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 / I•••••• R•• M••••••••• L•
I•••••• R•• M••••••••• L•
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: $0.05bn 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
- exempt reporting adviser
- Form ADV filings
- Dec 23, 2023 to Mar 26, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $54.2Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $54.2Mevery private fund type, latest filing
- 2024 PE fund GAV
- $54.2Msum 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 $54.2M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 1
- Employees
- unknown
- Headquarters
- Dedham, MA
- Office address
- 770 LEGACY PLACE, 2ND FLOOR, Dedham, MA, 02026
- Business phone
- 617-675-2414
Stated criteria beside observed behaviour
3 observed deals
Stated by the firm
- Sectors
- industrials, energy, industrial services
- 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
- We partner with businesses that serve critical needs in distinct and demanding markets.
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
- 0
- disclosed value usd
- n 0
- sector distribution
- holding period years
- n 0
- repeat counterparties
- subsector distribution
3 companies on the graph (0 transactions); 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 |
|---|---|---|---|---|---|---|
| I•••••• R•• O••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $54.2M as of Mar 26, 2024 | no Form D | Unknown |
Team
3 current, 0 former
Partner (3)
- B•••• H••••••• E••••••• · Member · since Dec 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C••••••••• L•••• S••••••• · Member · since Dec 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••• H•••• K••••• · Member · since Dec 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
3 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| G••••••• P•••••• P••••••• L••••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| O•• S••••••• I• A•••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| T•••••••• | 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
- Apr 27, 202601.22.2026 I•••••• Partners Launches G••••••• P•••••• Partners Led by Industry Veteran Jordan Landrum, Acquires F.A. Days & Sons
- Dec 23, 2023I•••••• R•• M••••••••• L• first filed Form ADV in the extract (ERA)
Across the graphs
I•••••• R•• 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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