DFX Intelligence
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I•••••• A•••••••• I•••
Hybrid managerClassification probableLower middle marketSEC registered investment adviser· Atlanta, GAi••••••.com
Hybrid manager, based in Atlanta, GA.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $750B
- PE fund assets
- $44.5M
- PE funds
- 0
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Latest Form D Mar 20, 2026
- Graphs 3
- Placement agents 4
Classification
How this organization is classified, and on what basisHybrid manager · 2 in historyShowHide
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 3 of 78 distinct vehicles; hedge, securitized or liquidity vehicles 39
- Size band
- Lower middle marketdefined by: proxy: $0.04bn Private Equity Fund GAV on the Form ADV filed 2026-06-11
Classification history (2)
- Sep 23, 2026Hybrid manager (probable, 65%, cls-pe-2)R4: Private Equity Funds are 3 of 78 distinct vehicles; hedge, securitized or liquidity vehicles 39
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 3 of 77 distinct vehicles; hedge, securitized or liquidity vehicles 38
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Dec 13, 2011 to Jun 11, 2026
- RAUM
- $750Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- $44.5Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $64Bevery private fund type, latest filing
- 2024 PE fund GAV
- $44.5Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 4%
- Fund type mix
- filed 2026-06-11, latest gav Hedge Fund $5.5B, Liquidity Fund $23B, Real Estate Fund $23B, Other Private Fund $13B, latest counts Hedge Fund 12, Liquidity Fund 5, Real Estate Fund 3, Other Private Fund 10, lifetime distinct Hedge Fund 33, Liquidity Fund 6, Real Estate Fund 4, Other Private Fund 32, Private Equity Fund 3
- Employees
- 2,895
- Headquarters
- Atlanta, GA
- 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
4 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| I•••••• M••••••••• G••••• F••• L••• ADV: Private Equity Fund | Fund of funds | 2021 first reported on Form ADV | $37.8M as of Nov 25, 2024 | no Form D | Unknown | |
| I•••••• F•••• I••••• T•••• • I•••••• S••••••••• I••••••••• F••• | buyout or unlabelled | 2017 Form D first sale | unknown | no reporting | $6.0B | Fundraising |
| I•••••• M••••••• R••••••• M••••• L•••• A••• L••• ADV: Private Equity Fund | Feeder or parallel | 2013 first reported on Form ADV | $6.7M as of Nov 25, 2024 | no Form D | Harvest | |
| I•••••• M••••••• R••••••• M••••• F•••• L••• ADV: Private Equity Fund | SPV | 2013 first reported on Form ADV | $266,455 as of Nov 8, 2021 | no Form D | Wound down |
Team
6 current, 34 former
Managing partner (1)
- T••• L•• W••• · Chairman, Director, President, And Chief Executive Officer · since Mar 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (2)
- J•••••• H••••• K•••• · Director · 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)
- L•••• A•••••• D•••• · Director · since Aug 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (3)
- M••• W•••••• G•••••• · Chief Accounting Officer And Controller · since Mar 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T•••• G••••• V••••••• · Chief Financial Officer · since Mar 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••• K•••• · Chief Compliance Officer · since May 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
34 former (kept with end dates)
- G•••••• G••••• M•••••••• · Director, President And Chief Executive Officer · Mar 1, 2017 to Mar 31, 2023 Inference
- G•••••• M••• A••••• · Director, Co-President & Co-Chief Executive Officer · Jan 1, 2010 to Mar 7, 2014 Inference
- K•••• D••• K••••• · Director, Co-President, Co-Chief Executive Officer, Co-Chairman · Mar 1, 2013 to Mar 31, 2017 Inference
- A••••••• O••••••• A••••••• · Anti-Money Laundering Compliance Officer · Dec 1, 2011 to Apr 17, 2013 Inference
- A•••••• J•••••• L••• · Chief Accounting Officer, Cfo And Treasurer · Mar 1, 2017 to Mar 30, 2022 Inference
- A•••••• J•••••• L••• · Controller · Jan 1, 2010 to Mar 31, 2015 Inference
- C•••••• M•••••••• W••••• · Anti-Money Laundering Compliance Officer · Apr 1, 2013 to Jun 21, 2019 Inference
- L•••• A•••• R••••• · Anti-Money Laundering Compliance Officer · Jan 1, 2010 to Mar 30, 2012 Inference
- L••• O•••••• B••••••• · Chief Compliance Officer · Jul 1, 2015 to Feb 26, 2016 Inference
- M••• W•••••• G•••••• · Controller · Mar 1, 2015 to Jun 21, 2019 Inference
- R••••• R• L••••••• · Chief Compliance Officer · Feb 1, 2016 to May 13, 2020 Inference
- R••••••• G••••• H••••• E•••• · Treasurer And Chief Accounting Officer · May 1, 2011 to Mar 31, 2017 Inference
- T••• L••••••• S••••••• · Chief Compliance Officer And Sr. Vp · May 1, 2006 to Jul 13, 2015 Inference
- C•••• M•••••• · Director · Oct 1, 2014 to Mar 31, 2021 Inference
- K•••• M•••••• C••••• · Director · Jan 1, 2010 to Mar 31, 2023 Inference
- L•••• M•••••• S•••• · Director · Jan 1, 2010 to Mar 31, 2021 Inference
- P••••• T••••• · Director · Jan 1, 2010 to Mar 31, 2019 Inference
- A••••• R••• S••••••••• · Senior Vice President · Jan 1, 2010 to Jan 13, 2016 Inference
- A••••• R••• S••••••••• · Director, Senior Vice President · Mar 1, 2019 to Mar 28, 2024 Inference
- D•••• A••• R••••• · Senior Vice President · Jan 1, 2010 to Mar 7, 2014 Inference
- D•••• C••••• W••••• · Senior Vice President · Jan 1, 2010 to Jun 21, 2019 Inference
- E••• P• J•••••• · Senior Vice President · May 1, 2011 to Mar 29, 2018 Inference
- G••• K•••• W•••••• · Senior Vice President · Jan 1, 2010 to Jun 21, 2019 Inference
- J••• A•••••• G•••••••• · Vice President · Mar 1, 2017 to Jun 21, 2019 Inference
- J••• M••• Z••• · Senior Vice President · Jan 1, 2010 to Jun 21, 2019 Inference
- J••• S•••••• C••••• · Senior Vice President · Feb 1, 2011 to Jul 10, 2012 Inference
- K••• F•••••••• H•••••• · Senior Vice President · Jan 1, 2010 to Mar 26, 2013 Inference
- L••••• A•• S•••••• · Senior Vice President · Jan 1, 2010 to Jun 21, 2019 Inference
- M•••••• K•••• C••••• · Senior Vice President · Jan 1, 2010 to Jun 21, 2019 Inference
- P••••• •••••• I•••••••• · Senior Vice President · Feb 1, 2016 to Mar 31, 2019 Inference
- R•••••• S•••• D••••• · Senior Vice President · Apr 1, 2013 to Jun 21, 2019 Inference
- R••••• H• R••••• · Senior Vice President · Feb 1, 2016 to Jun 21, 2019 Inference
- S•••• S•••••• M••••• · Vice President · Dec 1, 2009 to Jun 21, 2019 Inference
- W••••• L•••• R••• · Senior Vice President · Feb 1, 2011 to Mar 31, 2017 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
1 relationships
Placement agents (1)
- I•••••• D••••••••• I••• 2 shared · recurring · last Mar 20, 2026
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
- Jun 11, 2026••• Locked
- Dec 13, 2011••• Locked
Across the graphs
I•••••• A•••••••• I••• is the same institution as 3 records in RIA and Wealth, Private Credit and Real Estate Funds.
RIA and Wealth1Private Credit1Real Estate Funds1
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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