DFX Intelligence
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W•• M••••••••• C•••••••••
Buyout firmClassification probableunsizedSEC registered investment adviser· New York, NYw•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $6.3M
- PE fund assets
- $6.3M
- PE funds
- 3
- Investments held
- 0 of 45
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors healthcare,technology
- Graphs 2
- RAUM $6.3M
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmprobable, confidence 65%
- Basis
- R6: 5 of 5 distinct vehicles are sworn Private Equity Funds
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Buyout firm (probable, 65%, cls-pe-1)R6: 5 of 5 distinct vehicles are sworn Private Equity Funds
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 10, 2012 to Mar 29, 2016
- RAUM
- $6.3Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $6.3Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $6.3Mevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2016-03-29, latest gav Private Equity Fund $6.3M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 5
- Employees
- 80
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
45 observed deals
Stated by the firm
- Sectors
- healthcare, technology
- 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 45
- period
- to unknown, from unknown, undated holdings 45, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 45
- companies
- 45
- geography
- investments
- 45
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 5
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.044, value software, examples AIA Contract Documents, Triple Point Technology, count 2, share 0.044, value healthcare services, examples Leiters, Constitution Surgery Alliance, count 1, share 0.022, value financial services, examples EnableComp
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.044, value outpatient specialty clinics, examples Leiters, Constitution Surgery Alliance, count 1, share 0.022, value vertical software, examples AIA Contract Documents, count 1, share 0.022, value software, examples Triple Point Technology, count 1, share 0.022, value financial services, examples EnableComp
45 companies on the graph (0 transactions); most in software (2); no dated observations
Funds
5 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| W••• C•••••• P••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | unknown | $6.9M as of Apr 29, 2013 | no Form D | Wound down | |
| W••••• C•••••• A••••••• • S•••• V•••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $4.9M as of Mar 29, 2016 | no Form D | Active deployment | |
| W••• C•••••• P••••••• I••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $1.2M as of Mar 29, 2016 | no Form D | Harvest | |
| W••• H••••••••• P••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $247,236 as of Mar 29, 2016 | no Form D | Harvest | |
| W••••• C•••••• A••••••• • S•••• V•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $224,395 as of Mar 30, 2015 | no Form D | Wound down |
Team
87 current, 1 former
Managing partner (6)
- A•••••• J• d• N••••• · Chairman | T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• K••••• A••••••• · Founder | T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D• S•••• M•••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• J••••• W•••• · Founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• J••••• W•••• · President · since Jun 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••••• L•••• C••••• · Founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (16)
- B•••• T• R•••• · G•••ral Partner | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••• D•••••• · G•••ral Partner | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••••• J• H••••• · G•••ral Partner | T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••••• C••••• · Programs & Events Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• C•••••• · G•••ral Partner | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••••• P• S•••• · G•••ral Partner | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• D••• · G•••ral Partner | T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• M• •• O•••• R••••• · G•••ral Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• E• D•••••• · G•••ral Partner | T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••••• O•••••• · G•••ral Partner | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• T••••• · Clinical Partner, MD / Consultant | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• H••••• · G•••ral Partner | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• M• T•••••• · G•••ral Partner | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• O••••• · G•••ral Partner | T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• A• S••••• · G•••ral Partner | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• G• · G•••ral Partner | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (4)
- A••••• C•••••• · Principal | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•• H••••• · Principal | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• C••••• · Principal | T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• G••••• · Principal | T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (9)
- A•••••••• A••• · Vice President | T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••• P••••• · Vice President | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• K••••• A••••••• · S••••• Vice President · since Jun 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••• S•• · Vice President | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• S•••• · Vice President | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• Z•••• · VP of Valuations & Portfolio Monitoring · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• L••••• · Vice President | T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• S•••• · Vice President | T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• L•••• C••••• · S••••• Vice President · since Jun 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Associate (9)
- B•• M•••••• · Associate | T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••••• C•••••• · Associate | T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• F•••••• · Associate | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• G••••••• · Associate | T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• C••••••• · Associate | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••••• S•••• · Associate | T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• S••• · Associate | T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•• G••••••• · Associate | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• B•••• · Associate | T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (20)
- A••••• E•••••••• · Operating Partner, PhD, MPP / Consultant | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• M•••••• · Operating Partner | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••• G••••••••• · Operating Partner | T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••• B••••• · Operating Partner | T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• D•••••• · Operating Partner | T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• L••••••• · Operating Partner | T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• M•••••• · Operating Partner | T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• R• G•••••• · Operating Partner | H••••••••• & T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• G••••• · Operating Partner / Managing Director, The Academy | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• H••••• · Operating Partner / Consultant | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• S••••••• · Operating Partner | T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••••• M••••• · Operating Partner | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• E• A•••••• · Operating Partner / Consultant | T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• M• T•••••• · Operating Partner | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•• G•••• · Operating Partner / Consultant | T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• D•••••• · Operating Partner / CEO, The Academy | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• W••• · Operating Partner | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• C•••••• · Operating Partner | T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• P•••••••• · Operating Partner| T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• F•••• · Operating Partner | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- B•••• A•••• · Director of Business Development | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Capital markets (1)
- C••••••••• W• S•••••• · G•••ral Partner & Director of Capital M•••ets · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (4)
- E•••• V••••••••• · Principal / Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••••• H•••••• · G•••ral Partner & Co-Head of Fundraising and Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• G• L•• · G•••ral Partner & Co-Head of Fundraising and Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• P••••• · Investor Relations Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (15)
- A••••• W•••• · Accounting Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• K••••• · Talent Partner | T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••••• L••••••• · Director of Investor M•••eting and Communications · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• T••••••• · IT Services & Platform Administrator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• M•••• · Chief Administrative Officer and S••••• Vice President of Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E• K•• · Chief T••••••••• & Information Security Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• V••••• G•••• · S••••• Counsel & Chief Compliance Officer · since Dec 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••••• M••••• · G•••ral Partner & CFO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• G•••••• · Tax Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• A••••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•• J••• · Talent Partner | H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- O•••••••• A••••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- O•••• P•••••• · Acting G•••ral Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• D•••• · S••••• Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Z••• N•••• · Associate G•••ral Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (2)
- J•••••••• V•••••• · Fund Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• P••••••• · S••••• Corporate Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- J••••••• M• •• O•••• R••••• · Chief Compliance Officer · Jun 1, 2011 to Mar 30, 2015 Inference
Portfolio
45 relationships, 0 platforms, 0 add-ons
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
3 disclosed
- W••••••••• S•••• I••••••••• B•••• in W••••• C•••••• A••••••• • S•••• V•••• L••• $150M sib.wa.gov
- W••••••••• S•••• I••••••••• B•••• in W••• C•••••• P••••••• I••• L••• $100M sib.wa.gov
- L•• A•••••• C••• E••••••••• R••••••••• S••••• in W••••• C•••••• A••••••• • S•••• V•••• L••• $15.0M lacers.org
Events
9 most recent
- Sep 1, 2026Adviser CRD 157375 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Aug 11, 2025G•••••, a W••••, C•••••, A••••••• & S•••• Company, to Acquire SoldierP•••• Digital Health, LLC
- Jul 31, 2025T••••••••• Names B••• Glass as CEO, M•••ing New Phase of Growth and Innovation
- Jul 29, 2025WCAS Portfolio Company E••••••• Acquires Trading Apps to Advance Front-Office Automation
- Jul 8, 2025WCAS Announces Strategic Growth Investment in A•• C••••••• D••••••••, The Gold Standard For Risk Management Within The Construction Industry.
- Jun 16, 2025C••••••••• S•••••• A••••••• Announces Strategic Growth Investment From W••••, C•••••, A••••••• & S••••
- Feb 20, 2025W••••, C•••••, A••••••• & S•••• Expands Operating Partner Team with Two Strategic Hires
- Jan 8, 2025WCAS Portfolio Company, I••••••••• Expands Industry Leadership Through Strategic Acquisitions of biospatial and FlowMSP
- Feb 10, 2012W•• M••••••••• C••••••••• first filed Form ADV in the extract (IA)
Across the graphs
W•• M••••••••• C••••••••• is the same institution as 2 records in RIA and Wealth and Allocators.
RIA and Wealth1Allocators1
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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