DFX Intelligence

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W••••••••• C••••••• L•••

Buyout firmClassification probableunsizedSEC registered investment adviser· Rosemont, ILwebsite

Buyout firm, based in Rosemont, IL.

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

As of 2026-09-13 · identity and classification; each section below carries its own date

Regulatory AUM: $1.0B
PE fund assets: $704M
PE funds: 3
Investments held: 2 of 2
Deals, last 12 months: 1

Funds and vehicles Team (3)Transactions

As of 2026-09-13 · identity and classification; each section below carries its own date

Why this matters

Closed 1 transactions in the last twelve months, 1 in the last three years.
2026-02-10
Last 12 months 1Most recent 7 months ago
Also held on 1 other DFX graph, so its behaviour can be read from more than one side.
Graphs 1
Reported $1.0B of regulatory assets at its last Form ADV filing.
2015-05-04
RAUM $1.0B

Classification

How this organization is classified, and on what basisBuyout firm · 1 in historyShow

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, 2026
Buyout firm (probable, 65%, cls-pe-2)
R6: 5 of 5 distinct vehicles are sworn Private Equity Funds

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Feb 14, 2012 to May 4, 2015
RAUM: $1.0Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 3
PE fund GAV, latest filing: $704Mreported gross assets (Form ADV), not fund size
All private fund GAV: $704Mevery 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 2015-05-04, latest gav Private Equity Fund $704M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 5
Employees: 23
Headquarters: Rosemont, IL
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour

2 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: add on 1, platform 1
period: to 2026-02-10, from 2026-02-10, undated holdings 1, dated observations 2
window: last 2026-02-10, first 2026-02-10
control: control 1, unknown 1
companies: 2
geography
investments: 2
seller kinds: sponsor 1
transactions: 1
cadence by year: 2026 add ons 1
platform add on: add ons 1, platforms 1, add ons per platform unknown
sector known for: 0
disclosed value usd: n 0
sector distribution
holding period years: n 0
repeat counterparties
subsector distribution

2 companies on the graph (1 transactions); 1 platforms and 1 add-ons; observed 2026 to 2026

Funds

2 on record, 3 more on the reporting tape

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	GAV by year	Form D sold	Lifecycle
W••••••••• C•••••• P••••••• C•••••• L••• ADV: Private Equity Fund	Buyout fund	unknown	$27.2M as of Mar 31, 2014		no Form D	Early deployment
W••••••••• C•••••• P•••••••• L••• ADV: Private Equity Fund	Buyout fund	unknown	$26.3M as of Mar 31, 2014		no Form D	Early deployment

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.

Fund	Type (ADV)	Years	Latest reported GAV	Source
name not on record	Private Equity Fund	2012 to 2015	$537M filed May 4, 2015	adviserinfo.sec.gov
name not on record	Private Equity Fund	2012 to 2015	$156M filed May 4, 2015	adviserinfo.sec.gov
W•• I•• C••••• Q••••• C••••••••• L•••	Private Equity Fund	2012 to 2015	$11.9M filed May 4, 2015	adviserinfo.sec.gov

Team

3 current, 3 former

Managing partner (1)

J••• A•••••• H••••••• · Shareholder And President · since Mar 1, 1999 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Vice president (1)

F•••••• G• H•••• · Executive Vice President · since Jan 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (1)

R•• E• S•••• · Chief Financial Officer, Chief Compliance Officer And Secretary · since Apr 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

3 former (kept with end dates)

R•••••• P• R••••• · Chairman Emeritus · Mar 1, 2012 to Mar 31, 2014 Inference
C•••••• E• R••••• · Owner · Jul 1, 1992 to Mar 10, 2015 Inference
E••• L• M••••• · Chief Operating Officer · Jan 1, 2013 to Mar 31, 2014 Inference

Portfolio

2 relationships, 1 platforms, 1 add-ons

Company	Role	Status	Invested	Held	Partner	Source
M••• a•• P•••••• P•••• G•••• add-on to I••••••••• S•••••• S••••••••	Add-on	active	Feb 10, 2026 transaction announcement	7 months	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
I••••••••• S•••••• S••••••••	Platform	active	unknown	unknown	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)

Transactions

2 on record

Date	Type	Target	This firm’s role	Source
Feb 10, 2026	Add-on acquisition	M••• a•• P•••••• P•••• G••••	Sponsor (confirmed)	mpepartners.com
Jul 29, 2021	Exit to a strategic buyer	T••••••• M••• I•••	Strategic acquirer (confirmed)	triwest.ca

Placement agents, lenders, advisers and co-investors

3 relationships

Financial advisers (1)

C••••••• C•••••• M•••••• • A••••••• 1 shared · one time · last Feb 10, 2026

Legal advisers (1)

B••••••••• 1 shared · one time · last Feb 10, 2026

Co-investors (1)

W••••••••• C••••••• L••• 1 shared · one time · last Feb 10, 2026

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

Sep 1, 2026
Adviser CRD 155980 is not on the SEC registered or exempt adviser roster of 2026-09-01
Adviser off rosterInferenceSEC Form ADV monthly roster (registered + exempt reporting advisers)
Feb 14, 2012
W••••••••• C••••••• L••• 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)

Scores and what they are made of

Freshness96 · HIGH: as of: 2026-09-21items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9555555555555556,"evidence":"8 method: sum of component points, capped at 1.0
model score-pe-1
Research priority45 · MODERATE: as of: 2026-09-21items: [{"code":"SCALE_BAND","points":0.05,"evidence":"UNSIZED"},{"code":"COMPLETENESS_method: sum of component points, capped at 1.0
model score-pe-1
Investment velocity3 · LOW: as of: 2026-09-21items: [{"code":"TRANSACTIONS_PER_YEAR_36M","points":0.03333333333333333,"evidence":"••method: sum of component points, capped at 1.0
model score-pe-1
Acquisition appetite8 · LOW: as of: 2026-09-21items: [{"code":"ADD_ONS_12M","points":0.08,"evidence":["••• Locked"]}]method: sum of component points, capped at 1.0
model score-pe-1
Profile completeness58 · ELEVATED: as of: 2026-09-21items: [{"code":"FIELDS_PRESENT","points":0.5833333333333334,"evidence":["website","funmethod: sum of component points, capped at 1.0
missing: description, stated criteria, lenders, lps, cross dfx
model score-pe-1
Fund deployment activity70 · ELEVATED: as of: 2026-09-21items: [{"code":"FUNDS_DEPLOYING","points":0.7,"caution":"deployment state is read frommethod: sum of component points, capped at 1.0
model score-pe-1

Across DFX

No link to the family office, independent sponsor or venture graphs yet. Links are made only on a shared identifier such as a CRD or CIK number.

Record

First observed: n/a
Last observed: 8 days ago
Observations: 17
Sources: 2
Open research tasks: 0

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••••••• 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.

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