DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / D••••• E•••• F••••• O••••••• L••
D••••• E•••• F••••• O••••••• L••
Family office direct investor · probableLower middle marketFort Worth, TXSEC registered investment adviser
Classification
- Class
- Family office direct investorprobable, confidence 70%
- Basis
- R5: same CRD as a CONFIRMED_MFO on the family office graph
- Size band
- Lower middle marketdefined by: proxy: $0.11bn Private Equity Fund GAV on the Form ADV filed 2024-04-15
Classification history (1)
- Sep 13, 2026Family office direct investor (probable, 70%, cls-pe-1)R5: same CRD as a CONFIRMED_MFO on the family office graph
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jul 20, 2021 to Apr 15, 2024
- RAUM
- $537Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 7
- PE fund GAV, latest filing
- $109Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $109Mevery private fund type, latest filing
- 2024 PE fund GAV
- $109Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-04-15, latest gav Private Equity Fund $109M, latest counts Private Equity Fund 7, lifetime distinct Private Equity Fund 7
- Employees
- 4
- Headquarters
- Fort Worth, TX
- Office address
- 3724 HULEN ST, Fort Worth, TX, 76107
- Business phone
- 817-928-3260
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- not stated or not yet read
- 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
7 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| D• B••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $30.8M as of Apr 15, 2024 | no Form D | Unknown | |
| D••••• E•••• S•••••• H•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $16.5M as of Apr 15, 2024 | no Form D | Unknown | |
| D••••••••• H•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $13.3M as of Apr 15, 2024 | no Form D | Unknown | |
| D• P•• H•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $11.0M as of Apr 15, 2024 | no Form D | Unknown | |
| E•••••••• E•••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $8.6M as of Apr 15, 2024 | no Form D | Unknown | |
| D••••• E•••• S••••••• H•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $1.5M as of Apr 15, 2024 | no Form D | Unknown | |
| D••• N•••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $27.2M as of Apr 15, 2024 | no Form D | Early deployment |
Team
4 current, 0 former
Board or advisory (2)
- B•••• A•••• C•••••••• · Trustee · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••• W••••• K••••• · Trustee · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- E••• K••• K•••••• · Controller · since Sep 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••• B••••• · Chief Compliance Officer, Controller · since Aug 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
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
- Jun 22, 2026D••••• E•••• F••••• O••••••• L••: Private Equity Funds on Form ADV 7 (2024 extract) -> 9 (roster 2026-09-01)
- Jul 20, 2021D••••• E•••• F••••• O••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
D••••• E•••• F••••• O••••••• L•• is the same institution as 3 records in Family Offices, Independent Sponsors and RIA and Wealth.
Family Offices1Independent 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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