DFX Intelligence
Private Equity Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firms / R•••• H••• M•••• L•
R•••• H••• M•••• L•
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 8 of 8 distinct vehicles are sworn Private Equity Funds; 8 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.90bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 8 of 8 distinct vehicles are sworn P•••••• Equity Funds; 8 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 15, 2013 to Mar 28, 2024
- RAUM
- $977Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $899Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $899Mevery private fund type, latest filing
- 2024 PE fund GAV
- $899Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-28, latest gav Private Equity Fund $899M, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 8
- Employees
- 53
- Headquarters
- Nashville, TN
- Office address
- 818 18TH AVENUE SOUTH, SUITE 940, Nashville, TN, 37203
- Business phone
- (212) 380-0080
Stated criteria beside observed behaviour
no observed deals yet
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
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
8 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| R•••• H••• M•••• R•••••• F••• I•• P••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $119M as of Mar 28, 2024 | no Form D | Early deployment | |
| R•••• H••• M•••• R•••••• F••• I•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $420M as of Mar 28, 2024 | no Form D | Mature | |
| R•••• H••• M•••• C••••• C••••••• L• ADV: P•••••• Equity Fund | Co-investment vehicle | 2018 first reported on Form ADV | $50.8M as of Mar 28, 2024 | no Form D | Mature | |
| R•••• H••• M•••• R•••••• F••• I• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $309M as of Mar 28, 2024 | no Form D | Mature | |
| R•••• H••• M•••• M••••• C•••••••• L• ADV: P•••••• Equity Fund | Co-investment vehicle | 2014 first reported on Form ADV | $109,956 as of Mar 30, 2023 | no Form D | Wound down | |
| R•••• H••• M•••• R•••••• F••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $4.3M as of Mar 30, 2023 | no Form D | Wound down | |
| R•••• H••• M•••• R•••••• E•••••••• F••• B• L• ADV: P•••••• Equity Fund | Feeder or parallel | unknown | $460,741 as of Mar 30, 2023 | no Form D | Wound down | |
| R•••• H••• M•••• R•••••• E•••••••• F••• a• L• ADV: P•••••• Equity Fund | Feeder or parallel | unknown | $228,877 as of Mar 30, 2023 | no Form D | Wound down |
Team
4 current, 3 former
Managing partner (1)
- J••••• C••• G•••• · Managing Member · 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)
Platform (3)
- A••••• S•••••••• · Chief Financial Officer, Finance And Investments · since Apr 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••• K• F••••• · Chief Compliance Officer, Chief Financial Officer, Funds And Financial Operations · since Jul 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••• C•••• C•••• · Chief Operating Officer · since Aug 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
3 former (kept with end dates)
- N••• G••••• · President · Jan 1, 2011 to Mar 31, 2022 Inference
- R•••••• R••• · Vice Chairman · Dec 1, 2010 to Mar 31, 2021 Inference
- J••••••• S•••• · Chief Financial Officer And Chief Compliance Officer · Jan 1, 2013 to Aug 15, 2019 Inference
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
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
3 relationships
Placement agents (3)
- F••••••••• P•••••• C•••••• G•••• 4 shared · strong · last Jan 1, 2022
- A••••• C•••••• M••••••••• L•••••• 1 shared · one time · last Jan 1, 2020
- M•••••• P•••••• E••••• A••••••• U•• L•• 1 shared · one time · last Jan 1, 2017
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
- Aug 21, 2026R•••• H••• M•••• L•: P•••••• Equity Funds on Form ADV 4 (2024 extract) -> 5 (roster 2026-09-01)
- Mar 15, 2013R•••• H••• M•••• L• first filed Form ADV in the extract (ERA)
Across the graphs
R•••• H••• M•••• L• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.
Venture Capital1Independent 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…