DFX Intelligence
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B••••• H••••• G••••• I••••••••
CandidateClassification candidateLower middle marketSEC registered investment adviser· Dallas, TX
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $59B
- PE fund assets
- $115M
- PE funds
- 2
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 3
- RAUM $59B
Classification
How this organization is classified, and on what basisCandidate · 2 in historyShowHide
- Class
- Candidatecandidate, confidence 40%
- Basis
- Admitted on 2 Private Equity Fund(s) among 15 vehicles; no rule fired
- Size band
- Lower middle marketdefined by: proxy: $0.12bn Private Equity Fund GAV on the Form ADV filed 2026-03-26
- Strategies
- Private credit
Classification history (2)
- Sep 23, 2026Candidate (candidate, 40%)Admitted on 2 Private Equity Fund(s) among 15 vehicles; no rule fired
- Sep 14, 2026Hybrid manager (probable, 65%)Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
Regulatory footprint (Form ADV)
- Adviser type
- Registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Mar 26, 2026
- RAUM
- $59Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $115Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $643Mevery private fund type, latest filing
- 2024 PE fund GAV
- $0sum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 13%
- Fund type mix
- Other private fund: 3 funds, $528M reported gross assets, 13 ever reported
- Private equity fund: 2 funds, $115M reported gross assets
- Employees
- unknown
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
1 on record, 1 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B••••• H••••• C•• F••• I• L• ADV: Private Equity Fund | Credit fund | unknown | $0 as of Mar 26, 2026 | no Form D | Unknown |
Gross assets by year from the annual reporting tapeAbout the reporting tapeThese funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| B••••• H••••• C•• F••• I• L• | Private Equity Fund | 2026 to 2026 | $115M filed Mar 26, 2026 | reports.adviserinfo.sec.gov |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. A person named by two sources under two spellings is shown once, with both sources.
0 current, 0 former
No current team member collected yet. People arrive from Form ADV Schedule A and B and from the firm’s own team page.
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
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 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
1 most recent
- Dec 31, 1987••• Locked
Across the graphs
B••••• H••••• G••••• I•••••••• 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.
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