DFX Intelligence
Private Equity Intelligence
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Firms / C•• A•••••••• L••
C•• A•••••••• L••
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 13 of 13 distinct vehicles are sworn Private Equity Funds; 13 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.48bn 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: 13 of 13 distinct vehicles are sworn Private Equity Funds; 13 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jun 10, 2017 to Mar 28, 2024
- RAUM
- $484Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 13
- PE fund GAV, latest filing
- $484Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $484Mevery private fund type, latest filing
- 2024 PE fund GAV
- $484Msum 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 $484M, latest counts Private Equity Fund 13, lifetime distinct Private Equity Fund 13
- Employees
- 13
- Headquarters
- Austin, TX
- Office address
- 3700 NORTH CAPITAL OF TEXAS HIGHWAY, SUITE 520, Austin, TX, 78746
- Business phone
- 512-412-3300
Stated criteria beside observed behaviour
6 observed deals
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
- roles
- add on 4, unknown 3, platform 1
- period
- to 2021-01-11, from 2020-01-06, undated holdings 4, dated observations 8
- window
- last 2021-01-11, first 2020-01-06
- control
- control 4, unknown 4
- companies
- 6
- geography
- investments
- 8
- seller kinds
- family 1
- transactions
- 4
- cadence by year
- 2020 add ons 1, 2021 add ons 3
- platform add on
- add ons 4, platforms 1, add ons per platform unknown
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.167, value industrial services, examples Vecta Environmental Services
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.167, value remediation environmental, examples Vecta Environmental Services
6 companies on the graph (4 transactions); most in industrial services (1); 1 platforms and 4 add-ons; observed 2020 to 2021
Funds
13 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C••••• C•••• C•••••• P••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | 2022 first reported on Form ADV | $161M as of Mar 28, 2024 | no Form D | Unknown | |
| S••••••• 1••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $12.3M as of Mar 28, 2024 | no Form D | Early deployment | |
| S••••••• 1••• B••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $12.2M as of Mar 28, 2024 | no Form D | Early deployment | |
| S••••••• 1••• H•• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $8.2M as of Mar 28, 2024 | no Form D | Early deployment | |
| S••••••• 1••• B••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $6.1M as of Mar 28, 2024 | no Form D | Early deployment | |
| S••••••• 1••• S••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $4.3M as of Mar 28, 2024 | no Form D | Unknown | |
| C•••••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $6.7M as of Mar 28, 2024 | no Form D | Unknown | |
| C•••••••• B••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $1.3M as of Mar 28, 2024 | no Form D | Unknown | |
| Y•••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2020 first reported on Form ADV | $3.2M as of Mar 28, 2024 | no Form D | Harvest | |
| C••••• C•••• C•••••• P••••••• I••• L•• ADV: Private Equity Fund | Buyout fund | 2017 first reported on Form ADV | $170M as of Mar 28, 2024 | no Form D | Successor fundraising | |
| C••••• C•••• C•••••• P••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | 2017 first reported on Form ADV | $81.0M as of Mar 28, 2024 | no Form D | Unknown | |
| R• A••••••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2017 first reported on Form ADV | $12.8M as of Mar 28, 2024 | no Form D | Mature | |
| C• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2017 first reported on Form ADV | $4.8M as of Mar 28, 2024 | no Form D | Mature |
Team
7 current, 0 former
Partner (1)
- A•••••• J••••• D••••••••• · Sole Owner · since Jun 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (1)
- A••• A• A•• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (2)
- A•••••••• P• B•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• E• F•••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (1)
- J••• S• H•••••• · associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (2)
- J•••• R••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• F•••••• B•••••• · Chief Financial Officer & Chief Compliance Officer · since Jul 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
8 relationships, 1 platforms, 4 add-ons
Transactions
4 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jan 11, 2021 | Add-on acquisition | R• E••••••••• • S•••••••• | Sponsor (derived) | c•••••••••.com |
| Jan 11, 2021 | Add-on acquisition | R• E••••••••• • S•••••••• | Sponsor (derived) | c•••••••••.com |
| Jan 11, 2021 | Add-on acquisition | R• E••••••••• • S•••••••• | Sponsor (derived) | c•••••••••.com |
| Jan 6, 2020 | Add-on acquisition | C••••• C•••• C•••••• | Sponsor (derived) | c•••••••••.com |
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- C•• S••••••••• L• 2 shared · recurring · 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
30 most recent
- Sep 16, 2026Platinum Power Announces Partnership with Legacy Electric, LLC
- Sep 16, 2026C••••• C•••• C•••••• Announces the Sale of Bobcat Power Holdings, LLC
- Sep 16, 2026C••••• C•••• C•••••• Announces the Sale of Seatex, LLC
- Sep 16, 2026Bobcat Power Announces Partnership with Chancellor Construction
- Sep 16, 2026C••••• C•••• C•••••• Announces the Sale of V•••• E••••••••• S•••••••, LLC
- Sep 16, 2026C••••• C•••• C•••••• Announces the Sale of Coal City Cob
- Sep 16, 2026C••••• C•••• C•••••• Announces the Sale of Young’s Communications, LLC
- Sep 16, 2026C••••• C•••• C••••••’s V•••• E••••••••• Acquires Specialized Technologies
- Sep 16, 2026L•••••••• Acquires R• E••••••••• • S••••••••
- Sep 16, 2026C••••• C•••• C•••••• Announces A••••••••• of C••••••••• L••
- Sep 16, 2026C••••• C•••• C•••••• Announces Partnership With L••••••••
- Sep 16, 2026Royal Baths Manufacturing Acquires Quality Acrylic Baths
- Sep 16, 2026Y-COM Holdings Announces the A••••••••• of Atlantic Utility
- Sep 16, 2026C••••• C•••• C•••••• Promotes Christopher Weems to Vice President
- Sep 16, 2026C••••• C•••• C••••••’s V•••• E••••••••• Acquires Holeshot Services
- Sep 16, 2026Y-COM Holdings Acquires General Utility Construction
- Sep 16, 2026C••••• C•••• C••••••’s V•••• E••••••••• Acquires Polaris Services
- Sep 16, 2026C••••• C•••• C•••••• Partners with V•••• E••••••••• S•••••••, LLC
- Sep 16, 2026C••••• C•••• C•••••• Partners with Young's Communications Co., Inc.
- Sep 16, 2026C••••• C•••• C•••••• Announces Addition to Investment Team
- Sep 16, 2026C••••• C•••• C•••••• Acquires Seatex
- Sep 16, 2026C••••• C•••• C•••••• Announces Investment Team Promotions
- Sep 16, 2026Dillon Transport Recapitalized by C••••• C•••• C••••••
- Sep 16, 2026C••••• C•••• C•••••• Announces a New Addition to the Investment Team
- Sep 16, 2026C••••• C•••• C•••••• Announces the A••••••••• of Seven Stone Assets
- Sep 16, 2026C••••• C•••• C•••••• Acquires S••••••• Foods
- Sep 16, 2026C••••• C•••• C•••••• Promotes Lee Rash to Director
- Sep 16, 2026C••••• C•••• C•••••• Announces the Sale of Graco Supply & Integrated Services
- Jul 21, 2026C•• A•••••••• L••: Private Equity Funds on Form ADV 13 (2024 extract) -> 14 (roster 2026-09-01)
- Jun 10, 2017C•• A•••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
C•• A•••••••• 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.
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