DFX Intelligence

C••• P•••••• O••••••••• F••• I••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthP•••••• fundprivate equity fund3(c)(1)fund of funds

C••• P•••••• O••••••••• F••• I••

advised by C• W••••• A••••••• L••

Ohio, United States

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Search this name across graphsid dfx:ria:3fd76cf5-c83a-44bc-6999-c4d7d82795a2

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 18, 2024 to Mar 24, 2026
4 observations

Across DFX

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

Private Equityidentity

C••• P•••••• O••••••••• F••• I••

P•••••• equity fund · shared adv fund id

Facts

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

Adviser: C• W••••• A••••••• L••CRD 119467
Fund type: P•••••• Equity Fund
Latest reported GAV: $47.1M••• Locked
Peak reported GAV: $47.1M
Beneficial owners: 89
Minimum investment: $100,000
Owned by the adviser: 200%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 24, 2026	$47.1M	89

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
B•• M••••• W••••• M•••••••••	B•• M•••••	Boston	Massachusetts	United States	no	n/a

Relationships

Advises (1)

← C• W••••• A••••••• L••Registered adviserP•••••• Equity Fund, IA
Mar 18, 2024 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3fd76cf5-c83a-44bc-6999-c4d7d82795a2
First observed: Mar 18, 2024
Last observed: Mar 24, 2026 6 months 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.