DFX Intelligence

C••••••• C••• R••••••• I••••••••• P•••••••••: fund on the private equity graph | DFX Data Factory

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Private equityFundmaturePrivate equity fund

C••••••• C••• R••••••• I••••••••• P•••••••••

managed by W•••••• B• W••••• • A••••••••• I•••

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Data as of Sep 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: n/a to Sep 24, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

C••••••• C••• R•••••••• L••

Private fund · same ADV private fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Manager: W•••••• B• W••••• • A••••••••• I•••
ADV gross asset value: $26.9Mas of 2026-08-13
Peak reported GAV: $26.9M
Reporting years: 5
ADV first reported: Mar 29, 2012
LPs disclosed: 0
Placement agents: 0
Attributed investments: 0

Reporting history

Report year	Filed	ADV fund type	GAV	Owners
2026	Aug 13, 2026	Private Equity Fund	$26.9M	95
2024	Mar 28, 2024	Private Equity Fund	$24.5M	98
2023	Mar 31, 2023	Private Equity Fund	$20.8M	98
2022	Nov 17, 2022

Relationships

Audits (1)

← A•••••••• D•••••••••Firm
factForm ADV

Manages (1)

← W•••••• B• W••••• • A••••••••• I•••FirmPrivate Equity Fund
Mar 29, 2012 to presentfactForm ADV

Dated events

1 bookkeeping event (roster, classification and holdings changes) folded below

Order

Only bookkeeping events name this entity; they are folded below.

Show 1 bookkeeping event

Occurred
Mar 29, 2012
••• Locked

Provenance

Graph: Private Equity
Canonical id
First observed: n/a
Last observed: Sep 24, 2026 13 h ago
Source families: Federal regulator filings
2 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.