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Firms / E•••••••• W••••• M••••••••• I•••

E•••••••• W••••• M••••••••• I•••

Fund of funds · probableLower middle marketAppleton, WIe•••••••••.comSEC registered investment adviser
Classification
Class
Fund of fundsprobable, confidence 75%
Basis
R1: 5 of 7 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
Size band
Lower middle marketdefined by: proxy: $0.02bn Private Equity Fund GAV on the Form ADV filed 2024-08-14
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%, cls-pe-1)
    R1: 5 of 7 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Jan 8, 2018 to Aug 14, 2024
RAUM
$354Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
5
PE fund GAV, latest filing
$15.8Mreported gross assets (Form ADV), not fund size
All private fund GAV
$55.2Mevery private fund type, latest filing
2024 PE fund GAV
$15.8Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
36%
Fund type mix
filed 2024-08-14, latest gav Private Equity Fund $15.8M, Venture Capital Fund $39.5M, latest counts Private Equity Fund 5, Venture Capital Fund 6, lifetime distinct Private Equity Fund 5, Venture Capital Fund 9
Employees
12
Headquarters
Appleton, WI
Office address
W6272 COMMUNICATION COURT, Appleton, WI, 54914-8531
Business phone
920-785-6010
Stated criteria beside observed behaviour
6 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
unknown 6
period
to unknown, from unknown, undated holdings 6, dated observations 0
window
last unknown, first unknown
control
unknown 6
companies
6
geography
investments
6
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
0
disclosed value usd
n 0
sector distribution
holding period years
n 0
repeat counterparties
subsector distribution

6 companies on the graph (0 transactions); no dated observations

Funds
7 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
G••••• A••• S•• L•• • N•• I••••
ADV: P•••••• Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$5.4M
as of Aug 14, 2024
no Form DEarly deployment
G••••• A••• S•• L•• • S•••
ADV: P•••••• Equity Fund
Fund of funds2023
first reported on Form ADV
$4.7M
as of Aug 14, 2024
no Form DEarly deployment
E•• A••••••••• I••••••••• S•••••• P•••••• V••••••• L••••••••• 1•••
ADV: Venture Capital Fund
buyout or unlabelledunknown$11.8M
as of Feb 1, 2022
no Form DWound down
E•• S•••••• P•••••• V••••••• F•• L••
ADV: P•••••• Equity Fund
Fund of fundsunknown$5.3M
as of Aug 14, 2024
no Form DHarvest
E•• S•••••• P•••••• V••••••• A••• L••
ADV: P•••••• Equity Fund
Fund of fundsunknown$193,457
as of Aug 14, 2024
no Form DHarvest
E•• A••••••••• I••••••••• S•••••• P•••••• V••••••• L••••••••• 3••••••• • F••••
ADV: P•••••• Equity Fund
Fund of fundsunknown$187,823
as of Aug 14, 2024
no Form DHarvest
E•• A••••••••• I••••••••• S••• L•• • S••••• 2• • U•••••• T•••••••••
ADV: Venture Capital Fund
buyout or unlabelledunknown$0
as of Dec 6, 2023
no Form DWound down
Team
9 current, 2 former
Managing partner (2)
Vice president (1)
2 former (kept with end dates)
Portfolio
6 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
A••••• v•• P••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••• v•• B•••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••••••• I•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
C••••••••• W••••••• v•• F••••••••• W•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
O•• A••••••• t• P•••••••• C•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••••• A•••• A••••••••• v•• T••••••• A•••• A•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
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
1 relationships
Placement agents (1)
  • N•••• C•••••• P•••••• S••••••••• C••••••••• 1 shared · one time · last Jan 1, 2018
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. Jul 6, 2026
    E•••••••• W••••• M••••••••• I•••: P•••••• Equity Funds on Form ADV 5 (2024 extract) -> 4 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Jan 8, 2018
    E•••••••• W••••• M••••••••• I••• 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

E•••••••• W••••• M••••••••• I••• is the same institution as 4 records in Venture Capital, Family Offices, Independent Sponsors and RIA and Wealth.

Venture Capital1Family Offices1Independent 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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