DFX Intelligence
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C•••••• G••••• C••••••• L••
CandidateClassification candidateLower middle marketSEC exempt reporting adviser· Dallas, TX
••• Locked
As of · identity and classification; each section below carries its own date
- PE fund assets
- $29.0M
- PE funds
- 1
- Investments held
- 31 of 66
- Deals, last 12 months
- 2
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
What matters now
- 1 deal180 days
1 deal since 8 Jul 2026: bought O••• T••••••••• (growth investment, 8 Jul).
What it is buying now is the best guide to what it will buy next.
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 2 Private Equity Fund(s) among 6 vehicles; no rule fired
- Size band
- Lower middle marketdefined by: proxy: $0.03bn Private Equity Fund GAV on the Form ADV filed 2026-03-31
Classification history (2)
- Sep 23, 2026Candidate (candidate, 40%)Admitted on 2 Private Equity Fund(s) among 6 vehicles; no rule fired
- Sep 13, 2026Candidate (candidate, 40%)Admitted on 1 Private Equity Fund(s) among 5 vehicles; no rule fired
Regulatory footprint (Form ADV)1 PE funds · filed Mar 31, 2026ShowHide
- Adviser type
- Exempt reporting adviser
- Form ADV filings
- May 14, 2014 to Mar 31, 2026
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $29.0Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $72.2Mevery private fund type, latest filing
- 2024 PE fund GAV
- $38.5Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 33%
- Fund type mix
- Other private fund: 3 funds, $43.2M reported gross assets, 4 ever reported
- Private equity fund: 1 fund, $29.0M reported gross assets, 2 ever reported
- Employees
- unknown
- Headquarters
- Dallas, TX
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour5 of 8 criteria stated · 66 observed dealsShowHide
Stated by the firm
- Sectors
- Technology, software, business services
- Geography
- United States
- Revenue
- $3.0M to $20.0M
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- Majority
- Thesis
- ••• Locked
Observed from deals on record
- On record
- 66 companies, 66 holdings, 5 transactions
- Period
- 2025 to 2026 (10 dated observations, 61 holdings undated)
- Most deals
- Software (34 of 66, e.g. Zvelo and Circular), tech enabled services (6 of 66), healthcare services (2 of 66) and 4 more
- Subsectors
- Software (34 of 66), IT services MSP (5 of 66), outpatient specialty clinics (1 of 66), management consulting (1 of 66) and 4 more
- Deal roles
- 66 with role not stated
- Control
- 66 not stated
- Where
- Nc (1 of 66)
- By year
- 2025: 4 other deals; 2026: 1 other deal
66 companies on the graph (5 transactions); most in software (34); observed 2025 to 2026
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
C•• R•••••• I••••••••• V• L• · 1 vehicle · vintage 2024$29.0M
- C•• R•••••• I••••••••• V• L• buyout or unlabelled · 2024$29.0M
P••••••••• L•• · 1 vehicle · vintage 2018$9.5M
- P••••••••• L•• SPV · 2018$9.5M
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 |
|---|---|---|---|---|---|---|
| C•• R•••••• I••••••••• V• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 Form D first sale | $29.0M as of Mar 31, 2026 | $35.5M | Unknown | |
| P••••••••• L•• ADV: Private Equity Fund | SPV | 2018 first reported on Form ADV | $9.5M as of Mar 29, 2024 | no Form D | 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); Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS). A person named by two sources under two spellings is shown once, with both sources.
9 current, 0 former
- Co-Founder and Managing Director
- Manager And Managing Director · since Feb 1, 2010
- Partner
- Manager And Managing Director · since Feb 1, 2010
- Partner
Full team · 9 peoplegrouped by role, with sources
Managing partner (1)
- E• M•••• · Co-Founder and Managing Director · start date unknown Firm website
Partner (6)
- B••••• a• G•••••• · Manager And Managing Director · since Feb 1, 2010 Form ADV Firm website
- C•••• S•••••• · Partner · start date unknown Firm website
- E••••• J• M•••• · Manager And Managing Director · since Feb 1, 2010 Form ADV
- P•• M•••••••• · Partner · start date unknown Firm website
- V•• T••••• · Managing Director · start date unknown Press release
- V•••••• H•••• · CFA Managing Director · start date unknown Firm website
Associate (1)
- E•••• H••• · Associate · start date unknown Firm website
Analyst (1)
- S••• F••••••• · Analyst · start date unknown Firm website
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. 66 portfolio relationships and 5 transactions are on this record.
66 on record, newest first · 0 platforms · 0 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Jul 8, 2026 | O••• T••••••••• | Growth investment | Sponsor (confirmed) | active held 3 months | unknown | c•••••••••.com |
| Nov 10, 2025 | V•••••• | Growth investment | Sponsor (confirmed) | active held 11 months | P•• M•••••••• (confirmed) | c•••••••••.com |
| Sep 21, 2025 | E•••••• S••••••• G•••• | Growth investment | Sponsor (confirmed) | active held 1.0 years | V•••••• H•••• (confirmed) | c•••••••••.com |
| Aug 26, 2025 | C••••••••• | Growth investment | Sponsor (confirmed) | active held 1.1 years | V•• T••••• (confirmed) | c•••••••••.com |
| May 7, 2025 | E•••• A•••••• | Growth investment | Sponsor (confirmed) | active held 1.4 years | unknown | c•••••••••.com |
All 66 dealsnewest first
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Jul 8, 2026 | O••• T••••••••• | Growth investment | Sponsor (confirmed) | active held 3 months | unknown | c•••••••••.com |
| Nov 10, 2025 | V•••••• | Growth investment | Sponsor (confirmed) | active held 11 months | P•• M•••••••• (confirmed) | c•••••••••.com |
| Sep 21, 2025 | E•••••• S••••••• G•••• | Growth investment | Sponsor (confirmed) | active held 1.0 years | V•••••• H•••• (confirmed) | c•••••••••.com |
| Aug 26, 2025 | C••••••••• | Growth investment | Sponsor (confirmed) | active held 1.1 years | V•• T••••• (confirmed) | c•••••••••.com |
| May 7, 2025 | E•••• A•••••• | Growth investment | Sponsor (confirmed) | active held 1.4 years | unknown | c•••••••••.com |
| date unknown | A•••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | S••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | Z•••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | K••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | D•••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | R•••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | C•••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | C••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | H••••••••• R••••••••• T• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | O••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | U••••••• d••••• 1• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | A••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | P•• S•••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | C•••• S•••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | C•••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | G•••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | M•••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | M•••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | G••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | R•••••• 7• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | H••••••••• P••••••• A• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | E•••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | T••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | D••••••• 4• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | B••• H••••• S••••••• w••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | T••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | R••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | B••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | C••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | V••• S•• L••• 1• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | S••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | C•••• R••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | H••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | S••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | V••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | L••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | L••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | A•••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | U••••••• d••••• 2• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | U••••••• d••••• 1• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | T••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | S••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | I• R•• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | F••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | E••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | C••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | R•••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | B•••• X••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | G•••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | C••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | F••••••• J••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | A••••••• d•••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | P••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | P•••• 5• 2• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | G•••• I••• B•••• T••• L••• W••• W•••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | T••••••••• l••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | A••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | S•••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | H•• L••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | T•••••••• A••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | Z••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
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
8 not already shown above, of 13 most recent
- Jul 21, 2026••• Locked
- Jul 8, 2026••• Locked
- Nov 10, 2025••• Locked
- Sep 21, 2025••• Locked
- Sep 5, 2025••• Locked
Full timeline · 13 eventsnewest first, including the LP commitments and deals above
- Jul 21, 2026••• Locked
- Jul 8, 2026••• Locked
- Jul 8, 2026••• Locked
- Nov 10, 2025••• Locked
- Nov 10, 2025••• Locked
- Sep 21, 2025••• Locked
- Sep 21, 2025••• Locked
- Sep 5, 2025••• Locked
- Aug 26, 2025••• Locked
- Aug 26, 2025••• Locked
- May 7, 2025••• Locked
- May 7, 2025••• Locked
- May 14, 2014••• Locked
Across the graphs
C•••••• G••••• C••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.
Independent Sponsors1RIA and Wealth1Private Credit1
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: regulatory AUM.