DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
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Firms / F••••••• E••••• P•••••••
F••••••• E••••• P•••••••
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.21bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Nov 7, 2015 to Mar 28, 2024
- RAUM
- $214Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $214Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $214Mevery private fund type, latest filing
- 2024 PE fund GAV
- $214Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-28, latest gav Private Equity Fund $214M, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 4
- Employees
- 3
- Headquarters
- Jackson, WY
- Office address
- 160 WEST DELONEY ST., Jackson, WY, 83001
- Business phone
- 307-249-6998
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 |
|---|---|---|---|---|---|---|
| F••••••• E••••• P••••••• T••••••• O••••••••• L• • S••••• D••••• I• ADV: Private Equity Fund | Buyout fund | 2022 first reported on Form ADV | $10.2M as of Mar 28, 2024 | no Form D | Unknown | |
| F••••••• E••••• P••••••• T••••••• O••••••••• L• • S••••• D••••• ADV: Private Equity Fund | Buyout fund | 2019 first reported on Form ADV | $27.4M as of Mar 28, 2024 | no Form D | Mature | |
| F••••••• E••••• P••••••• I• L••• ADV: Private Equity Fund | Buyout fund | unknown | $133M as of Mar 28, 2024 | no Form D | Unknown | |
| F••••••• E••••• P••••••• S•••••• O••••••••• I• L••• ADV: Private Equity Fund | Buyout fund | unknown | $43.2M as of Mar 28, 2024 | no Form D | Unknown |
Team
3 current, 1 former
Partner (2)
- R••••• R• A••••••• · Managing Director · since Aug 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• R•••••• A••••••• · Member · since Aug 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- M•••••• P•••••• M•••• · Cfo/Cco · since Dec 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
1 former (kept with end dates)
- S••••• J••••• S••••••• · Cfo/Cco · Dec 1, 2021 to Mar 11, 2024 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)
- B•• S••••••••• L•• 1 shared · one time · last Jan 1, 2017
LP commitments
1 disclosed
- N•• Y••• S•••• C••••• R••••••••• F••• $18.0M osc.ny.gov
Events
3 most recent
- Mar 30, 2026F••••••• E••••• P•••••••: Private Equity Funds on Form ADV 4 (2024 extract) -> 5 (roster 2026-09-01)
- Nov 7, 2015F••••••• E••••• P••••••• first filed Form ADV in the extract (ERA)
- Mar 1, 2007N•• Y••• S•••• C••••• R••••••••• F••• reports F••••••• Equity: $18,000,000 committedLp commitment disclosedFactN•• Y••• S•••• C••••• R••••••••• F•••Public pension private-markets disclosures, read through the venture lane's LP report tape
Across the graphs
F••••••• E••••• P••••••• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Allocators.
Venture Capital1Independent 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.
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