DFX Intelligence
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V••••••• P••••••• L••
Buyout firmClassification probableLower middle marketSEC registered investment adviser· Austin, TXv•••••••••.com
Buyout firm, based in Austin, TX.
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
- $237M
- PE fund assets
- $204M
- PE funds
- 5
- Investments held
- 2 of 2
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Equity cheque $25.0M to $100MSectors infrastructureGeography United States
- Graphs 3
- Placement agents 1
Classification
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.20bn Private Equity Fund GAV on the Form ADV filed 2024-07-03
Classification history (2)
- Sep 18, 2026
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 5 of 5 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jan 7, 2022 to May 28, 2026
- RAUM
- $237Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $204Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $263Mevery private fund type, latest filing
- 2024 PE fund GAV
- $204Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-07-03, latest gav Private Equity Fund $204M, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 5
- Employees
- 10
- Headquarters
- Austin, TX
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
2 observed deals
Stated by the firm
- Sectors
- infrastructure
- Geography
- United States
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- $25.0M to $100M
- Control
- not stated or not yet read
- Thesis
- not stated or not yet read
Observed from deals on record
- roles
- unknown 2
- period
- to unknown, from unknown, undated holdings 2, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 2
- companies
- 2
- geography
- investments
- 2
- 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
2 companies on the graph (0 transactions); no dated observations
Funds
5 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B••• S•• I••••••• H••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $15.7M as of Jul 3, 2024 | no Form D | Unknown | |
| V••••••• D••• H••••••• L•• ADV: Private Equity Fund | Feeder or parallel | unknown | $117M as of Jul 3, 2024 | no Form D | Unknown | |
| V••••••• A••• H••••••• L•• ADV: Private Equity Fund | Feeder or parallel | unknown | $54.6M as of Jul 3, 2024 | no Form D | Unknown | |
| V••••••• H••• H••••••• L•• ADV: Private Equity Fund | Feeder or parallel | unknown | $12.5M as of Jul 3, 2024 | no Form D | Unknown | |
| V••••••• M•••• H••••••• L•• ADV: Private Equity Fund | Feeder or parallel | unknown | $4.1M as of Jul 3, 2024 | no Form D | Unknown |
Team
9 current, 1 former
Managing partner (4)
- D••• C•••••• R••• · Co-Ceo And Member · since Apr 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D••• C•••••• R••• · Co-CEO and Co-Founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• W•••••• M•••••••• · Co-Ceo And Member · since Apr 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• W•••••• M•••••••• · Co-CEO and Co-Founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (1)
- F••••• P•••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (1)
- T••• H•••• · Chief Compliance Officer · since Sep 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Other (3)
- C•••• L••••• · Senior Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• C••••••• · Senior Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••• N••••••••• · Senior Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- M••• S•••• · Cfo · Sep 1, 2017 to Jul 3, 2024 Inference
Portfolio
2 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| A••••••••• C•• | Role unknown | active | unknown | unknown | unknown | Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe) |
| C•••••••• | Role unknown | active | unknown | unknown | unknown | Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe) |
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)
- U•• S••••••••• L•• 1 shared · one time · last Jan 1, 2022
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
1 most recent
- Jan 7, 2022••• Locked
Across the graphs
V••••••• P••••••• L•• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.
Venture Capital1Independent 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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