DFX Intelligence
Private Equity Intelligence
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 / W••••••• C•••••• A•••••••• L••
W••••••• C•••••• A•••••••• L••
CandidateLower middle marketBoston, MASEC registered investment adviser
Classification
- Class
- Candidatecandidate, confidence 40%
- Basis
- R7: admitted on 2 Private Equity Fund(s) among 9 vehicles; no rule fired
- Size band
- Lower middle marketdefined by: proxy: $0.03bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
- Strategies
- REAL ESTATE PE
Classification history (1)
- Sep 13, 2026Candidate (candidate, 40%, cls-pe-1)R7: admitted on 2 Private Equity Fund(s) among 9 vehicles; no rule fired
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Aug 10, 2017 to Mar 28, 2024
- RAUM
- $199Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $32.4Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $237Mevery private fund type, latest filing
- 2024 PE fund GAV
- $32.4Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 22%
- Fund type mix
- filed 2024-03-28, latest gav Real Estate Fund $204M, Private Equity Fund $32.4M, latest counts Real Estate Fund 3, Private Equity Fund 1, lifetime distinct Real Estate Fund 7, Private Equity Fund 2
- Employees
- 30
- Headquarters
- Boston, MA
- Office address
- 2 LIBERTY SQUARE, 9TH FLOOR, Boston, MA, 02109
- Business phone
- 617-570-4600
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
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| W••••••• S•••••••• R••• E••••• F••• L• ADV: Private Equity Fund | Real estate fund | 2022 first reported on Form ADV | $32.4M as of Mar 28, 2024 | no Form D | Early deployment | |
| W••••••••• C••••••••• F••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $8.1M as of Mar 31, 2021 | no Form D | Wound down |
Team
3 current, 0 former
Managing partner (2)
- J••• G•••••• · President And Chief Compliance Officer · since Feb 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• L•• A••••• · Member And Managing Member · since Feb 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- E••• M••••••• · Chief Financial Officer · since Jun 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
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
- Sep 1, 2026Adviser CRD 289487 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Aug 10, 2017W••••••• C•••••• A•••••••• L•• first filed Form ADV in the extract (ERA)
Across the graphs
W••••••• C•••••• A•••••••• L•• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Real Estate Funds.
Venture Capital1Independent 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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