DFX Intelligence
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B••••••• C•••••• M••••••••• I•••
Buyout firmClassification probableLower middle marketSEC registered investment adviser· Torontob•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $304M
- PE fund assets
- $304M
- PE funds
- 3
- Investments held
- 3 of 6
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Equity cheque $20.0M to $100MSectors technology,media_telecomGeography North America
- Graphs 1
- RAUM $304M
Classification
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.30bn Private Equity Fund GAV on the Form ADV filed 2022-09-15
Classification history (2)
- Sep 18, 2026
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 22, 2021 to Sep 15, 2022
- RAUM
- $304Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $304Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $304Mevery 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
- 100%
- Fund type mix
- filed 2022-09-15, latest gav Private Equity Fund $304M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 3
- Employees
- 11
- Headquarters
- Toronto, Canada
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
6 observed deals
Stated by the firm
- Sectors
- technology, media telecom
- Geography
- North America
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- $20.0M to $100M
- Control
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
- roles
- unknown 6
- period
- to unknown, from unknown, undated holdings 6, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 6
- companies
- 6
- geography
- investments
- 6
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 0
- disclosed value usd
- n 0
- sector distribution
- holding period years
- n 0
- repeat counterparties
- subsector distribution
6 companies on the graph (0 transactions); no dated observations
Funds
3 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B••••••• C•••••• F••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $290M as of Sep 15, 2022 | no Form D | Early deployment | |
| B••••••• C•••••• F••• I• ••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $9.0M as of Sep 15, 2022 | no Form D | Unknown | |
| B••••••• C•••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $5.2M as of Sep 15, 2022 | no Form D | Unknown |
Team
11 current, 0 former
Managing partner (1)
- B••• K••••••• · Co-Founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (4)
- G•• O••• · Member · since Apr 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L•••••• C••••••• · Shareholder · since Sep 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••• M•••• · Shareholder · since Mar 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W•••••• K••••••• · Shareholder · since Mar 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Operating partner (5)
- D•••• H••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• K••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• M•••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••••••• R••• · Firm Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Y•••• B••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (1)
- J••• P••••••••• · Chief Compliance Officer · since Mar 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
6 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| A• W••• | Role unknown | exited | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| B••• A•••• | Role unknown | exited | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| B••• O••••• | Role unknown | active | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| D•• I••••••• | Role unknown | active | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| H•••• G•••• | Role unknown | exited | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| V••••••• | Role unknown | active | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
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
- Sep 1, 2026••• Locked
- Feb 22, 2021••• Locked
Across the graphs
B••••••• C•••••• M••••••••• I••• 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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