DFX Intelligence
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I••••••••• P•••••••• L••
Buyout firmClassification probableLower middle marketSEC exempt reporting adviser· Omaha, NEi•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- Not established
- PE fund assets
- $198M
- PE funds
- 5
- Investments held
- 22 of 35
- Deals, last 12 months
- 1
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
- Equity cheque $20.0M to $50.0MEBITDA up to $100MRevenue from $20.0MSectors healthcare,technology,software,infrastructureGeography Europe,Global,United StatesControl control,minority
- Last 12 months 1Most recent 4 months ago
- Graphs 3
Classification
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.20bn Private Equity Fund GAV on the Form ADV filed 2024-03-01
- Strategies
- GROWTH EQUITY
Classification history (2)
- Sep 18, 2026
- Sep 13, 2026Growth equity (probable, 70%, cls-pe-1)R2: 2 of 3 private equity vehicles are named growth
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Jul 26, 2021 to Mar 1, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $198Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $198Mevery private fund type, latest filing
- 2024 PE fund GAV
- $198Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-01, latest gav Private Equity Fund $198M, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 5
- Employees
- unknown
- Headquarters
- Omaha, NE
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
35 observed deals
Stated by the firm
- Sectors
- healthcare, technology, software, infrastructure
- Geography
- Europe, Global, United States
- Revenue
- from $20.0M
- EBITDA
- up to $100M
- Enterprise value
- up to $500M
- Equity check
- $20.0M to $50.0M
- Control
- control,minority
- Thesis
- ••• Locked
Observed from deals on record
- roles
- add on 1, unknown 33, platform 1
- period
- to 2026-04-28, from 2026-04-28, undated holdings 34, dated observations 2
- window
- last 2026-04-28, first 2026-04-28
- control
- control 1, unknown 34
- companies
- 35
- geography
- investments
- 35
- seller kinds
- transactions
- 1
- cadence by year
- 2026 add ons 1
- platform add on
- add ons 1, platforms 1, add ons per platform unknown
- sector known for
- 9
- disclosed value usd
- n 0
- sector distribution
- count 3, share 0.086, value financial services, examples Lendingclub, Pmgllc, Klarna, count 1, share 0.029, value specialty distribution, examples Kurevapes, count 1, share 0.029, value business services, examples Panorama360, count 1, share 0.029, value consumer services, examples Annieaesthetic, count 1, share 0.029, value tech enabled services, examples Liqid, count 1, share 0.029, value aerospace defense, examples Fund 1, count 1, share 0.029, value software, examples Mews
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 3, share 0.086, value financial services, examples Lendingclub, Pmgllc, Klarna, count 1, share 0.029, value misc durable wholesale, examples Kurevapes, count 1, share 0.029, value insurance agencies brokerage, examples Panorama360, count 1, share 0.029, value personal care services, examples Annieaesthetic, count 1, share 0.029, value data processing hosting, examples Liqid, count 1, share 0.029, value aerospace defense, examples Fund 1, count 1, share 0.029, value software, examples Mews
35 companies on the graph (1 transactions); most in financial services (3); 1 platforms and 1 add-ons; observed 2026 to 2026
Funds
5 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| I••••••••• P••••••• F••• I•• ••••••••• L• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $31.6M as of Mar 1, 2024 | no Form D | Unknown | |
| I••••••••• P••••••• F••• I•• •••••••• C•••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $30.9M as of Mar 1, 2024 | no Form D | Unknown | |
| I••••••••• C••••••••• • B•••••• H•••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $5.5M as of Mar 1, 2024 | no Form D | Unknown | |
| I•••• A•••• P••••••• • G••••• F••• I••• L• ADV: Private Equity Fund | Growth fund | unknown | $79.2M as of Mar 1, 2024 | no Form D | Unknown | |
| I•••• A•••• P••••••• • G••••• F••• I•• •••••••• L• ADV: Private Equity Fund | Growth fund | unknown | $50.8M as of Mar 1, 2024 | no Form D | Unknown |
Team
10 current, 1 former
Managing partner (1)
- S•••••• J••••• G••••• · Founding Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (4)
- A••• L•• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••••• P••• H••••• · Member · since Dec 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• S••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• A•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (1)
- A•• M••••• · Senior Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (1)
- A•••••• S••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (2)
- B•••• S•••• R••••••••• · Chief Financial Officer · since Oct 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••• J••••• G••••• · Chief Compliance Officer · since Jun 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Other (1)
- K••••• G••••••• · Advisor, Zurich · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- B•••• S•••• R••••••••• · Chief Compliance Officer · Mar 1, 2022 to Jun 20, 2023 Inference
Portfolio
35 relationships, 1 platforms, 1 add-ons
Transactions
1 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Apr 28, 2026 | Add-on acquisition | D••••••• S••••••• | Sponsor (derived) | interalpenllc.com |
Placement agents, lenders, advisers and co-investors
5 relationships
Placement agents (5)
- A••••••••• M••••• 4 shared · strong · last Jan 1, 2024
- I••••• R•••••• S••• 4 shared · strong · last Jan 1, 2024
- G•••••• H••• C•••••• 2 shared · recurring · last Jan 1, 2022
- T••• A••••••• L•• 2 shared · recurring · last Jan 1, 2022
- E••• C•••••• 2 shared · recurring · last Jan 1, 2022
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
- Apr 28, 2026N•••• R••••••• Partners with D••••••• S••••••• April 28, 2026
- Apr 13, 2026I••••••••• P••••••• and Hale Capital Partners Complete $25 Million Investment in Acutronic Group to Accelerate Global Defense Technology Leadership April 13, 2026
- Mar 19, 2026I••••••••• P•••••••• L••: Private Equity Funds on Form ADV 5 (2024 extract) -> 9 (roster 2026-09-01)
- Jul 26, 2021I••••••••• P•••••••• L•• first filed Form ADV in the extract (ERA)
Across the graphs
I••••••••• P•••••••• 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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