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•• I••••••••• M•••••••••

W•• I••••••••• M•••••••••

Hybrid manager · probableLower middle marketLaguna Beach, CAw••••••••.comSEC registered investment adviser
Classification
Class
Hybrid managerprobable, confidence 65%
Basis
R4: Private Equity Funds are 2 of 10 distinct vehicles; hedge, securitized or liquidity vehicles 2
Size band
Lower middle marketdefined by: proxy: $0.03bn Private Equity Fund GAV on the Form ADV filed 2024-03-15
Classification history (1)
  1. Sep 13, 2026
    Hybrid manager (probable, 65%, cls-pe-1)
    R4: Private Equity Funds are 2 of 10 distinct vehicles; hedge, securitized or liquidity vehicles 2
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 28, 2012 to Mar 15, 2024
RAUM
$67Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
2
PE fund GAV, latest filing
$25.7Mreported gross assets (Form ADV), not fund size
All private fund GAV
$5.8Bevery private fund type, latest filing
2024 PE fund GAV
$25.7Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
20%
Fund type mix
filed 2024-03-15, latest gav Hedge Fund $159M, Other Private Fund $5.6B, Private Equity Fund $25.7M, latest counts Hedge Fund 1, Other Private Fund 5, Private Equity Fund 2, lifetime distinct Hedge Fund 2, Other Private Fund 6, Private Equity Fund 2
Employees
93
Headquarters
Laguna Beach, CA
Office address
281 BROOKS STREET, Laguna Beach, CA, 92651-2974
Business phone
949-380-0200
Stated criteria beside observed behaviour
1 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
minority 1
period
to 2026-08-06, from 2026-08-06, undated holdings 0, dated observations 1
window
last unknown, first unknown
control
minority 1
companies
1
geography
investments
1
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
1
disclosed value usd
n 0
sector distribution
count 1, share unknown, value industrial manufacturing, examples Hadrian
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share unknown, value miscellaneous manufacturing, examples Hadrian

1 companies on the graph (0 transactions); most in industrial manufacturing (1); observed 2026 to 2026

Funds
2 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
W•• P••••••• S••••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$2.6M
as of Mar 15, 2024
no Form DUnknown
W•• P••••••• S•• I• L•
ADV: Private Equity Fund
SPV2023
first reported on Form ADV
$23.1M
as of Mar 15, 2024
no Form DEarly deployment
Team
7 current, 5 former
5 former (kept with end dates)
Portfolio
1 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
H••••••MinorityactiveAug 6, 2026
venture round
2 monthsunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
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
  1. Aug 31, 2026
    W•• I••••••••• M•••••••••: Private Equity Funds on Form ADV 2 (2024 extract) -> 4 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Feb 28, 2012
    W•• I••••••••• 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•• I••••••••• M••••••••• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.

Venture Capital1Independent 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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