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 / F•••••• S••••• • C••
F•••••• S••••• • C••
We partner with exceptional founders and management teams in the consumer and distribution sectors to build enduring businesses.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 11 of 11 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
- Size band
- Upper middle marketdefined by: proxy: $5.90bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 11 of 11 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 14, 2012 to Mar 27, 2024
- RAUM
- $5.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 10
- PE fund GAV, latest filing
- $5.9Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $5.9Bevery private fund type, latest filing
- 2024 PE fund GAV
- $5.9Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-27, latest gav Private Equity Fund $5.9B, latest counts Private Equity Fund 10, lifetime distinct Private Equity Fund 11
- Employees
- 40
- Headquarters
- Los Angeles, CA
- Office address
- 11100 SANTA MONICA BLVD, SUITE 1900, Los Angeles, CA, 90025
- Business phone
- 310-444-1822
Stated criteria beside observed behaviour
72 observed deals
Stated by the firm
- Sectors
- distribution, consumer, healthcare
- 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
- roles
- unknown 72
- period
- to unknown, from unknown, undated holdings 72, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 72
- companies
- 72
- geography
- investments
- 72
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 4
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.028, value consumer services, examples VIO Med Spa, Baseline Fitness, count 1, share 0.014, value transportation logistics, examples Micro Warehouse, count 1, share 0.014, value industrial services, examples NearU
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.014, value warehousing, examples Micro Warehouse, count 1, share 0.014, value personal care services, examples VIO Med Spa, count 1, share 0.014, value fitness recreation, examples Baseline Fitness, count 1, share 0.014, value hvac plumbing mechanical, examples NearU
72 companies on the graph (0 transactions); most in consumer services (2); no dated observations
Funds
11 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| F• E••••• P••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | 2024 first reported on Form ADV | $779M as of Mar 27, 2024 | no Form D | Unknown | |
| F• A••••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $39.9M as of Mar 27, 2024 | no Form D | Unknown | |
| F• E••••• P••••••• V•••• L••• ADV: Private Equity Fund | Buyout fund | 2019 first reported on Form ADV | $2.8B as of Mar 27, 2024 | no Form D | Mature | |
| F• A••••••••• V•••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $105M as of Mar 27, 2024 | no Form D | Mature | |
| F• E••••• P••••••• V••• L••• ADV: Private Equity Fund | Buyout fund | 2015 first reported on Form ADV | $1.6B as of Mar 27, 2024 | no Form D | Mature | |
| F• A••••••••• V••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $45.2M as of Mar 27, 2024 | no Form D | Mature | |
| F• E••••• P••••••• V•• L••• ADV: Private Equity Fund | Buyout fund | unknown | $282M as of Mar 27, 2024 | no Form D | Harvest | |
| F• E••••• P••••••• V• L••• ADV: Private Equity Fund | Buyout fund | unknown | $204M as of Mar 27, 2024 | no Form D | Harvest | |
| F• A••••••••• V•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $13.0M as of Mar 27, 2024 | no Form D | Harvest | |
| F• E••••• P••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | unknown | $2.9M as of Jan 30, 2021 | no Form D | Wound down | |
| F• A••••••••• V• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2.8M as of Mar 27, 2024 | no Form D | Harvest |
Team
10 current, 5 former
Managing partner (9)
- B••••••• D•••• G••••• · Managing Member · since Sep 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B••• J••••• B••••••• · Managing Member · since Sep 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B••••••• M•• L••• F•••••• · Managing Member · since Sep 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••••••• B•••• J•••••• · Managing Member · since Jan 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• H•••• · Managing Member · since Jan 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• M•••••• R••• · Managing Member · since Sep 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•• D•••• R•••• · President, Chief Operating Officer And Limited Partner · since Sep 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• A•••••• H••••••• · Managing Member · since Mar 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• P••• S••••• · Managing Member · since Jan 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- C••••••••• M• I•••••• · Chief Compliance Officer, Chief Financial Officer, And Chief Legal Officer · since Sep 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)
- J•••• F•••••••• S•••••• · Managing Member · Sep 1, 2008 to Mar 31, 2021 Inference
- T••• W•••••• H••••••• · Managing Member · Sep 1, 2008 to Mar 31, 2021 Inference
- G•••••• L••••••• B••••••• · Chief Financial Officer · Jan 1, 2021 to Mar 31, 2022 Inference
- L•••• A•••••• L•••••••• · Chief Financial Officer · Jul 1, 2011 to Jan 30, 2021 Inference
- W•••••• M•••••• W•••••• · Chief Compliance Officer · Sep 1, 2008 to Sep 29, 2021 Inference
Portfolio
72 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
3 relationships
Placement agents (3)
- L••••• F••••• • C•• L•• 3 shared · strong · last Jan 1, 2024
- T••••• A•••••••• I••• 1 shared · one time · last Jan 1, 2019
- T••••• E••••• S• 1 shared · one time · last Jan 1, 2019
LP commitments
8 disclosed
- C••••••••• S•••• T•••••••• R••••••••• S••••• in F• E••••• P••••••• V• L••• $95.0M calstrs.com
- N•• Y••• S•••• C••••• R••••••••• F••• in F• E••••• P••••••• V• L••• $50.0M osc.ny.gov
- N•• Y••• S•••• C••••• R••••••••• F••• in F• E••••• P••••••• V•• L••• $80.0M osc.ny.gov
- N•• Y••• S•••• C••••• R••••••••• F••• in F• E••••• P••••••• V••• L••• $125M osc.ny.gov
- N•• Y••• S•••• C••••• R••••••••• F••• in F• E••••• P••••••• V•••• L••• $150M osc.ny.gov
- N•• Y••• S•••• C••••• R••••••••• F••• in F• E••••• P••••••• V•• L••• $80.0M osc.ny.gov
- L•• A•••••• C••• E••••••••• R••••••••• S••••• in F• E••••• P••••••• V•••• L••• $25.0M lacers.org
- L•• A•••••• C••• E••••••••• R••••••••• S••••• in F• E••••• P••••••• V•••• L••• $25.0M lacers.org
Events
2 most recent
- Mar 31, 2026F•••••• S•••••: Private Equity Funds on Form ADV 10 (2024 extract) -> 7 (roster 2026-09-01)
- Feb 14, 2012F•••••• S••••• • C•• first filed Form ADV in the extract (IA)
Across the graphs
F•••••• S••••• • 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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