DFX Intelligence
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B•••
Buyout firmClassification probableMiddle marketSEC registered investment adviser· Chicago, IL
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.9B
- PE fund assets
- $2.0B
- PE funds
- 11
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Equity cheque $25.0M to $100MEBITDA from $3.0MSectors healthcareGeography United States
- Latest Form D Mar 13, 2025
- Graphs 2
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- Own website statement
- Size band
- Middle marketdefined by: proxy: $1.64bn Private Equity Fund GAV on the Form ADV filed 2024-04-12
Classification history (2)
- Sep 15, 2026
- Sep 13, 2026Buyout firm (confirmed, 85%)14 of 14 distinct vehicles are sworn Private Equity Funds; 9 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $1.9B · 11 PE funds · filed Mar 26, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Feb 10, 2012 to Mar 26, 2026
- RAUM
- $1.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 11
- PE fund GAV, latest filing
- $2.0Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $2.0Bevery private fund type, latest filing
- 2024 PE fund GAV
- $2.0Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- Private equity fund: 11 funds, $2.0B reported gross assets, 16 ever reported
- Employees
- 17
- Headquarters
- Chicago, IL
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour5 of 8 criteria stated · no observed deals yetShowHide
Stated by the firm
- Sectors
- Healthcare
- Geography
- United States
- Revenue
- not stated or not yet read
- EBITDA
- from $3.0M
- Enterprise value
- not stated or not yet read
- Equity check
- $25.0M to $100M
- Control
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
FundsHow vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.
11 families, 16 vehicles on record
B••• V••••• F•••• L••• · 1 vehicle · vintage 2024$546M
- B••• V••••• F•••• L••• buyout or unlabelled · 2024$546M
B••• F••• V•• L••• · 2 vehicles · vintage 2022$361M
- B••• F••• V•• L••• buyout or unlabelled · 2022$242M
- B••• F••• V•••• L••• Feeder or parallel · 2022$119M
B•••••• P•••• O•••••• F••• V• L••• · 2 vehicles · vintage 2017$446M
- B•••••• P•••• O•••••• F••• V• L••• buyout or unlabelled · 2017$319M
- B•••••• P•••• O•••••• F••• V••• L••• Feeder or parallel · 2017$127M
B•••••• P•••• O•••••• F••• I•• L••• · 2 vehicles · vintage 2013$89.8M
- B•••••• P•••• O•••••• F••• I•• L••• buyout or unlabelled · 2013$67.8M
- B•••••• P•••• O•••••• F••• I•••• L••• Feeder or parallel · 2013$22.0M
B••• M•••• A••••••••• L••• · 1 vehicle$419M
- B••• M•••• A••••••••• L••• buyout or unlabelled$419M
6 smaller families are in the full list of vehicles.
View all 16 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B••• V••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $546M as of Mar 26, 2026 | $0 | Unknown | |
| B••• F••• V•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 Form D first sale | $242M as of Mar 26, 2026 | $286M | Active deployment | |
| B••• F••• V•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2022 Form D first sale | $119M as of Mar 26, 2026 | $286M | Active deployment | |
| B•••••• P•••• O•••••• F••• V• L••• ADV: Private Equity Fund | buyout or unlabelled | 2017 Form D first sale | $319M as of Mar 26, 2026 | no Form D | Harvest | |
| B•••••• P•••• O•••••• F••• V••• L••• ADV: Private Equity Fund | Feeder or parallel | 2017 Form D first sale | $127M as of Mar 26, 2026 | no Form D | Harvest | |
| B•••••• P•••• O•••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $67.8M as of Mar 26, 2026 | no Form D | Unknown | |
| B•••••• P•••• O•••••• F••• I•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2013 first reported on Form ADV | $22.0M as of Mar 26, 2026 | no Form D | Unknown | |
| B••• M•••• A••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $419M as of Mar 26, 2026 | no Form D | Unknown | |
| B••• V• A••••••••• a• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $119M as of Mar 26, 2026 | no Form D | Unknown | |
| B•••••• P•••• O•••••• F••• I••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $65.0M as of Mar 26, 2026 | no Form D | Harvest | |
| B•••••• P•••• O•••••• Q• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $7.4M as of Mar 27, 2021 | no Form D | Wound down | |
| B•••••• P•••• O•••••• F••• I••••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $1.8M as of Mar 26, 2026 | no Form D | Harvest | |
| H••••••••• E••••• Q• P••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1.6M as of Mar 30, 2017 | no Form D | Wound down | |
| B•••••• P•••• O•••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $982,599 as of Mar 27, 2021 | no Form D | Wound down | |
| H••••••••• E••••• P••••••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $491,600 as of Mar 30, 2017 | no Form D | Wound down | |
| B•••••• P•••• O•••••• E•••••••• F••• I•• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $104,100 as of Mar 27, 2021 | no Form D | Wound down |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: Investment organization websites (team, portfolio, strategy, criteria, news); SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites). A person named by two sources under two spellings is shown once, with both sources.
26 current, 5 former
- Managing Partner
- Managing Partner; Managing Member · since Sep 1, 2019
- Partner
- Partner
- Partner
Full team · 26 peoplegrouped by role, with sources
Managing partner (2)
- G••• M•••••••• · Managing Partner · start date unknown Firm website
- G•••••• A••• M•••••••• · Managing Partner; Managing Member · since Sep 1, 2019 Form ADV
Partner (4)
- A••• H••••• · Partner · start date unknown Firm website
- G•••• P•••••• · Partner · start date unknown Firm website
- P•••• M•••• · Partner · start date unknown Firm website
- T•• W•••••• · Partner · start date unknown Firm website
Principal (1)
- D•••• P••• · Principal · start date unknown Firm website
Vice president (4)
- A••••• B••••• · Vice President · start date unknown Firm website
- J••• A•• · Vice President · start date unknown Firm website
- J••• E••••• · Senior Associate · start date unknown Firm website
- M••••••• A• · Senior Associate · start date unknown Firm website
Associate (2)
- Z••• S•••••• · Associate · start date unknown Firm website
- Z••• W•••••• · Associate · start date unknown Firm website
Operating partner (5)
- L••• M••••••••• M••• · Operating Partner · start date unknown Firm website
- M•••••• P••••• · Operating Partner · start date unknown Firm website
- N••• R••••• · Operating Partner · start date unknown Firm website
- P•••••• M•••••• · Operating Partner · start date unknown Firm website
- S•••• M•••• · Operating Partner · start date unknown Firm website
Platform (7)
- B•••• K••••• · Principal and Chief Financial Officer · start date unknown Firm website
- D•• W•••••• · Office Assistant · start date unknown Firm website
- D••• O•••••• · Senior E•••••••• Assistant · start date unknown Firm website
- D••••• W••• · Office Manager · start date unknown Firm website
- G••••• C•••••• · Principal; Chief Compliance Officer · since Mar 1, 2021 Form ADV
- K•••• C•••••• · E•••••••• Assistant · start date unknown Firm website
- T••• P••••••• · Partner and Chief Compliance Officer · start date unknown Firm website
Other (1)
- V••••• G••••• · Fund Accountant · start date unknown Firm website
5 former (kept with end dates)
- D•••• K•••• B•••••• · Member · Dec 1, 2003 to Dec 26, 2023 Inference
- K•••••• W•••••• O••••• · Member · Dec 1, 2003 to Dec 26, 2023 Inference
- W•••••• G••••• P•••• · Member · Dec 1, 2003 to Dec 26, 2023 Inference
- J••• W••••• K•••• · Chief Financial Officer · Dec 1, 2003 to Jan 24, 2020 Inference
- M•••••• T••• P••••••• · Chief Compliance Officer · Jan 1, 2020 to Mar 27, 2021 Inference
DealsHow deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 0 portfolio relationships and 0 transactions are on this record.
0 on record, newest first · 0 platforms · 0 add-ons
No deal naming this firm has been collected yet. Deals arrive from the firm’s portfolio page, SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
6 relationships
Placement agents (6)
- S•••••• N••••••• • C••••••• I••••••••• 7 shared · very strong · last Jan 1, 2014
- O••••••••• • C•• I••• 7 shared · very strong · last Jan 1, 2014
- C••••• S••••• S••••••••• •••• L•• 5 shared · very strong · last Jan 1, 2014
- L••••• F••••• • C•• L•• 4 shared · strong · last Jan 1, 2018
- A••••• C•••••• G•••• A••••••• L•• 3 shared · strong · last Jan 1, 2024
- L••••• • C•• L•••••• 2 shared · recurring
LP commitmentsHow LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.
0 LPs, 0 disclosed commitments
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
Across the graphs
B••• 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.
Checking your plan…
Not yet on record: investments held, deals, last 12 months.