DFX Intelligence
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E•••••••• C••••••
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Portland, OR
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.9B
- PE fund assets
- $1.9B
- PE funds
- 7
- Investments held
- 7 of 7
- Deals, last 12 months
- 2
Form ADV
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
- Form Dnew offering
Filed a Form D on 22 Jul 2026, the first public sign that a vehicle is taking commitments.
A vehicle in market is when LPs and placement agents can still get in.
- 1 deal180 days
1 deal since 8 Sep 2026: bought S•••• C••• F•••••••• G•••• L•• (minority stake, 8 Sep).
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 basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- 17 of 17 distinct vehicles are sworn Private Equity Funds; 11 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.89bn Private Equity Fund GAV on the Form ADV filed 2026-03-27
Classification history (2)
- Sep 23, 2026Buyout firm (confirmed, 85%)17 of 17 distinct vehicles are sworn Private Equity Funds; 11 reported gross assets on a filing in 2022 or later
- Sep 13, 2026Buyout firm (confirmed, 85%)16 of 16 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $1.9B · 7 PE funds · filed Mar 27, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Feb 9, 2012 to Mar 27, 2026
- RAUM
- $1.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 7
- PE fund GAV, latest filing
- $1.9Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.9Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.9Bsum 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: 7 funds, $1.9B reported gross assets, 17 ever reported
- Employees
- 23
- Headquarters
- Portland, OR
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour1 of 8 criteria stated · 7 observed dealsShowHide
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
- ••• Locked
Observed from deals on record
- On record
- 7 companies, 7 holdings, 6 transactions
- Period
- 2021 to 2026 (12 dated observations, 1 holding undated)
- Most deals
- Industrial manufacturing (2 of 7, e.g. GreatVines and Digitalrep)
- Subsectors
- Beverage manufacturing (2 of 7)
- Deal roles
- 2 platforms, 4 add-ons, 1 minority stake
- Control
- 4 control, 1 minority, 2 not stated
- Bought from
- 2 founder
- By year
- 2021: 1 add-on; 2022: 2 add-ons; 2024: 1 other deal; 2026: 1 add-on, 1 other deal
- Repeat counterparties
- M•••••• P••• G•••• (buy-side adviser) on 2 deals
7 companies on the graph (6 transactions); most in industrial manufacturing (2); 2 platforms and 4 add-ons; observed 2021 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.
16 families, 18 vehicles on record
E•••••••• P•••••• M••• O••••••••• L••• · 1 vehicle · vintage 2022$138M
- E•••••••• P•••••• M••• O••••••••• L••• buyout or unlabelled · 2022$138M
E•••••••• C•••••• F••• V•••• L••• · 1 vehicle · vintage 2021$930M
- E•••••••• C•••••• F••• V•••• L••• buyout or unlabelled · 2021$930M
E•••••••• C•••••• F••• V••• L••• · 1 vehicle · vintage 2015$690M
- E•••••••• C•••••• F••• V••• L••• buyout or unlabelled · 2015$690M
E•••••••• A••••••••• F••• V••• L••• · 1 vehicle · vintage 2015$63.6M
- E•••••••• A••••••••• F••• V••• L••• buyout or unlabelled · 2015$63.6M
E•••••••• C•••••• F••• V•• L••• · 1 vehicle$54.3M
- E•••••••• C•••••• F••• V•• L••• buyout or unlabelled$54.3M
11 smaller families are in the full list of vehicles.
View all 18 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| E•••••••• O•• L• ADV: Private Equity Fund | buyout or unlabelled | 2025 Form D first sale | $30.2M as of Mar 27, 2026 | $30.0M | Unknown | |
| E•••••••• P•••••• M••• O••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $138M as of Mar 27, 2026 | $0 | Active deployment | |
| E•••••••• C•••••• F••• V•••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $930M as of Mar 27, 2026 | no Form D | Mature | |
| E•••••••• E•••••••• F••• V•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $22.6M as of Mar 27, 2026 | $0 | Mature | |
| E•••••••• C•••••• F••• V••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $690M as of Mar 27, 2026 | no Form D | Harvest | |
| E•••••••• A••••••••• F••• V••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $63.6M as of Mar 27, 2026 | no Form D | Harvest | |
| E•••••••• G• F••• V••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $14.2M as of Mar 27, 2026 | no Form D | Harvest | |
| E•••••••• C•••••• F••• V•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $54.3M as of Mar 28, 2024 | no Form D | Harvest | |
| E•••••••• C•••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $22.9M as of Apr 9, 2018 | no Form D | Wound down | |
| E•••••••• C•••••• F••• V• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $8.8M as of Jun 24, 2022 | no Form D | Wound down | |
| E•••••••• C•••••• F••• I••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $4.3M as of Apr 18, 2012 | no Form D | Wound down | |
| E•••••••• C•••••• P••••••• F••• I•• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $2.5M as of Apr 9, 2018 | no Form D | Wound down | |
| E•••••••• A••••••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1.2M as of Apr 9, 2018 | no Form D | Wound down | |
| E•••••••• A••••••••• F••• V•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $647,672 as of Mar 28, 2024 | no Form D | Harvest | |
| E•••••••• A••••••••• F••• I••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $211,906 as of Apr 18, 2012 | no Form D | Wound down | |
| E•••••••• A••••••••• F••• V• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $158,972 as of Jun 24, 2022 | no Form D | Wound down | |
| E•••••••• C•••••• F••• V• A••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $20,000 as of Mar 31, 2021 | no Form D | Wound down | |
| E•••••••• P••• L• | buyout or unlabelled | unknown | unknown | no reporting | $0 | Fundraising |
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). A person named by two sources under two spellings is shown once, with both sources.
32 current, 3 former
- Managing Member · since Jan 1, 2008
- Managing Member · since Jul 1, 2021
- Managing Member · since Jun 1, 1998
- Managing Member · since Jun 1, 1996
- Managing Member · since Jan 1, 2008
Full team · 32 peoplegrouped by role, with sources
Managing partner (7)
- A•••• S• R••••••• · Managing Member · since Jan 1, 2008 Form ADV Firm website
- B••••••• O••••••••• F••• W••••• · Managing Member · since Jul 1, 2021 Form ADV Firm website
- D•••• M••• D••••• · Managing Member · since Jun 1, 1998 Form ADV
- J••• E• v•• S•••••••• · Managing Member · since Jun 1, 1996 Form ADV Firm website
- L••••• M• J•••• · Managing Member · since Jan 1, 2008 Form ADV Firm website
- S•••••• E• B••••• · Managing Member · since Apr 1, 2002 Form ADV Firm website
- R•••• D•••• · Emeritus / Co-Founder · start date unknown Firm website
Partner (4)
- D•••• E•• · Managing Director · start date unknown Press release
- L••• R•••••• · Managing Director · start date unknown Firm website
- M••• D••••• · Managing Director · start date unknown Press release
- R••••• S•••• F•••• · Managing Director · start date unknown Firm website
Principal (1)
- R•••• L•••• · Principal · start date unknown Firm website
Vice president (3)
- J••• P•••••• · Senior Associate · start date unknown Firm website
- J••••• H• · Vice President · start date unknown Firm website
- S•••• S•••• · Vice President · start date unknown Firm website
Associate (3)
- D•••• O••••• · Associate · start date unknown Firm website
- I•• M••••• · Associate · start date unknown Firm website
- R•• N••• · Associate · start date unknown Firm website
Platform (13)
- D••••• R•••••••• · Controller · start date unknown Firm website
- D••••• S•••••• · E•••••••• Assistant · start date unknown Firm website
- E••• F••••••••• · E•••••••• Assistant · start date unknown Firm website
- E••• N••••• W•••••• · Chief Compliance Officer / Director Of Administration; Elected Manager · since Jul 1, 2017 Form ADV Firm website
- E•••••• D•••••••• · E•••••••• Assistant · start date unknown Firm website
- J•••• T•••••• · Talent Analyst · start date unknown Firm website
- K••••••• R••••• · E•••••••• Assistant · start date unknown Firm website
- L••••• A•••••••• · Operations · start date unknown Firm website
- L••••• H•••••• · Receptionist and Administrative Assistant · start date unknown Firm website
- L••••• M••••••• A•••• · Chief Financial Officer; Elected Manager · since May 1, 2017 Form ADV Firm website
- M•••••• F••••••• · Head of Talent · start date unknown Firm website
- P•••• L•• · Director of Fund Operations · start date unknown Firm website
- S•••• D••••••• · Talent Analyst · start date unknown Firm website
Other (1)
- H••••• M•••• · Head of AI · start date unknown Firm website
3 former (kept with end dates)
- J••• W• D•••• · Managing Member · Jun 1, 1996 to Mar 31, 2022 Inference
- C••• N•••• H•••• · Member · Jan 1, 2008 to Mar 31, 2021 Inference
- R•••••• R• M••••• · Chief Financial Officer / Chief Compliance Officer · Jan 1, 2004 to Aug 15, 2017 Inference
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. 7 portfolio relationships and 8 transactions are on this record.
9 on record, newest first · 2 platforms · 4 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Sep 8, 2026 | S•••• C••• F•••••••• G•••• L•• | Minority investment | Sponsor (confirmed) | active held 1 months | M••• D••••• (confirmed) | e••••••••.com |
| Feb 18, 2026 | G••••• C•••• add-on to C•• G••••• | Add-on acquisition | Sponsor (derived) | active held 7 months | unknown | e••••••••.com |
| Feb 12, 2024 | C•• G••••• | Growth investment | Sponsor (confirmed) | active held 2.6 years | D•••• E•• (confirmed) | e••••••••.com |
| Feb 12, 2024 | P•••• R•••••• C•• G••••• | Add-on acquisition | Platform (confirmed) | not in the portfolio read | unknown | greenbeltcapital.com |
| May 31, 2022 | T••••••••• add-on to A••••• S•••••••• | Add-on acquisition | Sponsor (confirmed) | active held 4.3 years | unknown | e••••••••.com |
All 9 dealsnewest first
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Sep 8, 2026 | S•••• C••• F•••••••• G•••• L•• | Minority investment | Sponsor (confirmed) | active held 1 months | M••• D••••• (confirmed) | e••••••••.com |
| Feb 18, 2026 | G••••• C•••• add-on to C•• G••••• | Add-on acquisition | Sponsor (derived) | active held 7 months | unknown | e••••••••.com |
| Feb 12, 2024 | C•• G••••• | Growth investment | Sponsor (confirmed) | active held 2.6 years | D•••• E•• (confirmed) | e••••••••.com |
| Feb 12, 2024 | P•••• R•••••• C•• G••••• | Add-on acquisition | Platform (confirmed) | not in the portfolio read | unknown | greenbeltcapital.com |
| May 31, 2022 | T••••••••• add-on to A••••• S•••••••• | Add-on acquisition | Sponsor (confirmed) | active held 4.3 years | unknown | e••••••••.com |
| Feb 1, 2022 | D••••••••• add-on to A••••• S•••••••• | Add-on acquisition | Sponsor (confirmed) | active held 4.6 years | unknown | e••••••••.com |
| Aug 10, 2021 | F•••••• M••••••••• I••• | Add-on acquisition | Platform (confirmed) | not in the portfolio read | unknown | e••••••••.com |
| Feb 25, 2021 | G••••••••• add-on to A••••• S•••••••• | Add-on acquisition | Sponsor (confirmed) | active held 5.6 years | unknown | e••••••••.com |
| date unknown | A••••• S•••••••• | Portfolio relationship | Platform | active | unknown | Fact Press release |
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (1)
- H••••••• L•••• C••••••• I••• 2 shared · recurring · last Jan 1, 2022
Financial advisers (1)
- M•••••• P••• G•••• 2 shared · recurring · last May 31, 2022
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.
2 LPs, 13 disclosed commitments
- 2025-12-31W••••••••• S•••• I••••••••• B••••8 commitments to 5 funds · $567M disclosed
- O••••• P••••• E•••••••• R••••••••• F•••5 commitments to 5 funds · $347M disclosed
All 13 commitmentsgrouped by LP, largest first
W••••••••• S•••• I••••••••• B•••• $567M disclosed
- in E•••••••• C•••••• F••• V•••• L••• $200M sib.wa.gov
- in E•••••••• C•••••• F••• V••• L••• $125M sib.wa.gov
- in E•••••••• C•••••• F••• V•• L••• $95.0M sib.wa.gov
- in E•••••••• C•••••• F••• V• L••• $65.0M sib.wa.gov
- in E•••••••• C•••••• F••• I•• L••• $50.0M sib.wa.gov
- fund not resolved $13.3M sib.wa.gov
- fund not resolved $11.2M sib.wa.gov
- fund not resolved $7.7M sib.wa.gov
O••••• P••••• E•••••••• R••••••••• F••• $347M disclosed
- in E•••••••• C•••••• F••• V••• L••• $112M oregon.gov
- in E•••••••• C•••••• F••• V•• L••• $95.0M oregon.gov
- in E•••••••• C•••••• F••• V• L••• $65.0M oregon.gov
- in E•••••••• C•••••• F••• I•• L••• $50.0M oregon.gov
- in E•••••••• C•••••• F••• I••• L••• $25.0M oregon.gov
Events
24 not already shown above, of 31 most recent
- Sep 8, 2026••• Locked
- Mar 27, 2026••• Locked
- Feb 18, 2026••• Locked
- Oct 13, 2025••• Locked
- Oct 8, 2025••• Locked
Full timeline · 31 eventsnewest first, including the LP commitments and deals above
- Sep 8, 2026••• Locked
- Sep 8, 2026••• Locked
- Mar 27, 2026••• Locked
- Feb 18, 2026••• Locked
- Dec 31, 2025••• Locked
- Dec 31, 2025••• Locked
- Dec 31, 2025••• Locked
- Oct 13, 2025••• Locked
- Oct 8, 2025••• Locked
- Apr 11, 2025••• Locked
- Apr 11, 2025••• Locked
- Oct 1, 2024••• Locked
- Jun 5, 2024••• Locked
- Feb 12, 2024••• Locked
- Feb 12, 2024••• Locked
- Feb 12, 2024••• Locked
- Nov 9, 2023••• Locked
- Nov 3, 2023••• Locked
- Jun 5, 2023••• Locked
- Apr 24, 2023••• Locked
- Sep 29, 2022••• Locked
- Sep 19, 2022••• Locked
- Jun 21, 2022••• Locked
- May 31, 2022••• Locked
- Feb 1, 2022••• Locked
- Jan 18, 2022••• Locked
- Sep 13, 2021••• Locked
- Aug 10, 2021••• Locked
- Aug 10, 2021••• Locked
- Feb 25, 2021••• Locked
- Feb 9, 2012••• Locked
Across the graphs
E•••••••• C•••••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.
Independent Sponsors1RIA and Wealth1Allocators1
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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