DFX Intelligence
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S•••••• C•••••• M••••••••• L••
Private credit managerClassification probableMiddle marketSEC registered investment adviser· Houston, TXs•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $3.5B
- PE fund assets
- $1.4B
- PE funds
- 13
- Investments held
- 202 of 202
- Deals, last 12 months
- 6
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
- EBITDA $5.0M to $50.0MGeography Texas
- Last 12 months 6Most recent 7 months agoPlatform deals 27
- Graphs 3
Classification
How this organization is classified, and on what basisPrivate credit manager · 1 in historyShowHide
- Class
- Private credit managerprobable, confidence 70%
- Basis
- R2: 10 of 14 private equity vehicles are named credit
- Size band
- Middle marketdefined by: proxy: $1.43bn Private Equity Fund GAV on the Form ADV filed 2024-04-30
- Strategies
- PRIVATE CREDIT
Classification history (1)
- Sep 13, 2026Private credit manager (probable, 70%, cls-pe-1)R2: 10 of 14 private equity vehicles are named credit
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jan 6, 2012 to Jul 14, 2026
- RAUM
- $3.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 13
- PE fund GAV, latest filing
- $1.4Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $2.0Bevery 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 2024-04-30, latest gav Private Equity Fund $1.4B, latest counts Private Equity Fund 10, lifetime distinct Private Equity Fund 16
- Employees
- 36
- Headquarters
- Houston, TX
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
222 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- Texas
- Revenue
- not stated or not yet read
- EBITDA
- $5.0M to $50.0M
- 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
- roles
- add on 1, unknown 200, platform 1
- period
- to 2026-02-03, from 2022-01-25, undated holdings 191, dated observations 45
- window
- last 2026-02-03, first 2022-01-25
- control
- control 1, unknown 201
- companies
- 222
- geography
- count 4, share 0.018, value TX, count 4, share 0.018, value FL, count 4, share 0.018, value CA, count 3, share 0.014, value CO, count 2, share 0.009, value VA, count 2, share 0.009, value NY, count 2, share 0.009, value NC, count 1, share 0.005, value AZ
- investments
- 202
- seller kinds
- transactions
- 34
- cadence by year
- 2022 platforms 7, other deals 2, 2023 platforms 3, other deals 2, 2024 platforms 5, 2025 platforms 11, other deals 1, 2026 add ons 2, platforms 1
- platform add on
- add ons 1, platforms 1, add ons per platform unknown
- sector known for
- 75
- disclosed value usd
- n 0
- sector distribution
- count 18, share 0.081, value industrial services, examples ATCO Industries, T&D Solutions, Abrasive Products & Equipment, Peltram Plumbing, count 12, share 0.054, value industrial manufacturing, examples Spectra Confectionary, Baker Manufacturing Company LLC, Bishop Lifting Products, Inc., Café Valley Bakery, count 11, share 0.05, value business services, examples Bent Tree Partners, LLC, Health Monitor Network, Adcellerant LLC, SQAD, count 7, share 0.032, value software, examples CommentSold, Heat Software, 3Pillar Global, Magnitude Software, count 7, share 0.032, value tech enabled services, examples B&a, DMD Systems Recovery, Inc, Fidus Systems, International Cybernetics Company, count 5, share 0.023, value healthcare services, examples Silverassist, COPILOT Provider Support Services, LLC, Integrated Oncology Network, Caring, count 5, share 0.023, value consumer services, examples CPAP.com, EOS Fitness Alliance, Arthur Murray International, Inc., Impact Home Services LLC, count 3, share 0.014, value media telecom, examples Vision Media Management, Adams Publishing Group, Pearl Media INVESTMENT TYPE Unitranche INDUSTRYMedia & Entertainment
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 13, share 0.059, value industrial machinery repair, examples ATCO Industries, T&D Solutions, Abrasive Products & Equipment, Blackhawk Mining, LLC, count 7, share 0.032, value software, examples CommentSold, Heat Software, 3Pillar Global, Magnitude Software, count 4, share 0.018, value advertising marketing, examples Health Monitor Network, Adcellerant LLC, SQAD, 2x, count 3, share 0.014, value media telecom, examples Vision Media Management, Adams Publishing Group, Pearl Media INVESTMENT TYPE Unitranche INDUSTRYMedia & Entertainment, count 3, share 0.014, value landscaping, examples Arthur Murray International, Inc., Impact Home Services LLC, Russell Landscape Group, count 2, share 0.009, value individual family services, examples Silverassist, Caring, count 2, share 0.009, value management consulting, examples Bent Tree Partners, LLC, Hardenbergh Group, Inc., count 2, share 0.009, value miscellaneous manufacturing, examples Baker Manufacturing INVESTMENT TYPE Unitranche INDUSTRYManufacturing, Time Manufacturing INVESTMENT TYPE Unsecured INDUSTRYManufacturing
222 companies on the graph (34 transactions); most in industrial services (18); 1 platforms and 1 add-ons; observed 2022 to 2026
n 30, kind geography, period to 2026-02-03, from 2022-01-25, undated holdings 191, dated observations 45, stated Texas, observed share outside 0.87, observed outside stated CA 4, CO 3, FL 4, NY 2, VA 2
Funds
16 on record, 3 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| S•••••• P•••••• C••••• B•• F••••• L• ADV: P•••••• Equity Fund | Credit fund | 2024 first reported on Form ADV | $93.1M as of Apr 30, 2024 | no Form D | Unknown | |
| S•••••• C••••• M••••• F••• I••• L•• ADV: P•••••• Equity Fund | Credit fund | 2022 first reported on Form ADV | $414M as of Apr 30, 2024 | no Form D | Early deployment | |
| S•••••• C••••• V••• F••• I••• L•• ADV: P•••••• Equity Fund | Credit fund | 2022 first reported on Form ADV | $275M as of Apr 30, 2024 | no Form D | Early deployment | |
| S•••••• C••••• F•••• I••••••• B• L• ADV: P•••••• Equity Fund | Credit fund | 2022 first reported on Form ADV | $129M as of Apr 30, 2024 | no Form D | Early deployment | |
| S•••••• C••••• F•••• I••••••• a• L•• ADV: P•••••• Equity Fund | Credit fund | 2022 first reported on Form ADV | $128M as of Apr 30, 2024 | no Form D | Early deployment | |
| S•••••• S••••• S•••••• L••• F•••• L•• ADV: P•••••• Equity Fund | Credit fund | 2020 first reported on Form ADV | $99.1M as of Apr 30, 2024 | no Form D | Mature | |
| S•••••• C•••••• E••••• C•••••••• ••••••••• F•••• L•• ADV: P•••••• Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $0 as of May 16, 2022 | no Form D | Wound down | |
| S•••••• C•••••• E••••• O••••••••• F••• I•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $0 as of May 16, 2022 | no Form D | Wound down | |
| S•••••• C••••• M••••• F••• I•• L•• ADV: P•••••• Equity Fund | Credit fund | 2018 first reported on Form ADV | $168M as of Apr 30, 2024 | no Form D | Successor fundraising | |
| S•••••• C•••••• E••••• C•••••••• ••••••••• F•••• L•• ADV: P•••••• Equity Fund | Co-investment vehicle | 2018 first reported on Form ADV | $152M as of May 10, 2023 | no Form D | Wound down | |
| S•••••• C••••• V••• F••• I•• L•• ADV: P•••••• Equity Fund | Credit fund | 2018 first reported on Form ADV | $100M as of Apr 30, 2024 | no Form D | Successor fundraising | |
| S•••••• C••••• M••••• F••• I• L•• ADV: P•••••• Equity Fund | Credit fund | 2014 first reported on Form ADV | $16.3M as of Apr 30, 2024 | no Form D | Harvest | |
| S•••••• C••••• V••• F••• I• L•• ADV: P•••••• Equity Fund | Credit fund | 2014 first reported on Form ADV | $6.1M as of Apr 30, 2024 | no Form D | Harvest | |
| S•••••• C•••••• E••••• ••••• F•••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $957,094 as of May 2, 2016 | no Form D | Wound down | |
| S•••••• C•••••• E••••• F••• I• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $41.1M as of May 29, 2014 | no Form D | Wound down | |
| S•••••• C•••••• E••••• O••••••••• F•••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $31.5M as of Mar 30, 2020 | no Form D | Wound down |
Gross assets by year from the annual reporting tape
These 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 |
|---|---|---|---|---|---|
| S•••••• C••••• M••••• F••• I•• L•• | P•••••• Equity Fund | 2026 to 2026 | $163M filed Jul 14, 2026 | reports.adviserinfo.sec.gov | |
| S•••••• C••••• V••• F••• I•• L•• | P•••••• Equity Fund | 2026 to 2026 | $111M filed Jul 14, 2026 | reports.adviserinfo.sec.gov | |
| S•••••• C••••• F•••• I••••••• C• L•• | P•••••• Equity Fund | 2026 to 2026 | $39.8M filed Jul 14, 2026 | reports.adviserinfo.sec.gov |
Team
43 current, 0 former
Managing partner (2)
- R••••• T•••••• L••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• T•••••• L••• · Managing Member, Managing Partner · since Jan 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (15)
- B••• H•••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••• H•••••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- C•••• B•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• A••••• D•••••• · Member, Partner · since Jan 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D••• D••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• B••••••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D••• B••••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••• R•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• S•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• T••••• D•••• · Member, Partner · since Jan 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• T••••• D•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• D•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• A••• O••••••••• · Member, Partner · since Jan 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W• T••• H•••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Y••••• G••••••• · Manager - Accounts Payable · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (4)
- B••••••• T••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• K••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••••• S••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• P••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (3)
- E••••••• D• L••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H••••• E•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• P••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (2)
- C••• S•••• · Associate, I••••••• Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• C•••• · Vice President, I••••••• Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (17)
- A••••• B••••• · Vice President, Finance & Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••••• R•••• · L••• Analyst – Finance & Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••••• P•••••• · S••••• L••• Operations Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• B•••• · S••••• Vice President, Finance & Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••••••• F•••• · Accountant - Finance & Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••••••• S•••••••• · Accountant - Finance & Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• P••••• · Manager, Finance & Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H••••• D•••••• · E•••••••• Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• L•• · S••••• Accountant – Finance & Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• G••• · Accountant - Finance & Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• A•••• · Manager, Finance & Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• E•••••• · Manager, Finance & Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• D••••• · Director of Firm Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V••••••• G••••• · Managing Director, Finance & Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V•••• G••• · S••••• Vice President, Finance & Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• T••• H•••••••• · Member, Partner, Cco, Cfo · since Jan 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W•••••• W•••••• · Manager, Finance & Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
202 relationships, 1 platforms, 1 add-ons
Showing 100 of 202 investments on this record. Private Equity Intelligence opens the rest of this record's rows.
Transactions
59 on record
Placement agents, lenders, advisers and co-investors
5 relationships
Placement agents (5)
- F•••• A••••• 2 shared · recurring · last Jan 1, 2018
- I••••• H•••••• L•• 2 shared · recurring · last Jan 1, 2014
- F••••••• G••••• I••• 2 shared · recurring · last Jan 1, 2014
- F••••••••• E••••• C•••••• L•• 2 shared · recurring · last Jan 1, 2019
- F•••••• C•••••• P••••••• L••• 1 shared · one time · last Jan 1, 2022
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
60 most recent
- Jul 14, 2026••• Locked
- May 19, 2026••• Locked
- May 5, 2026••• Locked
- Feb 3, 2026••• LockedPe in independent sponsor dealFactC•••••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Feb 3, 2026••• LockedPe in independent sponsor dealFactC•••••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Feb 3, 2026••• Locked
- Jan 20, 2026••• LockedPe in independent sponsor dealFactV•••• F•••• S•••••••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Jan 20, 2026••• LockedPe in independent sponsor dealFactV•••• F•••• S•••••••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Jan 20, 2026••• Locked
- Nov 4, 2025••• Locked
- Nov 4, 2025••• LockedPe in independent sponsor dealFactF•••• S••••••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Nov 4, 2025••• LockedPe in independent sponsor dealFactF•••• S••••••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Nov 4, 2025••• LockedPe in independent sponsor dealFactF•••• S••••••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Nov 4, 2025••• LockedPe in independent sponsor dealFactF•••• S••••••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Oct 14, 2025••• Locked
- Oct 7, 2025••• Locked
- Oct 7, 2025••• LockedPe in independent sponsor dealFactD••••••• E••••••••• L••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Oct 7, 2025••• LockedPe in independent sponsor dealFactD••••••• E••••••••• L••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Sep 23, 2025••• LockedPe in independent sponsor dealFactD•• S•••••• R•••••••• I••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Sep 23, 2025••• LockedPe in independent sponsor dealFactD•• S•••••• R•••••••• I••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Sep 23, 2025••• Locked
- Aug 19, 2025••• LockedPe in independent sponsor dealFactE•••• C••• H•••••••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Aug 19, 2025••• LockedPe in independent sponsor dealFactE•••• C••• H•••••••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Aug 19, 2025••• Locked
- Aug 12, 2025••• LockedPe in independent sponsor dealFactT•• M••••••••• A•••••••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Aug 12, 2025••• LockedPe in independent sponsor dealFactT•• M••••••••• A•••••••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Aug 12, 2025••• Locked
- Jun 10, 2025••• LockedPe in independent sponsor dealFactS•••• S•••••• C••• H•••••••• I•••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Jun 10, 2025••• LockedPe in independent sponsor dealFactS•••• S•••••• C••• H•••••••• I•••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Apr 1, 2025••• LockedPe in independent sponsor dealFactI••••••• T•••• G•••• S••••••••• I•••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Apr 1, 2025••• LockedPe in independent sponsor dealFactI••••••• T•••• G•••• S••••••••• I•••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Mar 18, 2025••• LockedPe in independent sponsor dealFactS•••••••• L••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Mar 18, 2025••• LockedPe in independent sponsor dealFactS•••••••• L••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Feb 18, 2025••• LockedPe in independent sponsor dealFactE••••••••• R•••••••• L••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Feb 18, 2025••• LockedPe in independent sponsor dealFactE••••••••• R•••••••• L••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Feb 4, 2025••• LockedPe in independent sponsor dealFactP•••••• S•••••• P•••••••• L••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Feb 4, 2025••• LockedPe in independent sponsor dealFactP•••••• S•••••• P•••••••• L••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Jan 28, 2025••• LockedPe in independent sponsor dealFactU••••• S••••• D••• T•••••• L••••••••• I•••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Jan 28, 2025••• LockedPe in independent sponsor dealFactU••••• S••••• D••• T•••••• L••••••••• I•••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Dec 10, 2024••• LockedPe in independent sponsor dealFactS•••••• C•••••••••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Dec 10, 2024••• LockedPe in independent sponsor dealFactS•••••• C•••••••••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Sep 10, 2024••• LockedPe in independent sponsor dealFactB••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Sep 10, 2024••• LockedPe in independent sponsor dealFactB••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Jun 25, 2024••• LockedPe in independent sponsor dealFactT••••••••• M••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Jun 25, 2024••• LockedPe in independent sponsor dealFactT••••••••• M••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Jan 30, 2024••• LockedPe in independent sponsor dealFactA••••••••• L••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Jan 30, 2024••• LockedPe in independent sponsor dealFactA••••••••• L••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Jan 23, 2024••• LockedPe in independent sponsor dealFactB••• T••• P•••••••• L••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Jan 23, 2024••• LockedPe in independent sponsor dealFactB••• T••• P•••••••• L••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Sep 6, 2023••• LockedPe in independent sponsor dealFactH••••••••• G••••• I•••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Sep 6, 2023••• LockedPe in independent sponsor dealFactH••••••••• G••••• I•••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Aug 22, 2023••• LockedPe in independent sponsor dealFactD•••••• I•••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Aug 22, 2023••• LockedPe in independent sponsor dealFactr••••••••• C•••••••••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Aug 1, 2023••• LockedPe in independent sponsor dealFactC••••••••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Jun 13, 2023••• LockedPe in independent sponsor dealFact2•DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Jun 13, 2023••• LockedPe in independent sponsor dealFact2•DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- May 16, 2023••• LockedPe in independent sponsor dealFactI••••• H••• S••••••• L••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- May 16, 2023••• LockedPe in independent sponsor dealFactI••••• H••• S••••••• L••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Feb 14, 2023••• LockedPe in independent sponsor dealFactR•••• A•• N••••••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Feb 14, 2023••• LockedPe in independent sponsor dealFactR•••• A•• N••••••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
Across the graphs
S•••••• C•••••• M••••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.
Independent Sponsors1RIA and Wealth1Private Credit1
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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