DFX Intelligence
Private Equity Intelligence
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Firms / W•••••• G•••• I•• I•••
W•••••• G•••• I•• I•••
••• Locked
Classification
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.11bn Private Equity Fund GAV on the Form ADV filed 2024-05-20
Classification history (2)
- Sep 18, 2026
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 3 of 3 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Feb 14, 2012 to May 20, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $106Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $106Mevery private fund type, latest filing
- 2024 PE fund GAV
- $106Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-05-20, latest gav Private Equity Fund $106M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 3
- Employees
- unknown
- Headquarters
- Palm Beach, FL
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
6 observed deals
Stated by the firm
- Sectors
- business services, healthcare, technology, manufacturing, software
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- $2.0M to $10.0M
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- control,minority
- Thesis
- ••• Locked
Observed from deals on record
- roles
- unknown 6
- period
- to unknown, from unknown, undated holdings 6, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 6
- companies
- 6
- geography
- investments
- 6
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 3
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.167, value industrial manufacturing, examples Fi-Foil, count 1, share 0.167, value business services, examples Douglas-Michaels Company, count 1, share 0.167, value specialty distribution, examples American Graphics
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.167, value miscellaneous manufacturing, examples Fi-Foil, count 1, share 0.167, value advertising marketing, examples Douglas-Michaels Company, count 1, share 0.167, value misc durable wholesale, examples American Graphics
6 companies on the graph (0 transactions); most in industrial manufacturing (1); no dated observations
Funds
3 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| E••• H•••••••• I••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $117M as of Mar 28, 2016 | no Form D | Wound down | |
| C•• A••••••••• C••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $76.3M as of May 20, 2024 | no Form D | Unknown | |
| P•• A••••••••• I••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $30.0M as of May 20, 2024 | no Form D | Harvest |
Team
1 current, 0 former
Platform (1)
- M••• N••••••• K•••• · Managing Director, Chief Compliance Officer · since Jan 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
6 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| A••••••• G••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| A••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| D••••••••• C•••••• | Role unknown | exited | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| F•••••• | Role unknown | exited | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| L••••• T•••••••• S••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| N••••••• R•••• A••••••• •••• | Role unknown | exited | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
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
1 most recent
- Feb 14, 2012W•••••• G•••• I•• I••• first filed Form ADV in the extract (IA)
Across the graphs
W•••••• G•••• I•• I••• is the same institution as 1 record in RIA and Wealth.
RIA 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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