DFX Intelligence
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P••••••• C••••••• L••
Buyout firmClassification confirmedLower middle marketSEC exempt reporting adviser· New York, NYp•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- Not established
- PE fund assets
- $33.9M
- PE funds
- 2
- Investments held
- 2 of 8
- Deals, last 12 months
- 1
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 $1.0M to $5.0M
- Last 12 months 1Most recent last monthPlatform deals 1
- Graphs 1
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 2 of 4 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.03bn Private Equity Fund GAV on the Form ADV filed 2024-11-26
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 2 of 4 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Sep 22, 2023 to Nov 26, 2024
- 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
- $33.9Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $46.2Mevery private fund type, latest filing
- 2024 PE fund GAV
- $33.9Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 50%
- Fund type mix
- filed 2024-11-26, latest gav Other Private Fund $12.3M, Private Equity Fund $33.9M, latest counts Other Private Fund 2, Private Equity Fund 2, lifetime distinct Other Private Fund 2, Private Equity Fund 2
- Employees
- unknown
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
8 observed deals
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
- $1.0M to $5.0M
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
- roles
- add on 1, unknown 6, platform 1
- period
- to 2026-07-30, from 2025-09-19, undated holdings 6, dated observations 4
- window
- last 2026-07-30, first 2025-09-19
- control
- control 2, unknown 6
- companies
- 8
- geography
- count 1, share 0.125, value AL
- investments
- 8
- seller kinds
- family 2
- transactions
- 2
- cadence by year
- 2025 platforms 1, 2026 add ons 1
- platform add on
- add ons 1, platforms 1, add ons per platform unknown
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.125, value agriculture, examples Agricultural Commodity
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.125, value agriculture, examples Agricultural Commodity
8 companies on the graph (2 transactions); most in agriculture (1); 1 platforms and 1 add-ons; observed 2025 to 2026
Funds
4 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M••• C••••••••• F•••• L•• ADV: Other Private Fund | Co-investment vehicle | 2024 first reported on Form ADV | $8.1M as of Nov 26, 2024 | no Form D | Unknown | |
| P••• C••••••••• F•••• L•• ADV: Other Private Fund | Co-investment vehicle | 2024 first reported on Form ADV | $4.2M as of Nov 26, 2024 | no Form D | Unknown | |
| M•••••• C••••••••• F•••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $1.8M as of Nov 26, 2024 | no Form D | Unknown | |
| M••••••• S••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $32.1M as of Nov 26, 2024 | no Form D | Unknown |
Team
8 current, 0 former
Managing partner (4)
- J••••• E••• B••••• · Co-Founder + Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• E••• B••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J••••• E••• B••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- T•• L••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (2)
- J••••• E••• B••••• · Manager · since Oct 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T•••••• S••••• L••••• · Manager · since Oct 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Associate (1)
- B•••• E•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (1)
- G••••• S••• · Partner and Head of Portfolio Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
8 relationships, 1 platforms, 1 add-ons
Transactions
2 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jul 30, 2026 | Add-on acquisition | G••••••••• L••••• | Sponsor (confirmed) | prnewswire.com |
| Sep 19, 2025 | Platform acquisition | A•• L••••• • D••••• | Sponsor (confirmed) | prnewswire.com |
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- I••••••••• P••••••• L•• 3 shared · strong · last Jan 1, 2024
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 19, 2025P••••••• C•••••• Acquires A•• L••••• • D••••• and Sticker Ranch to Form Specialty L•••• Platform
- Sep 22, 2023P••••••• C••••••• L•• first filed Form ADV in the extract (ERA)
Across the graphs
P••••••• C••••••• L•• is the same institution as 1 record in Independent Sponsors.
Independent Sponsors1
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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