DFX Intelligence
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B••••••••• C•••••• A••••••• L•
Hybrid managerClassification probableLower middle marketSEC registered investment adviser· Miami, FLb•••••••••.com
Hybrid manager, based in Miami, FL.
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
- $1.7B
- PE fund assets
- $8.1M
- PE funds
- 2
- Investments held
- 1 of 12
- 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
- Sectors technology
- Graphs 3
- RAUM $1.7B
Classification
How this organization is classified, and on what basisHybrid manager · 1 in historyShowHide
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 2 of 9 distinct vehicles; hedge, securitized or liquidity vehicles 6
- Size band
- Lower middle marketdefined by: proxy: $0.01bn Private Equity Fund GAV on the Form ADV filed 2024-10-31
Classification history (1)
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 2 of 9 distinct vehicles; hedge, securitized or liquidity vehicles 6
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jul 28, 2018 to Oct 31, 2024
- RAUM
- $1.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $8.1Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $618Mevery private fund type, latest filing
- 2024 PE fund GAV
- $8.1Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 22%
- Fund type mix
- filed 2024-10-31, latest gav Hedge Fund $453M, Private Equity Fund $8.1M, Venture Capital Fund $157M, latest counts Hedge Fund 3, Private Equity Fund 2, Venture Capital Fund 1, lifetime distinct Hedge Fund 6, Private Equity Fund 2, Venture Capital Fund 1
- Employees
- 29
- Headquarters
- Miami, FL
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
12 observed deals
Stated by the firm
- Sectors
- technology
- 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
- roles
- unknown 12
- period
- to unknown, from unknown, undated holdings 12, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 12
- companies
- 12
- geography
- investments
- 12
- 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 3, share 0.25, value software, examples Every Asset On-Chain Is Becoming Inevitable, HaloFi, Bitwave, count 2, share 0.167, value financial services, examples OlaGG, YellowHeart
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 3, share 0.25, value software, examples Every Asset On-Chain Is Becoming Inevitable, HaloFi, Bitwave, count 2, share 0.167, value financial services, examples OlaGG, YellowHeart
12 companies on the graph (0 transactions); most in software (3); no dated observations
Funds
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B••••••••• L••••• S•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $6.9M as of Oct 31, 2024 | no Form D | Early deployment | |
| B••••••••• B••• S••••• S•• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $1.2M as of Oct 31, 2024 | no Form D | Unknown |
Team
4 current, 1 former
Managing partner (2)
- A•• P••• · Managing Member · since Aug 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• H••••• G•••• · Managing Member · since Aug 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- C•••• D•• W•• C••••••• · Chief Compliance Officer · since Oct 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• B••••• · Chief Financial Officer · since Jun 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
1 former (kept with end dates)
- D•••• C••• Z•••• · Chief Operating Officer · Jan 1, 2023 to Oct 31, 2024 Inference
Portfolio
12 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
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 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
2 most recent
- Sep 1, 2026••• Locked
- Jul 28, 2018••• Locked
Across the graphs
B••••••••• C•••••• A••••••• L• is the same institution as 3 records in Venture Capital, RIA and Wealth and Private Credit.
Venture Capital1RIA 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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