DFX Intelligence
Private Equity Intelligence
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Firms / T•• M••••••• L••
T•• M••••••• L••
Bullish on Ohio. Building our future by investing in opportunities that elevate Ohio’s legacy of innovation and prosperity. We're Not Just Investing in Ohio — We're Strengthening Ohio's Future Consider Ohio’s history. It’s
Classification
- Class
- Growth equityprobable, confidence 70%
- Basis
- R2: 1 of 2 private equity vehicles are named growth
- Size band
- Lower middle marketdefined by: proxy: $0.11bn Private Equity Fund GAV on the Form ADV filed 2024-08-26
- Strategies
- GROWTH EQUITY
Classification history (1)
- Sep 13, 2026Growth equity (probable, 70%, cls-pe-1)R2: 1 of 2 private equity vehicles are named growth
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Aug 26, 2024 to Aug 26, 2024
- 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
- $108Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $110Mevery private fund type, latest filing
- 2024 PE fund GAV
- $108Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 67%
- Fund type mix
- filed 2024-08-26, latest gav Real Estate Fund $2.0M, Private Equity Fund $108M, latest counts Real Estate Fund 1, Private Equity Fund 2, lifetime distinct Real Estate Fund 1, Private Equity Fund 2
- Employees
- unknown
- Business phone
- 330-310-2535
Stated criteria beside observed behaviour
28 observed deals
Stated by the firm
- Sectors
- manufacturing, life sciences, infrastructure, 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
- Our strategy is straightforward: we partner with our network to identify compelling investments reflecting Ohio’s growth opportunities.
Observed from deals on record
- roles
- unknown 28
- period
- to unknown, from unknown, undated holdings 28, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 28
- companies
- 28
- geography
- investments
- 28
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.036, value industrial manufacturing, examples Investment Portfolio, count 1, share 0.036, value software, examples Ease
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.036, value miscellaneous manufacturing, examples Investment Portfolio, count 1, share 0.036, value insurance software, examples Ease
28 companies on the graph (0 transactions); most in industrial manufacturing (1); no dated observations
Funds
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T•• O••• I••••••••• I••••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $69.5M as of Aug 26, 2024 | no Form D | Unknown | |
| T•• O••• H••• G••••• I••••••••• O••••••••• F•••• L•• ADV: Private Equity Fund | Growth fund | unknown | $38.5M as of Aug 26, 2024 | no Form D | Unknown |
Team
16 current, 0 former
Managing partner (4)
- M••• D•••• K••••• · Member; Ceo & Chief Investment Officer · since Jun 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• D•••• K••••• · CEO & Chief Investment Officer · start date unknown Investment organization websites (team, portf••••, strategy, criteria, news)
- R•• L•••• · President · start date unknown Investment organization websites (team, portf••••, strategy, criteria, news)
- R•••••• L•••• · Member; President · since Jun 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (4)
- J•••••• S•••• · Principal · start date unknown Investment organization websites (team, portf••••, strategy, criteria, news)
- M••• V•••••••• · Director of Healthcare & Life Sciences · start date unknown Investment organization websites (team, portf••••, strategy, criteria, news)
- P•••••• S••••••••• · Principal · start date unknown Investment organization websites (team, portf••••, strategy, criteria, news)
- S•••• B••••• · Principal · start date unknown Investment organization websites (team, portf••••, strategy, criteria, news)
Associate (1)
- M••• K•••• · Associate · start date unknown Investment organization websites (team, portf••••, strategy, criteria, news)
Investor relations (1)
- J•••••• T•••••• · M••••••, Investor Relations & Operations · start date unknown Investment organization websites (team, portf••••, strategy, criteria, news)
Platform (6)
- A•••• C••••••• · Executive Administrator & Office M•••••• · start date unknown Investment organization websites (team, portf••••, strategy, criteria, news)
- C•••••••• P•••• · Chief Financial Officer · start date unknown Investment organization websites (team, portf••••, strategy, criteria, news)
- J••• M•••• · COO & Chief Relationship Officer · start date unknown Investment organization websites (team, portf••••, strategy, criteria, news)
- J••• M•••• · Chief Legal Counsel; Chief Compliance Officer · since Jun 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K••••• T••••• · Chief M•••eting and Engagement Officer · start date unknown Investment organization websites (team, portf••••, strategy, criteria, news)
- S••••• I•••••• · Director of Finance & Operations · start date unknown Investment organization websites (team, portf••••, strategy, criteria, news)
Portfolio
28 relationships, 0 platforms, 0 add-ons
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
4 most recent
- Sep 17, 2026Brooklyn Heights metal stamping, tool-and-die company acquired, plus 3 more M&A deals
- Sep 17, 2026An audacious idea: Build an O••• investment fund modeled after Singapore
- Mar 30, 2026The O.H.I.O. Fund: Private Equity Funds on Form ADV 2 (2024 extract) -> 3 (roster 2026-09-01)
- Aug 26, 2024T•• M••••••• L•• first filed Form ADV in the extract (ERA)
Across the graphs
T•• M••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Real Estate Funds.
Independent Sponsors1RIA and Wealth1Real Estate Funds1
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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