DFX Intelligence
Private Equity Intelligence
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Firms / C•••••• I• I••••••••• P••••••• L•
C•••••• I• I••••••••• P••••••• L•
••• Locked
Classification
- Class
- Buyout firmprobable, confidence 65%
- Basis
- R6: 1 of 1 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: $0.07bn Private Equity Fund GAV on the Form ADV filed 2024-05-30
Classification history (1)
- Sep 13, 2026Buyout firm (probable, 65%, cls-pe-1)R6: 1 of 1 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- May 30, 2023 to May 30, 2024
- RAUM
- $194Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $69.2Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $69.2Mevery private fund type, latest filing
- 2024 PE fund GAV
- $69.2Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-05-30, latest gav Private Equity Fund $69.2M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 1
- Employees
- 4
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
16 observed deals
Stated by the firm
- Sectors
- technology, software, financial services
- Geography
- not stated or not yet read
- Revenue
- $15.0M to $100M
- 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
- ••• Locked
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
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.062, value software, examples FinTech Investment
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.062, value software, examples FinTech Investment
16 companies on the graph (0 transactions); most in software (1); no dated observations
Funds
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C•••••• I• O••••••••• F••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $69.2M as of May 30, 2024 | no Form D | Early deployment |
Team
3 current, 0 former
Managing partner (2)
- A••• D•••••• · Managing Member · since Apr 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• R•••• S•••••••• · Managing Member · since Apr 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- P•••••• L•• D•••••••• · Chief Compliance Officer · since May 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
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
1 relationships
Placement agents (1)
- O•• C••• S••••••••• L•• 1 shared · one time · last Jan 1, 2023
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
- May 30, 2023C•••••• I• I••••••••• P••••••• L• first filed Form ADV in the extract (ERA)
Across the graphs
C•••••• I• I••••••••• P••••••• L• is the same institution as 1 record in RIA and Wealth.
RIA 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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