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 / T••• W••• M••••••••• C••••••• L••
T••• W••• M••••••••• C••••••• L••
Classification
- Class
- Candidatecandidate, confidence 40%
- Basis
- R7: admitted on 1 Private Equity Fund(s) among 3 vehicles; no rule fired
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
- Strategies
- PRIVATE CREDIT
Classification history (1)
- Sep 13, 2026Candidate (candidate, 40%, cls-pe-1)R7: admitted on 1 Private Equity Fund(s) among 3 vehicles; no rule fired
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Feb 9, 2012 to Mar 22, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $251Mevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 33%
- Fund type mix
- filed 2024-03-22, latest gav Other Private Fund $251M, latest counts Other Private Fund 2, lifetime distinct Other Private Fund 2, Private Equity Fund 1
- Employees
- unknown
- Headquarters
- Los Angeles, CA
- Office address
- 10880 WILSHIRE BLVD., SUITE 2090, Los Angeles, CA, 90024
- Business phone
- (503) 517-4628
Stated criteria beside observed behaviour
60 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
- 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
- roles
- unknown 60
- period
- to unknown, from unknown, undated holdings 60, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 60
- companies
- 60
- geography
- count 1, share 0.017, value MO, count 1, share 0.017, value TN
- investments
- 60
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 38
- disclosed value usd
- n 0
- sector distribution
- count 15, share 0.25, value industrial manufacturing, examples Perimeter Security Partners, Globemachine, DW Drums, Future Tech Metals, Inc, count 4, share 0.067, value aerospace defense, examples McCay Tool, AMP, PAMCO, Canvas, count 3, share 0.05, value healthcare services, examples Comprehensive EyeCare Partners, VIC the PICC, CHE Behavioral, count 3, share 0.05, value media telecom, examples Alpha Broadcasting, InSite Telecom, Create & Cultivate, count 2, share 0.033, value transportation logistics, examples Quik PIK, Port Logistics Group, count 2, share 0.033, value consumer services, examples Kaemark, Weathermatic, count 2, share 0.033, value specialty distribution, examples Sun Supply, Essex, count 2, share 0.033, value industrial services, examples Peltram Plumbing, OneCor Services
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 8, share 0.133, value miscellaneous manufacturing, examples Perimeter Security Partners, Globemachine, DW Drums, Entek, count 4, share 0.067, value aerospace defense, examples McCay Tool, AMP, PAMCO, Canvas, count 3, share 0.05, value fabricated metal products, examples Future Tech Metals, Inc, Washington Metal Fabricators, LLC, Aqua-Chem, Inc., count 3, share 0.05, value media telecom, examples Alpha Broadcasting, InSite Telecom, Create & Cultivate, count 3, share 0.05, value food manufacturing, examples Caputo Cheese, Wheat Montana, Ellison Bakery, count 2, share 0.033, value misc durable wholesale, examples Sun Supply, Essex, count 1, share 0.017, value road transport support towing, examples Quik PIK, count 1, share 0.017, value software, examples Venio
60 companies on the graph (0 transactions); most in industrial manufacturing (15); no dated observations
Funds
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| S••• F••• I•• L••• ADV: Other Private Fund | buyout or unlabelled | 2016 first reported on Form ADV | $90.2M as of Mar 22, 2024 | no Form D | Harvest | |
| E•••••••• S••••••••• E••••• a•• M•••••••• F••• I• L••• ADV: Private Equity Fund | Credit fund | unknown | $895,738 as of Feb 13, 2023 | no Form D | Wound down |
Team
12 current, 8 former
Managing partner (2)
- I••• G••••• D•••••• · Managing Director, Co-founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• R• W•••••• · Managing Director, Co-founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (6)
- A••• R•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• M• H••••• · Elected Manager, Member And Management Committee Member · since Jan 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••• M• H••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I••• G••••• D•••••• · Elected Manager, Member And Management Committee Member · since Jan 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••• J•••••• M••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• J•••••• M••••• · Elected Manager And Member · since Aug 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (1)
- B•••• B••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (2)
- R•••• K•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• K•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (1)
- S••••• R• W•••••• · Elected Manager, Member, Management Committee Member And Chief Compliance Officer · since Jan 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
8 former (kept with end dates)
- A•••• S• R••••••• · Manager · Aug 1, 2007 to Mar 30, 2016 Inference
- C••• N•••• H•••• · Manager · Aug 1, 2007 to Mar 30, 2016 Inference
- D•••• M••• D••••• · Manager · Aug 1, 2007 to Mar 30, 2016 Inference
- J••• E• v•• S•••••••• · Manager · Aug 1, 2007 to Mar 30, 2016 Inference
- J••• W• D•••• · Manager · Aug 1, 2007 to Mar 30, 2016 Inference
- L••••• M• J•••• · Manager · Aug 1, 2007 to Mar 30, 2016 Inference
- M••• N•••• · Elected Manager And Member · Jan 1, 2012 to Mar 30, 2022 Inference
- S•••••• E• B••••• · Manager · Aug 1, 2007 to Mar 30, 2016 Inference
Portfolio
60 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
1 most recent
- Feb 9, 2012T••• W••• M••••••••• C••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
T••• W••• M••••••••• C••••••• L•• 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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