DFX Intelligence
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P•••••••• H••••• A•••• M••••••••• L•••
Fund of fundsClassification probableLower middle marketSEC registered investment adviser· Fort Lauderdale, FLp•••••••••.com
Fund of funds, based in Fort Lauderdale, FL.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.8B
- PE fund assets
- $11.9M
- PE funds
- 3
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 2
- RAUM $1.8B
Classification
How this organization is classified, and on what basisFund of funds · 1 in historyShowHide
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 6 of 6 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.01bn Private Equity Fund GAV on the Form ADV filed 2024-04-29
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 6 of 6 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 2, 2012 to Mar 18, 2026
- RAUM
- $1.8Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $11.9Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $9.4Mevery private fund type, latest filing
- 2024 PE fund GAV
- $11.9Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-04-29, latest gav Private Equity Fund $11.9M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 6
- Employees
- 18
- Headquarters
- Fort Lauderdale, FL
- Office address
- ••• Locked
- Business phone
- ••• Locked
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
6 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P• I•••••••• T•• A••• V••• L•• ADV: Private Equity Fund | Fund of funds | 2019 first reported on Form ADV | $4.3M as of Apr 29, 2024 | no Form D | Active deployment | |
| P• I•••••••• T•• V••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $2.8M as of Apr 29, 2024 | no Form D | Harvest | |
| P• I•••••••• R••••••••• E••••• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $4.8M as of Apr 29, 2024 | no Form D | Harvest | |
| P• I•••••••• R••••••••• E••••• F•••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Aug 3, 2023 | no Form D | Wound down | |
| P• I•••••••• T•• V•• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Mar 15, 2022 | no Form D | Wound down | |
| P• I•••••••• C••••••••• O••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | unknown | $0 as of Apr 16, 2021 | no Form D | Wound down |
Team
8 current, 3 former
Partner (1)
- B••••••• C•••• S••••••• · Chief Investment Officer · since Apr 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (3)
- D•••• P•••••• W•••••• · Vice President · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E••• M••••••• · Vice President · since Jan 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••• B••••••• J••••• · Managing Vice President · since Jul 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Board or advisory (2)
- L•••• M•••••• E•••• · Grantor And Trustee · since Nov 1, 2001 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L•••• F•••• E•••• · Trustee · since Nov 1, 2001 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- K•••••• A•• W••• · Financial Planning Manager/Chief Compliance Officer · since Jan 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••• D•••••• H•••• · Executive Vice President/Chief Operating Officer · since Jan 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
3 former (kept with end dates)
- A•••••• D•••••• C•••••••• · Chief Investment Officer · Jan 1, 2023 to Apr 29, 2024 Inference
- J••••••• M•••••• B•••••• · Chief Investment Officer · Jan 1, 2005 to Aug 10, 2012 Inference
- A••• K• P••••••• · Chief Compliance Officer · Jul 1, 2012 to Mar 27, 2014 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
1 most recent
- Feb 2, 2012••• Locked
Across the graphs
P•••••••• H••••• A•••• M••••••••• L••• 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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