DFX Intelligence

A••••••• T••••••••• S••••• F••• X•••• L••: fund on the private equity graph | DFX Data Factory

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Private equityFundActive deploymentPrivate equity fund

A••••••• T••••••••• S••••• F••• X•••• L••

managed by W••••••••• A•••• M••••••••• L••

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Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: n/a to Sep 13, 2026

Across DFX

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

RIA / Wealth Managementidentity

A••••••• T••••••••• S••••• F••• X•••• 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: W••••••••• A•••• M••••••••• L••
Vintage: 2021 (adv_first_reported)derived
ADV gross asset value: $30.3Mas of 2024-03-27
Peak reported GAV: $30.3M
Reporting years: 4
ADV first reported: Aug 19, 2021
LPs disclosed: 0
Placement agents: 1
Attributed investments: 0

Reporting history

Report year	Filed	ADV fund type	GAV	Owners
2024	Mar 27, 2024	Private Equity Fund	$30.3M	266
2023	Jun 2, 2023	Private Equity Fund	$17.8M	99
2022	Jun 1, 2022	Private Equity Fund	$17.8M	86
2021	Aug 19, 2021

Relationships

Audits (1)

← D••••••••• T•••••••• W•• • C••••••••• P•••Firm
factForm ADV

Manages (1)

← W••••••••• A•••• M••••••••• L••FirmPrivate Equity Fund
Aug 19, 2021 to presentfactForm ADV

Placement agent of (1)

← P•• F••••••••• I•••IntermediaryThird party
Jan 1, 2021 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
Aug 19, 2021
••• Locked

Provenance

Graph: Private Equity
Canonical id
First observed: n/a
Last observed: Sep 13, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed 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.