DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
Firms / CID Capital II, Inc.
CID Capital II, Inc.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 8 of 8 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.29bn Private Equity Fund GAV on the Form ADV filed 2024-03-25
- Strategies
- PRIVATE CREDIT
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 8 of 8 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jan 26, 2012 to Mar 25, 2024
- RAUM
- $292Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $292Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $292Mevery private fund type, latest filing
- 2024 PE fund GAV
- $292Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-25, latest gav Private Equity Fund $292M, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 8
- Employees
- 9
- Headquarters
- Carmel, IN
- Office address
- 10201 N. ILLINOIS STREET, SUITE 200, Carmel, IN, 46290
- Business phone
- 317-818-5030
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 |
|---|---|---|---|---|---|---|
| CID Capital Opportunity Fund Iii-Qp, LP ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $60.0M as of Mar 25, 2024 | no Form D | Early deployment | |
| Propane Spv III ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $3.1M as of Mar 25, 2024 | no Form D | Early deployment | |
| CID Capital Opportunity Fund III, LP ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $170M as of Mar 25, 2024 | no Form D | Early deployment | |
| Propane Partners Spv II, Inc. ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $9.9M as of Mar 25, 2024 | no Form D | Early deployment | |
| Propane Partners Spv I-A, LLC ADV: Private Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $20.3M as of Mar 25, 2024 | no Form D | Active deployment | |
| CID Capital Opportunity Fund II, LP ADV: Private Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $29.3M as of Mar 25, 2024 | no Form D | Successor fundraising | |
| CID Mezzanine Capital LP ADV: Private Equity Fund | Credit fund | 2014 first reported on Form ADV | $1.5M as of Apr 29, 2014 | no Form D | Wound down | |
| CID Capital Opportunity Fund, L.P. ADV: Private Equity Fund | buyout or unlabelled | unknown | $4.7M as of Mar 9, 2020 | no Form D | Wound down |
Team
16 current, 2 former
Managing partner (3)
- Cory W Heck · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Eric Benjamin Derheimer · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Steve a Cobb · President & Managing Partner · since Apr 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (5)
- Cory W Heck · Partner · since Aug 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Eric Benjamin Derheimer · Partner · since Aug 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Eric J Bruun · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Eric J Bruun · Partner · since Apr 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Tom Shaw · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (2)
- Chase Williams · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Ryan Cutter · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (1)
- Clint Leer · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (2)
- Harrison Steck · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Mitch Johnston · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (3)
- Deborah Anne Morgan · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Deborah Anne Morgan · Chief Compliance Officer, Chief Financial Officer · since Jan 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Jamie Koglin · Finance Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
2 former (kept with end dates)
- John Charles Aplin · Chairman And Managing Director, Shareholder · Jan 1, 2007 to Mar 9, 2020 Inference
- Scot E Swenberg · Partner · Jan 1, 2007 to Sep 14, 2023 Inference
Portfolio
18 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
1 relationships
Placement agents (1)
- Alternative Investment Source LLC 2 shared · recurring · last Jan 1, 2014
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
9 most recent
- Mar 17, 2026CID Capital II, Inc.: Private Equity Funds on Form ADV 6 (2024 extract) -> 5 (roster 2026-09-01)
- Dec 22, 2025CID & Lettermen’s Energy Fuel an Exit
- Oct 6, 2025Roebuck Landscaping Acquires The Greathouse Company
- Sep 8, 2025CID Launches Midwest Platform with Investment in Hittle Landscaping
- Aug 29, 2025CID Kicks Off Fund IV with Investment in Etruscan Gutters & Roofing
- Jul 25, 2025Georgia Metals Acquires 1st Coast Metal Roofing Supply
- May 1, 2025Lettermen’s Energy Acquires Pecos Propane
- Feb 28, 2025PWSG Acquires Northport Electrical Supply
- Jan 26, 2012CID Capital II, Inc. first filed Form ADV in the extract (ERA)
Across the graphs
CID Capital II, Inc. is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.
Independent Sponsors1RIA 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.
Checking your plan…