DFX Intelligence

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T•• S•••••••• A•••••••

Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Fort Worth, TXt••.com

••• Locked

As of 2026-09-21 · identity and classification; each section below carries its own date

Regulatory AUM: $12B
PE fund assets: $4.5B
PE funds: 25
Investments held: Not established
Deals, last 12 months: Not established

Funds and vehicles Team (4)Transactions

As of 2026-09-21 · identity and classification; each section below carries its own date

Why this matters

Also held on 3 other DFX graphs, so its behaviour can be read from more than one side.
Graphs 3
0 lenders and 8 placement agents appear beside this firm on the record.
Placement agents 8
Reported $12B of regulatory assets at its last Form ADV filing.
2026-06-02
RAUM $12B

Classification

How this organization is classified, and on what basisBuyout firm · 1 in historyShow

Class: Buyout firmconfirmed, confidence 85%
Basis: R6: 11 of 11 distinct vehicles are sworn Private Equity Funds; 11 reported gross assets on a filing in 2022 or later
Size band: Middle marketdefined by: proxy: $4.54bn Private Equity Fund GAV on the Form ADV filed 2024-09-27

Classification history (1)

Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 11 of 11 distinct vehicles are sworn P•••••• Equity Funds; 11 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Feb 17, 2021 to Jun 2, 2026
RAUM: $12Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 25
PE fund GAV, latest filing: $4.5Breported gross assets (Form ADV), not fund size
All private fund GAV: $12Bevery private fund type, latest filing
2024 PE fund GAV: $4.5Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: filed 2024-09-27, latest gav Private Equity Fund $4.5B, latest counts Private Equity Fund 11, lifetime distinct Private Equity Fund 11
Employees: 48
Headquarters: Fort Worth, TX
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

11 on record, 14 more on the reporting tape

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
N••••••• A••• F••• V• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$719M as of Sep 27, 2024	no Form D	Early deployment
T•• G• S•••••••• ••• L••• ADV: P•••••• Equity Fund	Fund of funds	2023 first reported on Form ADV	$693M as of Sep 27, 2024	no Form D	Early deployment
T•• N••• ••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$513M as of Sep 27, 2024	no Form D	Early deployment
T•• G• S•••••••• ••• L••• ADV: P•••••• Equity Fund	Fund of funds	2023 first reported on Form ADV	$435M as of Sep 27, 2024	no Form D	Early deployment
N••••••• A••• F••• I• P• C•• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$156M as of Sep 27, 2024	no Form D	Unknown
N••••••• A••• F••• I•• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$1.3B as of Sep 27, 2024	no Form D	Unknown
N••••••• A••• F••• I••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$451M as of Sep 27, 2024	no Form D	Unknown
N••••••• A••• F••• I•• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$151M as of Sep 27, 2024	no Form D	Unknown
N••••••• A••• F••• I•• C••••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$70.3M as of Sep 27, 2024	no Form D	Unknown
N••••••• A••• F••• I•• C•• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$62.7M as of Sep 27, 2024	no Form D	Unknown
N••••••• A••• F••• I• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$21.7M as of Sep 27, 2024	no Form D	Unknown

Gross assets by year from the annual reporting tape

These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.

Fund	Type (ADV)	Years	Latest reported GAV	Source
T•• G• S•••••••• I• ••• L•••	P•••••• Equity Fund	2026 to 2026	$922M filed Jun 2, 2026	reports.adviserinfo.sec.gov
T•• G• S•••••••• I• ••• L•••	P•••••• Equity Fund	2026 to 2026	$768M filed Jun 2, 2026	reports.adviserinfo.sec.gov
T•••• I••••••••• H••••••• I• L•••	P•••••• Equity Fund	2026 to 2026	$430M filed Jun 2, 2026	reports.adviserinfo.sec.gov
T•••• I••••••••• H••••••• I•• L•••	P•••••• Equity Fund	2026 to 2026	$233M filed Jun 2, 2026	reports.adviserinfo.sec.gov
T•••• I••••••••• H••••••• V••• L•••	P•••••• Equity Fund	2026 to 2026	$229M filed Jun 2, 2026	reports.adviserinfo.sec.gov
N••••••• A••• F••• V• C•• L•••	P•••••• Equity Fund	2026 to 2026	$191M filed Jun 2, 2026	reports.adviserinfo.sec.gov
T•••• I••••••••• H••••••• I•• L•••	P•••••• Equity Fund	2026 to 2026	$183M filed Jun 2, 2026	reports.adviserinfo.sec.gov
T•••• I••••••••• H••••••• I••• L•••	P•••••• Equity Fund	2026 to 2026	$142M filed Jun 2, 2026	reports.adviserinfo.sec.gov
T•••• I••••••••• H••••••• V• L•••	P•••••• Equity Fund	2026 to 2026	$113M filed Jun 2, 2026	reports.adviserinfo.sec.gov
T•• G• S•••••••• ••• L•••	P•••••• Equity Fund	2026 to 2026	$73.0M filed Jun 2, 2026	reports.adviserinfo.sec.gov
T•••• I••••••••• H••••••• V•• L•••	P•••••• Equity Fund	2026 to 2026	$52.4M filed Jun 2, 2026	reports.adviserinfo.sec.gov
N••••••• A••• F••• V• C••••• L•••	P•••••• Equity Fund	2026 to 2026	$51.6M filed Jun 2, 2026	reports.adviserinfo.sec.gov
N••••••• A••• F••• V• C••••• L•••	P•••••• Equity Fund	2026 to 2026	$33.7M filed Jun 2, 2026	reports.adviserinfo.sec.gov
T•• N••• ••• L•••	P•••••• Equity Fund	2026 to 2026	$26.3M filed Jun 2, 2026	reports.adviserinfo.sec.gov

Team

4 current, 5 former

Vice president (1)

J••••• K•••• · Vice President · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (3)

M••••• L•••• D••••••• · Chief Accounting Officer · since Feb 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
R•••••• J•••• H••••• · Chief Compliance Officer · since Feb 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
S••••• A••••• W••••••• · Treasurer · since Feb 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

5 former (kept with end dates)

D•••• N•• B•••••••• · Shareholder · Jan 1, 2022 to Sep 27, 2024 Inference
J•••• G••••• C•••••• · Shareholder · Jan 1, 2022 to Sep 27, 2024 Inference
B••••••• B••••••• · General Counsel · Feb 1, 2022 to Mar 28, 2024 Inference
K•• N•••• M••••• · Chief O•••••••• Officer · Feb 1, 2022 to Dec 1, 2023 Inference
M•••••• L•••••• · Vice President · Feb 1, 2021 to Mar 30, 2022 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

8 relationships

Placement agents (8)

T•• C•••••• B•• L•• 11 shared · very strong · last Jan 1, 2023
S•••••• S••••••••• 2 shared · recurring · last Jan 1, 2024
S•••••• C•••••• G••• 2 shared · recurring · last Jan 1, 2024
M••••• S•••••• 2 shared · recurring · last Jan 1, 2024
J••• M••••• S••••••••• L•• 2 shared · recurring · last Jan 1, 2024
U•• S••••••••• L•• 1 shared · one time · last Jan 1, 2016
C••• P•••••• A•••••••• L•• 1 shared · one time · last Jan 1, 2024
F••• P•••••••• I••••• L••• 1 shared · one time · last Jan 1, 2024

LP commitments

3 disclosed

C••••••••• P••••• E••••••••• R••••••••• S••••• in T•• G• S•••••••• ••• L••• $100M calpers.ca.gov
C••••••••• P••••• E••••••••• R••••••••• S••••• in T•• N••• ••• L••• $500M calpers.ca.gov
N•• Y••• S•••• C••••• R••••••••• F••• in T•• G• S•••••••• ••• L••• $500M osc.ny.gov

Events

2 most recent

Jun 2, 2026
••• Locked
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Feb 17, 2021
••• Locked
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness99 · HIGH: as of: 2026-09-23items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9888888888888889,"evidence":"2 method: sum of component points, capped at 1.0
model score-pe-1
Research priority60 · ELEVATED: as of: 2026-09-23items: [{"code":"SCALE_BAND","points":0.3,"evidence":"MIDDLE_MARKET"},{"code":"COMPLETEmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-23items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite0 · LOW: as of: 2026-09-23items: []method: sum of component points, capped at 1.0
missing: no transactions on the graph for this firm yet
model score-pe-1
Profile completeness58 · ELEVATED: as of: 2026-09-23items: [{"code":"FIELDS_PRESENT","points":0.5833333333333334,"evidence":["website","desmethod: sum of component points, capped at 1.0
missing: partners, portfolio, transactions, stated criteria, lenders
model score-pe-1
Fund deployment activity70 · ELEVATED: as of: 2026-09-23items: [{"code":"FUNDS_DEPLOYING","points":0.7,"caution":"deployment state is read frommethod: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Independent Sponsor Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: yesterday
Observations: 26
Sources: 3
Open research tasks: 1

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

T•• S•••••••• A••••••• 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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