DFX Intelligence

W••••••••• C•••••• J•••• M••••• T•••• T••••••••• I••••••••• F•••: fund on the private equity graph | DFX Data Factory

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Private equityFundmatureprivate equity fund

W••••••••• C•••••• J•••• M••••• T•••• T••••••••• I••••••••• F•••

managed by W••••••••• C•••••• M••••••••• I••

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Search this name across graphsid dfx:pe:df51573b-6364-4450-9e32-f3672d43e6c1

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
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

W••••••••• C•••••• J•••• M••••• T•••• T••••••••• I••••••••• F•••

Private fund · shared adv fund id

Facts

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

Manager: W••••••••• C•••••• M••••••••• I••
Vintage: 2020 (adv_first_reported)derived
Strategy: ADV 7.B.(1) fund of funds = Y
ADV gross asset value: $175Mas of 2024-06-18
Peak reported GAV: $176M
Reporting years: 5
ADV first reported: Mar 27, 2020
LPs disclosed: 0
Placement agents: 0

Reporting history

Report year	Filed	ADV fund type	GAV	Owners
2024	Jun 18, 2024	Private Equity Fund	$175M	10
2023	Jun 6, 2023	Private Equity Fund	$176M	10
2022	Mar 25, 2022	Other Private Fund	$169M	10
2021	Mar 25, 2021	Other Private Fund

Relationships

Audits (1)

← M••• A•••• L••Firm
factForm ADV

Manages (1)

← W••••••••• C•••••• M••••••••• I••FirmOther Private Fund
Mar 27, 2020 to presentfactForm ADV

Dated events

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

Show 1 bookkeeping events

Occurred
Mar 27, 2020
••• Locked

Provenance

Graph: Private Equity
Canonical id: dfx:pe:df51573b-6364-4450-9e32-f3672d43e6c1
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.