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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Firms / A•••• W••••• A•••••••

A•••• W••••• A•••••••

Venture firm with private equity activity · probableunsizedLogan, UTa•••••••••.comSEC registered investment adviser

At A•••• Wealth we are dedicated to helping you navigate financial challenges, ensuring you are prepared for every outcome.

Classification
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)
  1. Sep 13, 2026
    Venture firm with private equity activity (probable, 70%, cls-pe-2)
    R1c: the venture graph classifies the same adviser MICRO_VC
  2. Sep 13, 2026
    Venture firm with private equity activity (probable, 70%, cls-pe-1)
    R3: 9 sworn Venture Capital Funds against 0 Private Equity Funds over 2011-2024
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Jun 21, 2017 to Jun 30, 2024
RAUM
$603Mregulatory 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
$120Mevery 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
0%
Fund type mix
filed 2024-06-30, latest gav Hedge Fund $66.4M, Real Estate Fund $9.1M, Venture Capital Fund $44.5M, latest counts Hedge Fund 2, Real Estate Fund 2, Venture Capital Fund 9, lifetime distinct Hedge Fund 4, Real Estate Fund 2, Venture Capital Fund 9
Employees
25
Headquarters
Logan, UT
Office address
701 S MAIN, SUITE #400, Logan, UT, 84321
Business phone
(435)752-1702
Stated criteria beside observed behaviour
7 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
unknown 7
period
to unknown, from unknown, undated holdings 7, dated observations 0
window
last unknown, first unknown
control
unknown 7
companies
7
geography
investments
7
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, 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

7 companies on the graph (0 transactions); no dated observations

Funds
1 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
A•• V•••••• C•••••• F•••• L••
ADV: Venture Capital Fund
buyout or unlabelled2019
first reported on Form ADV
$31.5M
as of Jun 30, 2024
no Form DHarvest
Team
20 current, 4 former
Partner (8)
4 former (kept with end dates)
Portfolio
7 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
C•••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L•••• • S•• G•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R•••••• y••• r••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W• l••• a• y••• c•••••• p••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Y•• g•• a• h•••••• p••••••••• r•••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
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
1 most recent
  1. Jun 21, 2017
    A•••• W••••• A••••••• 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

A•••• W••••• A••••••• is the same institution as 3 records in Venture Capital, RIA and Wealth and Real Estate Funds.

Venture Capital1RIA 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.

Checking your plan…