DFX Intelligence

Private Equity Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Firms / W•••••• E••••• P•••••••• L•••

W•••••• E••••• P•••••••• L•••

Buyout firmUpper middle marketWaltham, MAw•••••••••.comSEC registered investment adviser

Classification

Class: Buyout firmconfirmed, confidence 85%
Basis: R6: 25 of 28 distinct vehicles are sworn Private Equity Funds; 18 reported gross assets on a filing in 2022 or later
Size band: Upper middle marketdefined by: proxy: $8.09bn Private Equity Fund GAV on the Form ADV filed 2024-04-29

Classification history (1)

Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 25 of 28 distinct vehicles are sworn Private Equity Funds; 18 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Feb 15, 2012 to Apr 29, 2024
RAUM: $7.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 22
PE fund GAV, latest filing: $8.1Breported gross assets (Form ADV), not fund size
All private fund GAV: $8.1Bevery private fund type, latest filing
2024 PE fund GAV: $8.1Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 89%
Fund type mix: filed 2024-04-29, latest gav Private Equity Fund $8.1B, latest counts Private Equity Fund 22, lifetime distinct Other Private Fund 3, Private Equity Fund 25
Employees: 38
Headquarters: Waltham, MA
Office address: 1000 WINTER STREET, Waltham, MA, 02451
Business phone: 781-419-1515

Stated criteria beside observed behaviour

2 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: add on 1, platform 1
period: to 2025-03-05, from 2025-03-05, undated holdings 1, dated observations 2
window: last 2025-03-05, first 2025-03-05
control: control 1, unknown 1
companies: 2
geography
investments: 2
seller kinds
transactions: 1
cadence by year: 2025 add ons 1
platform add on: add ons 1, platforms 1, add ons per platform unknown
sector known for: 1
disclosed value usd: n 0
sector distribution: count 1, share unknown, value healthcare services, examples Haven Behavioral Healthcare, Inc.
holding period years: n 0
repeat counterparties
subsector distribution: count 1, share unknown, value outpatient mental health substance, examples Haven Behavioral Healthcare, Inc.

2 companies on the graph (1 transactions); most in healthcare services (1); 1 platforms and 1 add-ons; observed 2025 to 2025

Funds

28 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
W•••••• E••••• P••••••• V•••• L••• ADV: Private Equity Fund	Buyout fund	2024 first reported on Form ADV	$0 as of Apr 29, 2024	no Form D	Unknown
W•••••• E••••• P••••••• V•• L••• ADV: Private Equity Fund	Buyout fund	2024 first reported on Form ADV	$0 as of Apr 29, 2024	no Form D	Unknown
W•••••• E••••• P••••••• I••••• L••• ADV: Private Equity Fund	Buyout fund	2024 first reported on Form ADV	$0 as of Apr 29, 2024	no Form D	Unknown
W•••••• E••••• P••••••• V• G• F•••••• L••• ADV: Private Equity Fund	Buyout fund	2024 first reported on Form ADV	$0 as of Apr 29, 2024	no Form D	Unknown
W•••••• C•• C••••••••• F•••• L••• ADV: Private Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$569M as of Apr 29, 2024	no Form D	Early deployment
W•••••• O••••• C••••••••• F•••• L••• ADV: Private Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$84.0M as of Apr 29, 2024	no Form D	Early deployment
W•••••• C•••••• A••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$59.7M as of Apr 29, 2024	no Form D	Early deployment
W•••••• C•••••• A••••••••• I•• L••• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$26.8M as of Apr 29, 2024	no Form D	Unknown
W•••••• E••••• P••••••• V••• L••• ADV: Private Equity Fund	Buyout fund	2023 first reported on Form ADV	$4.7M as of Apr 29, 2024	no Form D	Unknown
W•••••• E••••• P••••••• I••••• L••• ADV: Private Equity Fund	Buyout fund	2022 first reported on Form ADV	$1.5B as of Apr 29, 2024	no Form D	Unknown
W•••••• E••••• P••••••• B•••••• C•• L••• ADV: Private Equity Fund	Buyout fund	2022 first reported on Form ADV	$703M as of Apr 29, 2024	no Form D	Early deployment
W••••• P••••••• S••• L••• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$467M as of Apr 29, 2024	no Form D	Early deployment
W•••••• E••••• P••••••• P•••••••• L••• ADV: Private Equity Fund	Buyout fund	2022 first reported on Form ADV	$269M as of Apr 29, 2024	no Form D	Early deployment
W••••• I• S••• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$187M as of Apr 29, 2024	no Form D	Early deployment
C••••••••• S••• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$130M as of Apr 29, 2024	no Form D	Early deployment
W•••••• E••••• P••••••• I• B•••••• C•• L••• ADV: Private Equity Fund	Buyout fund	2022 first reported on Form ADV	$55.3M as of Apr 29, 2024	no Form D	Early deployment
W•••••• E••••• P••••••• I•• B•••••• C•• L••• ADV: Private Equity Fund	Buyout fund	2022 first reported on Form ADV	$26.3M as of Apr 29, 2024	no Form D	Early deployment
S••••••••• V••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$57,174 as of Apr 29, 2024	no Form D	Unknown
W•••••• C•••••• V• L••• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$1.9B as of Apr 29, 2024	no Form D	Unknown
W•••••• C•••••• I•• L••• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$1.8B as of Apr 29, 2024	no Form D	Active deployment
W•••••• C•••••• I•••• L••• ADV: Private Equity Fund	Feeder or parallel	2018 first reported on Form ADV	$430M as of Apr 29, 2024	no Form D	Unknown
W•••••• C•••••• I••• L• ADV: Private Equity Fund	buyout or unlabelled	2015 first reported on Form ADV	$5.4M as of Apr 29, 2024	no Form D	Harvest
W•••••• C•••••• I•• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$2.6M as of Mar 26, 2020	no Form D	Wound down
W•••••• C•••••• I••••• L••• ADV: Private Equity Fund	Feeder or parallel	unknown	$895,272 as of Mar 26, 2020	no Form D	Wound down
W•••••• C•••••• F•••••••• F••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$262,129 as of Mar 26, 2020	no Form D	Wound down
W•••••• V• L•• ADV: Other Private Fund	SPV	unknown	$104,285 as of Feb 14, 2019	no Form D	Wound down
W•••••• J•• L•• ADV: Other Private Fund	SPV	unknown	$95,320 as of Feb 14, 2019	no Form D	Wound down
W•••••• I• L•• ADV: Other Private Fund	SPV	unknown	$56,474 as of Mar 26, 2020	no Form D	Wound down

Team

5 current, 7 former

Managing partner (1)

D•••• P• M••• · Managing Member · since Mar 1, 2021 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)

D••• L••• W••••••• · Trustee · since Jan 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (3)

J••••• B•••••• F••••• · Cfo - Funds · since Oct 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
M••• L•••• G••••• · Cfo - Management Company · since Jan 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
S•••• K•••• V••••••• · Chief Compliance 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)

7 former (kept with end dates)

A••••• O• M•••• · Member · Jun 1, 2003 to Feb 18, 2015 Inference
C•••••• E••••• L••••• · Member · Jun 1, 2003 to Dec 1, 2016 Inference
D••••• J• S•••••• · Member · Feb 1, 2018 to Mar 31, 2021 Inference
A•• L••• N••••••• · Chief Compliance Officer · Nov 1, 2017 to Apr 27, 2018 Inference
J••• C• G•••••••• · Officer · Dec 1, 2014 to Mar 27, 2019 Inference
J••••• C••••• D••••• · Chief Compliance Officer · Apr 1, 2018 to Sep 21, 2021 Inference
R••••• D•••••• L••• · Director · Nov 1, 2011 to Feb 14, 2014 Inference

Portfolio

2 relationships, 1 platforms, 1 add-ons

Company	Role	Status	Invested	Held	Partner	Source
H•••• B••••••••• H••••••••• I••• add-on to O••••• H•••••••••	Add-on	active	Mar 5, 2025 transaction announcement	1.6 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
O••••• H•••••••••	Platform	active	unknown	unknown	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
Mar 5, 2025	Add-on acquisition	H•••• B••••••••• H••••••••• I•••	Sponsor (confirmed)	comvest.com

Placement agents, lenders, advisers and co-investors

2 relationships

Placement agents (1)

C••••••• L•••••• • C•• I••• 2 shared · recurring · last Jan 1, 2024

Lenders (1)

C•••••• A••••••• L•• 1 shared · one time · last Mar 5, 2025

LP commitments

1 disclosed

P••••••••• P••••• S••••• E••••••••• R••••••••• S••••• in W•••••• C•••••• I•• L••• $75.0M pa.gov

Events

2 most recent

May 1, 2026
W•••••• E••••• P•••••••• L•••: Private Equity Funds on Form ADV 22 (2024 extract) -> 27 (roster 2026-09-01)
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Feb 15, 2012
W•••••• E••••• P•••••••• L••• 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)

Scores and what they are made of

Freshness96 · HIGH: as of: 2026-09-21items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9555555555555556,"evidence":"8 method: sum of component points, capped at 1.0
model score-pe-1
Research priority56 · ELEVATED: as of: 2026-09-21items: [{"code":"SCALE_BAND","points":0.35,"evidence":"UPPER_MIDDLE_MARKET"},{"code":"Cmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity3 · LOW: as of: 2026-09-21items: [{"code":"TRANSACTIONS_PER_YEAR_36M","points":0.03333333333333333,"evidence":"1 method: sum of component points, capped at 1.0
model score-pe-1
Acquisition appetite20 · LOW: as of: 2026-09-21items: [{"code":"RECENT_FUND","points":0.2,"caution":"a recent fund is evidence of deplmethod: sum of component points, capped at 1.0
model score-pe-1
Profile completeness83 · HIGH: as of: 2026-09-21items: [{"code":"FIELDS_PRESENT","points":0.8333333333333334,"evidence":["website","funmethod: sum of component points, capped at 1.0
missing: description, stated criteria
model score-pe-1
Fund deployment activity70 · ELEVATED: as of: 2026-09-21items: [{"code":"FUNDS_DEPLOYING","points":0.7,"caution":"deployment state is read frommethod: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Independent Sponsor Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: 8 days ago
Observations: 25
Sources: 3
Open research tasks: 2

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

W•••••• E••••• P•••••••• L••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.

Independent Sponsors1RIA and Wealth1Allocators1

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.

Checking your plan…