DFX Intelligence

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A••••• P••••••• L••

Buyout firmClassification probableLower middle marketSEC exempt reporting adviser· Beau Plan

••• Locked

As of 2026-09-23 · identity and classification; each section below carries its own date

PE fund assets: $158M
PE funds: 2
Investments held: 28 of 28

Find similar buyers Funds and vehicles

Team (8)Transactions

As of 2026-09-23 · identity and classification; each section below carries its own date

Nothing material in the last 180 days. Last change: 22 Mar 2024, Filed a Form D on 22 Mar 2024, the first public sign that a vehicle is taking commitments.

Classification, Form ADV and stated criteria

How this organization is classified, and on what basisBuyout firm · 2 in historyShow

Class: Buyout firmprobable, confidence 65%
Basis: 2 of 2 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Size band: Lower middle marketdefined by: proxy: $0.16bn Private Equity Fund GAV on the Form ADV filed 2026-02-11

Classification history (2)

Sep 23, 2026
Buyout firm (probable, 65%)
2 of 2 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Sep 13, 2026
Buyout firm (confirmed, 85%)
2 of 2 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)2 PE funds · filed Feb 11, 2026Show

Adviser type: Exempt reporting adviser
Form ADV filings: Aug 13, 2024 to Feb 11, 2026
RAUM: unknownregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 2
PE fund GAV, latest filing: $158Mreported gross assets (Form ADV), not fund size
All private fund GAV: $158Mevery private fund type, latest filing
2024 PE fund GAV: $158Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: Private equity fund: 2 funds, $158M reported gross assets
Form ADV filed Feb 11, 2026
Employees: unknown
Headquarters: Beau Plan, Mauritius
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviourno criteria stated · 28 observed dealsShow

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

On record: 28 companies, 28 holdings
Most deals: Transportation logistics (1 of 28, e.g. The Courier Guy)
Subsectors: Couriers (1 of 28)
Deal roles: 28 with role not stated
Control: 28 not stated

28 companies on the graph (0 transactions); most in transportation logistics (1); no dated observations

Funds

1 family, 2 vehicles on record

A••••• C•••••• •• L••• · 2 vehicles · vintage 2022$158M
- A••••• C•••••• •• L••• buyout or unlabelled · 2022$158M
- A••••• C•••••• •••• L•• L•• buyout or unlabelled$0

View all 2 vehiclesnewest vintage first, then largest

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	GAV by year	Form D sold	Lifecycle
A••••• C•••••• •• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 Form D first sale	$158M as of Feb 11, 2026		$50.0M	Early deployment
A••••• C•••••• •••• L•• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$0 as of Feb 11, 2026		no Form D	Unknown

Team

8 current, 0 former

C••••••••• S•••••••
Partner · since Mar 1, 2011
F•••••• d• B••••••••
Partner · since Apr 1, 2011
A••••• C••••
Shareholder · since Dec 1, 2020
A•••••• D••••••••
Shareholder · since Dec 1, 2020
S••••••• B••••••••
Shareholder · since Dec 1, 2020

Full team · 8 peoplegrouped by role, with sources

Partner (5)

C••••••••• S••••••• · Partner · since Mar 1, 2011 Form ADV
F•••••• d• B•••••••• · Partner · since Apr 1, 2011 Form ADV
A••••• C•••• · Shareholder · since Dec 1, 2020 Form ADV
A•••••• D•••••••• · Shareholder · since Dec 1, 2020 Form ADV
S••••••• B•••••••• · Shareholder · since Dec 1, 2020 Form ADV

Principal (1)

J••• L••• B•••••• d• G••••••• · Director · since Jul 1, 2011 Form ADV

Platform (1)

P••••• R••••••• · Cfo · since Jan 1, 2020 Form ADV

Other (1)

F••••• M••••• · Cro · since Jan 1, 2015 Form ADV

Deals

28 on record, newest first · 0 platforms · 0 add-ons

Date	Company	Deal	This firm’s role	Status	Partner	Source
date unknown	F•••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	T•• C•••••• G••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	P•••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	C••• G••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	O••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website

All 28 dealsnewest first

Date	Company	Deal	This firm’s role	Status	Partner	Source
date unknown	F•••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	T•• C•••••• G••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	P•••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	C••• G••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	O••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	R•••••• R••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	C•••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	M•••••••• U••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	W•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	H•••• d• L•••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	K•••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	D••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	A••••• B•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	C••• T••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	A•••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	N••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	L• R••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	M•••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	E••••• T•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	H••••••••• G••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	F•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	E••••••••• I•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	C•••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	S••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	O••••• M•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	O••••••• C••••••• S•••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	Q•••• M•••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	E•••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website

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 LPs, 0 disclosed commitments

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

1 most recent

Aug 13, 2024
••• Locked
First Form ADV filingFactForm ADV

Scores and what they are made of

Freshness100 · high: Days since newest evidence: 0 days
Research priority53 · elevated: Scale band: lower middle market
Completeness gap: 6 of 12 profile fields missing
Core PE class: buyout
Investment velocity0 · low: no components recorded
Not yet on record: no dated transactions
Acquisition appetite0 · low: no components recorded
Not yet on record: no transactions on the graph for this firm yet
Profile completeness50 · elevated: Fields present: website, description, funds and 3 more
Not yet on record: transactions, stated criteria, lenders, intermediaries, lps, cross dfx
Fund deployment activity35 · moderate: Funds deploying: 1 item (deployment state is read from the fund's reported gross asset path through 2024)

Across DFX

No link to the family office, independent sponsor or venture graphs yet. Links are made only on a shared identifier such as a CRD or CIK number.

Record

First observed: Sep 13, 2026
Last observed: today
Observations: 40
Sources: 4
Open research tasks: 1

Reading this profile

Not yet on record: regulatory AUM, deals, last 12 months.