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 / J••••••••• C••••••
J••••••••• C••••••
Buyout firm · probableLower middle marketSalt Lake City, UTj•••••••••.comSEC registered investment adviser
Building Real Asset Businesses with Outstanding Entrepreneurs.
Classification
- Class
- Buyout firmprobable, confidence 65%
- Basis
- R6: 1 of 1 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.00bn Private Equity Fund GAV on the Form ADV filed 2024-03-26
Classification history (1)
- Sep 13, 2026Buyout firm (probable, 65%, cls-pe-1)R6: 1 of 1 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Oct 25, 2022 to Mar 26, 2024
- RAUM
- $220Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $4.3Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $4.3Mevery private fund type, latest filing
- 2024 PE fund GAV
- $4.3Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-26, latest gav Private Equity Fund $4.3M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 1
- Employees
- 2
- Headquarters
- Salt Lake City, UT
- Office address
- 68 NORTH K ST., SUITE 100, Salt Lake City, UT, 84103
- Business phone
- (385) 500-4894
Stated criteria beside observed behaviour
3 observed deals
Stated by the firm
- Sectors
- industrials
- Geography
- North America
- 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
- We invest in businesses with meaningful physical assets and contractual backing, which we believe can
Observed from deals on record
- roles
- unknown 3
- period
- to unknown, from unknown, undated holdings 3, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 3
- companies
- 3
- geography
- investments
- 3
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.333, value industrial manufacturing, examples Crossroads Paper
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.333, value miscellaneous manufacturing, examples Crossroads Paper
3 companies on the graph (0 transactions); most in industrial manufacturing (1); no dated observations
Funds
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| J••••••••• C•••••• F••• I• L•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $4.3M as of Mar 26, 2024 | no Form D | Early deployment |
Team
2 current, 0 former
Managing partner (1)
- M•••••• C• D•• · Managing Partner; Chief Compliance Officer · since Mar 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Operating partner (1)
- J• D• · J• D• Agostini is an Operating Partner at J••••••••• C••••••. Prior to J•••••••••, JR spent ten years · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
3 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| B•••••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| C••••••••• P•••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| I•••• P••••••••• M••••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
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 26, 2026J••••••••• C••••••: Private Equity Funds on Form ADV 1 (2024 extract) -> 3 (roster 2026-09-01)
- Oct 25, 2022J••••••••• C•••••• first filed Form ADV in the extract (IA)
Across the graphs
J••••••••• C•••••• 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.
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