DFX Intelligence
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W•••••• I••••••••• G••••• L••
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Oklahoma City, OKw•••••••••.com
Buyout firm, running REAL ESTATE PE, based in Oklahoma City, OK.
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
- Regulatory AUM
- $2.1B
- PE fund assets
- $1.6B
- PE funds
- 5
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 2
- RAUM $2.1B
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.65bn Private Equity Fund GAV on the Form ADV filed 2024-12-13
- Strategies
- REAL ESTATE PE
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- May 7, 2015 to Aug 10, 2026
- RAUM
- $2.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $1.6Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $2.1Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.6Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-12-13, latest gav Private Equity Fund $1.6B, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 4
- Employees
- 76
- Headquarters
- Oklahoma City, OK
- 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
- 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.
Funds
4 on record, 1 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| W•••••• P••••••• V• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $121M as of Dec 13, 2024 | no Form D | Early deployment | |
| W•••••• U• R••• E••••• F••• I• ADV: Private Equity Fund | Real estate fund | 2021 first reported on Form ADV | $125M as of Dec 13, 2024 | no Form D | Unknown | |
| W•••••• P••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $575M as of Dec 13, 2024 | no Form D | Successor fundraising | |
| W•••••• P••••••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $825M as of Dec 13, 2024 | no Form D | Mature |
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 | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| W•••••• U• R••• E••••• P••••••• P••••••• I• | Private Equity Fund | 2026 to 2026 | $1.8M filed Aug 10, 2026 | reports.adviserinfo.sec.gov |
Team
2 current, 6 former
Managing partner (1)
- K•••••••• T••••• R•••••• · Chief Executive Officer; Managing Member · since Oct 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- C••••••••• L••• S•••••••• · Chief Compliance Officer · since Dec 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
6 former (kept with end dates)
- B•••• P•••••• M•••••• · General Counsel And Chief Compliance Officer · May 1, 2022 to Feb 28, 2024 Inference
- B•••• C••••••••• B••• · Chief Financial Officer · Jan 1, 2022 to Oct 31, 2023 Inference
- C••••• A••••• R•••••• P••••• · Chief Administrative Officer & Chief Compliance Officer · Jul 1, 2016 to Jan 12, 2022 Inference
- F•••••• A•••• · Chief Financial Officer · Apr 1, 2015 to Aug 20, 2015 Inference
- I•• R••• R••••••• · Chief Financial Officer And Chief Compliance Officer · Sep 1, 2023 to Dec 13, 2024 Inference
- M•••••• H••••• B•••• · General Counsel And Chief Compliance Officer · Apr 1, 2016 to Oct 15, 2021 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
2 most recent
- Aug 10, 2026••• Locked
- May 7, 2015••• Locked
Across the graphs
W•••••• I••••••••• G••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent Sponsors1RIA 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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