DFX Intelligence
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I•• E••••••••• L••
Private credit managerClassification probableLower middle marketSEC registered investment adviser· Charleston, SCi•••••••••.com
Private credit manager, running PRIVATE CREDIT, based in Charleston, SC.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $155M
- PE fund assets
- $31.5M
- PE funds
- 1
- Investments held
- 0 of 24
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors financial_services
- Latest Form D May 14, 2025
- Graphs 4
Classification
How this organization is classified, and on what basisPrivate credit manager · 2 in historyShowHide
- Class
- Private credit managerprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.10bn Private Equity Fund GAV on the Form ADV filed 2024-05-20
- Strategies
- PRIVATE CREDIT
Classification history (2)
- Sep 18, 2026
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 1 of 3 distinct vehicles; hedge, securitized or liquidity vehicles 2
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Aug 14, 2023 to May 29, 2026
- RAUM
- $155Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $31.5Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $155Mevery private fund type, latest filing
- 2024 PE fund GAV
- $31.5Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 25%
- Fund type mix
- filed 2026-05-29, latest gav Hedge Fund $124M, Private Equity Fund $31.5M, latest counts Hedge Fund 3, Private Equity Fund 1, lifetime distinct Hedge Fund 3, Private Equity Fund 1
- Employees
- unknown
- Headquarters
- Charleston, SC
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
24 observed deals
Stated by the firm
- Sectors
- financial 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
- not stated or not yet read
Observed from deals on record
- roles
- unknown 24
- period
- to unknown, from unknown, undated holdings 24, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 24
- companies
- 24
- geography
- investments
- 24
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 11
- disclosed value usd
- n 0
- sector distribution
- count 6, share 0.25, value financial services, examples tmx finance, KOALAFI, iron horse credit, viva finance, count 3, share 0.125, value media telecom, examples Konatel, surge pays, tru Connect, count 2, share 0.083, value healthcare services, examples dentive, Silver Creek Dental Partners
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 6, share 0.25, value financial services, examples tmx finance, KOALAFI, iron horse credit, viva finance, count 3, share 0.125, value media telecom, examples Konatel, surge pays, tru Connect, count 2, share 0.083, value dental, examples dentive, Silver Creek Dental Partners
24 companies on the graph (0 transactions); most in financial services (6); no dated observations
Funds
4 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| I•• E•••••••• F••• O•••••••• L• | Feeder or parallel | 2024 Form D first sale | unknown | no reporting | $2.0M | Unknown |
| I•• E•••••••• F•••• L• | buyout or unlabelled | 2023 Form D first sale | unknown | no reporting | $7.4M | Unknown |
| I•• E•••••••• F••• Q•• L• | buyout or unlabelled | 2022 Form D first sale | unknown | no reporting | $66.4M | Unknown |
| I•• C••••• O••••••••• F••• L• ADV: Private Equity Fund | Credit fund | unknown | $31.5M as of May 29, 2026 | no Form D | Unknown |
Team
2 current, 0 former
Partner (2)
- J••• C••• H•••• · Member And Manager · since Oct 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• C•••••• H•••• · Member And Manager · since Oct 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
24 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
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
1 most recent
- Aug 14, 2023••• Locked
Across the graphs
I•• E••••••••• L•• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Private Credit.
Venture Capital1Independent Sponsors1RIA and Wealth1Private Credit1
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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