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B•••••• W••••• P•••••••• L••
Venture firm with private equity activityClassification probableunsizedSEC registered investment adviser· Marion, MAb•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $2.3B
- PE fund assets
- Not established
- PE funds
- 0
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Geography Southeast
- Graphs 2
- RAUM $2.3B
Classification
How this organization is classified, and on what basisVenture firm with private equity activity · 2 in historyShowHide
- Class
- Venture firm with private equity activityprobable, confidence 70%
- Basis
- R1c: the venture graph classifies the same adviser MICRO_VC
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (2)
- Sep 13, 2026Venture firm with private equity activity (probable, 70%, cls-pe-2)R1c: the venture graph classifies the same adviser MICRO_VC
- Sep 13, 2026Venture firm with private equity activity (probable, 70%, cls-pe-1)R3: 10 sworn Venture Capital Funds against 6 Private Equity Funds over 2011-2024
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 28, 2012 to Jul 21, 2026
- RAUM
- $2.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $12.0Mevery 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
- 32%
- Fund type mix
- filed 2024-12-06, latest gav Venture Capital Fund $10.0M, latest counts Venture Capital Fund 1, lifetime distinct Hedge Fund 2, Other Private Fund 1, Private Equity Fund 6, Venture Capital Fund 10
- Employees
- 29
- Headquarters
- Marion, MA
- 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
- Southeast
- 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
- ••• Locked
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
6 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| H•••••••• G••••• F••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $26.1M as of Oct 13, 2016 | no Form D | Unknown | |
| W••• I• F••• I• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $7.2M as of Oct 23, 2013 | no Form D | Wound down | |
| H•••••••• G••••• F••• I• ADV: Private Equity Fund | buyout or unlabelled | unknown | $5.7M as of Oct 13, 2016 | no Form D | Unknown | |
| U•••••• I••••••••• P••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $4.1M as of Nov 22, 2019 | no Form D | Mature | |
| W••• I• F••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2.6M as of Oct 23, 2013 | no Form D | Wound down | |
| F•••••• P••••••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $849,270 as of Nov 5, 2014 | no Form D | Wound down |
Team
7 current, 4 former
Partner (5)
- A••••• F••••••• M••••••• · Shareholder · since Feb 1, 2000 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E••• H••••• S••••• · Shareholder · since Oct 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• L•••••• M••••• · Shareholder · since Jul 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W•••••• H••••• M••••• · Managing Director · since Jul 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W•••••• W• K•••• · Chief Investment Officer · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- S••••• T••••• D••• · Chief Compliance Officer · since Jul 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••••• C••••••• B•••••• · Chief Operating Officer · since Jul 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
4 former (kept with end dates)
- D•••• A•••• B•••••• · Shareholder · Dec 1, 1985 to Mar 18, 2016 Inference
- E•••• O••••••• S•••• · Shareholder · Jun 1, 2007 to Mar 26, 2014 Inference
- M•••••• S• M•••• · Chief Investment Officer · Apr 1, 2016 to Sep 7, 2016 Inference
- M•••••• B•••••• · Shareholder · Dec 1, 1985 to Mar 7, 2022 Inference
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
6 most recent
- Jul 8, 2026••• Locked
- Apr 7, 2026••• Locked
- Jan 6, 2026••• Locked
- Jul 2, 2025••• Locked
- Apr 4, 2025••• Locked
- Mar 28, 2012••• Locked
Across the graphs
B•••••• W••••• P•••••••• L•• is the same institution as 2 records in Venture Capital and RIA and Wealth.
Venture Capital1RIA 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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