DFX Intelligence
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C•• M•••••• L•
InfrastructureClassification probableMiddle marketSEC registered investment adviser· Mill Valley, CA
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $2.2B
- PE fund assets
- $2.2B
- PE funds
- 13
- Investments held
- 10 of 10
- Deals, last 12 months
- 0
Form ADV
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 infrastructure,energy,environmental_services
- Latest Form D Jul 22, 2025
- Graphs 3
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisInfrastructure · 2 in historyShowHide
- Class
- Infrastructureprobable, confidence 70%
- Basis
- 2 of 3 private equity vehicles are named infrastructure
- Size band
- Middle marketdefined by: proxy: $2.17bn Private Equity Fund GAV on the Form ADV filed 2026-09-21
- Strategies
- Infrastructure
Classification history (2)
- Sep 23, 2026Infrastructure (probable, 70%)2 of 3 private equity vehicles are named infrastructure
- Sep 13, 2026Buyout firm (confirmed, 85%)10 of 10 distinct vehicles are sworn Private Equity Funds; 9 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $2.2B · 13 PE funds · filed Sep 21, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Oct 8, 2020 to Sep 21, 2026
- RAUM
- $2.2Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 13
- PE fund GAV, latest filing
- $2.2Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $2.2Bevery private fund type, latest filing
- 2024 PE fund GAV
- $2.2Bsum 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: 13 funds, $2.2B reported gross assets, 14 ever reported
- Employees
- 15
- Headquarters
- Mill Valley, CA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour2 of 8 criteria stated · 9 observed dealsShowHide
Stated by the firm
- Sectors
- Infrastructure, energy, environmental services
- 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
- ••• Locked
Observed from deals on record
- On record
- 9 companies, 10 holdings, 4 transactions
- Period
- 2022 to 2025 (8 dated observations, 6 holdings undated)
- Most deals
- Industrial manufacturing (1 of 9, e.g. Veolia Water Technologies & Solutions), energy (1 of 9), tech enabled services (1 of 9) and 1 more
- Subsectors
- Miscellaneous manufacturing (1 of 9), energy (1 of 9), data processing hosting (1 of 9), waste treatment (1 of 9)
- Deal roles
- 2 platforms, 8 with role not stated
- Control
- 2 control, 8 not stated
- By year
- 2022: 1 platform, 2 other deals; 2025: 1 platform
- Repeat counterparties
- B••• S••••••••• I••• (financial adviser) on 2 deals, H••••••••• • S•••••••• L•• (legal adviser) on 2 deals, P•• P••••••• L• (sell-side adviser) on 2 deals and K••••••• • E•••• L•• (legal adviser) on 2 deals
9 companies on the graph (4 transactions); most in industrial manufacturing (1); 2 platforms and 0 add-ons; observed 2022 to 2025
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.
4 families, 14 vehicles on record
C•• M•••••• F••• L• · 1 vehicle · vintage 2025$196M
- C•• M•••••• F••• L• buyout or unlabelled$196M
C•••••• A••••••• I••••••••• F••• L• · 3 vehicles · vintage 2020$985M
- C•••••• A••••••• I••••••••• F••• L• Fund of funds · 2020$450M
- C•••••• A••••••• I••••••••• F•••••• L• Fund of funds · 2021$355M
- C•••••• A••••••• I••••••••• F••••• L• Fund of funds · 2020$180M
C•••••• A••••••• I••••••••• F••• I• L• · 2 vehicles · vintage 2024$0
- C•••••• A••••••• I••••••••• F••• I••• L• Infrastructure fund · 2024$0
- C•••••• A••••••• I••••••••• F••• I• L• Infrastructure fund · 2024$0
Co-investment vehicles · 8 vehicles · vintage 2024$994M
- C•• C•••••••• I• F••• I•• L• Co-investment vehicle · 2024$414M
- C•• C•••••••• I• F••• L• Co-investment vehicle · 2021$305M
- C•• C•••••••• I• F••• I• L• Co-investment vehicle · 2023$89.5M
- C•••• C•••••••• D•••••••• L• Co-investment vehicle · 2023$76.5M
- C•• C•••••••• I• F••••• F••• I•• L• Co-investment vehicle · 2024$62.2M
- C•• C•••••••• F••• N• L• Co-investment vehicle$33.1M
- C•• C•••••••• F••• L• Co-investment vehicle · 2021$14.5M
- C•• C•••••••• I• N•••• F••• L• Co-investment vehicle · 2021$0
View all 14 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C•• C•••••••• I• F••• I•• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $414M as of Sep 21, 2026 | $0 | Early deployment | |
| C•• C•••••••• I• F••••• F••• I•• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $62.2M as of Sep 21, 2026 | $0 | Early deployment | |
| C•••••• A••••••• I••••••••• F••• I••• L• ADV: Private Equity Fund | Infrastructure fund | 2024 Form D first sale | $0 as of Sep 21, 2026 | $78.0M | Unknown | |
| C•••••• A••••••• I••••••••• F••• I• L• ADV: Private Equity Fund | Infrastructure fund | 2024 Form D first sale | $0 as of Sep 21, 2026 | $37.0M | Unknown | |
| C•• C•••••••• I• F••• I• L• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $89.5M as of Sep 21, 2026 | $0 | Active deployment | |
| C•••• C•••••••• D•••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $76.5M as of Sep 21, 2026 | $0 | Active deployment | |
| C•••••• A••••••• I••••••••• F•••••• L• ADV: Private Equity Fund | Fund of funds | 2021 Form D first sale | $355M as of Sep 21, 2026 | $280M | Active deployment | |
| C•• C•••••••• I• F••• L• ADV: Private Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $305M as of Sep 21, 2026 | $0 | Active deployment | |
| C•• C•••••••• F••• L• ADV: Private Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $14.5M as of Sep 21, 2026 | $0 | Mature | |
| C•• C•••••••• I• N•••• F••• L• ADV: Private Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $0 as of Jul 21, 2023 | $0 | Wound down | |
| C•••••• A••••••• I••••••••• F••• L• ADV: Private Equity Fund | Fund of funds | 2020 Form D first sale | $450M as of Sep 21, 2026 | $296M | Active deployment | |
| C•••••• A••••••• I••••••••• F••••• L• ADV: Private Equity Fund | Fund of funds | 2020 Form D first sale | $180M as of Sep 21, 2026 | $125M | Active deployment | |
| C•• M•••••• F••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $196M as of Sep 21, 2026 | $0 | Unknown | |
| C•• C•••••••• F••• N• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $33.1M as of Sep 21, 2026 | $0 | Unknown |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: Investment organization websites (team, portfolio, strategy, criteria, news); 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.
17 current, 4 former
- President, Partner
- Managing Member · since Jul 1, 2020
- Partner
Full team · 17 peoplegrouped by role, with sources
Managing partner (2)
- A•••• G••• · President, Partner · start date unknown Firm website
- B••• G•••• · Managing Member · since Jul 1, 2020 Form ADV Press release Firm website
Partner (5)
- C•••••• R•••••• R••••••••• J•••• · Partner · start date unknown Firm website
- D•••••••• J••• C•••••• P•••••• D••••••••• · Partner · start date unknown Firm website
- L•• W••• · Partner · start date unknown Firm website
- M••• F•••••• · Partner · start date unknown Firm website
- X••••• C••••• · Partner · start date unknown Firm website
Principal (1)
- L••••• S••••• · Principal · start date unknown Firm website
Vice president (3)
- A•••••• K•• · Vice President · start date unknown Firm website
- J••• D••• · Vice President · start date unknown Firm website
- J•••• G•••• · Senior Associate · start date unknown Firm website
Business development (1)
- B••••• W•••• · Vice President, W•••• Origination · start date unknown Firm website
Investor relations (1)
- D•• G•••• · Investor Relations Associate · start date unknown Firm website
Platform (2)
- D•••• M•••••• A•••••••• · Chief Compliance Officer · since Jul 1, 2022 Form ADV
- T••• T•• · Director of Finance · start date unknown Firm website
Other (2)
- D•• W•••••• R•••••• · Senior Advisor · start date unknown Firm website
- J••••• X•• · Senior Fund Accountant · start date unknown Firm website
4 former (kept with end dates)
- D•••••••• J••• C•••••• P•••••• D••••••••• · Operating Partner · Jul 1, 2020 to Mar 31, 2022 Inference
- A••••• W••• · Partner · Jul 1, 2020 to Mar 31, 2022 Inference
- C•••••• R•••••• R••••••••• J•••• · Partner · Jul 1, 2020 to Mar 31, 2022 Inference
- D•• W•••••• R•••••• · Partner · Jul 1, 2020 to Sep 23, 2021 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. 10 portfolio relationships and 4 transactions are on this record.
10 on record, newest first · 2 platforms · 0 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| May 8, 2025 | V••••• W•••• T••••••••• • S•••••••• | Platform acquisition | Sponsor (confirmed) | active held 1.4 years | X••••• C••••• (confirmed) | c•••••••••.com |
| Aug 3, 2022 | S••••••• E••••• C••••• | Platform acquisition | Sponsor (confirmed) | active held 4.1 years | B••• G•••• (confirmed) | c•••••••••.com |
| Jun 29, 2022 | T•• R••• C•••••• | Growth investment | Sponsor (confirmed) | active held 4.2 years | B••• G•••• (confirmed) | c•••••••••.com |
| Jun 29, 2022 | T•• R••• C•••••• | Growth investment | Sponsor (confirmed) | active held 4.2 years | B••• G•••• (confirmed) | c•••••••••.com |
| date unknown | I•• P•••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
All 10 dealsnewest first
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| May 8, 2025 | V••••• W•••• T••••••••• • S•••••••• | Platform acquisition | Sponsor (confirmed) | active held 1.4 years | X••••• C••••• (confirmed) | c•••••••••.com |
| Aug 3, 2022 | S••••••• E••••• C••••• | Platform acquisition | Sponsor (confirmed) | active held 4.1 years | B••• G•••• (confirmed) | c•••••••••.com |
| Jun 29, 2022 | T•• R••• C•••••• | Growth investment | Sponsor (confirmed) | active held 4.2 years | B••• G•••• (confirmed) | c•••••••••.com |
| Jun 29, 2022 | T•• R••• C•••••• | Growth investment | Sponsor (confirmed) | active held 4.2 years | B••• G•••• (confirmed) | c•••••••••.com |
| date unknown | I•• P•••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | C•••••••• W•••• o• A•••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | R•• H••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | 3• D•••••• N•••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | S••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | P•••••• A•••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
Placement agents, lenders, advisers and co-investors
6 relationships
Placement agents (2)
- F••••••••• E••••• C•••••• L•• 11 shared · very strong · last May 22, 2024
- C•••• C•••••• L•• 2 shared · recurring · last May 22, 2024
Financial advisers (2)
- B••• S••••••••• I••• 2 shared · recurring · last Jun 29, 2022
- P•• P••••••• L• 2 shared · recurring · last Jun 29, 2022
Legal advisers (2)
- H••••••••• • S•••••••• L•• 2 shared · recurring · last Jun 29, 2022
- K••••••• • E•••• L•• 2 shared · recurring · last Jun 29, 2022
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
11 not already shown above, of 15 most recent
- Mar 26, 2026••• Locked
- Mar 12, 2026••• Locked
- Dec 22, 2025••• Locked
- May 8, 2025••• Locked
- Dec 11, 2024••• Locked
Full timeline · 15 eventsnewest first, including the LP commitments and deals above
- Mar 26, 2026••• Locked
- Mar 12, 2026••• Locked
- Dec 22, 2025••• Locked
- May 8, 2025••• Locked
- May 8, 2025••• Locked
- Dec 11, 2024••• Locked
- Jul 11, 2024••• Locked
- May 10, 2023••• Locked
- Aug 3, 2022••• Locked
- Aug 3, 2022••• Locked
- Jun 29, 2022••• Locked
- Jun 29, 2022••• Locked
- Jun 29, 2022••• Locked
- Jun 4, 2021••• Locked
- Oct 8, 2020••• Locked
Across the graphs
C•• M•••••• L• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.
Independent Sponsors1RIA and Wealth1Allocators1
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…