DFX Intelligence
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P••••••• I•••••••• L••
Buyout firmClassification probableLower middle marketSEC registered investment adviser· Austin, TXp•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.1B
- PE fund assets
- $778M
- PE funds
- 14
- Investments held
- 18 of 18
- 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
- EBITDA $5.0M to $20.0MSectors business_services,media_telecomGeography TexasControl control
- Graphs 2
- Placement agents 1
Classification
How this organization is classified, and on what basisBuyout firm · 3 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.78bn Private Equity Fund GAV on the Form ADV filed 2024-05-20
- Strategies
- SECONDARIES
Classification history (3)
- Sep 16, 2026
- Sep 16, 2026
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 12 of 12 distinct vehicles are sworn Private Equity Funds; 12 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jul 28, 2020 to Mar 30, 2026
- RAUM
- $1.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 14
- PE fund GAV, latest filing
- $778Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.1Bevery private fund type, latest filing
- 2024 PE fund GAV
- $780Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-05-20, latest gav Private Equity Fund $778M, latest counts Private Equity Fund 9, lifetime distinct Private Equity Fund 12
- Employees
- 14
- Headquarters
- Austin, TX
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
18 observed deals
Stated by the firm
- Sectors
- business services, media telecom
- Geography
- Texas
- Revenue
- not stated or not yet read
- EBITDA
- $5.0M to $20.0M
- Enterprise value
- $20.0M to $100M
- Equity check
- not stated or not yet read
- Control
- control
- Thesis
- ••• Locked
Observed from deals on record
- roles
- unknown 18
- period
- to 2026-01-01, from 2018-01-01, undated holdings 8, dated observations 10
- window
- last unknown, first unknown
- control
- unknown 18
- companies
- 18
- geography
- investments
- 18
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 6
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.056, value industrial manufacturing, examples American Residential Communities, count 1, share 0.056, value financial services, examples Metropolitan Bank, count 1, share 0.056, value software, examples Hattrick Sports Group, count 1, share 0.056, value transportation logistics, examples Almaden, count 1, share 0.056, value media telecom, examples Centennial Media, count 1, share 0.056, value tech enabled services, examples Resolve Tech Solutions
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.056, value miscellaneous manufacturing, examples American Residential Communities, count 1, share 0.056, value financial services, examples Metropolitan Bank, count 1, share 0.056, value software, examples Hattrick Sports Group, count 1, share 0.056, value freight forwarding brokerage, examples Almaden, count 1, share 0.056, value media telecom, examples Centennial Media, count 1, share 0.056, value it services msp, examples Resolve Tech Solutions
18 companies on the graph (0 transactions); most in industrial manufacturing (1); observed 2018 to 2026
Funds
12 on record, 5 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P••••••• I•••••••• E•• G• R•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $5.6M as of May 20, 2024 | no Form D | Unknown | |
| P••••••• I•••••••• A•• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $2.5M as of May 20, 2024 | no Form D | Unknown | |
| P••••••• I•••••••• E•• C• L• ADV: Private Equity Fund | Continuation vehicle | 2023 first reported on Form ADV | $125M as of May 20, 2024 | no Form D | Early deployment | |
| P••••••• I•••••••• R•• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $83.7M as of May 20, 2024 | no Form D | Early deployment | |
| P••••••• I••••••••• I•••••••• I• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $815,029 as of Mar 21, 2023 | no Form D | Unknown | |
| P••••••• I•••••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $288M as of May 20, 2024 | no Form D | Active deployment | |
| P••••••• I•••••••• G•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $141M as of May 20, 2024 | no Form D | Mature | |
| P••••••• I•••••••• P•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $98.5M as of May 20, 2024 | no Form D | Active deployment | |
| P••••••• I•••••••• E•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $68.0M as of Mar 31, 2022 | no Form D | Wound down | |
| P••••••• I•••••••• B•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $21.7M as of May 20, 2024 | no Form D | Active deployment | |
| P••••••• I•••••••• A•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $11.4M as of May 20, 2024 | no Form D | Mature | |
| P••••••• I•••••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1.9M as of Feb 12, 2024 | no Form D | Wound down |
Gross assets by year from the annual reporting tape
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| P••••••• I•••••••• F••• I•• L• | Private Equity Fund | 2026 to 2026 | $135M filed Mar 30, 2026 | reports.adviserinfo.sec.gov | |
| P••••••• I••••••• H• C•••••• L• | Private Equity Fund | 2026 to 2026 | $33.6M filed Mar 30, 2026 | reports.adviserinfo.sec.gov | |
| P••••••• I•••••••• R•• I• L• | Private Equity Fund | 2026 to 2026 | $24.9M filed Mar 30, 2026 | reports.adviserinfo.sec.gov | |
| P••••••• I••••••• H• C••••• a• L• | Private Equity Fund | 2026 to 2026 | $4.7M filed Mar 30, 2026 | reports.adviserinfo.sec.gov | |
| P••••••• I•••••••• T•• L• | Private Equity Fund | 2026 to 2026 | $6,020 filed Mar 30, 2026 | reports.adviserinfo.sec.gov |
Team
20 current, 0 former
Managing partner (5)
- C•••••••• N•• P••••••• · Managing Member · since Mar 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••••••• N•• P••••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• M• S••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• M• S••••• · Managing Member · since Dec 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- V••••• L••••• M••••• · Managing Member · since Jun 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (3)
- D••• S•••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• A•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V••••• L••••• M••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (1)
- K••• E••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Analyst (1)
- E••• B••••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (6)
- H•••••• K••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• S•••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• G•••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• M••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• B••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••• Y••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (4)
- A•• Z•••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• S•••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Y••••• N•• Y••• · Chief Compliance Officer & Director of Tax · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Y••••• N•• Y••• · Chief Compliance Officer · since May 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
18 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)
- T••••• C•••••• G••••• I••• 1 shared · one time · last Jan 1, 2020
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
4 most recent
- Sep 16, 2026••• Locked
- Sep 16, 2026••• Locked
- Mar 30, 2026••• Locked
- Jul 28, 2020••• Locked
Across the graphs
P••••••• I•••••••• 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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