DFX Intelligence

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H•••••• C•••••• M••••••••• L••

Buyout firmClassification probableLower middle marketSEC exempt reporting adviser· Sarasota, FLh••••••.com

Buyout firm, based in Sarasota, FL.

Composed from this firm's filed classification and location. It has no published description on record.

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

Regulatory AUM: Not established
PE fund assets: $127M
PE funds: 3
Investments held: 11 of 11
Deals, last 12 months: Not established

Funds and vehicles Team (1)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.
Equity cheque up to $40.0MEBITDA $2.0M to $20.0MSectors technology,infrastructure,media_telecomControl control,minority
Also held on 3 other DFX graphs, so its behaviour can be read from more than one side.
Graphs 3

Classification

How this organization is classified, and on what basisBuyout firm · 4 in historyShow

Class: Buyout firmprobable, confidence 80%
Basis: own website statement
Size band: Lower middle marketdefined by: proxy: $0.13bn Private Equity Fund GAV on the Form ADV filed 2024-06-24

Classification history (4)

Sep 18, 2026
Buyout firm (probable, 80%, cls-pe-2)
own website statement
“••• Locked”
h••••••.com
Sep 15, 2026
Venture firm with private equity activity (probable, 70%, cls-pe-2)
R1c: the venture graph classifies the same adviser INSTITUTIONAL_VC
Sep 13, 2026
Venture firm with private equity activity (probable, 70%, cls-pe-2)
R1c: the venture graph classifies the same adviser MICRO_VC
Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 7 of 7 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)

Adviser type: exempt reporting adviser
Form ADV filings: Feb 13, 2012 to Mar 30, 2026
RAUM: unknownregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 3
PE fund GAV, latest filing: $127Mreported gross assets (Form ADV), not fund size
All private fund GAV: $187Mevery private fund type, latest filing
2024 PE fund GAV: $127Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: filed 2024-06-24, latest gav Private Equity Fund $127M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 7
Employees: unknown
Headquarters: Sarasota, FL
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour

11 observed deals

Stated by the firm

Sectors: technology, infrastructure, media telecom
Geography: not stated or not yet read
Revenue: not stated or not yet read
EBITDA: $2.0M to $20.0M
Enterprise value: not stated or not yet read
Equity check: up to $40.0M
Control: control,minority
Thesis: ••• Locked

Observed from deals on record

roles: unknown 11
period: to unknown, from unknown, undated holdings 11, dated observations 0
window: last unknown, first unknown
control: unknown 11
companies: 11
geography
investments: 11
seller kinds
transactions: 0
cadence by year
platform add on: add ons 0, platforms 0, add ons per platform unknown
sector known for: 3
disclosed value usd: n 0
sector distribution: count 3, share 0.273, value education, examples StudyAbroad.com, EarnMyDegree.com, EducationDynamics
holding period years: n 0
repeat counterparties
subsector distribution: count 3, share 0.273, value education, examples StudyAbroad.com, EarnMyDegree.com, EducationDynamics

11 companies on the graph (0 transactions); most in education (3); no dated observations

Funds

6 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
H•••••• C•••••• F••• I••• L••• ADV: Private Equity Fund	buyout or unlabelled	2016 first reported on Form ADV	$4.2M as of Jun 24, 2024	no Form D	Harvest
E••• H••••••• B• L• ADV: Private Equity Fund	buyout or unlabelled	2016 first reported on Form ADV	$1.1M as of Mar 29, 2023	no Form D	Wound down
H•••••• C•••••• F••• I•• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$119M as of Jun 24, 2024	no Form D	Harvest
H•••••• C•••••• F•••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$43.6M as of Aug 6, 2015	no Form D	Wound down
H•••••• C•••••• F••• I• ••••••••• L••• ADV: Private Equity Fund	Feeder or parallel	unknown	$3.8M as of Jun 24, 2024	no Form D	Unknown
H•••••• C•••••• F••• I••••••••• L••• ADV: Private Equity Fund	Feeder or parallel	unknown	$8,465 as of Mar 24, 2016	no Form D	Wound down

Team

1 current, 3 former

Partner (1)

B•••• A••• E•••••• · Member · since Jan 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

3 former (kept with end dates)

R••••• B•••••• N•••• · Special Managing Member · Jan 1, 2006 to Mar 31, 2021 Inference
L•••••• M••••••• · Chief Compliance Officer · Sep 1, 2012 to Mar 20, 2015 Inference
S•••• L•• K•• · Chief Compliance Officer · Feb 1, 2012 to Apr 1, 2013 Inference

Portfolio

11 relationships, 0 platforms, 0 add-ons

Company	Role	Status	Invested	Held	Partner	Source
• 2••• H•••••• C•••••• A•• R••••• R•••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
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)
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)
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)
E•••• P••• A•••••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
G•••••••••	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)
O•••••••• V••••••	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)
S••••• I•••••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••• • A•••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••••••	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)
X• C••••	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

1 most recent

Feb 13, 2012
••• 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: 2026-09-23items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9888888888888889,"evidence":"2 method: sum of component points, capped at 1.0
model score-pe-1
Research priority50 · MODERATE: as of: 2026-09-23items: [{"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: 2026-09-23items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite5 · LOW: as of: 2026-09-23items: [{"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 completeness58 · ELEVATED: as of: 2026-09-23items: [{"code":"FIELDS_PRESENT","points":0.5833333333333334,"evidence":["website","funmethod: sum of component points, capped at 1.0
missing: description, transactions, lenders, intermediaries, lps
model score-pe-1
Fund deployment activity0 · LOW: as of: 2026-09-23items: []method: 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: 41
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

H•••••• 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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