DFX Intelligence
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1••• P•••••••• L••
Buyout firmClassification probableLower middle marketSEC registered investment adviser· Kansas City, MO
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $323M
- PE fund assets
- $323M
- PE funds
- 7
- Investments held
- 0 of 6
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
What matters now
- -5funds on Form ADV
Private equity funds on its Form ADV went from 12 to 7 (-5).
Vehicles leaving the filing are funds wound up or moved to another adviser.
Classification, Form ADV and stated criteria
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: $0.55bn Private Equity Fund GAV on the Form ADV filed 2024-04-30
Classification history (3)
- Sep 16, 2026
- Sep 16, 2026
- Sep 13, 2026Fund of funds (probable, 75%)6 of 6 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)RAUM $323M · 7 PE funds · filed Jun 30, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Mar 1, 2023 to Jun 30, 2026
- RAUM
- $323Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 7
- PE fund GAV, latest filing
- $323Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $323Mevery private fund type, latest filing
- 2024 PE fund GAV
- $323Msum 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: 7 funds, $323M reported gross assets
- Employees
- 2
- Headquarters
- Kansas City, MO
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour2 of 8 criteria stated · 6 observed dealsShowHide
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
- $1.0M to $10.0M
- Control
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
- On record
- 6 companies, 6 holdings
- Most deals
- Consumer services (2 of 6, e.g. DJ's Landscape Management and Living Earth), tech enabled services (1 of 6), industrial services (1 of 6) and 1 more
- Subsectors
- Landscaping (2 of 6), IT services MSP (1 of 6), remediation environmental (1 of 6), software (1 of 6)
- Deal roles
- 6 with role not stated
- Control
- 6 not stated
6 companies on the graph (0 transactions); most in consumer services (2); no dated observations
FundsHow vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.
7 families, 7 vehicles on record
M••• 2•••• L• · 1 vehicle · vintage 2024$35.7M
- M••• 2•••• L• buyout or unlabelled · 2024$35.7M
M••• 2•••• L• · 1 vehicle · vintage 2023$28.3M
- M••• 2•••• L• Fund of funds · 2023$28.3M
M••••••••• S••• L•• · 1 vehicle · vintage 2022$142M
- M••••••••• S••• L•• Fund of funds · 2022$142M
M••• 2•••• L• · 1 vehicle · vintage 2022$40.8M
- M••• 2•••• L• Fund of funds · 2022$40.8M
M•••••• 2••• P•••••• O••••••••• F•••• L• · 1 vehicle · vintage 2021$34.1M
- M•••••• 2••• P•••••• O••••••••• F•••• L• Fund of funds · 2021$34.1M
2 smaller families are in the full list of vehicles.
View all 7 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M••• 2•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 Form D first sale | $35.7M as of Jun 30, 2026 | $35.9M | Unknown | |
| M••• 2•••• L• ADV: Private Equity Fund | Fund of funds | 2023 year in the fund name | $28.3M as of Jun 30, 2026 | $17.1M | Unknown | |
| M••••••••• S••• L•• ADV: Private Equity Fund | Fund of funds | 2022 Form D first sale | $142M as of Jun 30, 2026 | $125M | Early deployment | |
| M••• 2•••• L• ADV: Private Equity Fund | Fund of funds | 2022 Form D first sale | $40.8M as of Jun 30, 2026 | $27.2M | Active deployment | |
| M•••••• 2••• P•••••• O••••••••• F•••• L• ADV: Private Equity Fund | Fund of funds | 2021 Form D first sale | $34.1M as of Jun 30, 2026 | $31.8M | Active deployment | |
| M•••••• 2••• P•••••• O••••••••• F•••• L• ADV: Private Equity Fund | Fund of funds | 2020 Form D first sale | $27.1M as of Jun 30, 2026 | $18.1M | Unknown | |
| M•••••• 2••• P•••••• O••••••••• F•••• L• ADV: Private Equity Fund | Fund of funds | 2019 Form D first sale | $15.5M as of Jun 30, 2026 | $26.0M | Unknown |
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). A person named by two sources under two spellings is shown once, with both sources.
3 current, 0 former
- Managing Director · since Nov 1, 2022
- Elected Manager · since Apr 1, 2008
- Cco · since Apr 1, 2024
Full team · 3 peoplegrouped by role, with sources
Partner (2)
- M••• C•••••••• S•••••••• · Managing Director · since Nov 1, 2022 Form ADV
- M••••• C••••••••• B••••••• · Elected Manager · since Apr 1, 2008 Form ADV
Platform (1)
- B••••••• J• G•••••• · Cco · since Apr 1, 2024 Form ADV
DealsHow deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 6 portfolio relationships and 0 transactions are on this record.
6 on record, newest first · 0 platforms · 0 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| date unknown | S••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | T••• E••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | D••• S••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | D••• L•••••••• M••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | K••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
All 6 dealsnewest first
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| date unknown | S••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | T••• E••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | D••• S••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | D••• L•••••••• M••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | K••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | L••••• E•••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
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 commitmentsHow LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.
0 LPs, 0 disclosed commitments
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
Across the graphs
1••• P•••••••• L•• 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.
Checking your plan…
Not yet on record: deals, last 12 months.