DFX Intelligence

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J••• W•••••• C•••••• P•••••••• L••

Secondaries managerClassification probableLower middle marketSEC registered investment adviser· New Canaan, CTw••••••.com

••• Locked

As of 2026-09-21 · identity and classification; each section below carries its own date

Regulatory AUM: $859M
PE fund assets: $545M
PE funds: 6
Investments held: Not established
Deals, last 12 months: Not established

Funds and vehicles Team (3)Transactions

As of 2026-09-21 · identity and classification; each section below carries its own date

Why this matters

This firm publishes its own acquisition criteria, so a fit test does not have to be inferred from past deals.
Equity cheque $25.0M to $200MRevenue $50.0M to $50.0MSectors business_services,manufacturing,healthcare,consumer,chemicals_materialsGeography United StatesControl majority
Also held on 3 other DFX graphs, so its behaviour can be read from more than one side.
Graphs 3
0 lenders and 2 placement agents appear beside this firm on the record.
Placement agents 2

Classification

How this organization is classified, and on what basisSecondaries manager · 1 in historyShow

Class: Secondaries managerprobable, confidence 70%
Basis: R2: 3 of 6 private equity vehicles are named secondaries
Size band: Lower middle marketdefined by: proxy: $0.54bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Strategies: SECONDARIES

Classification history (1)

Sep 13, 2026
Secondaries manager (probable, 70%, cls-pe-1)
R2: 3 of 6 private equity vehicles are named secondaries

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Feb 21, 2012 to Mar 30, 2026
RAUM: $859Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 6
PE fund GAV, latest filing: $545Mreported gross assets (Form ADV), not fund size
All private fund GAV: $859Mevery private fund type, latest filing
2024 PE fund GAV: $545Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: filed 2024-03-29, latest gav Private Equity Fund $545M, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 8
Employees: 5
Headquarters: New Canaan, CT
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour

no observed deals yet

Stated by the firm

Sectors: business services, manufacturing, healthcare, consumer, chemicals materials
Geography: United States
Revenue: $50.0M to $50.0M
EBITDA: not stated or not yet read
Enterprise value: $50.0M to $500M
Equity check: $25.0M to $200M
Control: majority
Thesis: ••• Locked

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

8 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
J••• W•••••• V••••••• L••• ADV: P•••••• Equity Fund	Feeder or parallel	2024 first reported on Form ADV	$48.3M as of Mar 29, 2024	no Form D	Unknown
J••• W•••••• V••••• L••• ADV: P•••••• Equity Fund	Feeder or parallel	2017 first reported on Form ADV	$54.6M as of Mar 29, 2024	no Form D	Harvest
J••• W•••••• V•• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$307M as of Mar 29, 2024	no Form D	Mature
J••• W•••••• V••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$120M as of Mar 29, 2024	no Form D	Harvest
W•••••• S•••••••• P••••••• V•• L••• ADV: P•••••• Equity Fund	Secondaries fund	unknown	$9.4M as of Mar 29, 2024	no Form D	Mature
W•••••• V• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$7.3M as of Mar 28, 2013	no Form D	Wound down
W•••••• S•••••••• P••••••• V••• L••• ADV: P•••••• Equity Fund	Secondaries fund	unknown	$5.4M as of Mar 29, 2024	no Form D	Harvest
W•••••• S•••••••• P••••••• V• L••• ADV: P•••••• Equity Fund	Secondaries fund	unknown	$372,000 as of Mar 28, 2013	no Form D	Wound down

Team

3 current, 6 former

Managing partner (2)

P••• R••• V••••• · Senior Managing Director; Managing Member · since Nov 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
R••••• M••• W••••••• · Senior Managing Director; Managing Member · since Nov 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (1)

D•••• J••• Z••••••• · Chief Compliance Officer · since Mar 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

6 former (kept with end dates)

J•••• H••••••• F•••••• · Managing Director; Managing Member · Nov 1, 2004 to Mar 31, 2015 Inference
M•••••• C•••••• S••••••• · Senior Managing Director; Managing Member; Chief Financial Officer · Nov 1, 2004 to Mar 29, 2018 Inference
P•••• M••• C•••••••• · Non-Managing Member · Nov 1, 2004 to Mar 30, 2016 Inference
S••••• E••• R•••••• · Senior Managing Director; Managing Member · Jan 1, 2017 to Mar 29, 2018 Inference
B•••• N••• C••••• · Managing Director · Nov 1, 2004 to Mar 28, 2014 Inference
K•••• J••• C••••• · Chief Compliance Officer · Nov 1, 2004 to Mar 31, 2022 Inference

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

1 on record

Date	Type	Target	This firm’s role	Source
May 7, 2002	Take-private	H•••••••• I••••••••• I••	Sponsor (derived)	sec.gov

Placement agents, lenders, advisers and co-investors

2 relationships

Placement agents (2)

L••••• F••••• • C•• L•• 4 shared · strong · last Jan 1, 2020
M•••••• P•••••• E••••• A••••••• U•• L•• 2 shared · recurring · last Jan 1, 2012

LP commitments

4 disclosed

C••••••••• S•••• T•••••••• R••••••••• S••••• in J••• W•••••• V•• L••• $75.0M calstrs.com
L•• A•••••• C••• E••••••••• R••••••••• S••••• in J••• W•••••• V••• L••• amount not disclosed lacers.org
L•• A•••••• C••• E••••••••• R••••••••• S••••• $11.6M lacers.org
L•• A•••••• C••• E••••••••• R••••••••• S••••• in J••• W•••••• V•• L••• $14.9M lacers.org

Events

2 most recent

Dec 31, 2025
••• Locked
Lp commitment disclosedFactL•• A•••••• C••• E••••••••• R••••••••• S•••••Public pension private-markets disclosures, read through the venture lane's LP report tape
Feb 21, 2012
••• Locked
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness99 · HIGH: as of: 2026-09-23items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9888888888888889,"evidence":"2 method: sum of component points, capped at 1.0
model score-pe-1
Research priority29 · MODERATE: as of: 2026-09-23items: [{"code":"SCALE_BAND","points":0.2,"evidence":"LOWER_MIDDLE_MARKET"},{"code":"COmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-23items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite25 · MODERATE: as of: 2026-09-23items: [{"code":"RECENT_FUND","points":0.2,"caution":"a recent fund is evidence of deplmethod: sum of component points, capped at 1.0
missing: no transactions on the graph for this firm yet
model score-pe-1
Profile completeness75 · HIGH: as of: 2026-09-23items: [{"code":"FIELDS_PRESENT","points":0.75,"evidence":["website","description","funmethod: sum of component points, capped at 1.0
missing: portfolio, transactions, lenders
model score-pe-1
Fund deployment activity0 · LOW: as of: 2026-09-23items: []method: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Independent Sponsor Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: yesterday
Observations: 39
Sources: 3
Open research tasks: 1

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

J••• W•••••• C•••••• P•••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.

Independent Sponsors1RIA and Wealth1Allocators1

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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