DFX Intelligence
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C••••••• C••••••• L••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Los Angeles, CAc•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $276M
- PE fund assets
- $160M
- PE funds
- 14
- Investments held
- 2 of 2
- Deals, last 12 months
- 1
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- EBITDA $2.0M to $8.0MSectors education,healthcare,media_telecom,technology,softwareGeography North America,Europe,United StatesControl control,majority
- Last 12 months 1Most recent this month
- Graphs 3
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 15 of 15 distinct vehicles are sworn Private Equity Funds; 13 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.16bn Private Equity Fund GAV on the Form ADV filed 2024-04-25
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 15 of 15 distinct vehicles are sworn Private Equity Funds; 13 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 14, 2012 to Mar 23, 2026
- RAUM
- $276Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 14
- PE fund GAV, latest filing
- $160Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $276Mevery private fund type, latest filing
- 2024 PE fund GAV
- $160Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-04-25, latest gav Private Equity Fund $160M, latest counts Private Equity Fund 12, lifetime distinct Private Equity Fund 15
- Employees
- 10
- Headquarters
- Los Angeles, CA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
3 observed deals
Stated by the firm
- Sectors
- education, healthcare, media telecom, technology, software
- Geography
- North America, Europe, United States
- Revenue
- not stated or not yet read
- EBITDA
- $2.0M to $8.0M
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- control,majority
- Thesis
- ••• Locked
Observed from deals on record
- roles
- unknown 2
- period
- to 2026-08-31, from 2021-04-15, undated holdings 1, dated observations 3
- window
- last 2026-08-31, first 2021-04-15
- control
- unknown 2
- companies
- 3
- geography
- count 1, share 0.333, value PA
- investments
- 2
- seller kinds
- transactions
- 2
- cadence by year
- 2021 other deals 1, 2026 other deals 1
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.667, value business services, examples World Wide Land Transfer, Titan Investors
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.333, value live events and sports management, examples Titan Investors
3 companies on the graph (2 transactions); most in business services (2); observed 2021 to 2026
Funds
15 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C••••••• C•••••• T•••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $14.4M as of Apr 25, 2024 | no Form D | Early deployment | |
| C••••••• C•••••• T•••• I• P•••••••• L•• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $4.2M as of Apr 25, 2024 | no Form D | Early deployment | |
| C••••••• C•••••• T••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $8.9M as of Apr 25, 2024 | no Form D | Unknown | |
| C••••••• C•••••• W••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $5.2M as of Apr 25, 2024 | no Form D | Unknown | |
| C••••••• C•••••• I•• P•••••••• L• ADV: Private Equity Fund | Feeder or parallel | 2020 first reported on Form ADV | $6.6M as of Apr 25, 2024 | no Form D | Unknown | |
| C••••••• P•• I••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $1.6M as of Apr 25, 2024 | no Form D | Mature | |
| C••••••• C•••••• I••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $92.1M as of Apr 25, 2024 | no Form D | Unknown | |
| C••••••• C•••••• I•• I••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $13.6M as of Apr 25, 2024 | no Form D | Mature | |
| I•• I••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $1.3M as of Apr 25, 2024 | no Form D | Unknown | |
| C••••••• T••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $5,250 as of Mar 21, 2017 | no Form D | Wound down | |
| C••••••• E•• S••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $18,295 as of Apr 25, 2023 | no Form D | Wound down | |
| C••••••• C•••••• T••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $92,925 as of Apr 25, 2024 | no Form D | Harvest | |
| C••••••• C•••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $9.6M as of Apr 25, 2024 | no Form D | Harvest | |
| C••••••• C•••••• I• P•••••••• L• ADV: Private Equity Fund | Feeder or parallel | unknown | $2.4M as of Apr 25, 2024 | no Form D | Harvest | |
| C••••••• C•••••• A•••••••• L•• ADV: Private Equity Fund | Fund of funds | unknown | $17,566 as of Mar 21, 2017 | no Form D | Wound down |
Team
5 current, 0 former
Managing partner (2)
- C•••• L••••••• E•••••••• · CEO · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- C•••• L••••••• E•••••••• · CEO · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Board or advisory (2)
- C•••••• J••• E•••••••• · Trustee · since Sep 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••• L••••••• E•••••••• · Trustee · since Sep 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- K••••••••• D•••••••• · Chief Compliance Officer · since Jun 1, 2021 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 |
|---|---|---|---|---|---|---|
| T•••• I•••••••• | Role unknown | active | Aug 31, 2026 transaction announcement | 1 months | C•••• L••••••• E•••••••• (confirmed) | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| W•••••• T••• • E••••••••• | Role unknown | active | unknown | unknown | unknown | Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe) |
Transactions
2 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Aug 31, 2026 | Type not stated | T•••• I•••••••• | Sponsor (confirmed) | prnewswire.com |
| Apr 15, 2021 | Type not stated | W•••• W••• L••• T••••••• | Sponsor | everside.com |
Placement agents, lenders, advisers and co-investors
3 relationships
Placement agents (1)
- H••••• C•••••• S••••••••• L•• 3 shared · strong · last Jan 1, 2020
Lenders (2)
- S••••••••• M•••••••• C•••••• 1 shared · one time · last Apr 15, 2021
- E••••••• C•••••• P••••••• 1 shared · one time · last Apr 15, 2021
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
4 most recent
- Aug 31, 2026••• Locked
- Aug 19, 2026••• Locked
- Mar 23, 2026••• Locked
- Feb 14, 2012••• Locked
Across the graphs
C••••••• C••••••• 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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