DFX Intelligence
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A••••• E••••• M•••••••••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Dallas, TXa•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $700M
- PE fund assets
- $790M
- PE funds
- 5
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 2
- Placement agents 2
- RAUM $700M
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.79bn Private Equity Fund GAV on the Form ADV filed 2024-03-30
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Nov 12, 2014 to Aug 14, 2026
- RAUM
- $700Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $790Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $700Mevery private fund type, latest filing
- 2024 PE fund GAV
- $790Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-30, latest gav Private Equity Fund $790M, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 6
- Employees
- 189
- Headquarters
- Dallas, TX
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- not stated or not yet read
- 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
- not stated or not yet read
Observed from deals on record
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
6 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A••••• I•••• L• ADV: Private Equity Fund | Feeder or parallel | 2020 first reported on Form ADV | $133M as of Mar 30, 2024 | no Form D | Harvest | |
| A••••• I••• C•••• A• L• ADV: Private Equity Fund | Feeder or parallel | 2016 first reported on Form ADV | $229M as of Mar 30, 2024 | no Form D | Unknown | |
| A••••• I••• C••• A• L• ADV: Private Equity Fund | Feeder or parallel | 2016 first reported on Form ADV | $102M as of Mar 30, 2024 | no Form D | Unknown | |
| A••••• I••• C••• L• ADV: Private Equity Fund | Feeder or parallel | 2015 first reported on Form ADV | $73.2M as of Mar 30, 2016 | no Form D | Unknown | |
| A••••• I••• L• ADV: Private Equity Fund | Feeder or parallel | unknown | $195M as of Mar 30, 2024 | no Form D | Unknown | |
| A••••• I••• L• ADV: Private Equity Fund | Feeder or parallel | unknown | $132M as of Mar 30, 2024 | no Form D | Unknown |
Team
6 current, 8 former
Managing partner (1)
- G••••• B• H••••••••• · Managing Member & Partner · since Oct 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (1)
- A••••• H••••••••• · Partner · since Oct 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (4)
- A••••• D•••• P•••••• · Chief Operating Officer · since Aug 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••••• F•••••• M••••••• · Chief Administrative Officer & Chief Compliance Officer · since Nov 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•• M•••••• · Chief Financial Officer · since Aug 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••••• W••••• L•••• · General Counsel · since Aug 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
8 former (kept with end dates)
- A••••• H••••••••• · Member (A••••• E••••• M••••••••• Llc) · Oct 1, 2014 to Mar 30, 2016 Inference
- M•••••• J• M••••••• · Limited Partner (A••••• Ii Gp Lp) · Oct 1, 2014 to Mar 30, 2018 Inference
- P••• S••••• · Member (A••••• E••••• M••••••••• Llc) · Oct 1, 2014 to Mar 30, 2016 Inference
- P••• S••••• · Partner · Oct 1, 2014 to Mar 30, 2024 Inference
- P•••••• V••• P••••••• · Limited Partner (A••••• Ii Gp Lp) · Jan 1, 2017 to Mar 30, 2018 Inference
- V••••••••• •••• S•••••••• · Limited Partner (A••••• Ii Gp Lp) · Jan 1, 2017 to Mar 30, 2018 Inference
- M•••• W••• · General Counsel & Chief Compliance Officer · Feb 1, 2017 to Jan 3, 2023 Inference
- S•••• C••••••• P•••••• · Chief Compliance Officer (A••••• E••••• M••••••••• Llc And A••••• Ii Gp Lp) · Oct 1, 2014 to May 14, 2015 Inference
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
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
2 relationships
Placement agents (2)
- P••••••••• W•••••• • C••• I••• 4 shared · strong · last Jan 1, 2016
- A••••• C•••••• G•••• A••••••• L•• 1 shared · one time · last Jan 1, 2020
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
1 most recent
- Nov 12, 2014••• Locked
Across the graphs
A••••• E••••• M••••••••• 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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