DFX Intelligence
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E••••••• I••••••••• S•••••••• L•••••
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Houston, TX
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.0B
- PE fund assets
- $1.4B
- PE funds
- 0
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
What matters now
- -5funds on Form ADV
Private equity funds on its Form ADV went from 5 to 0 (-5).
Vehicles leaving the filing are funds wound up or moved to another adviser.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- 5 of 9 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.40bn Private Equity Fund GAV on the Form ADV filed 2024-05-23
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%)5 of 9 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $1.0B · 0 PE funds · filed May 6, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- May 15, 2018 to May 6, 2026
- RAUM
- $1.0Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- $1.4Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $5.4Mevery private fund type, latest filing
- 2024 PE fund GAV
- $1.4Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 56%
- Fund type mix
- Other private fund: 4 funds, $5.4M reported gross assets
- Private equity fund: 5 ever reported
- Employees
- 329
- Headquarters
- Houston, TX
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour2 of 8 criteria stated · no observed deals yetShowHide
Stated by the firm
- Sectors
- Technology
- 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
- ••• 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.
4 families, 9 vehicles on record
E••••••• E••••• I••••••••• F••• X•••••• L••• · 5 vehicles · vintage 2018$1.4B
- E••••••• E••••• I••••••••• F••• X••••• L••• Feeder or parallel · 2018$784M
- E••••••• E••••• I••••••••• F••• X••••• L••• Feeder or parallel · 2018$407M
- E••••••• E••••• I••••••••• F••• X••••••••• L••• Feeder or parallel · 2018$79.6M
- E••••••• E••••• I••••••••• F••• X•••••• L••• buyout or unlabelled · 2018$62.5M
- E••••••• E••••• I••••••••• F••• X•••••• L••• buyout or unlabelled · 2018$61.2M
B•• L••••• C• L•• · 2 vehicles$4.3M
- B•• L••••• C• L•• Fund of funds$2.4M
- B•• L••••• a• L•• Fund of funds$2.0M
B•• L••••• 2•• L•• · 1 vehicle$1.0M
- B•• L••••• 2•• L•• Fund of funds$1.0M
B•• L••••• 1•• L•• · 1 vehicle$0
- B•• L••••• 1•• L•• Fund of funds$0
View all 9 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| E••••••• E••••• I••••••••• F••• X••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2018 first reported on Form ADV | $784M as of May 23, 2024 | no Form D | Harvest | |
| E••••••• E••••• I••••••••• F••• X••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2018 first reported on Form ADV | $407M as of May 23, 2024 | no Form D | Harvest | |
| E••••••• E••••• I••••••••• F••• X••••••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2018 first reported on Form ADV | $79.6M as of May 23, 2024 | no Form D | Harvest | |
| E••••••• E••••• I••••••••• F••• X•••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $62.5M as of May 23, 2024 | no Form D | Harvest | |
| E••••••• E••••• I••••••••• F••• X•••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $61.2M as of May 23, 2024 | no Form D | Harvest | |
| B•• L••••• C• L•• ADV: Other Private Fund | Fund of funds | unknown | $2.4M as of May 6, 2026 | no Form D | Unknown | |
| B•• L••••• a• L•• ADV: Other Private Fund | Fund of funds | unknown | $2.0M as of May 6, 2026 | no Form D | Unknown | |
| B•• L••••• 2•• L•• ADV: Other Private Fund | Fund of funds | unknown | $1.0M as of May 6, 2026 | no Form D | Unknown | |
| B•• L••••• 1•• L•• ADV: Other Private Fund | Fund of funds | unknown | $0 as of May 6, 2026 | no Form D | Unknown |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: 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.
5 current, 6 former
- Executive Chairman · since Jan 1, 2011
- President And Chief Executive Officer · since Aug 1, 2018
- Chief Compliance Officer · since Apr 1, 2021
- Senior Vice President, General Counsel And Secretary · since May 1, 2017
- Senior Vice President And Chief Financial Officer · since Oct 1, 2020
Full team · 5 peoplegrouped by role, with sources
Managing partner (2)
- J••• B•••• W••••• · Executive Chairman · since Jan 1, 2011 Form ADV
- J••••• B• W••••• · President And Chief Executive Officer · since Aug 1, 2018 Form ADV
Platform (3)
- E•••• C•••••••• A••••••• · Chief Compliance Officer · since Apr 1, 2021 Form ADV
- J••• A••••• W••• · Senior Vice President, General Counsel And Secretary · since May 1, 2017 Form ADV
- T••••• W•••• H•••••• · Senior Vice President And Chief Financial Officer · since Oct 1, 2020 Form ADV
6 former (kept with end dates)
- A• V• J•••• · Trustee · Dec 1, 1990 to Mar 31, 2021 Inference
- J•• R•• J•••• · Trustee · Dec 1, 1990 to Mar 31, 2021 Inference
- L••• A••• W••••• · General Partner · Jul 1, 1999 to Mar 31, 2022 Inference
- J•••• M•••••• V••••••••• · Executive Vice President, Chief Financial Officer And Manager · Jan 1, 2011 to Jan 23, 2019 Inference
- K••• E•••••••• B•••• · Chief Compliance Officer · Oct 1, 2018 to May 21, 2021 Inference
- N••••••• P• B•••••••• · Executive Vice President And Chief Financial Officer · Nov 1, 2018 to Mar 31, 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
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 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
E••••••• I••••••••• S•••••••• 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.
Checking your plan…
Not yet on record: investments held, deals, last 12 months.