DFX Intelligence
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A••••• C•••••• P•••••••• L••
Buyout firmClassification probableLower middle marketSEC registered investment adviser· Bellevue, WAa•••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $671M
- PE fund assets
- $583M
- PE funds
- 1
- Investments held
- 6 of 6
- 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 from $25.0MEBITDA $5.0M to $50.0MSectors food_beverage,agriculture
- Graphs 2
- RAUM $671M
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmprobable, confidence 65%
- Basis
- R6: 1 of 1 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.26bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (1)
- Sep 13, 2026Buyout firm (probable, 65%, cls-pe-1)R6: 1 of 1 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Apr 18, 2017 to Aug 6, 2026
- RAUM
- $671Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $583Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $583Mevery private fund type, latest filing
- 2024 PE fund GAV
- $583Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2026-08-06, latest gav Private Equity Fund $583M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 1
- Employees
- 7
- Headquarters
- Bellevue, WA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
6 observed deals
Stated by the firm
- Sectors
- food beverage, agriculture
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- $5.0M to $50.0M
- Enterprise value
- not stated or not yet read
- Equity check
- from $25.0M
- Control
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
- roles
- unknown 6
- period
- to unknown, from unknown, undated holdings 6, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 6
- companies
- 6
- geography
- investments
- 6
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 4
- disclosed value usd
- n 0
- sector distribution
- count 3, share 0.5, value agriculture, examples Blazer Wilkinson Gee, Pacific Trellis Fruit, Royal Ridge Fruits, count 1, share 0.167, value specialty distribution, examples Progressive Produce
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 3, share 0.5, value agriculture, examples Blazer Wilkinson Gee, Pacific Trellis Fruit, Royal Ridge Fruits, count 1, share 0.167, value misc durable wholesale, examples Progressive Produce
6 companies on the graph (0 transactions); most in agriculture (3); no dated observations
Funds
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A••••• C••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $262M as of Mar 28, 2024 | no Form D | Unknown |
Team
10 current, 1 former
Managing partner (1)
- G•••••• W•••••• R••••••• · Founder, Managing Director · since Jun 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (4)
- D•••• J••••• Y•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• J••••• Y•••••• · Managing Director · since Jun 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- G••• R••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• R••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (1)
- S••• K••••••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (2)
- J••• E••••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• F•••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (2)
- L•••• R••••••••• W•••••• · Chief Compliance Officer · since Jul 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N••• K•••• · Operations & Compliance Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- C••••••••• B••••• · Vice President, Chief Compliance Officer · Jul 1, 2017 to Mar 27, 2019 Inference
Portfolio
6 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| B••••• W•••••••• G•• | Role unknown | active | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| L••••• A• • W•••• | Role unknown | active | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| P•••••• T•••••• F•••• | Role unknown | active | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| P••••••••• P•••••• | Role unknown | active | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| R•••• R•••• F••••• | Role unknown | active | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| T••••••••• | Role unknown | active | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
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
- Sep 8, 2026••• Locked
- Apr 18, 2017••• Locked
Across the graphs
A••••• C•••••• P•••••••• 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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