DFX Intelligence
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T•• M••••••••• L••
Buyout firmClassification confirmedLower middle marketSEC exempt reporting adviser· Atlanta, GAt•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $464M
- PE fund assets
- $97.7M
- PE funds
- 3
- Investments held
- 37 of 37
- 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
- Revenue $10.0M to $50.0MSectors manufacturingControl majority
- Graphs 2
- RAUM $464M
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.10bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (1)
- 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
- exempt reporting adviser
- Form ADV filings
- Feb 18, 2022 to Jun 24, 2026
- RAUM
- $464Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $97.7Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $347Mevery private fund type, latest filing
- 2024 PE fund GAV
- $97.7Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-29, latest gav Private Equity Fund $97.7M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 3
- Employees
- unknown
- Headquarters
- Atlanta, GA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
37 observed deals
Stated by the firm
- Sectors
- manufacturing
- Geography
- not stated or not yet read
- Revenue
- $10.0M to $50.0M
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- majority
- Thesis
- not stated or not yet read
Observed from deals on record
- roles
- unknown 37
- period
- to unknown, from unknown, undated holdings 37, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 37
- companies
- 37
- geography
- investments
- 37
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 3
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.054, value software, examples Olive Software, Voxco, count 1, share 0.027, value education, examples School Loop
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.054, value software, examples Olive Software, Voxco, count 1, share 0.027, value education, examples School Loop
37 companies on the graph (0 transactions); most in software (2); 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 |
|---|---|---|---|---|---|---|
| V•••• H••••••• L•• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $1.7M as of Mar 29, 2024 | no Form D | Early deployment | |
| T•• S••••••• H•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $91.6M as of Mar 29, 2024 | no Form D | Early deployment | |
| D•••• D••• H•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $4.4M as of Mar 29, 2024 | no Form D | Early deployment |
Team
6 current, 0 former
Managing partner (1)
- A••• W•••••• · Founder & Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (1)
- R•••••• A•••••••• W•••••• · Managing Director · since Nov 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (1)
- K••••• C•••• · Operating VP · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (1)
- D•••••• S•••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- D•••• S•••• · Head of Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (1)
- M•••••• W•••••••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
37 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
6 most recent
- Sep 17, 2026••• Locked
- Sep 17, 2026••• Locked
- Sep 17, 2026••• Locked
- Sep 17, 2026••• Locked
- Sep 17, 2026••• Locked
- Feb 18, 2022••• Locked
Across the graphs
T•• M••••••••• 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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