DFX Intelligence
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H•• E••••• M••••••••• L•••
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Washington, DCh••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.2B
- PE fund assets
- $1.4B
- PE funds
- 5
- Investments held
- 10 of 10
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 2
- Placement agents 2
- RAUM $1.2B
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 9 of 9 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.38bn Private Equity Fund GAV on the Form ADV filed 2024-11-27
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 9 of 9 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 29, 2012 to Mar 27, 2026
- RAUM
- $1.2Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $1.4Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.2Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.4Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-11-27, latest gav Private Equity Fund $1.4B, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 9
- Employees
- 20
- Headquarters
- Washington, DC
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
10 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
- ••• Locked
Observed from deals on record
- roles
- unknown 10
- period
- to unknown, from unknown, undated holdings 10, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 10
- companies
- 10
- geography
- investments
- 10
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 5
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.2, value specialty distribution, examples ACR, Driven Distribution, count 2, share 0.2, value industrial manufacturing, examples Regent Cabinetry, WF Cabinetry Brands, count 1, share 0.1, value industrial services, examples LawnPRO Partners
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.2, value miscellaneous manufacturing, examples Regent Cabinetry, WF Cabinetry Brands, count 1, share 0.1, value misc durable wholesale, examples ACR, count 1, share 0.1, value pest control, examples LawnPRO Partners, count 1, share 0.1, value motor vehicle parts wholesale, examples Driven Distribution
10 companies on the graph (0 transactions); most in specialty distribution (2); no dated observations
Funds
9 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| H•• E••••• P••••••• E• I• L••• ADV: Private Equity Fund | Buyout fund | 2024 first reported on Form ADV | $545M as of Nov 27, 2024 | no Form D | Unknown | |
| H•• E••••• P••••••• V• L••• ADV: Private Equity Fund | Buyout fund | 2018 first reported on Form ADV | $589M as of Nov 27, 2024 | no Form D | Mature | |
| H•• E••••• P••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | 2014 first reported on Form ADV | $223M as of Nov 27, 2024 | no Form D | Harvest | |
| T••••• E••••• I•••••••• V• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $16.5M as of Nov 27, 2024 | no Form D | Harvest | |
| T••••• E••••• I•••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $13.3M as of Mar 30, 2015 | no Form D | Wound down | |
| H•• E••••• P••••••• I••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $5.3M as of Nov 27, 2024 | no Form D | Harvest | |
| H•• C••••••••• I••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $36,599 as of Sep 5, 2024 | no Form D | Harvest | |
| T• C••••••••• V• L••••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $0 as of Mar 21, 2023 | no Form D | Wound down | |
| T• C••••••••• I•• L••••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $0 as of Mar 30, 2015 | no Form D | Wound down |
Team
13 current, 2 former
Managing partner (2)
- D••••• M••••••• D•••••••• · Executive Chairman · since Nov 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••••• P••• M•••••••• · Managing Partner · since Nov 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (1)
- A••••• C••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (5)
- B•• C••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• D•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• A•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• B•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•• H•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (3)
- C• D••••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• H••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••• R••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (2)
- A•• S••••••• · Chief Financial Officer; Treasurer; Director Of Compliance · since Aug 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L••• C••••••• · Chief Compliance Officer, Chief Administrative Officer; Managing Director · since Nov 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
2 former (kept with end dates)
- S•••• D••••• R••• · Managing Partner · Nov 1, 2010 to Oct 2, 2018 Inference
- J•••• J••• F••••• · Chief Operating Officer · Nov 1, 2010 to Oct 2, 2018 Inference
Portfolio
10 relationships, 0 platforms, 0 add-ons
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
2 relationships
Placement agents (2)
- U•• S••••••••• L•• 2 shared · recurring · last Jan 1, 2018
- B•••••••• P••••••• L•• 1 shared · one time · last Jan 1, 2012
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
4 most recent
- Aug 24, 2026O•••••• Capital Partners-Backed ACR Acquires RediBagUSA
- May 28, 2026O•••••• Capital-backed D••••• D••••••••• Group Names William Westerman as CEO
- Mar 20, 2026H•• E••••• P•••••••-Backed T••••• Acquires P•••••• Standard S••••••s
- Mar 29, 2012H•• E••••• M••••••••• L••• first filed Form ADV in the extract (IA)
Across the graphs
H•• E••••• M••••••••• 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.
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