DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
B•••••• H••• H••••••• L••
Buyout firmClassification probableunsizedSEC exempt reporting adviser· Coral Gables, FLb•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- Not established
- PE fund assets
- $16.4M
- PE funds
- 2
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors energy,transportation_logistics,real_estate
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmprobable, confidence 65%
- Basis
- R6: 3 of 3 distinct vehicles are sworn Private Equity Funds
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Buyout firm (probable, 65%, cls-pe-1)R6: 3 of 3 distinct vehicles are sworn Private Equity Funds
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Jun 23, 2014 to Dec 10, 2019
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $16.4Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $16.4Mevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2019-12-10, latest gav Private Equity Fund $16.4M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 3
- Employees
- unknown
- Headquarters
- Coral Gables, FL
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- energy, transportation logistics, 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
- not stated or not yet read
Observed from deals on record
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
1 on record, 2 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B• L••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $19.6M as of Oct 13, 2015 | no Form D | Wound down |
Gross assets by year from the annual reporting tape
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| B•••••• H••• H••••••• I• L• | Private Equity Fund | 2014 to 2019 | $14.0M filed Dec 10, 2019 | adviserinfo.sec.gov | |
| B• G••••• A••••••• L• | Private Equity Fund | 2014 to 2019 | $2.4M filed Dec 10, 2019 | adviserinfo.sec.gov |
Team
3 current, 5 former
Managing partner (3)
- A••• D• B••••• · M••••••• M••••• O• O•••••• I••••••••• H••••••• L•• · since Mar 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• G••••• S••••• · M••••••• M••••• O• S••••••• S••••• H••••••• L•• · since Apr 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••• O••• R•••••••• · M••••••• M••••• O• R••• P•••• H••••••• L•• · since May 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
5 former (kept with end dates)
- G••••• B• H•••• · M••••••• M••••• O• E•• B•••••• H•••• L•• · Feb 1, 2015 to Nov 19, 2018 Inference
- J••• E•••• B••• · C••••••• A•• M•••••• O• B• A••••••• H••••••• G•• L•• · Sep 1, 2014 to Mar 11, 2015 Inference
- J••• E•••• B••• · M••••• O• D• S••• P••••••• L•• · May 1, 2012 to Mar 11, 2015 Inference
- A•••••• M•••••• Z•••••• · General Counsel · Mar 1, 2015 to Nov 19, 2018 Inference
- T••• M•••••• J••••• · Chief Financial Officer · Mar 1, 2015 to Oct 13, 2015 Inference
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
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
2 most recent
- Sep 1, 2026••• Locked
- Jun 23, 2014••• Locked