DFX Intelligence
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J•• P•••••••
Buyout firmClassification confirmedLower middle marketSEC exempt reporting adviser· Hanover, MDj•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- Not established
- PE fund assets
- $20.3M
- PE funds
- 2
- Investments held
- 0 of 26
- Deals, last 12 months
- 0
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors real_estate,consumer,franchisingGeography United States,Southeast,Mid-Atlantic
- Graphs 2
- Placement agents 1
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.03bn Private Equity Fund GAV on the Form ADV filed 2024-03-20
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Mar 22, 2012 to Feb 24, 2026
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $20.3Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $20.3Mevery private fund type, latest filing
- 2024 PE fund GAV
- $20.3Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2026-02-24, latest gav Private Equity Fund $20.3M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 6
- Employees
- unknown
- Headquarters
- Hanover, MD
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
27 observed deals
Stated by the firm
- Sectors
- real estate, consumer, franchising
- Geography
- United States, Southeast, Mid-Atlantic
- 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
- ••• Locked
Observed from deals on record
- roles
- unknown 26
- period
- to 2023-10-26, from 2023-10-26, undated holdings 26, dated observations 1
- window
- last 2023-10-26, first 2023-10-26
- control
- unknown 26
- companies
- 27
- geography
- count 1, share 0.037, value GA, count 1, share 0.037, value VA
- investments
- 26
- seller kinds
- transactions
- 1
- cadence by year
- 2023 add ons 1
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 9
- disclosed value usd
- n 0
- sector distribution
- count 8, share 0.296, value industrial services, examples BlueMntnLogoCMYK, Turnersserviceco, Alpha Plumbing, Air Right, count 1, share 0.037, value healthcare services, examples Hometown Hospice & Homecare
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 7, share 0.259, value hvac plumbing mechanical, examples BlueMntnLogoCMYK, Turnersserviceco, Alpha Plumbing, Air Right, count 1, share 0.037, value home health, examples Hometown Hospice & Homecare
27 companies on the graph (1 transactions); most in industrial services (8); observed 2023 to 2023
Funds
6 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| J•••••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $13.4M as of Mar 20, 2024 | no Form D | Early deployment | |
| J•• C•••••• P••••••• I••• L• ADV: Private Equity Fund | Buyout fund | 2014 first reported on Form ADV | $14.6M as of Mar 20, 2024 | no Form D | Harvest | |
| J••••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2013 first reported on Form ADV | $400,000 as of Jan 14, 2016 | no Form D | Wound down | |
| J••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2013 first reported on Form ADV | $350,000 as of Feb 17, 2016 | no Form D | Wound down | |
| J••••••• C••••••••• I•• L• ADV: Private Equity Fund | Co-investment vehicle | 2013 first reported on Form ADV | $75,000 as of Jan 14, 2016 | no Form D | Wound down | |
| J•• C•••••• P••••••• I•• L• ADV: Private Equity Fund | Buyout fund | unknown | $10.0M as of Feb 17, 2016 | no Form D | Wound down |
Team
20 current, 3 former
Managing partner (4)
- J•••• R••••• B••••• · President/Chief Executive Officer · 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)
- J•• B••••• · President & CEO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J• B••••• · Founder & Chairman · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J• B••••• · Chairman · 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)
Partner (7)
- B•••••••• G••••••••• · Team Member since 2014 · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• T•••• · Team Member since 2018 · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• W••••••• · Team Member since 2025 · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• G•••••• · Team Member since 1998 · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• E•••• · Team Member since 2004 · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• K••••••• · Sr. Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• F••••••• J•• · Property Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (2)
- A••••• B•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• G••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (3)
- A••• C••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• C••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• F••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Analyst (1)
- T••••• M•••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (3)
- J•• J••• · Chief Compliance Officer/Chief Operating Officer · since Jun 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•• J••• · COO & CCO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• Z••••• · Property Operations Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
3 former (kept with end dates)
- M•••••• K•••• B•••••• · Cco/Cfo/Managing Director · Nov 1, 2016 to Mar 26, 2019 Inference
- S•• a• B••••••• · Senior Vice President/Chief Financial Officer · Jan 1, 2010 to Jan 14, 2016 Inference
- T••••• W•••••• C••••• · Chief Compliance Officer/Chief Financial Officer · Oct 1, 2018 to Oct 4, 2021 Inference
Portfolio
26 relationships, 0 platforms, 0 add-ons
Transactions
1 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Oct 26, 2023 | Add-on acquisition | B••••••• P•••••••• H••••••• A•• C••••••••• • E••••••••• I••• | Co-investor | privsource.com |
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- A••••• C•••••• P••••••• L•• 1 shared · one time · last Jan 1, 2014
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
5 most recent
- Sep 17, 2026••• Locked
- Jan 7, 2026••• Locked
- Jan 7, 2026••• Locked
- Oct 26, 2023••• Locked
- Mar 22, 2012••• Locked
Across the graphs
J•• P••••••• 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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