DFX Intelligence
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W••••••••• V•••••••• L••
Fund of fundsClassification probableLower middle marketSEC exempt reporting adviser· Palo Alto, CA
Fund of funds, based in Palo Alto, CA.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $260M
- PE fund assets
- $146M
- PE funds
- 3
- 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 2
- Placement agents 1
- RAUM $260M
Classification
How this organization is classified, and on what basisFund of funds · 1 in historyShowHide
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 1 of 1 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.15bn Private Equity Fund GAV on the Form ADV filed 2024-07-30
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 1 of 1 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Jun 28, 2022 to Jul 6, 2026
- RAUM
- $260Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $146Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $260Mevery private fund type, latest filing
- 2024 PE fund GAV
- $146Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-07-30, latest gav Private Equity Fund $146M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 1
- Employees
- unknown
- Headquarters
- Palo Alto, CA
- 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
- not stated or not yet read
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
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| W••••••••• F••• I• L• ADV: Private Equity Fund | Fund of funds | unknown | $146M as of Jul 30, 2024 | no Form D | Early deployment |
Team
3 current, 2 former
Partner (1)
- J••• N•• W••••••• · Member · since Feb 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Board or advisory (1)
- J••• N•• W••••••• · Trustee · since Dec 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- D••••• C•••••••• M••••• · Chief Compliance Officer · since Jul 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
2 former (kept with end dates)
- M••••••• G••••••• · Managing Member Of W••••••••• F••• I• Gp, Llc · Jun 1, 2022 to Jul 30, 2024 Inference
- N•••••• S••• · Managing Member Of W••••••••• F••• I• Gp, Llc · Jun 1, 2022 to Jul 21, 2023 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
1 relationships
Placement agents (1)
- F•••••• S••••••••• L•• 1 shared · one time · last Jan 1, 2024
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
- Jul 6, 2026W••••••••• V•••••••• L••: Private Equity Funds on Form ADV 1 (2024 extract) -> 3 (roster 2026-09-01)
- Jun 28, 2022W••••••••• V•••••••• L•• first filed Form ADV in the extract (ERA)
Across the graphs
W••••••••• V•••••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent 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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