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.
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Firms / W••••••
W••••••
W•••••• Capital is an industry leading private holding firm that partners and invests in growing private businesses and their management teams.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 13 of 13 distinct vehicles are sworn Private Equity Funds; 11 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.26bn Private Equity Fund GAV on the Form ADV filed 2024-12-09
Classification history (2)
- Sep 14, 2026Hybrid manager (probable, 65%, cls-pe-2)R4: P•••••• Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 13 of 13 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
- Apr 2, 2018 to Dec 9, 2024
- RAUM
- $262Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 10
- PE fund GAV, latest filing
- $262Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $262Mevery private fund type, latest filing
- 2024 PE fund GAV
- $262Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-12-09, latest gav Private Equity Fund $262M, latest counts Private Equity Fund 10, lifetime distinct Private Equity Fund 13
- Employees
- 11
- Headquarters
- Boston, MA
- Office address
- 607 BOYLSTON STREET, SUITE 603, Boston, MA, 02116
- Business phone
- (603) 770-9785
Stated criteria beside observed behaviour
15 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
- We partner with business owners, founders, and management teams that share our vision for long-term growth to deliver compounding capital appreciation.
Observed from deals on record
- roles
- unknown 15, standalone 1
- period
- to 2024-05-20, from 2024-05-20, undated holdings 14, dated observations 5
- window
- last 2024-05-20, first 2024-05-20
- control
- control 1, unknown 15
- companies
- 15
- geography
- count 1, share 0.067, value UT
- investments
- 16
- seller kinds
- transactions
- 3
- cadence by year
- 2024 other deals 3
- 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 0.067, value industrial services, examples Elite Equipment Rental, LLC
- holding period years
- n 0
- repeat counterparties
- role lender, shared 3, entity id 6886d743-f640-49a0-a955-7328f7042bc8
- subsector distribution
15 companies on the graph (3 transactions); most in industrial services (1); observed 2024 to 2024
Funds
12 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| W•• P•••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $3.9M as of Dec 9, 2024 | no Form D | Early deployment | |
| W•• P••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $165,356 as of Dec 9, 2024 | no Form D | Unknown | |
| W•• Q••••••• L• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $9.5M as of Dec 9, 2024 | no Form D | Unknown | |
| W•• f•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $2.7M as of Dec 9, 2024 | no Form D | Harvest | |
| W•• F•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $6.1M as of Dec 9, 2024 | no Form D | Active deployment | |
| W•••••• P•••••• H•••••••• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $176M as of Dec 9, 2024 | no Form D | Mature | |
| W•• B••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $61.2M as of Dec 9, 2024 | no Form D | Unknown | |
| W•• C••••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $1.5M as of Dec 9, 2024 | no Form D | Harvest | |
| W•• C•••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $972,518 as of Jun 7, 2023 | no Form D | Wound down | |
| W•• R••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $514,874 as of Dec 9, 2024 | no Form D | Harvest | |
| W•• A•••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $281,833 as of Dec 9, 2024 | no Form D | Harvest | |
| W•• H••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $0 as of Jun 7, 2023 | no Form D | Wound down |
Team
14 current, 0 former
Managing partner (2)
- J••• F•••••• L•••••• · Managing Partner · since Dec 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• J• M••••••• · Managing Partner · since Dec 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (2)
- J••• F•••••• L•••••• · PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• J• M••••••• · PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (1)
- C•••••• S•••• · DIRECTOR OF ORIGINATIONS · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (3)
- D••••• F•••••• · VICE PRESIDENT · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• R•••• · SENIOR ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• S•••• · SENIOR ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Analyst (2)
- H••••• P••• · ANALYST · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• K••••• · ANALYST · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (4)
- L••••• D••• · CONTROLLER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• M••••• · ADMINISTRATION AND MARKETING ASSISTANT · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• A•• E•••••••• · Chief Financial Officer / Chief Compliance Officer · since May 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• A•• E•••••••• · CHIEF FINANCIAL OFFICER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
16 relationships, 0 platforms, 0 add-ons
Transactions
2 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| May 20, 2024 | Majority recapitalization | E•••• E•••••••• R•••••• L•• | Sponsor | myemail.constantcontact.com |
| May 20, 2024 | Type not stated | E•••• E•••••••• R•••••• L•• | Sponsor, Sponsor | myemail.constantcontact.com |
Placement agents, lenders, advisers and co-investors
1 relationships
Lenders (1)
- G••••••• C•••••• G•••• 2 shared · recurring · last May 20, 2024
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
- May 13, 2026W••••••: P•••••• Equity Funds on Form ADV 10 (2024 extract) -> 13 (roster 2026-09-01)
- Apr 2, 2018W•••••• first filed Form ADV in the extract (ERA)
Across the graphs
W•••••• is the same institution as 4 records in Independent Sponsors, Venture Capital and RIA and Wealth.
Independent Sponsors2Venture Capital1RIA 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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