DFX Intelligence
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C•••• R••• P•••••••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Denver, COc•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.1B
- PE fund assets
- $407M
- PE funds
- 4
- Investments held
- 11 of 12
- Deals, last 12 months
- 1
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Equity cheque $25.0M to $75.0MSectors business_services,industrials,technology,software
- Last 12 months 1Most recent 2 months agoPlatform deals 3
- Graphs 2
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.41bn Private Equity Fund GAV on the Form ADV filed 2024-06-03
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jul 18, 2019 to May 26, 2026
- RAUM
- $1.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $407Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $508Mevery private fund type, latest filing
- 2024 PE fund GAV
- $407Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-06-03, latest gav Private Equity Fund $407M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 3
- Employees
- 14
- Headquarters
- Denver, CO
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
12 observed deals
Stated by the firm
- Sectors
- business services, industrials, technology, software
- 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
- $25.0M to $75.0M
- Control
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
- roles
- add on 3, unknown 3, platform 5, standalone 1
- period
- to 2026-06-30, from 2020-06-17, undated holdings 1, dated observations 22
- window
- last 2026-06-30, first 2020-06-17
- control
- control 8, unknown 4
- companies
- 12
- geography
- count 1, share 0.083, value NY, count 1, share 0.083, value MO, count 1, share 0.083, value NE
- investments
- 12
- seller kinds
- transactions
- 11
- cadence by year
- 2020 platforms 2, 2021 add ons 2, other deals 2, 2022 add ons 1, other deals 1, 2023 platforms 1, other deals 1, 2026 other deals 1
- platform add on
- add ons 3, platforms 5, add ons per platform 0.6
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.083, value software, examples Unbounce, count 1, share 0.083, value specialty distribution, examples Midwest Alloys and Technology, Inc.
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.083, value software, examples Unbounce, count 1, share 0.083, value motor vehicle parts wholesale, examples Midwest Alloys and Technology, Inc.
12 companies on the graph (11 transactions); most in software (1); 5 platforms and 3 add-ons; observed 2020 to 2026
Funds
3 on record, 1 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C•••• R••• F••• I••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $3.6M as of Jun 3, 2024 | no Form D | Active deployment | |
| C•••• R••• F••• I•• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $360M as of Jun 3, 2024 | no Form D | Active deployment | |
| C•••• R••• F••• I•• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $42.8M as of Jun 3, 2024 | no Form D | Active deployment |
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 |
|---|---|---|---|---|---|
| C•••• R••• F••• I• L• | Private Equity Fund | 2026 to 2026 | $0 filed May 26, 2026 | reports.adviserinfo.sec.gov |
Team
8 current, 0 former
Managing partner (1)
- S•••• J•••••• · co-founder and Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (3)
- J•••••• T•••• C••••• · Member · since Feb 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••• B•••••• J•••••• · Member · since Feb 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• J•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (1)
- A•••• D•••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (1)
- F•••• M••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- T•• D•••••• · Senior Associate, Business D••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (1)
- K••• A•••••••• C••••• · Chief Compliance Officer · since Apr 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
12 relationships, 5 platforms, 3 add-ons
Transactions
11 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jun 30, 2026 | Growth investment | A••••• S••• W••• | Sponsor (confirmed) | c•••••••••.com |
| Sep 25, 2023 | Majority investment | M•••••• A••••• a•• T••••••••• I••• | Sponsor | peprofessional.com |
| Sep 20, 2023 | Platform acquisition | M••••••• | Sponsor (confirmed) | midalloy-sm.com |
| May 25, 2022 | Growth investment | P•••••• | Sponsor (confirmed) | c•••••••••.com |
| Jan 20, 2022 | Add-on acquisition | L•••••• | Sponsor (confirmed) | unbounce.com |
| Nov 2, 2021 | Add-on acquisition | E•• A•••••• | Sponsor (confirmed) | cloudnine.com |
| Jun 30, 2021 | Add-on acquisition | S••••• A• | Sponsor (confirmed) | c•••••••••.com |
| May 4, 2021 | Growth investment | J•••••• | Sponsor (confirmed) | layer7capital.com |
| Jan 13, 2021 | Majority investment | W••••• I••••••• D••••••••• C••••••• I••• | Sponsor (confirmed) | layer7capital.com |
| Dec 1, 2020 | Platform acquisition | L••••• T••••••••• T••••••••• | Sponsor (confirmed) | lumin8.com |
| Jun 17, 2020 | Platform acquisition | U••••••• | Sponsor (confirmed) | c•••••••••.com |
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (2)
- C••••••• L•••••• 2 shared · recurring · last Jan 1, 2019
- C••••••• L•••••• • C•• I••• 2 shared · recurring · last Jan 1, 2024
Financial advisers (2)
- L•••• 7• C•••••• 1 shared · one time · last Jan 13, 2021
- C•••••••• G•••••• C•••• 1 shared · one time · last Jun 30, 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
19 most recent
- Jun 30, 2026••• Locked
- Jun 30, 2026••• Locked
- May 26, 2026••• Locked
- Jul 22, 2024••• Locked
- Sep 20, 2023••• LockedPlatform investmentFactM•••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Sep 20, 2023••• Locked
- May 25, 2022••• Locked
- May 25, 2022••• Locked
- Jan 20, 2022••• Locked
- Nov 2, 2021••• Locked
- May 26, 2021••• Locked
- May 4, 2021••• Locked
- May 4, 2021••• Locked
- Jan 13, 2021••• Locked
- Dec 1, 2020••• Locked
- Dec 1, 2020••• Locked
- Jun 17, 2020••• LockedPlatform investmentFactU•••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Jun 17, 2020••• Locked
- Jul 18, 2019••• Locked
Across the graphs
C•••• R••• P••••••• 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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