Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

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Firms / M•••••••• W••• A•••• M••••••••• L••

M•••••••• W••• A•••• M••••••••• L••

Venture firm with private equity activity · probableLower middle marketLos Angeles, CAm•••••••••.comSEC registered investment adviser

M•••••••• W••• combines tailored wealth management with direct access to select private market investments. Serving 800+ clients across 36 U.S. states and 28 countries.

Classification
Class
Venture firm with private equity activityprobable, confidence 70%
Basis
R1c: the venture graph classifies the same adviser MULTI_STAGE_VC
Size band
Lower middle marketdefined by: proxy: $0.04bn Private Equity Fund GAV on the Form ADV filed 2024-07-17
Classification history (2)
  1. Sep 13, 2026
    Venture firm with private equity activity (probable, 70%, cls-pe-2)
    R1c: the venture graph classifies the same adviser MULTI_STAGE_VC
  2. Sep 13, 2026
    Venture firm with private equity activity (probable, 70%, cls-pe-1)
    R3: 39 sworn Venture Capital Funds against 6 P•••••• Equity Funds over 2011-2024
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
May 16, 2016 to Jul 17, 2024
RAUM
$1.0Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
5
PE fund GAV, latest filing
$40.8Mreported gross assets (Form ADV), not fund size
All private fund GAV
$506Mevery private fund type, latest filing
2024 PE fund GAV
$40.8Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
13%
Fund type mix
filed 2024-07-17, latest gav Other Private Fund $51.6M, Private Equity Fund $40.8M, Venture Capital Fund $413M, latest counts Other Private Fund 2, Private Equity Fund 5, Venture Capital Fund 36, lifetime distinct Other Private Fund 2, Private Equity Fund 6, Venture Capital Fund 39
Employees
34
Headquarters
Los Angeles, CA
Office address
1999 AVENUE OF THE STARS, SUITE 2500, Los Angeles, CA, 90067
Business phone
310-341-4585
Stated criteria beside observed behaviour
42 observed deals
Stated by the firm
Sectors
financial services
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
not stated or not yet read
Thesis
not stated or not yet read
Observed from deals on record
roles
unknown 43
period
to unknown, from unknown, undated holdings 43, dated observations 0
window
last unknown, first unknown
control
unknown 43
companies
42
geography
count 1, share 0.024, value CA, count 1, share 0.024, value NY
investments
43
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
12
disclosed value usd
n 0
sector distribution
count 3, share 0.071, value financial services, examples Kraken, Klarna, Modern card issuing, count 3, share 0.071, value software, examples Plaid, Databricks, Inc., Anthropic, count 3, share 0.071, value aerospace defense, examples Vestigo Aerospace, Relativity Space, Anduril, count 1, share 0.024, value tech enabled services, examples Groq, count 1, share 0.024, value education, examples Lambda School, count 1, share 0.024, value media telecom, examples Epic Games
holding period years
n 0
repeat counterparties
subsector distribution
count 3, share 0.071, value financial services, examples Kraken, Klarna, Modern card issuing, count 3, share 0.071, value software, examples Plaid, Databricks, Inc., Anthropic, count 3, share 0.071, value aerospace defense, examples Vestigo Aerospace, Relativity Space, Anduril, count 1, share 0.024, value data processing hosting, examples Groq, count 1, share 0.024, value education, examples Lambda School, count 1, share 0.024, value media telecom, examples Epic Games

42 companies on the graph (0 transactions); most in financial services (3); no dated observations

Funds
7 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
M••• V••• V•••• I•• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$1.6M
as of Jul 17, 2024
no Form DUnknown
M••• E••••••••• I•• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$16.1M
as of Jul 17, 2024
no Form DEarly deployment
M••• V••• V••••• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$1.8M
as of Jul 17, 2024
no Form DEarly deployment
M••• V• I••••••••• F••••••• L••
ADV: Venture Capital Fund
buyout or unlabelled2021
first reported on Form ADV
$21.9M
as of Jul 17, 2024
no Form DUnknown
M••••••• W••• P•••••• E••••• F•••• L••
ADV: P•••••• Equity Fund
Buyout fund2021
first reported on Form ADV
$18.8M
as of Jul 17, 2024
no Form DUnknown
M••• E••••••••• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$2.4M
as of Jul 17, 2024
no Form DUnknown
M•••••••• W••• C•••••••• I••••••••• F••• I• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$1.2M
as of Nov 22, 2019
no Form DUnknown
Team
31 current, 3 former
Managing partner (1)
Partner (7)
Associate (1)
Analyst (1)
Operating partner (1)
Platform (11)
3 former (kept with end dates)
Portfolio
43 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
1•• T••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A•••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A•••••• I•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••••••Role unknownexitedunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A•••• S••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
B•••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
B•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D••••••••• I•••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
D••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E••• G••••Role unknownexitedunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
F•••••• S••••••••• L••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
F••••••• H•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
G•••Role unknownexitedunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
G•••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
I••••••••• F••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
I•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
J••••Role unknownexitedunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
K••••• I•••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
K•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
K•••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
L••••• S•••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
M••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
M••••• c••• i••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
P••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
P•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
P•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R•••••• M••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
R•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R••••••••• S••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
R•••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
R••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
r•••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
S•••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
S••••• A•Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
S•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
V•••••• A••••••••Role unknownexitedunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
V•••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
Z•••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (2)
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
2 most recent
  1. Jul 14, 2026
    M•••••••• W••• A•••• M••••••••• L••: P•••••• Equity Funds on Form ADV 5 (2024 extract) -> 7 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. May 16, 2016
    M•••••••• W••• A•••• M••••••••• L•• first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

M•••••••• W••• A•••• M••••••••• L•• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.

Venture Capital1Independent Sponsors1RIA and Wealth1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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