DFX Intelligence

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W••••••• C•••••• G••••• I•••

Family office direct investorClassification probableLower middle marketSEC exempt reporting adviser· Pepper Pike, OHw•••••••••.com

Family office direct investor, running SECONDARIES, based in Pepper Pike, OH.

Composed from this firm's filed classification and location. It has no published description on record.

As of 2026-09-17 · identity and classification; each section below carries its own date

Regulatory AUM: Not established
PE fund assets: $85.4M
PE funds: 10
Investments held: 0 of 3
Deals, last 12 months: 0

Funds and vehicles Team (2)Transactions

As of 2026-09-17 · identity and classification; each section below carries its own date

Why this matters

Also held on 2 other DFX graphs, so its behaviour can be read from more than one side.
Graphs 2
4 lenders and 0 placement agents appear beside this firm on the record.
Lenders 4

Classification

How this organization is classified, and on what basisFamily office direct investor · 2 in historyShow

Class: Family office direct investorprobable, confidence 70%
Basis: R5: same CRD as a PROBABLE_SFO on the family office graph
Size band: Lower middle marketdefined by: proxy: $0.09bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Strategies: SECONDARIES

Classification history (2)

Sep 20, 2026
Family office direct investor (probable, 70%, cls-pe-2)
R5: same CRD as a PROBABLE_SFO on the family office graph
Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 16 of 16 distinct vehicles are sworn P•••••• Equity Funds; 11 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)

Adviser type: exempt reporting adviser
Form ADV filings: Mar 30, 2012 to Mar 31, 2026
RAUM: unknownregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 10
PE fund GAV, latest filing: $85.4Mreported gross assets (Form ADV), not fund size
All private fund GAV: $92.7Mevery private fund type, latest filing
2024 PE fund GAV: $85.4Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: filed 2024-03-29, latest gav Private Equity Fund $85.4M, latest counts Private Equity Fund 9, lifetime distinct Private Equity Fund 16
Employees: unknown
Headquarters: Pepper Pike, OH
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour

3 observed deals

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

roles: platform 2, standalone 1
period: to 2021-09-24, from 2015-03-03, undated holdings 0, dated observations 6
window: last 2021-09-24, first 2015-03-03
control: control 3
companies: 3
geography: count 1, share 0.333, value MS, count 1, share 0.333, value OH, count 1, share 0.333, value IL
investments: 3
seller kinds
transactions: 3
cadence by year: 2015 platforms 1, 2016 other deals 1, 2021 platforms 1
platform add on: add ons 0, platforms 2, add ons per platform unknown
sector known for: 3
disclosed value usd: n 0
sector distribution: count 2, share 0.667, value industrial manufacturing, examples Drake Waterfowl Systems, HoodMart, Inc., count 1, share 0.333, value specialty distribution, examples Mechanical Servants LLC d/b/a Convenience Valet
holding period years: n 0
repeat counterparties
subsector distribution

3 companies on the graph (3 transactions); most in industrial manufacturing (2); 2 platforms and 0 add-ons; observed 2015 to 2021

Funds

16 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
F••• S••••• ADV: P•••••• Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$9.6M as of Mar 29, 2024	no Form D	Unknown
F••• D••• ADV: P•••••• Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$36.0M as of Mar 29, 2024	no Form D	Unknown
F••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$5.8M as of Mar 29, 2024	no Form D	Mature
F••• B••• ADV: P•••••• Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$3.6M as of Mar 29, 2024	no Form D	Mature
F••• W••••• ADV: P•••••• Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$7.9M as of Mar 29, 2023	no Form D	Wound down
F••• S••••••• ADV: P•••••• Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$3.7M as of Mar 29, 2024	no Form D	Mature
F••• P••• ADV: P•••••• Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$1.3M as of Mar 29, 2024	no Form D	Mature
F••• M••••• ADV: P•••••• Equity Fund	buyout or unlabelled	2017 first reported on Form ADV	$3.1M as of Mar 29, 2024	no Form D	Mature
F••• H••• ADV: P•••••• Equity Fund	buyout or unlabelled	2017 first reported on Form ADV	$2.0M as of Mar 29, 2023	no Form D	Wound down
F••• C• ADV: P•••••• Equity Fund	Continuation vehicle	2015 first reported on Form ADV	$6.5M as of Dec 24, 2020	no Form D	Wound down
F••• G••• ADV: P•••••• Equity Fund	buyout or unlabelled	2013 first reported on Form ADV	$14.0M as of Mar 29, 2024	no Form D	Mature
F••• C• ADV: P•••••• Equity Fund	buyout or unlabelled	2013 first reported on Form ADV	$2.0M as of Mar 28, 2018	no Form D	Wound down
P•••••• F••• • I••••••• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$8.4M as of Mar 29, 2024	no Form D	Mature
P•••••• F••• V• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$7.7M as of Mar 30, 2012	no Form D	Wound down
P•••••• F••• • A••• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$3.7M as of Mar 28, 2019	no Form D	Wound down
P•••••• F••• I• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$2.0M as of Mar 28, 2014	no Form D	Wound down

Team

2 current, 2 former

Managing partner (2)

R••••• E• W••••••• · Managing Partner · since Sep 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
R••••• E•••• W••••••• · Managing Partner · since Sep 1, 2006 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)

J••• H••••• · Managing Partner · Apr 1, 2019 to Mar 29, 2024 Inference
D••••• M• B••• · Managing Director · Sep 1, 2006 to Mar 28, 2013 Inference

Portfolio

3 relationships, 2 platforms, 0 add-ons

Company	Role	Status	Invested	Held	Partner	Source
D•••• W•••••••• S••••••	Platform	unknown	Sep 24, 2021 transaction announcement	5.0 years	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
H•••••••• I•••	Standalone	unknown	Apr 1, 2016 transaction announcement	10.5 years	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
M••••••••• S••••••• L•• d•••• C••••••••• V••••	Platform	unknown	Mar 3, 2015 transaction announcement	11.6 years	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)

Transactions

3 on record

Date	Type	Target	This firm’s role	Source
Sep 24, 2021	Platform acquisition	D•••• W•••••••• S••••••	Sponsor	peprofessional.com
Apr 1, 2016	Majority recapitalization	H•••••••• I•••	Sponsor	tecum.com
Mar 3, 2015	Platform acquisition	M••••••••• S••••••• L•• d•••• C••••••••• V••••	Sponsor	tecum.com

Placement agents, lenders, advisers and co-investors

6 relationships

Lenders (4)

F•••• N••••••• B••• 1 shared · one time · last Apr 1, 2016
F••••• C•••••• P••••••• •••••• 1 shared · one time · last Apr 1, 2016
F••••• C•••••• P•••••••• L••• 1 shared · one time · last Mar 3, 2015
K•••••• N••••••• A••••••••• 1 shared · one time · last Mar 3, 2015

Legal advisers (1)

C•••• • G••••••• P••• 1 shared · one time · last Mar 3, 2015

Co-investors (1)

F••••• C•••••• P•••••••• L••• 1 shared · one time · last Mar 3, 2015

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, 2026
••• Locked
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Mar 30, 2012
••• Locked
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness97 · HIGH: as of: 2026-09-23items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9666666666666667,"evidence":"6 method: sum of component points, capped at 1.0
model score-pe-1
Research priority29 · MODERATE: as of: 2026-09-23items: [{"code":"SCALE_BAND","points":0.2,"evidence":"LOWER_MIDDLE_MARKET"},{"code":"COmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-23items: []method: sum of component points, capped at 1.0
model score-pe-1
Acquisition appetite20 · LOW: as of: 2026-09-23items: [{"code":"RECENT_FUND","points":0.2,"caution":"a recent fund is evidence of deplmethod: sum of component points, capped at 1.0
model score-pe-1
Profile completeness75 · HIGH: as of: 2026-09-23items: [{"code":"FIELDS_PRESENT","points":0.75,"evidence":["website","funds","team","pamethod: sum of component points, capped at 1.0
missing: description, stated criteria, lps
model score-pe-1
Fund deployment activity0 · LOW: as of: 2026-09-23items: []method: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Family Office Intelligence (matched on shared crd)
Independent Sponsor Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: 5 days ago
Observations: 23
Sources: 3
Open research tasks: 1

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

W••••••• C•••••• G••••• I••• is the same institution as 2 records in Family Offices and Independent Sponsors.

Family Offices1Independent Sponsors1

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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