DFX Intelligence
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W•••• I•••
Fund of fundsClassification probableUpper middle marketSEC registered investment adviser· New York, NYw••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $29B
- PE fund assets
- $7.2B
- PE funds
- 23
- Investments held
- 2 of 3
- Deals, last 12 months
- 3
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 real_estate,energy,infrastructureControl minority
- Latest Form D Jun 18, 2026
- Last 12 months 3Most recent 2 months agoPlatform deals 2
Classification
How this organization is classified, and on what basisFund of funds · 2 in historyShowHide
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 19 of 30 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Upper middle marketdefined by: proxy: $7.16bn Private Equity Fund GAV on the Form ADV filed 2024-05-07
Classification history (2)
- Sep 15, 2026Fund of funds (probable, 75%, cls-pe-2)R1: 19 of 30 admitted vehicles carry the sworn fund-of-funds flag
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 19 of 29 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to May 7, 2024
- RAUM
- $29Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 23
- PE fund GAV, latest filing
- $7.2Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $8.3Bevery private fund type, latest filing
- 2024 PE fund GAV
- $7.2Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 78%
- Fund type mix
- filed 2024-05-07, latest gav Real Estate Fund $1.2B, Private Equity Fund $7.2B, latest counts Real Estate Fund 8, Private Equity Fund 23, lifetime distinct Real Estate Fund 8, Private Equity Fund 29
- Employees
- 172
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
3 observed deals
Stated by the firm
- Sectors
- real estate, energy, infrastructure
- 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
- minority
- Thesis
- ••• Locked
Observed from deals on record
- roles
- unknown 1, platform 2
- period
- to 2026-07-16, from 2025-11-19, undated holdings 1, dated observations 5
- window
- last 2026-07-16, first 2025-11-19
- control
- control 2, unknown 1
- companies
- 3
- geography
- count 1, share 0.333, value NY, count 1, share 0.333, value CT
- investments
- 3
- seller kinds
- corporate parent 1
- transactions
- 3
- cadence by year
- 2025 other deals 1, 2026 platforms 2
- platform add on
- add ons 0, platforms 2, add ons per platform unknown
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.333, value financial services, examples Navitas Credit Corp.
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.333, value financial services, examples Navitas Credit Corp.
3 companies on the graph (3 transactions); most in financial services (1); 2 platforms and 0 add-ons; observed 2025 to 2026
Funds
30 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C••••••••• G••••••••• I• F••••• L• ADV: P•••••• Equity Fund | Fund of funds | 2024 first reported on Form ADV | $665M as of May 7, 2024 | no Form D | Unknown | |
| C••••••• I••••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $210M as of May 7, 2024 | no Form D | Unknown | |
| C••••••••• G••••••••• I• F••••• L• ADV: P•••••• Equity Fund | Fund of funds | 2024 first reported on Form ADV | $45.4M as of May 7, 2024 | no Form D | Unknown | |
| T•••••• H••••••• L• ADV: P•••••• Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $256M as of May 7, 2024 | no Form D | Unknown | |
| C••••••••• G••••••••• I• F••••• L• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $902M as of May 7, 2024 | no Form D | Early deployment | |
| T••••• H••••••• L• ADV: P•••••• Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $512M as of May 7, 2024 | no Form D | Unknown | |
| W••••• H••••••• L• ADV: P•••••• Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $466M as of May 7, 2024 | no Form D | Unknown | |
| W••••••••• T•••• I• L• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $323M as of May 7, 2024 | no Form D | Unknown | |
| W••••••••• T•••• I• L•• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $303M as of May 7, 2024 | no Form D | Early deployment | |
| C••••••••• G••••••••• I• F••••• L• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $253M as of May 7, 2024 | no Form D | Early deployment | |
| C•••••• C••••••••• I•• A• L• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $51.2M as of May 7, 2024 | no Form D | Early deployment | |
| C•••••• C••••••••• A• L• ADV: P•••••• Equity Fund | Fund of funds | 2021 Form D first sale | $106M as of May 7, 2024 | $44.7M | Early deployment | |
| S•••••• •• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $47.0M as of May 7, 2024 | no Form D | Unknown | |
| B•• S•• H••••••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $43.3M as of Jul 18, 2023 | no Form D | Wound down | |
| S•••••• •• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $11.1M as of May 7, 2024 | no Form D | Unknown | |
| S••••••• S•••••••• S••••••• L• • C•••• I• ADV: P•••••• Equity Fund | Fund of funds | 2020 first reported on Form ADV | $869,813 as of May 7, 2024 | no Form D | Harvest | |
| S••••••• S•••••••• S••••••• L• • C•••• I•• ADV: P•••••• Equity Fund | Fund of funds | 2020 first reported on Form ADV | $0 as of Jul 18, 2023 | no Form D | Wound down | |
| C•••••• C••••••••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2018 Form D first sale | $1.7B as of May 7, 2024 | $1.2B | Mature | |
| W•••• S••••• L• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $33.2M as of May 7, 2024 | no Form D | Harvest | |
| W•• V•• M••••• F••• L• ADV: P•••••• Equity Fund | Fund of funds | 2016 first reported on Form ADV | $64.5M as of May 7, 2024 | no Form D | Harvest | |
| W•••• G••••• H••••••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2015 first reported on Form ADV | $1.0B as of May 7, 2024 | no Form D | Mature | |
| S••••••• D••••••••• S••••••• I• L••• ADV: P•••••• Equity Fund | Fund of funds | 2015 first reported on Form ADV | $173M as of May 7, 2024 | no Form D | Harvest | |
| S••••••• D••••••••• S••••••• I•• L••• ADV: P•••••• Equity Fund | Fund of funds | 2015 first reported on Form ADV | $18.7M as of May 7, 2024 | no Form D | Harvest | |
| S••••••• D••••••••• S••••••• I• L••• ADV: P•••••• Equity Fund | Fund of funds | 2015 first reported on Form ADV | $14.8M as of May 7, 2024 | no Form D | Harvest | |
| S••••••• D••••••••• S••••••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2015 first reported on Form ADV | $4.2M as of Jan 29, 2018 | no Form D | Wound down | |
| W•••• S••••• C•••••• M••••• L• ADV: P•••••• Equity Fund | Fund of funds | 2015 first reported on Form ADV | $3.4M as of May 7, 2024 | no Form D | Harvest | |
| S••••••• S•••••••• S••••••• L• ADV: P•••••• Equity Fund | Fund of funds | 2015 first reported on Form ADV | $2.7M as of Jul 18, 2023 | no Form D | Wound down | |
| W•••• P• F••• V• L• ADV: P•••••• Equity Fund | Buyout fund | 2014 first reported on Form ADV | $41.5M as of Jul 18, 2023 | no Form D | Wound down | |
| M•• P•••••• E••••• F••• L••• ADV: P•••••• Equity Fund | Buyout fund | unknown | $30.0M as of Jul 18, 2023 | no Form D | Wound down | |
| W•••• C••••••••• G••••••••• V• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
Team
9 current, 6 former
Managing partner (1)
- F•••• M• A••••••••• · Chairman/Director/Chief Executive Officer · since Jul 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (4)
- A••• A••••••• · Chief Investment Officer · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- A••• A•••• A••••••• · Director/Chief Investment Officer/Senior Managing Director · since Feb 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••• A•••• A••••••• · Chief Investment Officer · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J••••• S••••• · Managing Director and Co-Head of S•••••••• Partnerships · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Platform (4)
- A•••••••• J• M•••••• · Chief Financial Officer/Managing Director · since May 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- F••••• H•••• · Director/Chief Operating Officer/Senior Managing Director · since Aug 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• H•••• · Chief Compliance Officer/Senior Managing Director · since Jul 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••••• S•••• · General Counsel/Managing Director · 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)
6 former (kept with end dates)
- R•••••• J•••• V••••• · Vice Chairman/Director/Chief Investment Officer/Senior Managing Director · Aug 1, 2017 to Mar 31, 2022 Inference
- A•••••• G••••• B•••••• · Director / Chief Financial Officer, Treasurer And Secretary · Jan 1, 1993 to Jun 2, 2017 Inference
- J•••••• M•••••••• · Director · May 1, 2023 to May 7, 2024 Inference
- M•••••• W•••• K••••• · Director / Chairman · Dec 1, 1986 to Jan 29, 2018 Inference
- V•••••• P••• C••••••• · Director · Dec 1, 1993 to Jul 18, 2023 Inference
- Y••••• M•••• C••••••••• · Director · Jan 1, 2020 to Jul 18, 2023 Inference
Portfolio
3 relationships, 2 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| A••••• | Platform | active | Jul 16, 2026 transaction announcement | 2 months | A••• A•••• A••••••• (confirmed) | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| N•••••• C••••• C•••• | Platform | active | Jun 12, 2026 transaction announcement | 3 months | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| G••••••• P•••• C•••••• L•• | Role unknown | exited exited Feb 23, 2026 | unknown | unknown | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
Transactions
4 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jul 16, 2026 | Platform acquisition | A••••• | Sponsor (confirmed) | w••••.com |
| Jun 12, 2026 | Platform acquisition | N•••••• C••••• C•••• | Sponsor (confirmed) | w••••.com |
| Feb 23, 2026 | Exit to a strategic buyer | G••••••• P•••• C•••••• L•• | Seller (confirmed) | w••••.com |
| Nov 19, 2025 | Minority investment | A••••• | Sponsor (confirmed) | w••••.com |
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (2)
- V•• A••••••• L•• 1 shared · one time · last Jan 1, 2015
- G••••••••• G•••• F•• 1 shared · one time · last Jan 1, 2014
Financial advisers (1)
- B••• S••••••••• I••• 1 shared · one time · last Jun 12, 2026
Legal advisers (1)
- S••••• A••••• L•• 1 shared · one time · last Jun 12, 2026
LP commitments
4 disclosed
- N•• Y••• S•••• C••••• R••••••••• F••• in S•••••• •• L•• $25.0M osc.ny.gov
- N•• Y••• S•••• C••••• R••••••••• F••• in C•••••• C••••••••• L••• $300M osc.ny.gov
- A••••• P•••••••• F••• C••••••••• in C•••••• C••••••••• L••• $300M apfc.org
- A••••• P•••••••• F••• C••••••••• in C••••••••• G••••••••• I• F••••• L• $50.0M apfc.org
Events
13 most recent
- Aug 3, 2026W•••• Acquires C•••••• I••••••••• P•••••••• in Brownsburg, Indiana
- Jul 16, 2026W•••• Deepens S•••••••• Partnership with A•••••Platform investmentFactA•••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Jul 16, 2026W•••• Deepens S•••••••• Partnership with A•••••
- Jul 14, 2026W•••• Holds Final Close of C••••••••• G••••••••• V at $2 Billion
- Jun 12, 2026W•••• Announces Acquisition of N•••••• C••••• C••••
- Jun 12, 2026W•••• I•••: P•••••• Equity Funds on Form ADV 23 (2024 extract) -> 25 (roster 2026-09-01)
- Jun 12, 2026W•••• Announces Acquisition of N•••••• C••••• C••••
- Apr 1, 2026W•••• Acquires New Jersey Shopping Center
- Feb 23, 2026C•••••• C••••••••• Forms S•••••••• Partnership with G••••••• P•••• C••••••
- Feb 23, 2026C•••••• C••••••••• Forms S•••••••• Partnership with G••••••• P•••• C••••••
- Nov 19, 2025W•••• Completes Minority Investment in A•••••
- Nov 19, 2025W•••• Completes Minority Investment in A•••••
- Mar 30, 2012W•••• I••• first filed Form ADV in the extract (IA)
Across the graphs
W•••• I••• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Allocators and Real Estate Funds.
Independent Sponsors1RIA and Wealth1Allocators1Real Estate Funds1
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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