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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / C••••• E••••• P•••••••
C••••• E••••• P•••••••
Buyout firm · probableLower middle marketRye Brook, NYc•••••••••.comSEC registered investment adviser
Classification
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.41bn Private Equity Fund GAV on the Form ADV filed 2024-05-01
Classification history (2)
- Sep 18, 2026Buyout firm (probable, 80%, cls-pe-2)own website statement“C••••• E••••• P••••••• is a natural resources private equity firm that invests in small to medium-sized companies in the energy industry.”c•••••••••.com
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 4 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
- registered investment adviser
- Form ADV filings
- Feb 14, 2012 to May 1, 2024
- RAUM
- $459Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $415Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $415Mevery private fund type, latest filing
- 2024 PE fund GAV
- $415Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-05-01, latest gav Private Equity Fund $415M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 4
- Employees
- 2
- Headquarters
- Rye Brook, NY
- Office address
- 800 WESTCHESTER AVENUE, SUITE 641-N, Rye Brook, NY, 10573
- Business phone
- 203-638-5005
Stated criteria beside observed behaviour
16 observed deals
Stated by the firm
- Sectors
- energy
- Geography
- United States, Canada
- Revenue
- $10.0M to $100M
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- $25.0M to $75.0M
- Control
- control,minority
- Thesis
- We typically invest in private companies that have been self-financed to date, or have taken in some funding from professional investors.
Observed from deals on record
- roles
- unknown 16
- period
- to unknown, from unknown, undated holdings 16, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 16
- companies
- 16
- geography
- investments
- 16
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 10
- disclosed value usd
- n 0
- sector distribution
- count 10, share 0.625, value energy, examples E••••• Services Holdings, LLC Diversified, Composite E••••• Services, LLC Oilfield Services & Equipment, Pipleline Supply Services Holdings, LLC Oilfield Services & Equipment, Cactus Wellhead, LLC Oilfield Services & Equipment
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 10, share 0.625, value energy, examples E••••• Services Holdings, LLC Diversified, Composite E••••• Services, LLC Oilfield Services & Equipment, Pipleline Supply Services Holdings, LLC Oilfield Services & Equipment, Cactus Wellhead, LLC Oilfield Services & Equipment
16 companies on the graph (0 transactions); most in energy (10); no dated observations
Funds
4 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| S•••••• S••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $25,838 as of Mar 29, 2019 | no Form D | Wound down | |
| S•• U• I••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $22,042 as of Mar 31, 2021 | no Form D | Wound down | |
| C••••• E••••• P••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $414M as of May 1, 2024 | no Form D | Mature | |
| C••••• E••••• P••••••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $517,642 as of May 1, 2024 | no Form D | Harvest |
Team
6 current, 4 former
Managing partner (2)
- D•••• R• B•••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• G••••• M•••••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (2)
- D•••• R• B•••• · Member · since Mar 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••• G••••• M•••••••• · Manager And Managing Director · since Nov 1, 2003 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- J••••••• C•••••• · Principal, Finance & Administration and Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• C•••••• · Chief Compliance Officer And Principal, Finance · since Feb 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
4 former (kept with end dates)
- D•••• H••••• K•••••• · Executive Advisor · Nov 1, 2003 to Mar 30, 2021 Inference
- M•••••• Y• M••••••• · Executive Advisor · Dec 1, 2007 to Mar 31, 2015 Inference
- B•••• R•••••••• · Managing Director · Nov 1, 2003 to Mar 30, 2021 Inference
- D•••• C•••• · Managing Director · Nov 1, 2003 to Mar 27, 2014 Inference
Portfolio
16 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
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
2 most recent
- Mar 27, 2026C••••• E••••• P•••••••: Private Equity Funds on Form ADV 2 (2024 extract) -> 4 (roster 2026-09-01)
- Feb 14, 2012C••••• E••••• P••••••• first filed Form ADV in the extract (IA)
Across the graphs
C••••• E••••• P••••••• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent Sponsors1RIA and Wealth1
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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