DFX Intelligence
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I•••••••
CandidateClassification candidateLower middle marketSEC registered investment adviser· Culver City, CA
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $256M
- PE fund assets
- $111M
- PE funds
- 1
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors real_estate
- Latest Form D May 6, 2026
- Graphs 3
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisCandidate · 2 in historyShowHide
- Class
- Candidatecandidate, confidence 40%
- Basis
- Admitted on 1 Private Equity Fund(s) among 3 vehicles; no rule fired
- Size band
- Lower middle marketdefined by: proxy: $0.11bn Private Equity Fund GAV on the Form ADV filed 2026-03-31
Classification history (2)
- Sep 23, 2026Candidate (candidate, 40%)Admitted on 1 Private Equity Fund(s) among 3 vehicles; no rule fired
- Sep 13, 2026Buyout firm (probable, 65%)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)RAUM $256M · 1 PE funds · filed Mar 31, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Oct 1, 2020 to Mar 31, 2026
- RAUM
- $256Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $111Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $249Mevery private fund type, latest filing
- 2024 PE fund GAV
- $111Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 33%
- Fund type mix
- Real estate fund: 2 funds, $138M reported gross assets
- Private equity fund: 1 fund, $111M reported gross assets
- Employees
- 7
- Headquarters
- Culver City, CA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour2 of 8 criteria stated · no observed deals yetShowHide
Stated by the firm
- Sectors
- Real estate
- 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
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
FundsHow vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.
2 families, 2 vehicles on record
I••••••• P••••••• I• L• · 1 vehicle · vintage 2020$111M
- I••••••• P••••••• I• L• buyout or unlabelled · 2020$111M
I••••••• R•• 2• L• · 1 vehicle · vintage 2024no GAV reported
- I••••••• R•• 2• L• buyout or unlabelled · 2024
View all 2 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| I••••••• R•• 2• L• | buyout or unlabelled | 2024 Form D first sale | unknown | no reporting | $103M | Fundraising |
| I••••••• P••••••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 Form D first sale | $111M as of Mar 31, 2026 | $119M | Harvest |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: Investment organization websites (team, portfolio, strategy, criteria, news); SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites). A person named by two sources under two spellings is shown once, with both sources.
11 current, 1 former
- Partner
- Partner · since Jan 1, 2020
- Partner · since Jul 1, 2022
- Sole Manager · since Sep 1, 2022
- Principal
Full team · 11 peoplegrouped by role, with sources
Partner (4)
- U••• V••••• · Partner · start date unknown Firm website
- U•••••• V••••• · Partner · since Jan 1, 2020 Form ADV
- W•••• L•• · Partner · since Jul 1, 2022 Form ADV Firm website
- L••• H••••• R••••••••• · Sole Manager · since Sep 1, 2022 Form ADV
Principal (1)
- B•• A••••• · Principal · start date unknown Firm website
Analyst (1)
- M••• Z•••• · Analyst · start date unknown Firm website
Investor relations (1)
- S••••• A••••• · Head of Capital Formation · start date unknown Firm website
Board or advisory (2)
- H••• Y••••••• S••••• · Trustee · since Jan 1, 2020 Form ADV Firm website
- P••• R•••••• V•••• · Trustee · since Jan 1, 2020 Form ADV Firm website
Platform (2)
- D•••• J••• P•••••• · Partner, Cco, Cfo, Coo · since Jan 1, 2020 Form ADV
- G•••••• D•••• · Director of Finance · start date unknown Firm website
1 former (kept with end dates)
- M••••••• G••••••• · Trustee · Jan 1, 2012 to Mar 29, 2023 Inference
DealsHow deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 0 portfolio relationships and 0 transactions are on this record.
0 on record, newest first · 0 platforms · 0 add-ons
No deal naming this firm has been collected yet. Deals arrive from the firm’s portfolio page, 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 commitmentsHow LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.
0 LPs, 0 disclosed commitments
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
3 most recent
- Feb 19, 2025••• Locked
- Jan 22, 2025••• Locked
- Oct 1, 2020••• Locked
Across the graphs
I••••••• 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.
Checking your plan…
Not yet on record: investments held, deals, last 12 months.