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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / W••••• C•••••• M••••••••• L••
W••••• C•••••• M••••••••• L••
Venture firm with private equity activity · probableLower middle marketChicago, ILw•••••••••.comSEC registered investment adviser
Classification
- Class
- Venture firm with private equity activityprobable, confidence 70%
- Basis
- R1c: the venture graph classifies the same adviser CORPORATE_VENTURE
- Size band
- Lower middle marketdefined by: proxy: $0.41bn Private Equity Fund GAV on the Form ADV filed 2024-05-29
Classification history (2)
- Sep 13, 2026Venture firm with private equity activity (probable, 70%, cls-pe-2)R1c: the venture graph classifies the same adviser CORPORATE_VENTURE
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 9 of 10 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to May 29, 2024
- RAUM
- $267Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $411Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $411Mevery private fund type, latest filing
- 2024 PE fund GAV
- $411Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 90%
- Fund type mix
- filed 2024-05-29, latest gav Private Equity Fund $411M, latest counts Private Equity Fund 6, lifetime distinct Other Private Fund 1, Private Equity Fund 9
- Employees
- 7
- Headquarters
- Chicago, IL
- Office address
- 980 N MICHIGAN AVENUE, SUITE 1310, Chicago, IL, 60611-7542
- Business phone
- 312-334-8800
Stated criteria beside observed behaviour
no observed deals yet
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 passionate entrepreneurs who have created successful brands and want to exceed their dream.
Observed from deals on record
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
10 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| D•••• E••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $11.1M as of May 29, 2024 | no Form D | Unknown | |
| I•• E••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $5.5M as of May 29, 2024 | no Form D | Unknown | |
| W••••• R••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $44.5M as of May 29, 2024 | no Form D | Harvest | |
| W•• E• I••••••• L•• ADV: Private Equity Fund | SPV | 2016 first reported on Form ADV | $172M as of May 29, 2024 | no Form D | Mature | |
| W••••• C•••••• P••••••• I•• L•• ADV: Private Equity Fund | Buyout fund | 2014 first reported on Form ADV | $176M as of May 29, 2024 | no Form D | Unknown | |
| W••••• K••• C••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2014 first reported on Form ADV | $3.9M as of Nov 19, 2019 | no Form D | Wound down | |
| W••••• C•••• C••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2014 first reported on Form ADV | $0 as of Nov 19, 2019 | no Form D | Wound down | |
| W••••• C•••••• P•••••••• L•• ADV: Private Equity Fund | Buyout fund | unknown | $2.7M as of May 29, 2024 | no Form D | Harvest | |
| W••••• P• C••••••••• L•• ADV: Other Private Fund | Co-investment vehicle | unknown | $598,000 as of Apr 29, 2015 | no Form D | Wound down | |
| K•• C•••••• I• L•••••• P••••••••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $111,972 as of Mar 30, 2012 | no Form D | Wound down |
Team
5 current, 6 former
Partner (3)
- D••••• J••••• K••• · Member · since Sep 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L••••• E•••••• R•••• · Member · since Sep 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••••• L•••• K•••••• · Member · since Sep 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Board or advisory (1)
- B•••••• J••• K•••• · Trustee Of L••••• E• R•••• G•••••• T•••• · since Feb 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- J•••• F••••• S••••• · Chief Compliance Officer, Chief Financial Officer, Director · since Jul 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)
- J••• M•••••• Y•••• · Chief Compliance Officer, Chief Financial Officer · Mar 1, 2020 to Jul 26, 2023 Inference
- J••• L••••• M•••••• · Chief Compliance Officer / Director Of Finance · Jul 1, 2017 to Nov 19, 2019 Inference
- S•••••• N•• D••••• · Chief Financial Officer/Chief Compliance Officer · Jul 1, 2017 to Mar 30, 2020 Inference
- J•••••• S••••• V•••••• · Director · Aug 1, 2006 to Mar 28, 2018 Inference
- J••••• S•••• W••••••• · Director · Jul 1, 2011 to Mar 28, 2018 Inference
- S••••• a• C••••••• · Director · Aug 1, 2006 to Mar 28, 2018 Inference
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
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)
- C•••• L•• 1 shared · one time · last Jan 1, 2014
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
24 most recent
- Sep 17, 2026Evereve Invests in Men’s Retailer Jaxen Grey
- Sep 17, 2026W••••• Capital Announces Sale of Fat Brain Holdings, LLC to TOMY International, Inc.
- Sep 17, 2026Leeds Equity Partners Completes Investment in Fusion Education Group
- Sep 17, 2026W••••• Capital Funds Growth Investment in Incredible Foods
- Sep 17, 2026W••••• Capital Management Announces Sale Of Petsense, Llc To Tractor Supply Company
- Sep 17, 2026W••••• Capital Partners with Private Equity Firm Piper to Make Investment in Monica Vinader
- Sep 17, 2026Rodd & Gunn Partners with W••••• Capital to Fuel Growth
- Sep 17, 2026W••••• Capital Invests in D•••• to Fuel Growth and Innovation
- Sep 17, 2026W••••• Capital Partners with the Lewis Family and Prairie Management Group to Make Investment in Evereve
- Sep 17, 2026Fat Brain Toys Partners with W••••• Capital to Fuel Future Growth
- Sep 17, 2026W••••• Capital Management Invests in “I and Love and You”
- Sep 17, 2026W••••• Capital Management Invests in KJUS
- Sep 17, 2026W••••• Capital Announces Acquisition of Peter Millar by Richemont
- Sep 17, 2026W••••• Capital Announces Sale of Dragon Alliance to Marchon Eyewear
- Sep 17, 2026W••••• Capital Invests in Petsense to Fuel the Opening New Stores
- Sep 17, 2026W••••• Capital Management Invests $13 Million of Growth Capital in CIRCA
- Sep 17, 2026W••••• Capital Management Invests in J•••ny’s Fine Foods
- Sep 17, 2026W••••• Capital Management Invests in Peter Millar
- Sep 17, 2026W••••• Capital Management Invests in Dragon Alliance
- Sep 17, 2026American Education Group Announces Acquisition of Little Sprouts
- Sep 17, 2026W••••• Capital Invests $10 Million in Boloco Restaurants
- Sep 17, 2026W••••• Capital Leads $35 Million Investment in American Education Group
- Jun 18, 2026W••••• C•••••• M••••••••• L••: Private Equity Funds on Form ADV 6 (2024 extract) -> 7 (roster 2026-09-01)
- Mar 30, 2012W••••• C•••••• M••••••••• L•• first filed Form ADV in the extract (ERA)
Across the graphs
W••••• C•••••• M••••••••• L•• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.
Venture Capital1Independent 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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