DFX Intelligence
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G•••••• H••• J•••••• • M••••••• I•••••••••
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $232M
- PE fund assets
- $178M
- PE funds
- 2
- Investments held
- 8 of 8
- 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 $10.0M to $30.0MEBITDA from $5.0MSectors business_services,manufacturing,distribution,consumerControl control
- Graphs 1
- RAUM $232M
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
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (2)
- Sep 18, 2026
- Sep 13, 2026Buyout firm (probable, 65%, cls-pe-1)R6: 3 of 3 distinct vehicles are sworn Private Equity Funds
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jan 17, 2012 to Oct 2, 2015
- RAUM
- $232Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $178Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $178Mevery 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 2015-10-02, latest gav Private Equity Fund $178M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 3
- Employees
- 13
- Headquarters
- Minneapolis, MN
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
8 observed deals
Stated by the firm
- Sectors
- business services, manufacturing, distribution, consumer
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- from $5.0M
- Enterprise value
- $25.0M to $150M
- Equity check
- $10.0M to $30.0M
- Control
- control
- Thesis
- ••• Locked
Observed from deals on record
- roles
- unknown 8
- period
- to unknown, from unknown, undated holdings 8, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 8
- companies
- 8
- geography
- investments
- 8
- 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 0.125, value industrial manufacturing, examples Concept Advanced Manufacturing Solutions
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.125, value miscellaneous manufacturing, examples Concept Advanced Manufacturing Solutions
8 companies on the graph (0 transactions); most in industrial manufacturing (1); 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 |
|---|---|---|---|---|---|---|
| T•••••••• F••• L•••••• P••••••••• ADV: Private Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $116M as of Oct 2, 2015 | no Form D | Early deployment | |
| M••••••• F••• L•••••• P••••••••• V• ADV: Private Equity Fund | buyout or unlabelled | unknown | $61.6M as of Oct 2, 2015 | no Form D | Unknown | |
| M••••••• F••• L•••••• P••••••••• I• ADV: Private Equity Fund | buyout or unlabelled | unknown | $4.7M as of Apr 11, 2012 | no Form D | Wound down |
Team
9 current, 1 former
Managing partner (1)
- T•••••• D••••• J•••••• · Managing Director And Chief Executive Officer · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (5)
- C••••••• M• C•••••• · Managing Director · since Aug 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• L•••• M••••••• · Managing Director · since Jun 1, 1989 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• M•••••• H••••• · Managing Director · since Mar 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••• J••• S••••• · Managing Director · since Jan 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- V•• Z•••• H••• · Managing Director · since Apr 1, 1989 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (3)
- C•••••• O•••• · Operations Team · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••• N•••••• H•••••••• · Chief Compliance Officer; Treasurer · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• T••••••• B•••• · Managing Director And Chief Financial Officer · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
1 former (kept with end dates)
- M•••••• T••••• S•••••• · Managing Director · Aug 1, 2000 to Mar 21, 2014 Inference
Portfolio
8 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
21 most recent
- Sep 17, 2026••• Locked
- Sep 17, 2026••• Locked
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- Sep 17, 2026••• Locked
- Sep 17, 2026••• Locked
- Sep 17, 2026••• Locked
- Sep 1, 2026••• Locked
- Jan 17, 2012••• Locked
Across the graphs
G•••••• H••• J•••••• • 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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