DFX Intelligence
Private Equity Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firms / R•••••• H••••••••• C•••••• L••
R•••••• H••••••••• C•••••• L••
••• Locked
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: $0.60bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
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
- May 25, 2021 to Mar 29, 2024
- RAUM
- $601Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $601Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $601Mevery private fund type, latest filing
- 2024 PE fund GAV
- $601Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-29, latest gav Private Equity Fund $601M, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 4
- Employees
- 11
- Headquarters
- Austin, TX
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
14 observed deals
Stated by the firm
- Sectors
- healthcare
- Geography
- Texas
- 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
- roles
- unknown 14
- period
- to 2025-01-01, from 2021-01-01, undated holdings 9, dated observations 5
- window
- last unknown, first unknown
- control
- unknown 14
- companies
- 14
- geography
- investments
- 14
- 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
14 companies on the graph (0 transactions); observed 2021 to 2025
Funds
4 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| R•••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $35.8M as of Mar 29, 2024 | no Form D | Early deployment | |
| R•••• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $531M as of Mar 29, 2024 | no Form D | Unknown | |
| R•••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $33.5M as of Mar 29, 2024 | no Form D | Active deployment | |
| R•••• G•••• I• L• ADV: Private Equity Fund | Fund of funds | unknown | $1.1M as of Mar 29, 2024 | no Form D | Active deployment |
Team
7 current, 0 former
Managing partner (2)
- L••••• E•••••••• F•••••• · President, Managing Director · since Apr 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••• D••• A••••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (2)
- A••• F•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• D••• A••••••• · Chairman, Managing Director · since Apr 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Associate (1)
- M••• Y•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (2)
- K••••• W••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• L••••• R•••••• · Partner, Fund Operations, Chief Compliance Officer · since Apr 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
14 relationships, 0 platforms, 0 add-ons
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, 2021
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
- Mar 31, 2026R•••••• H••••••••• C•••••• L••: Private Equity Funds on Form ADV 4 (2024 extract) -> 6 (roster 2026-09-01)
- May 25, 2021R•••••• H••••••••• C•••••• L•• first filed Form ADV in the extract (ERA)
Across the graphs
R•••••• H••••••••• C•••••• 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.
Checking your plan…