| G• C•••••••• add-on to S••••• E•••••• • L•••••••• | Add-on | active | Sep 3, 2026 transaction announcement | 1 months | unknown | Fact Press release |
| I••••••• C•••••• | Role unknown | active | Sep 3, 2026 transaction announcement | 1 months | R••• R••• (confirmed) | Fact Press release |
| J•••••• C••••••• R•••••••• I••• add-on to P••••••• C••••••• R••••••• | Add-on | active | Sep 3, 2026 transaction announcement | 1 months | R••• N•••• (confirmed) | Fact Press release |
| K••••••• | Role unknown | active | Sep 3, 2026 transaction announcement | 1 months | R••• N•••• (confirmed) | Fact Press release |
| L••• P•••• C••••••• I•• | Role unknown | active | Sep 3, 2026 transaction announcement | 1 months | J••• M••••••• (confirmed) | Fact Press release |
| P•• P••• I••••••••• L•• P••••••• | Platform | active | Sep 3, 2026 transaction announcement | 1 months | R••• R••• (confirmed) | Fact Press release |
| P•••• H••••• S••••••• ••• M•••••• | Platform | active | Sep 3, 2026 transaction announcement | 1 months | J••• M••••••• (confirmed) | Fact Press release |
| P••••••••• R••••• T•••• L•• P••••••• | Platform | active | Sep 3, 2026 transaction announcement | 1 months | R••• R••• (confirmed) | Fact Press release |
| R•• L•••••••• L•• P••••••• | Platform | active | Sep 3, 2026 transaction announcement | 1 months | R•• J••••••• (confirmed) | Fact Press release |
| S••••• E•••••• • L•••••••• L•• P••••••• | Platform | active | Sep 3, 2026 transaction announcement | 1 months | J••• M••••••• (confirmed) | Fact Press release |
| S••• S••••• C•••• N•• R•••••••• | Platform | active | Sep 3, 2026 transaction announcement | 1 months | R••• R••• (confirmed) | Fact Press release |
| S•• G••••• W•••••••• | Platform | active | Sep 3, 2026 transaction announcement | 1 months | R••• R••• (confirmed) | Fact Press release |
| T•••• M••••••••• | Platform | active | Sep 3, 2026 transaction announcement | 1 months | R••• N•••• (confirmed) | Fact Press release |
| T•• L•••••••• L•• P••••••• | Platform | active | Sep 3, 2026 transaction announcement | 1 months | R•• J••••••• (confirmed) | Fact Press release |
| W••••• L•••••••• L•• P••••••• | Platform | active | Sep 3, 2026 transaction announcement | 1 months | R•• J••••••• (confirmed) | Fact Press release |
| A••• D••••• L••••••••• G•••• | Role unknown | active | Mar 31, 2026 transaction announcement | 6 months | R••• N•••• (confirmed) | Fact Press release |
| I•••• | Platform | active | Dec 9, 2021 transaction announcement | 4.8 years | R••• N•••• (confirmed) | Fact Press release |
| P••••••• C••••••• R••••••• | Platform | active | unknown | unknown | unknown | Fact Press release |
| S••••• E•••••• • L•••••••• | Platform | active | unknown | unknown | unknown | Fact Press release |
| S••••• C••••••• R••••••• S•••••••• | Platform | active | unknown | unknown | unknown | Fact Press release |
Transactions
25 on record
Placement agents, lenders, advisers and co-investors
11 relationships
Lenders (4)
- A••••• F•••••• 7 shared · very strong · last Sep 3, 2026
- O••••• B••• 1 shared · one time · last Sep 3, 2026
- C•••••• B••• 1 shared · one time · last Sep 3, 2026
- I••• P•••••• E••••• C•••••• L•••••• 1 shared · one time · last Sep 3, 2026
Financial advisers (3)
- T• C•••••• 1 shared · one time · last Sep 3, 2026
- B•••• G•••••• L••• • C•••••• 1 shared · one time · last Mar 31, 2026
- B••• C•••••• M•••••• 1 shared · one time · last Sep 3, 2026
Legal advisers (4)
- N••••• R••• F•••••••• 2 shared · recurring · last Sep 3, 2026
- G•••••••• T•••••• 1 shared · one time · last Sep 3, 2026
- R•••••• • H•••••• L•• 1 shared · one time · last Mar 31, 2026
- H•••••• • K••••• 1 shared · one time · last Sep 3, 2026
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
24 most recent
- Sep 3, 2026••• Locked
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- Sep 3, 2026••• LockedPlatform investmentFactA••••• A••••••• S••••••• C••••••••• L•••• I••••••••• S••••••• G•••••Press release
- Sep 3, 2026••• Locked
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- Dec 9, 2021••• Locked
- Mar 28, 2012••• Locked