DFX Intelligence

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B•••••••• E••••• P•••••••• L••

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Dallas, TX

••• Locked

As of 2026-09-23 · identity and classification; each section below carries its own date

Regulatory AUM: $890M
PE fund assets: $802M
PE funds: 6
Investments held: 70 of 73

Find similar buyers Funds and vehicles

Team (11)Transactions

As of 2026-09-23 · identity and classification; each section below carries its own date

What matters now

+1
funds on Form ADV
Private equity funds on its Form ADV went from 5 to 6 (+1).
New vehicles are a new flagship's feeders, parallels and co-invest sleeves being stood up: capacity arriving before the capital is announced.
FactSEC Form ADV, Schedule DFund families →

Classification, Form ADV and stated criteria

How this organization is classified, and on what basisBuyout firm · 2 in historyShow

Class: Buyout firmconfirmed, confidence 85%
Basis: 6 of 6 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Size band: Lower middle marketdefined by: proxy: $0.80bn Private Equity Fund GAV on the Form ADV filed 2026-03-30

Classification history (2)

Sep 23, 2026
Buyout firm (confirmed, 85%)
6 of 6 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Sep 13, 2026
Buyout firm (confirmed, 85%)
5 of 5 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)RAUM $890M · 6 PE funds · filed Mar 30, 2026Show

Adviser type: Registered investment adviser
Form ADV filings: Jul 1, 2016 to Mar 30, 2026
RAUM: $890Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 6
PE fund GAV, latest filing: $802Mreported gross assets (Form ADV), not fund size
All private fund GAV: $802Mevery private fund type, latest filing
2024 PE fund GAV: $802Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: Private equity fund: 6 funds, $802M reported gross assets
Form ADV filed Mar 30, 2026
Employees: 8
Headquarters: Dallas, TX
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour2 of 8 criteria stated · 73 observed dealsShow

Stated by the firm

Sectors: Energy, infrastructure
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

On record: 73 companies, 73 holdings
Most deals: Tech enabled services (1 of 73, e.g. Bluelight Data Center)
Subsectors: Data processing hosting (1 of 73)
Deal roles: 73 with role not stated
Control: 73 not stated

73 companies on the graph (0 transactions); most in tech enabled services (1); no dated observations

Funds

4 families, 6 vehicles on record

B•••••••• E••••• R••••••••• a•• R••••••••• F••• I• L• · 1 vehicle · vintage 2019$281M
- B•••••••• E••••• R••••••••• a•• R••••••••• F••• I• L• buyout or unlabelled · 2019$281M
B•••••••• E••••• R••••••••• a•• R••••••••• F••• I•• L• · 3 vehicles · vintage 2016$513M
- B•••••••• E••••• R••••••••• a•• R••••••••• F••• I•• L• buyout or unlabelled · 2016$467M
- B•••••••• E••••• R••••••••• a•• R••••••••• F••• I•• ••• L• buyout or unlabelled$38.9M
- B•••••••• E••••• R••••••••• a•• R••••••••• F••• I•• •••• L• buyout or unlabelled$7.4M
B•••••••• E••••• R••••••••• • R••••••••• F••• I•• ••• L• · 1 vehicle · vintage 2016$7.9M
- B•••••••• E••••• R••••••••• • R••••••••• F••• I•• ••• L• buyout or unlabelled · 2016$7.9M
B•••••••• E••••• R••••••••• • R••••••••• F••• V• L• · 1 vehicle$0
- B•••••••• E••••• R••••••••• • R••••••••• F••• V• L• buyout or unlabelled$0

View all 6 vehiclesnewest vintage first, then largest

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
B•••••••• E••••• R••••••••• a•• R••••••••• F••• I• L• ADV: Private Equity Fund	buyout or unlabelled	2019 Form D first sale	$281M as of Mar 30, 2026	no Form D	Unknown
B•••••••• E••••• R••••••••• a•• R••••••••• F••• I•• L• ADV: Private Equity Fund	buyout or unlabelled	2016 Form D first sale	$467M as of Mar 30, 2026	no Form D	Mature
B•••••••• E••••• R••••••••• • R••••••••• F••• I•• ••• L• ADV: Private Equity Fund	buyout or unlabelled	2016 Form D first sale	$7.9M as of Mar 30, 2026	no Form D	Unknown
B•••••••• E••••• R••••••••• a•• R••••••••• F••• I•• ••• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$38.9M as of Mar 30, 2026	no Form D	Unknown
B•••••••• E••••• R••••••••• a•• R••••••••• F••• I•• •••• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$7.4M as of Mar 30, 2026	no Form D	Mature
B•••••••• E••••• R••••••••• • R••••••••• F••• V• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$0 as of Mar 30, 2026	no Form D	Unknown

Team

11 current, 1 former

M•••• B•••
CEO and Chief Commercial Officer
R••••• C••• H••••
Managing Director · since Feb 1, 2021
B••• D••••
Executive Officer and Chief Technical Officer
C• J••• W•••••
Manager · since Jul 1, 2008
S•••• A••• W•••••
Limited Partner · since Jul 1, 2008

Full team · 11 peoplegrouped by role, with sources

Managing partner (1)

M•••• B••• · CEO and Chief Commercial Officer · start date unknown Firm website

Partner (4)

R••••• C••• H•••• · Managing Director · since Feb 1, 2021 Form ADV
B••• D•••• · Executive Officer and Chief Technical Officer · start date unknown Firm website
C• J••• W••••• · Manager · since Jul 1, 2008 Form ADV
S•••• A••• W••••• · Limited Partner · since Jul 1, 2008 Form ADV

Vice president (2)

C••••• P••••• · Executive Vice President of Geology and Geophysics · start date unknown Firm website
G••••••• P•••••• · Executive Vice President of Renewable Natural Gas · start date unknown Firm website

Platform (2)

J••••• J••••• S••••••• · Cco · since May 1, 2018 Form ADV
J••••••• a• S•••••• · Cfo · since Jan 1, 2015 Form ADV

Other (2)

C••• T•••••• · Production and Completions Advisor · start date unknown Firm website
F••• H•••••• · Geoscience Advisor · start date unknown Firm website

1 former (kept with end dates)

S••• U••• F••••• E••••••• · Cco · Apr 1, 2016 to May 24, 2018 Inference

Deals

73 on record, newest first · 0 platforms · 0 add-ons

Date	Company	Deal	This firm’s role	Status	Partner	Source
date unknown	J•••• E••••• C••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	P••• C•••• M•••••••• W•••••• I•••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	S••••• E•••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	H••••• M•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	A•••• R••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website

All 73 dealsnewest first

Date	Company	Deal	This firm’s role	Status	Partner	Source
date unknown	J•••• E••••• C••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	P••• C•••• M•••••••• W•••••• I•••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	S••••• E•••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	H••••• M•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	A•••• R••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	M••••••••• P•••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	5• A••••••• M••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	T•• H••••• M•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	G•••••• R••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	R••• M•••••••• M•••••• I•••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	R•••• P••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	E•••••• C•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	T•• R••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	M•••• M•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	C•••• L••• E•••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	C••••••••• E•••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	P••••••• M•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	I••••• M•••••••• W•••••• I•••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	B•••••••• O••••••••• A••••••••• C••••	Portfolio relationship	Role unknown	unknown	unknown	Fact Firm website
date unknown	E••••••• M•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	R••••• M•••••••• W•••••• I•••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	E••••• C•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	B•••••••• D••• C•••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	C••••• E•••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	N••••••• E•••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	B•••••••• F••• I•	Portfolio relationship	Role unknown	unknown	unknown	Fact Firm website
date unknown	W•••• M••••• E•••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	E•••••• M•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	N••••• M•••••••• W•••••• I•••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	M••••• A••••••••• C•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	W••••••••• M•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	K•••••••• L••• M•••••• P••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	A•••••• E•••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	D•••••••• P•••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	A••••••• R•• C•••• D•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	P•••••• P••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	E••• R••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	L••••• C••••• M•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	I••••••• R•••••••• O••••••• I•••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	D•••• E•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	F•••••• M•••••• C•••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	B•••••••• E••••• P••••••• I••	Portfolio relationship	Role unknown	unknown	unknown	Fact Firm website
date unknown	M•••••••• M•••••• I•••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	O•••• V•••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	R•• A•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	S••• G••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	B•••••••• C•••• F••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	P••• O•• • G••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	C•••••• M•••••• P•••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	P•••• T••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	G•••• C•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	A••••• M•••••• O•••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	N••••••••• M•••••• C•••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	T•• K••••• M•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	T•••••• P••• M•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	E•••• F••• S••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	F••••••••• S••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	S•••• G••••• M•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	M••••••••• L••• S••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	N•• E•••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	A•••• R••• E•••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	D•••••• G••• R•••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	M•••••••• S••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	B•••• M•••••••• W•••••• I•••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	E••••• M•••••• E•••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	E••••• T•••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	T••• E•••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	C••• K•• M•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	T•••• A••••••• P•••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	N•••••••• M•••••• P••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	F••••••• E•••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	F••••••••• C•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	J•• H••• R••••••••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website

Placement agents, lenders, advisers and co-investors

2 relationships

Placement agents (2)

C••••• S••••• S••••••••• •••• L•• 4 shared · strong · last Jan 1, 2017
F•••• A••••• 1 shared · one time · last Jan 1, 2019

LP commitments

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

2 most recent

Mar 30, 2026
••• Locked
PE fund count changedFactForm ADV
Jul 1, 2016
••• Locked
First Form ADV filingFactForm ADV

Scores and what they are made of

Freshness100 · high: Days since newest evidence: 0 days
Research priority44 · moderate: Scale band: lower middle market
Completeness gap: 3 of 12 profile fields missing
Core PE class: buyout
Investment velocity0 · low: no components recorded
Not yet on record: no dated transactions
Acquisition appetite5 · low: Stated criteria published: withheld
Not yet on record: no transactions on the graph for this firm yet
Profile completeness75 · high: Fields present: website, description, funds and 6 more
Not yet on record: transactions, lenders, lps
Fund deployment activity0 · low: no components recorded

Across DFX

Independent Sponsor Intelligence (matched on shared CRD)

Record

First observed: Sep 13, 2026
Last observed: today
Observations: 43
Sources: 4
Open research tasks: 1

Reading this profile

Across the graphs

B•••••••• E••••• P•••••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent 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: deals, last 12 months.