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T••• W••• C•••••• M••••••••• L•••

Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· San Francisco, CAt•••••••.com

••• Locked

Regulatory AUM
$1.8B
Form ADV
PE fund assets
$1.8B
Form ADV
PE funds
11
Form ADV
Investments held
2 of 18
DFX transaction tape
Deals, last 12 months
2
DFX transaction tape
Funds and vehiclesTeam (37)Transactions
As of · identity and classification; each section below carries its own date
Why this matters
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 11 of 11 distinct vehicles are sworn Private Equity Funds; 11 reported gross assets on a filing in 2022 or later
Size band
Middle marketdefined by: proxy: $1.84bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
Strategies
SECONDARIES
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 11 of 11 distinct vehicles are sworn P•••••• Equity Funds; 11 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Sep 10, 2015 to Mar 27, 2024
RAUM
$1.8Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
11
PE fund GAV, latest filing
$1.8Breported gross assets (Form ADV), not fund size
All private fund GAV
$1.8Bevery private fund type, latest filing
2024 PE fund GAV
$1.8Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-27, latest gav Private Equity Fund $1.8B, latest counts Private Equity Fund 11, lifetime distinct Private Equity Fund 11
Employees
23
Headquarters
San Francisco, CA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
17 observed deals
Stated by the firm
Sectors
technology
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
••• Locked
Observed from deals on record
roles
unknown 18
period
to 2026-01-21, from 2026-01-21, undated holdings 16, dated observations 4
window
last 2026-01-21, first 2026-01-21
control
unknown 18
companies
17
geography
investments
18
seller kinds
transactions
2
cadence by year
2026 other deals 2
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
5
disclosed value usd
n 0
sector distribution
count 2, share 0.118, value software, examples AIA Contract Documents, W Energy Software, count 1, share 0.059, value media telecom, examples Dcm Services, count 1, share 0.059, value financial services, examples Open Lending, count 1, share 0.059, value life sciences, examples Envoy
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.059, value media telecom, examples Dcm Services, count 1, share 0.059, value financial services, examples Open Lending, count 1, share 0.059, value vertical software, examples AIA Contract Documents, count 1, share 0.059, value software, examples W Energy Software, count 1, share 0.059, value medical devices, examples Envoy

17 companies on the graph (2 transactions); most in software (2); observed 2026 to 2026

Funds
11 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
T•• I• E•••••• C••••••••• L•••
ADV: P•••••• Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$38.9M
as of Mar 27, 2024
no Form DUnknown
T••• W••• C•••••• C••••••••• L•••
ADV: P•••••• Equity Fund
Continuation vehicle2023
first reported on Form ADV
$248M
as of Mar 27, 2024
no Form DEarly deployment
T•• I• S••••••• C••••••••• L•••
ADV: P•••••• Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$24.5M
as of Mar 27, 2024
no Form DUnknown
T•• I• L••••••• C••••••••• L•••
ADV: P•••••• Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$9.8M
as of Mar 27, 2024
no Form DEarly deployment
T•• I• A•• C••••••••• L•••
ADV: P•••••• Equity Fund
Co-investment vehicle2021
first reported on Form ADV
$55.8M
as of Mar 27, 2024
no Form DActive deployment
T•• S••••••• C••••••••• L•
ADV: P•••••• Equity Fund
Co-investment vehicle2021
first reported on Form ADV
$31.6M
as of Mar 27, 2024
no Form DActive deployment
T••• W••• C•••••• I•• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$740M
as of Mar 27, 2024
no Form DMature
T••• W••• C•••••• I•••• L•••
ADV: P•••••• Equity Fund
Feeder or parallel2020
first reported on Form ADV
$175M
as of Mar 27, 2024
no Form DMature
T•• E••••••••• C••••••••• L•••
ADV: P•••••• Equity Fund
Co-investment vehicle2018
first reported on Form ADV
$47.1M
as of Mar 27, 2024
no Form DHarvest
T•• T••••••• C••••••••• L•••
ADV: P•••••• Equity Fund
Co-investment vehicle2018
first reported on Form ADV
$24.1M
as of Mar 27, 2024
no Form DHarvest
T••• W••• C••••••• L•••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$450M
as of Mar 27, 2024
no Form DHarvest
Team
37 current, 2 former
Partner (6)
Vice president (7)
Board or advisory (6)
Platform (8)
2 former (kept with end dates)
Portfolio
18 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
U••••••• K•••••••• I••••••••Role unknownactiveJan 21, 2026
transaction announcement
8 monthsA••• J••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
U••••••• K•••••••• I••••••••Role unknownactiveJan 21, 2026
transaction announcement
8 monthsA••• J••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
A• l•••••• c••••••••• w•••••••• r•••••••• s•••••••• p••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•• C••••••• D••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D•• S•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
O••• L••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• S•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
V••••• C••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
V••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W• E••••• S•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Z••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
2 on record
DateTypeTargetThis firm’s roleSource
Jan 21, 2026Growth investmentU••••••• K•••••••• I••••••••Sponsor (confirmed)t•••••••.com
Jan 21, 2026Growth investmentU••••••• K•••••••• I••••••••Sponsor (confirmed)t•••••••.com
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (4)
  • F••••••••• P•••••• C•••••• G•••• 2 shared · recurring · last Jan 1, 2020
  • A••••••• C•••••• G••••• L•• 2 shared · recurring · last Jan 1, 2020
  • S••••••• P••••••• L•• 2 shared · recurring · last Jan 1, 2020
  • E••••••• G•••• L••••• 1 shared · one time · last Jan 1, 2023
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
10 most recent
  1. Sep 15, 2026
    Cellebrite Appoints M•••••• D. Capellas to Board of Directors as Lead Independent Director
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Mar 30, 2026
    T••• W••• C•••••• M••••••••• L•••: P•••••• Equity Funds on Form ADV 11 (2024 extract) -> 12 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  3. Jan 21, 2026
    T••• W••• C•••••• Announces Growth Investment in the U••••••• K•••••••• I••••••••
    Growth investmentFactU••••••• K•••••••• I••••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  4. Jan 21, 2026
    T••• W••• C•••••• Announces Growth Investment in the U••••••• K•••••••• I••••••••
    Growth investmentFactU••••••• K•••••••• I••••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  5. Jan 21, 2026
    T••• W••• C•••••• Announces Growth Investment in the U••••••• K•••••••• I••••••••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  6. Oct 6, 2025
    T••• W••• C•••••• Realizes Investment in S••••••• Brokers
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  7. Jul 8, 2025
    T••• W••• Completes Sale of A•• C••••••• D•••••••• to Welsh, Carson, Anderson & Stowe
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  8. Mar 17, 2025
    Aldaron Partners and T••• W••• C•••••• Complete Acquisition of D•• S•••••••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  9. Mar 4, 2024
    T••• W••• C•••••• Hires E•••• M• B•••••••• as Partner, Head of Investor Relations
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  10. Sep 10, 2015
    T••• W••• C•••••• M••••••••• L••• first filed Form ADV in the extract (ERA)
    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

T••• W••• C•••••• M••••••••• 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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