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A••••• W••••• P•••••••

Fund of fundsClassification probableLower middle marketSEC registered investment adviser· Santa Monica, CAa•••••••••.com

••• Locked

Regulatory AUM
$3.6B
Form ADV
PE fund assets
$16.9M
Form ADV
PE funds
1
Form ADV
Investments held
Not established
Deals, last 12 months
Not established
Funds and vehiclesTeam (64)Transactions
As of · identity and classification; each section below carries its own date
Why this matters
Classification
How this organization is classified, and on what basisFund of funds · 1 in historyShow
Class
Fund of fundsprobable, confidence 75%
Basis
R1: 1 of 1 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
Size band
Lower middle marketdefined by: proxy: $0.02bn Private Equity Fund GAV on the Form ADV filed 2024-12-04
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%, cls-pe-1)
    R1: 1 of 1 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 2, 2012 to Jul 7, 2026
RAUM
$3.6Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
1
PE fund GAV, latest filing
$16.9Mreported gross assets (Form ADV), not fund size
All private fund GAV
$11.6Mevery private fund type, latest filing
2024 PE fund GAV
$500,000sum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-12-04, latest gav Private Equity Fund $16.9M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 2
Employees
71
Headquarters
Santa Monica, 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, 1 more on the reporting tape
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
A••••• S••••••••• F•••• L••
ADV: Private Equity Fund
Fund of fundsunknown$500,000
as of Dec 4, 2024
no Form DHarvest
Gross assets by year from the annual reporting tape

These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.

FundType (ADV)YearsPathLatest reported GAVSource
A••••• I••••• F••• 2•••• L•Private Equity Fund2013 to 2019
$9.4M
filed Mar 31, 2019
adviserinfo.sec.gov
Team
64 current, 17 former
Partner (6)
Principal (2)
Operating partner (17)
Investor relations (7)
Platform (9)
Other (14)
17 former (kept with end dates)
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
3 most recent
  1. Jul 7, 2026
    A••••• W••••• P•••••••: Private Equity Funds on Form ADV 2 (2024 extract) -> 1 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Feb 4, 2026
    Real Leaders – Pirate or Steward: What Your Exit Plan Says About Your Values
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Mar 2, 2012
    A••••• W••••• P••••••• 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

A••••• W••••• P••••••• 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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