DFX Intelligence
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W••••••• C••••••• L••
Fund of fundsClassification probableLower middle marketSEC registered investment adviser· New York, NYw•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $94.5M
- PE fund assets
- $81.7M
- PE funds
- 6
- Investments held
- 10 of 10
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 3
- RAUM $94.5M
Classification
How this organization is classified, and on what basisFund of funds · 1 in historyShowHide
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 9 of 9 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.08bn Private Equity Fund GAV on the Form ADV filed 2024-03-05
- Strategies
- INFRASTRUCTURE, PRIVATE CREDIT, REAL ESTATE PE
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 9 of 9 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 13, 2020 to Mar 27, 2026
- RAUM
- $94.5Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $81.7Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $74.0Mevery private fund type, latest filing
- 2024 PE fund GAV
- $81.7Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-05, latest gav Private Equity Fund $81.7M, latest counts Private Equity Fund 9, lifetime distinct Private Equity Fund 9
- Employees
- 4
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
10 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
- ••• Locked
Observed from deals on record
- roles
- unknown 10
- period
- to unknown, from unknown, undated holdings 10, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 10
- companies
- 10
- geography
- investments
- 10
- seller kinds
- transactions
- 0
- cadence by year
- 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 0.1, value agriculture, examples US FARMLAND
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.1, value agriculture, examples US FARMLAND
10 companies on the graph (0 transactions); most in agriculture (1); no dated observations
Funds
9 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| W••••••• N•••••••• F••• L• ADV: Private Equity Fund | Fund of funds | 2023 first reported on Form ADV | $24.0M as of Mar 5, 2024 | no Form D | Early deployment | |
| W••••••• I••••• M••••• F••• L• • S••••• 2••• • 1• ADV: Private Equity Fund | buyout or unlabelled | 2021 year in the fund name | $20.9M as of Mar 5, 2024 | no Form D | Unknown | |
| W••••••• C••••• O••••••••• F••• L• ADV: Private Equity Fund | Credit fund | 2021 first reported on Form ADV | $12.0M as of Mar 5, 2024 | no Form D | Active deployment | |
| W••••••• R•••••• F••• L• • S••••• 2••• • 1• ADV: Private Equity Fund | buyout or unlabelled | 2021 year in the fund name | $9.2M as of Mar 5, 2024 | no Form D | Early deployment | |
| W••••••• S•••••••• R••• E••••• F••• L• ADV: Private Equity Fund | Real estate fund | 2021 first reported on Form ADV | $3.9M as of Mar 5, 2024 | no Form D | Unknown | |
| W••••••• D•••••• I••••••••• F•••• L• • S••••• N• ADV: Private Equity Fund | Infrastructure fund | 2021 first reported on Form ADV | $1.7M as of Mar 5, 2024 | no Form D | Unknown | |
| W••••••• I••••• M••••• F••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $3.7M as of Mar 5, 2024 | no Form D | Mature | |
| W••••••• D•••••• I••••••••• F••• L• ADV: Private Equity Fund | Infrastructure fund | unknown | $3.5M as of Mar 5, 2024 | no Form D | Mature | |
| W••••••• R•••••• F••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2.8M as of Mar 5, 2024 | no Form D | Mature |
Team
3 current, 0 former
Managing partner (1)
- A••••• W••••• E••••••• · Managing Member, Chief Compliance Officer · since Jan 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Associate (1)
- R••• M••••••• · Investment Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (1)
- L••• C••••• · Executive Assistant & Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
10 relationships, 0 platforms, 0 add-ons
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
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
2 most recent
- Mar 27, 2026••• Locked
- Mar 13, 2020••• Locked
Across the graphs
W••••••• C••••••• 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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