C••••••••• C•••••• L••

managed by C•••••• W••••• M•••••••••

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Search this name across graphsid dfx:pe:80aa573a-585f-4c72-b0f3-f58321245ecd

Data as of Sep 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 2
Observed: n/a to Sep 23, 2026

Across DFX

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

Family Officesidentity

C••••••••• C•••••• L••

Family investment vehicle · key adv fund id, shared adv fund id

RIA / Wealth Managementidentity

C••••••••• C•••••• L••

Private fund · key adv fund id, shared adv fund id

Facts

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

Manager: C•••••• W••••• M•••••••••
Strategy: ADV 7.B.(1) fund of funds = Y
ADV gross asset value: $171Mas of 2026-03-20
Peak reported GAV: $171M
Reporting years: 3
ADV first reported: Sep 8, 2023
LPs disclosed: 0
Placement agents: 0
Attributed investments: 0

Reporting history

Report year	Filed	ADV fund type	GAV	Owners
2026	Mar 20, 2026	Private Equity Fund	$171M	15
2024	Dec 4, 2024	Private Equity Fund	$98.9M	12
2023	Nov 17, 2023	Private Equity Fund	$90.0M	12

Relationships

Audits (1)

← C••••••••• L••Firm
factForm ADV

Manages (1)

← C•••••• W••••• M•••••••••FirmPrivate Equity Fund
Sep 8, 2023 to presentfactForm ADV

Dated events

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

Show 1 bookkeeping events

Occurred
Sep 8, 2023
••• Locked

Provenance

Graph: Private Equity
Canonical id: dfx:pe:80aa573a-585f-4c72-b0f3-f58321245ecd
First observed: n/a
Last observed: Sep 23, 2026 1 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.