Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

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Firms / W••••••• W••••• M•••••••••

W••••••• W••••• M•••••••••

CandidateLower middle marketDallas, TXw•••••••••.comSEC registered investment adviser
Classification
Class
Candidatecandidate, confidence 40%
Basis
R7: admitted on 8 Private Equity Fund(s) among 22 vehicles; no rule fired
Size band
Lower middle marketdefined by: proxy: $0.05bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (1)
  1. Sep 13, 2026
    Candidate (candidate, 40%, cls-pe-1)
    R7: admitted on 8 Private Equity Fund(s) among 22 vehicles; no rule fired
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 29, 2012 to Mar 29, 2024
RAUM
$433Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
7
PE fund GAV, latest filing
$49.9Mreported gross assets (Form ADV), not fund size
All private fund GAV
$221Mevery private fund type, latest filing
2024 PE fund GAV
$49.9Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
36%
Fund type mix
filed 2024-03-29, latest gav Hedge Fund $165M, Real Estate Fund $5.7M, Private Equity Fund $49.9M, latest counts Hedge Fund 2, Real Estate Fund 1, Private Equity Fund 7, lifetime distinct Hedge Fund 3, Real Estate Fund 1, Other Private Fund 10, Private Equity Fund 8
Employees
68
Headquarters
Dallas, TX
Office address
200 CRESCENT COURT, SUITE 1200, Dallas, TX, 75201
Business phone
2147566900
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
12 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
W••••••• E••••• S••••••••• F••• I••• L•Secondaries fund2026
Form D first sale
unknownno reporting$60.4MFundraising
W••••••• E••••• S••••••••• F••• I• L••
ADV: Private Equity Fund
Fund of funds2024
first reported on Form ADV
$34.3M
as of Mar 29, 2024
no Form DUnknown
W••••••• F••••••••• P••••••• F••• I•• L••
ADV: Private Equity Fund
Fund of funds2024
first reported on Form ADV
$7.6M
as of Mar 29, 2024
no Form DUnknown
W••••••• V•••••• S•••••••• P••••••• I••• L••
ADV: Private Equity Fund
Fund of funds2024
first reported on Form ADV
$2.7M
as of Mar 29, 2024
no Form DUnknown
W••••••• L••••••• D•• F••• I••• L••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$1.5M
as of Mar 29, 2024
no Form DEarly deployment
W••••••• V•••••• I••••••••• F•••• L••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$1.3M
as of Mar 29, 2024
no Form DUnknown
W••••••• V•••••• F••• I••• L••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$952,525
as of Mar 29, 2024
no Form DUnknown
P• W••••••• A•• F••• I• L•• •••••••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$0
as of Oct 27, 2023
no Form DWound down
W••••••• T••••••••• O••••••••• F••• I• L•
ADV: Private Equity Fund
Fund of funds2019
first reported on Form ADV
$1.7M
as of Mar 29, 2024
no Form DHarvest
W••••••• E••••• S••••••••• C••••••••• F••• I•• L••Secondaries fundunknownunknownno reporting$0Fundraising
W•• I•• C••••••••• F•••• L•Co-investment vehicleunknownunknownno reporting$0Fundraising
W••••••• E••••• S••••••••• C••••••••• F••• V• L••Secondaries fundunknownunknownno reporting$0Fundraising
Team
6 current, 10 former
10 former (kept with end dates)
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
1 relationships
Placement agents (1)
  • S•••••• C•••••• L••• 4 shared · strong · last Jun 24, 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
  1. Apr 2, 2026
    W••••••• W••••• M•••••••••: Private Equity Funds on Form ADV 7 (2024 extract) -> 11 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Mar 29, 2012
    W••••••• W••••• M••••••••• 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)
Across the graphs

W••••••• W••••• M••••••••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Real Estate Funds.

Independent Sponsors1RIA and Wealth1Real Estate Funds1

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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