DFX Intelligence
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W•••••• A•••• M••••••••• L••
Hybrid managerClassification probableLower middle marketSEC exempt reporting adviser· Los Angeles, CA
Hybrid manager, based in Los Angeles, 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
- PE fund assets
- $20.0M
- PE funds
- 1
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Nothing material in the last 180 days. No dated change on record yet.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisHybrid manager · 1 in historyShowHide
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- Private Equity Funds are 2 of 9 distinct vehicles; hedge, securitized or liquidity vehicles 7
- Size band
- Lower middle marketdefined by: proxy: $0.02bn Private Equity Fund GAV on the Form ADV filed 2024-04-01
Classification history (1)
- Sep 13, 2026Hybrid manager (probable, 65%)Private Equity Funds are 2 of 9 distinct vehicles; hedge, securitized or liquidity vehicles 7
Regulatory footprint (Form ADV)1 PE funds · filed Apr 1, 2024ShowHide
- Adviser type
- Exempt reporting adviser
- Form ADV filings
- Feb 14, 2012 to Apr 1, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $20.0Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $20.0Mevery private fund type, latest filing
- 2024 PE fund GAV
- $20.0Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 22%
- Fund type mix
- Private equity fund: 1 fund, $20.0M reported gross assets, 2 ever reported
- Hedge fund: 7 ever reported
- Employees
- unknown
- Headquarters
- Los Angeles, CA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviourno criteria stated · no observed deals yetShowHide
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.
FundsHow vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.
3 families, 3 vehicles on record
W•••••• H••••• D••••••• F•••• L••• · 1 vehicle · vintage 2005$16.7M
- W•••••• H••••• D••••••• F•••• L••• buyout or unlabelled · 2005$16.7M
W•••••• C•••••• P•••••••• L••• · 1 vehicle$20.0M
- W•••••• C•••••• P•••••••• L••• Buyout fund$20.0M
W•••••• C•••••• P••••••• I••• L••• · 1 vehicle$109,071
- W•••••• C•••••• P••••••• I••• L••• Buyout fund$109,071
View all 3 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| W•••••• H••••• D••••••• F•••• L••• ADV: Hedge Fund | buyout or unlabelled | 2005 Form D first sale | $16.7M as of Feb 11, 2016 | no Form D | Wound down | |
| W•••••• C•••••• P•••••••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $20.0M as of Apr 1, 2024 | no Form D | Mature | |
| W•••••• C•••••• P••••••• I••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $109,071 as of Feb 14, 2014 | no Form D | Wound down |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites). A person named by two sources under two spellings is shown once, with both sources.
3 current, 2 former
- President · since Jan 1, 2012
- Shareholder · since Dec 1, 2020
- Managing Director, Chief Compliance Officer, Chief Financial Officer · since Jan 1, 2012
Full team · 3 peoplegrouped by role, with sources
Managing partner (1)
- E••• D••• W•••••• · President · since Jan 1, 2012 Form ADV
Partner (1)
- J••• W•••••• · Shareholder · since Dec 1, 2020 Form ADV
Platform (1)
- D••••• M••• S•••• · Managing Director, Chief Compliance Officer, Chief Financial Officer · since Jan 1, 2012 Form ADV
2 former (kept with end dates)
- E••••• W•••••• W•••••• · Shareholder · Nov 1, 2004 to Sep 21, 2020 Inference
- M•••••• G••••• G•••••• · Managing Director · Feb 1, 2012 to Sep 26, 2013 Inference
DealsHow deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 0 portfolio relationships and 0 transactions are on this record.
0 on record, newest first · 0 platforms · 0 add-ons
No deal naming this firm has been collected yet. Deals arrive from the firm’s portfolio page, SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
1 relationship
Placement agents (1)
- W•••••• S••••••••• I••• 2 shared · recurring · last Jan 1, 2013
LP commitmentsHow LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.
0 LPs, 0 disclosed commitments
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
Across the graphs
W•••••• A•••• M••••••••• L•• 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.
Checking your plan…
Not yet on record: regulatory AUM, investments held, deals, last 12 months.