DFX Intelligence
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W••••••••• L••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Kansas City, MOw•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $450M
- PE fund assets
- $322M
- PE funds
- 5
- Investments held
- 1 of 1
- Deals, last 12 months
- 1
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors environmental_services,infrastructureGeography Southeast,Asia
- Last 12 months 1Most recent 8 months agoPlatform deals 1
- Graphs 3
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 5 of 5 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.32bn Private Equity Fund GAV on the Form ADV filed 2024-09-17
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 5 of 5 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Apr 30, 2021 to Jul 8, 2026
- RAUM
- $450Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $322Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $356Mevery private fund type, latest filing
- 2024 PE fund GAV
- $322Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-09-17, latest gav Private Equity Fund $322M, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 5
- Employees
- 39
- Headquarters
- Kansas City, MO
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
1 observed deals
Stated by the firm
- Sectors
- environmental services, infrastructure
- Geography
- Southeast, Asia
- 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
- platform 1
- period
- to 2026-01-14, from 2026-01-14, undated holdings 0, dated observations 2
- window
- last 2026-01-14, first 2026-01-14
- control
- control 1
- companies
- 1
- geography
- investments
- 1
- seller kinds
- transactions
- 1
- cadence by year
- 2026 platforms 1
- platform add on
- add ons 0, platforms 1, 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
1 companies on the graph (1 transactions); 1 platforms and 0 add-ons; observed 2026 to 2026
Funds
5 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| W•••• • C•••••• R••••••••• F••• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $0 as of Sep 17, 2024 | no Form D | Unknown | |
| G••••• A••••• F••• I• L• ADV: Private Equity Fund | Fund of funds | 2023 first reported on Form ADV | $118M as of Sep 17, 2024 | no Form D | Early deployment | |
| G••••• A••••• F••• L• ADV: Private Equity Fund | Fund of funds | unknown | $150M as of Sep 17, 2024 | no Form D | Active deployment | |
| W••••••••• I••••••••• F••• 3• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $54.9M as of Sep 17, 2024 | no Form D | Unknown | |
| W••••••••• I••••••••• F••• 1• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Nov 15, 2021 | no Form D | Wound down |
Team
9 current, 1 former
Managing partner (4)
- G••• W•••• · Manager And Chief Executive Officer · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- G••• W•••• · Co-Founder, W••••.org, W••••Equity and W••••Connect · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• D•••• · Co-Founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• G••• O•••••••• · Manager And President · since Sep 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (2)
- J••• E••••• M•••• · Manager · since Jun 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• N••••• H••••• · Manager And Chief Investment Officer · since Apr 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Investor relations (1)
- E••• D•••• E•••••• · Manager And Chief Investor Relations Officer · since Sep 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- C•••••••• E•••••••• C••••• · Manager And Chief Operating Officer · since Jun 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••• M••••••• M••••••• · Chief Compliance Officer · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
1 former (kept with end dates)
- G•••••• C•••• · Chief Operating Officer · Oct 1, 2019 to Mar 9, 2022 Inference
Portfolio
1 relationships, 1 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| O••••••• W•••• A•••••••• D••••••••• W••••••••• S•••••••• A••••• S•••• • S•••••••• A••• | Platform | active | Jan 14, 2026 transaction announcement | 8 months | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
Transactions
1 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jan 14, 2026 | Platform acquisition | O••••••• W•••• A•••••••• D••••••••• W••••••••• S•••••••• A••••• S•••• • S•••••••• A••• | Sponsor (confirmed) | prnewswire.com |
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
7 most recent
- Sep 17, 2026••• Locked
- Sep 17, 2026••• Locked
- Sep 17, 2026••• Locked
- Sep 17, 2026••• Locked
- Jul 8, 2026••• Locked
- Jan 14, 2026
- Apr 30, 2021••• Locked
Across the graphs
W••••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.
Independent Sponsors1RIA and Wealth1Private Credit1
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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