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 / M••••••• C••••••
M••••••• C••••••
Hybrid manager · probableLower middle marketAustin, TXm•••••••••.comSEC registered investment adviser
Classification
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 1 of 21 distinct vehicles; hedge, securitized or liquidity vehicles 20
- Size band
- Lower middle marketdefined by: proxy: $0.00bn Private Equity Fund GAV on the Form ADV filed 2021-03-30
Classification history (1)
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 1 of 21 distinct vehicles; hedge, securitized or liquidity vehicles 20
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Nov 22, 2011 to Mar 30, 2021
- RAUM
- $1.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $3.3Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $115Mevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 5%
- Fund type mix
- filed 2021-03-30, latest gav Hedge Fund $111M, Private Equity Fund $3.3M, latest counts Hedge Fund 6, Private Equity Fund 1, lifetime distinct Hedge Fund 20, Private Equity Fund 1
- Employees
- 4
- Headquarters
- Austin, TX
- Office address
- 500 WEST 2ND STREET, SUITE 1850, Austin, TX, 78701-3017
- Business phone
- 512.637.9700
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
0 on record, 1 more on the reporting tape
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 | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| K••••• E••••• O••••••••• F•••• L••• | Private Equity Fund | 2018 to 2021 | $3.3M filed Mar 30, 2021 | adviserinfo.sec.gov |
Team
3 current, 21 former
Managing partner (1)
- M•••••• D•••• H••••• · President & Ceo · since May 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- B•••• D•••• R••••• · General Counsel & Chief Compliance Officer · since Oct 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• M•••••• C•••••••• · Chief Operating Officer · since May 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
21 former (kept with end dates)
- M••••••• S•••• E•••• · Managing Director Of Business Development · Aug 1, 2015 to Mar 27, 2017 Inference
- A••• C•••••• S•••• · Ceo, Member, And Board Of Managers · May 1, 2003 to Jun 8, 2018 Inference
- J••• G••••• M•••••••• · President · Jan 1, 2013 to Mar 31, 2015 Inference
- C•••••• K•••••• J• W••••• · Member · Jan 1, 2013 to Mar 27, 2017 Inference
- G•••• K••••• S••••• · Deputy Chief Investment Officer And Managing Director · Feb 1, 2008 to Jun 8, 2018 Inference
- J••• R• M••••• · Managing Director Of Research · Jul 1, 2016 to Mar 27, 2017 Inference
- J••• W••••• A••••••• · Member · Jan 1, 2013 to Sep 24, 2014 Inference
- J••••• S•••••• W••• · Member · Jan 1, 2013 to Jun 8, 2018 Inference
- K•• E• S•••• · Member · May 1, 2003 to Jun 8, 2018 Inference
- L••• M••••••• · Member · May 1, 2003 to Jun 8, 2018 Inference
- M•••••• S•••••• R••••• · Managing Director · Jan 1, 2013 to Jul 11, 2016 Inference
- R••••• A•••• W••••• · Member · Jan 1, 2013 to Mar 27, 2017 Inference
- S••••• L•• W••••• · Member · Jan 1, 2013 to Mar 27, 2017 Inference
- T••••• J••••• M••••••• · Member · May 1, 2003 to Jun 8, 2018 Inference
- D•••• V•••• S•••• · Chief Compliance Officer - M••••••• C••••••, Llc · Feb 1, 2016 to Nov 19, 2019 Inference
- J•••• C•••••• S••••••• · Chief Compliance Officer · Jun 1, 2012 to May 17, 2013 Inference
- J•••• J•••• R•••••••• · Chief Operating Officer And Chief Compliance Officer · May 1, 2013 to Jun 6, 2015 Inference
- J••• J••••• C•••••• · Chief Compliance Officer · Jun 1, 2015 to Mar 24, 2016 Inference
- M•••••• A••••••• · Coo & Chief Compliance Officer · Aug 1, 2005 to Jun 19, 2012 Inference
- T••• M•••• B••••••• · Chief Financial Officer · Jan 1, 2013 to Jun 8, 2018 Inference
- J••• H••••• A•••••• · Principal · Feb 1, 2008 to Jan 30, 2013 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
15 most recent
- Sep 1, 2026Adviser CRD 129257 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Aug 5, 2026B•••• A••••••• Names Head of San Francisco Office
- Jun 25, 2026B•••• A••••••• Names Head of New York Office
- Feb 24, 2026B•••• A••••••• Launches Modern, True-to-Label, Global Value Investment Capability Under Leadership of Nick Kirrage
- Oct 22, 2025B•••• A••••••• appoints Nick Kirrage to Lead New Global and International Value Strategies
- May 7, 2025B•••• A••••••• opens office in Abu Dhabi Global Market to meet growing regional demand for its U.S. and global investment strategies
- May 5, 2025B•••• A••••••• Expands Presence in Texas, Hires Kyle Manley as Client Advisor
- Feb 3, 2025B•••• A••••••• Hires Nicholas Haffenreffer as Portfolio Manager in its Washington D.C. Office
- Jan 13, 2025B•••• A••••••• Appoints Logie Fitzwilliams Co-CEO to Serve Alongside Long-Time CEO Mike H•••••
- Dec 10, 2024B•••• A••••••• Hires New Portfolio Manager in Boston
- Nov 26, 2024B•••• A••••••• Hires New Chief Investment Officer for Endowments and Foundations Business
- Aug 1, 2024B•••• A••••••• Hires Senior Advisor in Southern California
- Mar 11, 2024B•••• A••••••• hires new head of impact investing and advice
- Jan 11, 2024B•••• A••••••• Hires Senior Advisor in Virginia
- Nov 22, 2011M••••••• C•••••• first filed Form ADV in the extract (IA)
Across the graphs
M••••••• C•••••• is the same institution as 1 record in RIA and Wealth.
RIA 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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