DFX Intelligence
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P••• B•••• C•••••• M••••••••• I••• L••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· West P••• B••••, FL
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $999M
- PE fund assets
- $999M
- PE funds
- 15
- Investments held
- 0 of 24
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Nothing material in the last 180 days. Last change: 16 Apr 2021, Filed a Form D on 16 Apr 2021, the first public sign that a vehicle is taking commitments.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- 21 of 21 distinct vehicles are sworn Private Equity Funds; 16 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $1.00bn Private Equity Fund GAV on the Form ADV filed 2026-03-27
Classification history (2)
- Sep 23, 2026Buyout firm (confirmed, 85%)21 of 21 distinct vehicles are sworn Private Equity Funds; 16 reported gross assets on a filing in 2022 or later
- Sep 13, 2026Buyout firm (confirmed, 85%)20 of 20 distinct vehicles are sworn Private Equity Funds; 15 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $999M · 15 PE funds · filed Mar 27, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Feb 13, 2012 to Mar 27, 2026
- RAUM
- $999Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 15
- PE fund GAV, latest filing
- $999Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $999Mevery private fund type, latest filing
- 2024 PE fund GAV
- $999Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- Private equity fund: 15 funds, $999M reported gross assets, 21 ever reported
- Employees
- 8
- Headquarters
- West P••• B••••, FL
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour7 of 8 criteria stated · 24 observed dealsShowHide
Stated by the firm
- Sectors
- Business services, distribution, healthcare, transportation logistics
- Geography
- Texas
- Revenue
- from $1.0M
- EBITDA
- from $5.0M
- Enterprise value
- $20.0M to $300M
- Equity check
- not stated or not yet read
- Control
- Majority, minority
- Thesis
- ••• Locked
Observed from deals on record
- On record
- 24 companies, 24 holdings
- Most deals
- Consumer products (6 of 24, e.g. D’Arcy Laboratories Consumer Products and Global Care Solutions Consumer Products), aerospace defense (1 of 24), industrial manufacturing (1 of 24) and 1 more
- Subsectors
- Consumer products (6 of 24), aerospace defense (1 of 24), miscellaneous manufacturing (1 of 24), media telecom (1 of 24)
- Deal roles
- 24 with role not stated
- Control
- 24 not stated
24 companies on the graph (0 transactions); most in consumer products (6); no dated observations
FundsHow vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.
11 families, 22 vehicles on record
P••• B•••• C•••••• F••• V•• L••• · 2 vehicles · vintage 2024$406M
- P••• B•••• C•••••• F••• V•• L••• buyout or unlabelled · 2024$305M
- P••• B•••• C•••••• F••• V• P•••••••• L••• Feeder or parallel · 2024$101M
P•• V• P••••••••• F•••• L• · 1 vehicle · vintage 2024$20.4M
- P•• V• P••••••••• F•••• L• buyout or unlabelled · 2024$20.4M
P••• B•••• C•••••• F••• V• L••• · 2 vehicles · vintage 2021$164M
- P••• B•••• C•••••• F••• V• L••• buyout or unlabelled · 2021$164M
- P••• B•••• C•••••• F••• V• L••• buyout or unlabelled · 2020
P••• B•••• C•••••• F••• I•• L• · 1 vehicle · vintage 2017$117M
- P••• B•••• C•••••• F••• I•• L• buyout or unlabelled · 2017$117M
P••• B•••• C•••••• F••• I••• L••• · 1 vehicle$40.6M
- P••• B•••• C•••••• F••• I••• L••• buyout or unlabelled$40.6M
Co-investment vehicles · 10 vehicles · vintage 2024$230M
- P•• P••• D••••• C••••••••• L••• Co-investment vehicle$149M
- P•• P••• D••••• C••••••••• F•••••• L••• Co-investment vehicle · 2024$42.3M
- H•• C••••••••• L• Co-investment vehicle · 2015$18.7M
- P•• B••• T••• C••••••••• L• Co-investment vehicle · 2020$18.3M
- P•• M•••• C••••••••• L• Co-investment vehicle · 2020$1.2M
- L•••••• C••••••••• L• Co-investment vehicle · 2015$424,000
- L•••••• C••••••••• I•• L• Co-investment vehicle · 2017$212,000
- P•• M•••• C••••••••• L•• Co-investment vehicle · 2020$121,768
- P•• N•• C••••••••• L• Co-investment vehicle · 2020$47,600
- P•• L••••• C••••••••• L• Co-investment vehicle · 2020$17,137
5 smaller families are in the full list of vehicles.
View all 22 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P••• B•••• C•••••• F••• V•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $305M as of Mar 27, 2026 | no Form D | Early deployment | |
| P••• B•••• C•••••• F••• V• P•••••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $101M as of Mar 27, 2026 | no Form D | Early deployment | |
| P•• P••• D••••• C••••••••• F•••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $42.3M as of Mar 27, 2026 | no Form D | Early deployment | |
| P•• V• P••••••••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $20.4M as of Mar 27, 2026 | no Form D | Early deployment | |
| P•• V• P••••••••• F••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $14.0M as of Mar 27, 2026 | no Form D | Successor fundraising | |
| P••• B•••• C•••••• F••• V• L••• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $164M as of Mar 27, 2026 | no Form D | Successor fundraising | |
| P•• B••• T••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2020 first reported on Form ADV | $18.3M as of Mar 27, 2026 | no Form D | Unknown | |
| P•• M•••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2020 first reported on Form ADV | $1.2M as of Mar 27, 2026 | no Form D | Mature | |
| P•• M•••• C••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2020 first reported on Form ADV | $121,768 as of Mar 28, 2024 | no Form D | Mature | |
| P•• N•• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2020 first reported on Form ADV | $47,600 as of Dec 9, 2021 | no Form D | Wound down | |
| P•• L••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2020 first reported on Form ADV | $17,137 as of Mar 27, 2026 | no Form D | Harvest | |
| P••• B•••• C•••••• F••• V• L••• | buyout or unlabelled | 2020 Form D first sale | unknown | no reporting | $132M | Unknown |
| P••• B•••• C•••••• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $117M as of Mar 27, 2026 | no Form D | Unknown | |
| P•• I• P••••••••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $6.4M as of Mar 27, 2026 | no Form D | Unknown | |
| L•••••• C••••••••• I•• L• ADV: Private Equity Fund | Co-investment vehicle | 2017 first reported on Form ADV | $212,000 as of Dec 9, 2021 | no Form D | Wound down | |
| H•• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2015 first reported on Form ADV | $18.7M as of Mar 27, 2026 | no Form D | Harvest | |
| L•••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2015 first reported on Form ADV | $424,000 as of Dec 9, 2021 | no Form D | Wound down | |
| P•• P••• D••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $149M as of Mar 27, 2026 | no Form D | Unknown | |
| P••• B•••• C•••••• F••• I••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $40.6M as of Mar 27, 2026 | no Form D | Harvest | |
| P••• B•••• C•••••• F••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $3.5M as of Mar 25, 2020 | no Form D | Mature | |
| P•• I•• P••••••••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1.5M as of Mar 27, 2026 | no Form D | Harvest | |
| P••• B•••• C•••••• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Mar 31, 2022 | no Form D | Wound down |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites). A person named by two sources under two spellings is shown once, with both sources.
5 current, 2 former
- Chief Compliance Officer/Chief Executive Officer · since Mar 1, 2020
- Elected Manager, Member · since May 1, 2011
- Elected Manager, Member · since May 1, 2011
- Elected Manager, Member · since May 1, 2011
- Elected Manager, Member · since May 1, 2011
Full team · 5 peoplegrouped by role, with sources
Managing partner (1)
- C••••••••• S•••••• F••••• · Chief Compliance Officer/Chief Executive Officer · since Mar 1, 2020 Form ADV
Partner (4)
- J•••• W•••••• H••••• · Elected Manager, Member · since May 1, 2011 Form ADV
- M•••••• L•••• S•••••••• · Elected Manager, Member · since May 1, 2011 Form ADV
- N••••• S•••• W••• · Elected Manager, Member · since May 1, 2011 Form ADV
- S•••• L••••• M••••••• · Elected Manager, Member · since May 1, 2011 Form ADV
2 former (kept with end dates)
- A••• P•••• K•••• · Chief Compliance Officer And Chief Financial Officer · May 1, 2011 to Mar 28, 2013 Inference
- E•••• T••••••••• L•••••• · Chief Financial Officer & Chief Compliance Officer · Apr 1, 2013 to Jun 26, 2020 Inference
DealsHow deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 24 portfolio relationships and 0 transactions are on this record.
24 on record, newest first · 0 platforms · 0 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| date unknown | N••••••• C••••••••• D••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | B•• S•••••••• G•••• B••••••• S••••••••• P••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | i••• B•••••• G•••• B••••••• S••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | M•••• J••• T••••••••• • I• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | C• • C••••••• C•••••• C••••••• B••••••• S••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
All 24 dealsnewest first
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| date unknown | N••••••• C••••••••• D••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | B•• S•••••••• G•••• B••••••• S••••••••• P••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | i••• B•••••• G•••• B••••••• S••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | M•••• J••• T••••••••• • I• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | C• • C••••••• C•••••• C••••••• B••••••• S••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | C••••• P•••••• B••••••• S••••••••• • L•••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | L•••••• M•••••• H•••••••• L•• D••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | E••••••••• R•••••••• I••• C••••••• P••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | I••••••••• T•••••••• T••••••••• • L•••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | E•••••••• E••••••••• C••••••• P••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | D••••• L••••••••• C••••••• P••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | C•• E••••••• L•• A•••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | D••••• P•• B••••••• S••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | M•••••• I•••••• H••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | A••••• M•••••• D••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | I•••••••• T••••••••• B••••••• S••••••••• • I• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | G••••• C••• S•••••••• C••••••• P••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | D•••••• D••••• M•••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | A•••• A•••••• C••••••• P••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | A••••• D••••••• S••••• D••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | C•••• E••••••••• B••••••• P••••••••• S••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | C••• C••••••• P••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | A•••• P•••• M•••• M••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | P•• B••••••• S••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
Placement agents, lenders, advisers and co-investors
3 relationships
Placement agents (3)
- C•••••••• A•••••••• L•• 1 shared · one time · last Jan 1, 2012
- W••••• C•••••• 1 shared · one time · last Jan 1, 2012
- S••••••••• S••••••••• L•• 1 shared · one time
LP commitmentsHow LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.
0 LPs, 0 disclosed commitments
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
21 most recent
- Sep 16, 2026••• Locked
- Jun 2, 2025••• Locked
- Jan 13, 2025••• Locked
- Oct 8, 2024••• Locked
- Aug 7, 2024••• Locked
Full timeline · 21 eventsnewest first, including the LP commitments and deals above
- Sep 16, 2026••• Locked
- Jun 2, 2025••• Locked
- Jan 13, 2025••• Locked
- Oct 8, 2024••• Locked
- Aug 7, 2024••• Locked
- Apr 15, 2024••• Locked
- Mar 18, 2024••• Locked
- Feb 19, 2024••• Locked
- Nov 27, 2023••• Locked
- Sep 21, 2023••• Locked
- Sep 5, 2023••• Locked
- Apr 20, 2023••• Locked
- Nov 22, 2022••• Locked
- Oct 11, 2022••• Locked
- Aug 22, 2022••• Locked
- Aug 16, 2022••• Locked
- May 31, 2022••• Locked
- Dec 6, 2021••• Locked
- Oct 14, 2021••• Locked
- Aug 3, 2021••• Locked
- Feb 13, 2012••• Locked
Across the graphs
P••• B•••• C•••••• M••••••••• I••• 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.
Checking your plan…
Not yet on record: deals, last 12 months.