DFX Intelligence
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W••••••• A••••••• L••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Waltham, MAw•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $2.5B
- PE fund assets
- $429M
- PE funds
- 34
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 5
- RAUM $2.5B
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 37 of 70 distinct vehicles are sworn Private Equity Funds; 34 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.43bn Private Equity Fund GAV on the Form ADV filed 2024-08-12
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 37 of 70 distinct vehicles are sworn P•••••• Equity Funds; 34 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Aug 12, 2024
- RAUM
- $2.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 34
- PE fund GAV, latest filing
- $429Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.1Bevery private fund type, latest filing
- 2024 PE fund GAV
- $429Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 53%
- Fund type mix
- filed 2024-08-12, latest gav Hedge Fund $341M, Liquidity Fund $124M, Real Estate Fund $208M, Private Equity Fund $429M, Venture Capital Fund $29.1M, latest counts Hedge Fund 5, Liquidity Fund 1, Real Estate Fund 17, Private Equity Fund 34, Venture Capital Fund 4, lifetime distinct Hedge Fund 8, Liquidity Fund 1, Real Estate Fund 18, Other Private Fund 2, Private Equity Fund 37, Venture Capital Fund 4
- Employees
- 23
- Headquarters
- Waltham, MA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- not stated or not yet read
- 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
- ••• Locked
Observed from deals on record
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
44 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| W• P•••••• N•••••• R•••••••• F••• V• L•• ADV: P•••••• Equity Fund | Fund of funds | 2024 first reported on Form ADV | $3.5M as of Aug 12, 2024 | no Form D | Unknown | |
| W• P•••••• C••••• F••• I•• L•• ADV: P•••••• Equity Fund | Fund of funds | 2024 first reported on Form ADV | $2.3M as of Aug 12, 2024 | no Form D | Unknown | |
| W• P•••••• E••••• F••• X••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2024 first reported on Form ADV | $2.1M as of Aug 12, 2024 | no Form D | Unknown | |
| W••••••• • P••• I• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $1.8M as of Aug 12, 2024 | no Form D | Unknown | |
| W• P•••••• E••••• F••• X•• L• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $9.2M as of Aug 12, 2024 | no Form D | Early deployment | |
| W••••••• • V•• F••• I•• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $5.6M as of Aug 12, 2024 | no Form D | Early deployment | |
| W• P•••••• E••••• F••• X• L• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $23.0M as of Aug 12, 2024 | no Form D | Early deployment | |
| W••••••• • F•••• B••••• L•••••• P••• I• ADV: Real Estate Fund | Credit fund | 2022 first reported on Form ADV | $19.0M as of Aug 12, 2024 | no Form D | Unknown | |
| W••••••• • C•••••••• E••••• S•• L•• ADV: P•••••• Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $8.9M as of Aug 12, 2024 | no Form D | Early deployment | |
| W••••••• • T•• I• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $6.2M as of Aug 12, 2024 | no Form D | Early deployment | |
| W••••••• • K•••••• L•••• I•• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $5.4M as of Aug 12, 2024 | no Form D | Early deployment | |
| W• P•••••• E••••• F••• I•• L• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $31.6M as of Aug 12, 2024 | no Form D | Unknown | |
| W••••••• O••••••••• F••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $12.6M as of Aug 12, 2024 | no Form D | Unknown | |
| W••••••• • K•••••• L•••• I• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $12.6M as of Aug 12, 2024 | no Form D | Active deployment | |
| W••••••• • W••• X•• L•• ADV: Real Estate Fund | buyout or unlabelled | 2021 first reported on Form ADV | $7.1M as of Aug 12, 2024 | no Form D | Active deployment | |
| W••••••• • A•• I•• F••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $5.9M as of Aug 12, 2024 | no Form D | Active deployment | |
| W• P•••••• E••••• F••• V•••• L• ADV: P•••••• Equity Fund | Fund of funds | 2020 first reported on Form ADV | $22.1M as of Aug 12, 2024 | no Form D | Mature | |
| W• P•••••• E••••• F••• V••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $45.1M as of Aug 12, 2024 | no Form D | Unknown | |
| W•••••••• L•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $20.1M as of Aug 12, 2024 | no Form D | Mature | |
| W••••••• N••• S•••• B••••• L•• ADV: Real Estate Fund | buyout or unlabelled | 2018 first reported on Form ADV | $19.6M as of Aug 12, 2024 | no Form D | Mature | |
| W••••••• W••• X••• L•• ADV: Real Estate Fund | buyout or unlabelled | 2018 first reported on Form ADV | $11.7M as of Aug 12, 2024 | no Form D | Unknown | |
| W••••••• E•• X• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $6.3M as of Aug 12, 2024 | no Form D | Mature | |
| W•••••••• K•••••• L•••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $5.8M as of Aug 12, 2024 | no Form D | Harvest | |
| W••••••• • F• L•••••• P••• I•• L•• ADV: Other P•••••• Fund | Credit fund | 2018 first reported on Form ADV | $5.1M as of May 27, 2021 | no Form D | Wound down | |
| W••••••••• F••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $3.6M as of Aug 12, 2024 | no Form D | Mature | |
| W• P•••••• E••••• F••• V•• L•• ADV: P•••••• Equity Fund | Fund of funds | 2017 first reported on Form ADV | $51.1M as of Aug 12, 2024 | no Form D | Mature | |
| W••••••• • A•• F••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $1.9M as of Aug 12, 2024 | no Form D | Harvest | |
| W••••••• • N•• L•• ADV: Other P•••••• Fund | SPV | 2017 first reported on Form ADV | $0 as of Nov 19, 2018 | no Form D | Wound down | |
| W••••••• • A••••• V••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $0 as of Nov 15, 2017 | no Form D | Wound down | |
| W••••••• • B•••••••• I• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $0 as of Nov 15, 2017 | no Form D | Wound down | |
| W• P•••••• E••••• F••• V• L• ADV: P•••••• Equity Fund | Fund of funds | 2016 first reported on Form ADV | $57.2M as of Aug 12, 2024 | no Form D | Mature | |
| W••••••• • A• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $28.6M as of Aug 12, 2024 | no Form D | Harvest | |
| W•••••••• E•• V•• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $14.0M as of Aug 12, 2024 | no Form D | Unknown | |
| W••••••• • I•• X• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $11.8M as of Aug 12, 2024 | no Form D | Harvest | |
| W••••••• • E••••• F••• I• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $8.9M as of Aug 12, 2024 | no Form D | Mature | |
| W••••••• • S• I• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $5.6M as of Aug 12, 2024 | no Form D | Unknown | |
| W••••••• • A•• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $0 as of Nov 15, 2017 | no Form D | Wound down | |
| W••••••• • O•• I• L•• ADV: Venture Capital Fund | buyout or unlabelled | 2015 first reported on Form ADV | $4.1M as of Aug 12, 2024 | no Form D | Harvest | |
| W••••••• • M•• I• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $3.6M as of Aug 12, 2024 | no Form D | Unknown | |
| W••••••• • T• I• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $3.4M as of Aug 12, 2024 | no Form D | Harvest | |
| W•••••••• X•• V• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $2.3M as of Aug 12, 2024 | no Form D | Harvest | |
| W••••••• • A••••• V•• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $1.0M as of Aug 12, 2024 | no Form D | Successor fundraising | |
| F••••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $3.1M as of Aug 12, 2024 | no Form D | Harvest | |
| W• A••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $2.6M as of Aug 12, 2024 | no Form D | Harvest |
Team
7 current, 7 former
Managing partner (1)
- W•••••• a• H••••• · Chief Executive Officer And President · since Aug 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (4)
- D•• F•••••• · Owner · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- G••••• Q••••••• · Partner And Chief Investment Officer · since Dec 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••••• R••••• P•••• · Partner · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••• K•••••• M•••• · Managing Director · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (1)
- A••• L••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (1)
- P••• S•••• P•••••••• · Controller And Chief Compliance Officer · since Jul 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
7 former (kept with end dates)
- J••• D••••••• H•••• · Managing Partner · May 1, 2010 to Jan 26, 2023 Inference
- J•••• H••••• · Shareholder · Aug 1, 2009 to May 3, 2012 Inference
- J••••• F••••• · Shareholder · Aug 1, 2009 to May 3, 2012 Inference
- P••• B•••• F•••••• · Shareholder · Aug 1, 2009 to May 3, 2012 Inference
- S•••••• L••• P•••••• · Shareholder · Aug 1, 2009 to May 3, 2012 Inference
- J•••••• W•••••• R••••• · Director, Chief Operations Officer And Chief Compliance Officer · Jan 1, 2014 to Mar 29, 2018 Inference
- P••• S•••• P•••••••• · Chief Compliance Officer · Nov 1, 2009 to Mar 26, 2014 Inference
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
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
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
- Mar 31, 2026W••••••• A••••••• L••: P•••••• Equity Funds on Form ADV 34 (2024 extract) -> 23 (roster 2026-09-01)
- Mar 30, 2012W••••••• A••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
W••••••• A••••••• L•• is the same institution as 5 records in Venture Capital, Independent Sponsors, RIA and Wealth, Private Credit and Real Estate Funds.
Venture Capital1Independent Sponsors1RIA and Wealth1Private Credit1Real Estate Funds1
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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