DFX Intelligence
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V•••• S••••• C•••••• L••
Buyout firmClassification probableMiddle marketSEC registered investment adviser· Pacific Palisades, CAv•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $3.2B
- PE fund assets
- $2.7B
- PE funds
- 10
- Investments held
- 32 of 33
- Deals, last 12 months
- 5
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 $3.0M to $30.0MSectors technology,manufacturing,industrials,life_sciences,aerospace_defense
- Last 12 months 5Most recent this monthPlatform deals 2
- Graphs 3
Classification
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Middle marketdefined by: proxy: $2.74bn Private Equity Fund GAV on the Form ADV filed 2024-07-31
Classification history (2)
- Sep 15, 2026
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 18 of 18 distinct vehicles are sworn P•••••• Equity Funds; 11 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 13, 2012 to Mar 31, 2026
- RAUM
- $3.2Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 10
- PE fund GAV, latest filing
- $2.7Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $3.2Bevery private fund type, latest filing
- 2024 PE fund GAV
- $2.7Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-07-31, latest gav Private Equity Fund $2.7B, latest counts Private Equity Fund 12, lifetime distinct Private Equity Fund 18
- Employees
- 20
- Headquarters
- Pacific Palisades, CA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
33 observed deals
Stated by the firm
- Sectors
- technology, manufacturing, industrials, life sciences, aerospace defense
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- $3.0M to $30.0M
- Enterprise value
- $30.0M to $350M
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
- roles
- add on 3, unknown 26, platform 4
- period
- to 2026-09-14, from 2024-10-03, undated holdings 27, dated observations 13
- window
- last 2026-09-14, first 2024-10-03
- control
- control 6, unknown 27
- companies
- 33
- geography
- count 1, share 0.03, value CA, count 1, share 0.03, value WI
- investments
- 33
- seller kinds
- family 1, sponsor 1
- transactions
- 7
- cadence by year
- 2024 platforms 1, 2025 add ons 1, platforms 1, other deals 1, 2026 add ons 3
- platform add on
- add ons 3, platforms 4, add ons per platform 0.75
- sector known for
- 7
- disclosed value usd
- n 0
- sector distribution
- count 4, share 0.121, value industrial manufacturing, examples Convoy Technologies, Molded Rubber and Plastic Corporation, Applied Plastics, Plastic Design Company, count 1, share 0.03, value aerospace defense, examples International Aerospace Coatings, count 1, share 0.03, value business services, examples Damotech, count 1, share 0.03, value industrial services, examples Pro-Vision
- holding period years
- n 0
- repeat counterparties
- role legal adviser, shared 2, entity id cda41b8d-9263-4631-9a77-85dc779365d7
- subsector distribution
- count 3, share 0.091, value plastics rubber products, examples Molded Rubber and Plastic Corporation, Applied Plastics, Plastic Design Company, count 1, share 0.03, value aerospace defense, examples International Aerospace Coatings, count 1, share 0.03, value engineering services, examples Damotech, count 1, share 0.03, value electronics manufacturing, examples Convoy Technologies, count 1, share 0.03, value security fire life safety systems, examples Pro-Vision
33 companies on the graph (7 transactions); most in industrial manufacturing (4); 4 platforms and 3 add-ons; observed 2024 to 2026
Funds
18 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| V•••• S••••• C•••••• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $563M as of Jul 31, 2024 | no Form D | Unknown | |
| V•••• S••••• C•••••• I•••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $212M as of Jul 31, 2024 | no Form D | Unknown | |
| V•• E•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $171M as of Jul 31, 2024 | no Form D | Unknown | |
| V•• E•• ••••••••• L• ADV: P•••••• Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $142M as of Jul 31, 2024 | no Form D | Unknown | |
| V•• E•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $461M as of Jul 31, 2024 | no Form D | Early deployment | |
| V•• E•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $288M as of Jul 31, 2024 | no Form D | Early deployment | |
| V•• I•• P••••• C••••••••• P•••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $14.0M as of Jul 31, 2024 | no Form D | Early deployment | |
| V•••• S••••• C•••••• I••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $606M as of Jul 31, 2024 | no Form D | Active deployment | |
| V•• M•••••• H•••••••• I••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $77.6M as of Oct 15, 2019 | no Form D | Wound down | |
| V•• W••• S•••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $66.6M as of Oct 15, 2019 | no Form D | Wound down | |
| I••••••••• A•••••••• C••••••• H•••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $61.1M as of Oct 15, 2019 | no Form D | Wound down | |
| V•• J•• H••••••• L•• ADV: P•••••• Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $33.0M as of Oct 15, 2019 | no Form D | Wound down | |
| V•••• S••••• C•••••• I• ••••••••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $25.3M as of Jul 31, 2024 | no Form D | Harvest | |
| M•••••••• F••••••••• H•••••••• I••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $24.3M as of Oct 15, 2019 | no Form D | Wound down | |
| V•• R•• H•••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $22.4M as of Oct 15, 2019 | no Form D | Wound down | |
| V•• I• A•• ••••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2018 first reported on Form ADV | $102M as of Jul 31, 2024 | no Form D | Mature | |
| V•••• S••••• C•••••• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $159M as of Jul 31, 2024 | no Form D | Harvest | |
| V•••• S••••• C•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $0 as of Jul 31, 2024 | no Form D | Harvest |
Team
45 current, 3 former
Managing partner (5)
- B•••• D•••••• M••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• D•••••• M••••• · Managing Member · since Jun 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• E••••• J••••• · Managing Member · since Jan 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• E••••• J••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• R•••• C•••••• · Managing Member · since Sep 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (8)
- G•••• M••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• K••••• · Events M•••••r · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• L•••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
- J••• L•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•• J•••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
- N••••••• J•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• E•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• S••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (3)
- M••• S•••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Y••••• T•••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
- Y••••• T•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (5)
- C•••• F••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• W••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• H••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• W••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V•••• K••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (6)
- A••• D•••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• B•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• C•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• S•••••••• · Associate, Portfolio Analytics · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• G••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• C••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (6)
- A••• K••••••••• · Senior Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• N••••• · Operating Partner, Financial Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• M••••••••• · Senior Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• C••••••• · Operating Partner, Financial Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• W••••••• · Operating Partner, Commercial Strategy & Growth · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• S•••••• · Senior Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- J•••• B••••• · Managing Director, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (1)
- K••• D••••• · Head of Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (8)
- J•••••• L••• B••••••••• · Partner, CFO & CCO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• L••• B••••••••• · Chief Financial Officer And Chief Compliance Officer · since Sep 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L•••••• E•••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• C•••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••• J•••• · Los Angeles Office M•••••r · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•••• G••••• · Senior Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• B•••••• · Senior Fund Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V••••••• G•••• · Accounting Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (2)
- B•••• O••••• · Senior Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• K••••••• · Senior Fund Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
3 former (kept with end dates)
- R•••••• K• R••••• · Managing Member/Senior Advisor · Dec 1, 2007 to Mar 31, 2022 Inference
- G••• B•••• J•••• · Chief Compliance Officer And Chief Financial Officer · Jan 1, 2013 to Jul 20, 2018 Inference
- J••••••• C•••••••• · Chief Compliance Officer · Jan 1, 2012 to Apr 1, 2013 Inference
Portfolio
33 relationships, 4 platforms, 3 add-ons
Transactions
7 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Sep 14, 2026 | Add-on acquisition | C••••• T••••••••• | Sponsor (confirmed) | v•••••••••.com |
| Aug 11, 2026 | Add-on acquisition | A•• F••••••••• | Sponsor (confirmed) | prnewswire.com |
| May 13, 2026 | Add-on acquisition | C••••• T••••••••• | Sponsor (derived) | provisionsolutions.com |
| Nov 13, 2025 | Majority investment | D••••••• | Sponsor (confirmed) | mountaingate.com |
| Oct 16, 2025 | Platform acquisition | M••••• R••••• a•• P•••••• C••••••••• | Sponsor | peprofessional.com |
| Sep 6, 2025 | Add-on acquisition | S•••••• R•••• | Sponsor (derived) | provisionsolutions.com |
| Oct 3, 2024 | Platform acquisition | P••••••••• | Sponsor (confirmed) | provisionsolutions.com |
Placement agents, lenders, advisers and co-investors
18 relationships
Placement agents (3)
- M•• P•••••• F••• A••••••• L•• 4 shared · strong · last Jan 1, 2024
- W•••••• B•••• • C•••••• L••••• 2 shared · recurring · last Jan 1, 2024
- C•• S••••••••• L• 2 shared · recurring · last Jan 1, 2021
Lenders (3)
- B•• 1 shared · one time · last Aug 11, 2026
- B•••••• L•• 1 shared · one time · last Oct 3, 2024
- A••••• C•••••• L•• 1 shared · one time · last Aug 11, 2026
Financial advisers (5)
- L•••••• I••••••••• L•• 1 shared · one time · last Aug 11, 2026
- P••• I••••••••• B•••••• 1 shared · one time · last Oct 3, 2024
- H••••• W••••••• 1 shared · one time · last Nov 13, 2025
- B•••• 1 shared · one time · last Aug 11, 2026
- C•••••• C•••••• P••••••• L•• 1 shared · one time · last Oct 3, 2024
Legal advisers (7)
- W•••••• • S••••• L•• 2 shared · recurring · last Sep 14, 2026
- D••••• W••• P•••••• • V••••••• 1 shared · one time · last Nov 13, 2025
- G•••••• P•••••• 1 shared · one time · last Oct 3, 2024
- D••••• W••• P•••••• • V••••••• 1 shared · one time · last Nov 13, 2025
- B••••• 1 shared · one time · last Aug 11, 2026
- W•••••• T••••• L•• 1 shared · one time · last Aug 11, 2026
- T•••••••• L•• 1 shared · one time · last Aug 11, 2026
LP commitments
1 disclosed
- M•••••••• S•••• B•••• o• I••••••••• in V•••• S••••• C•••••• I•• L••• $85.0M msbi.us
Events
6 most recent
- Sep 14, 2026••• Locked
- Sep 14, 2026••• Locked
- Mar 31, 2026••• Locked
- Nov 13, 2025••• LockedPlatform investmentFactD•••••••Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
- Oct 3, 2024••• Locked
- Feb 13, 2012••• Locked
Across the graphs
V•••• S••••• C•••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.
Independent Sponsors1RIA and Wealth1Allocators1
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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