DFX Intelligence

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B••••••• B•• C•••••• M••••••••• L••

Venture firm with private equity activityClassification probableLower middle marketSEC registered investment adviser· New York, NYb•••••••••.com

••• Locked

As of 2026-09-21 · identity and classification; each section below carries its own date

Regulatory AUM: $518M
PE fund assets: $46.0M
PE funds: 3
Investments held: 2 of 2
Deals, last 12 months: Not established

Funds and vehicles Team (3)Transactions

As of 2026-09-21 · identity and classification; each section below carries its own date

Why this matters

This firm publishes its own acquisition criteria, so a fit test does not have to be inferred from past deals.
Sectors technology,infrastructure,aerospace_defense
Also held on 3 other DFX graphs, so its behaviour can be read from more than one side.
Graphs 3
Reported $518M of regulatory assets at its last Form ADV filing.
2026-03-31
RAUM $518M

Classification

How this organization is classified, and on what basisVenture firm with private equity activity · 2 in historyShow

Class: Venture firm with private equity activityprobable, confidence 70%
Basis: R1c: the venture graph classifies the same adviser MULTI_STAGE_VC
Size band: Lower middle marketdefined by: proxy: $0.05bn Private Equity Fund GAV on the Form ADV filed 2024-03-27

Classification history (2)

Sep 13, 2026
Venture firm with private equity activity (probable, 70%, cls-pe-2)
R1c: the venture graph classifies the same adviser MULTI_STAGE_VC
Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 9 of 12 distinct vehicles are sworn Private Equity Funds; 7 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Dec 24, 2013 to Mar 31, 2026
RAUM: $518Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 3
PE fund GAV, latest filing: $46.0Mreported gross assets (Form ADV), not fund size
All private fund GAV: $490Mevery private fund type, latest filing
2024 PE fund GAV: $46.0Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 75%
Fund type mix: filed 2024-03-27, latest gav Hedge Fund $13.8M, Private Equity Fund $46.0M, latest counts Hedge Fund 2, Private Equity Fund 5, lifetime distinct Hedge Fund 3, Private Equity Fund 9
Employees: 2
Headquarters: New York, NY
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour

2 observed deals

Stated by the firm

Sectors: technology, infrastructure, aerospace defense
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

roles: minority 2
period: to 2026-09-10, from 2026-05-12, undated holdings 0, dated observations 2
window: last unknown, first unknown
control: minority 2
companies: 2
geography: count 1, share unknown, value NV
investments: 2
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

2 companies on the graph (0 transactions); observed 2026 to 2026

Funds

9 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
B••••••• B•• V•••••••• L• • S••••• I• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$26.9M as of Mar 27, 2024	no Form D	Early deployment
B••••••• B•• V•••••••• L• • S••••• H• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$13.1M as of Mar 27, 2024	no Form D	Unknown
B••••••• B•• V•••••••• L• • S••••• G• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$9.4M as of Mar 29, 2023	no Form D	Wound down
B••••••• B•• V•••••••• L• • S••••• C• ADV: Private Equity Fund	Feeder or parallel	2020 first reported on Form ADV	$6.6M as of Mar 29, 2023	no Form D	Wound down
B••••••• B•• V•••••••• L• • S••••• a• ADV: Private Equity Fund	Feeder or parallel	2020 first reported on Form ADV	$2.2M as of Mar 27, 2024	no Form D	Mature
B••••••• B•• V•••••••• L• • S••••• B• ADV: Private Equity Fund	Feeder or parallel	2020 first reported on Form ADV	$2.0M as of Mar 27, 2024	no Form D	Mature
B••••••• B•• V•••••••• L• • S••••• F• ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$1.8M as of Mar 27, 2024	no Form D	Harvest
B••••••• B•• V•••••••• L• • S••••• E• ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$430,458 as of Mar 31, 2021	no Form D	Wound down
B••••••• B•• V•••••••• L• • S••••• a• a•• S••••• B• ADV: Private Equity Fund	Feeder or parallel	2016 first reported on Form ADV	$7.7M as of Mar 28, 2019	no Form D	Wound down

Team

3 current, 0 former

Managing partner (2)

M•••••• T••••• K••••• · Managing Member · since Oct 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
W•••••• B••••••• G••••• · Managing Member · since Jun 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (1)

K•••••• B•••••• B•••• · Cco · since May 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Portfolio

2 relationships, 0 platforms, 0 add-ons

Company	Role	Status	Invested	Held	Partner	Source
P••••••• A•• I•••	Minority	active	Sep 10, 2026 venture round	0 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
H••••	Minority	active	May 12, 2026 venture round	4 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)

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

Mar 31, 2026
••• Locked
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Dec 24, 2013
••• Locked
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness99 · HIGH: as of: 2026-09-22items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9944444444444445,"evidence":"1 method: sum of component points, capped at 1.0
model score-pe-1
Research priority32 · MODERATE: as of: 2026-09-22items: [{"code":"SCALE_BAND","points":0.2,"evidence":"LOWER_MIDDLE_MARKET"},{"code":"COmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-22items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite5 · LOW: as of: 2026-09-22items: [{"code":"STATED_CRITERIA_PUBLISHED","points":0.05,"evidence":"••• Locked"}]method: sum of component points, capped at 1.0
missing: no transactions on the graph for this firm yet
model score-pe-1
Profile completeness67 · ELEVATED: as of: 2026-09-22items: [{"code":"FIELDS_PRESENT","points":0.6666666666666666,"evidence":["website","desmethod: sum of component points, capped at 1.0
missing: transactions, lenders, intermediaries, lps
model score-pe-1
Fund deployment activity35 · MODERATE: as of: 2026-09-22items: [{"code":"FUNDS_DEPLOYING","points":0.35,"caution":"deployment state is read fromethod: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Independent Sponsor Intelligence (matched on shared crd)
Venture Capital Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: yesterday
Observations: 30
Sources: 3
Open research tasks: 1

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

B••••••• B•• C•••••• M••••••••• L•• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.

Venture Capital1Independent 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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