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.
W•••••• A•••••••• L••
••• Locked
- Regulatory AUM
- $30B
- PE fund assets
- Not established
- PE funds
- 7
- Investments held
- Not established
- Deals, last 12 months
- Not established
- Graphs 3
- RAUM $30B
How this organization is classified, and on what basisHybrid manager · 1 in historyShowHide
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 14, 2026Hybrid manager (probable, 65%, cls-pe-2)R4: Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
- Adviser type
- unknown
- Form ADV filings
- ? to Aug 31, 2026
- RAUM
- $30Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 7
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.8Bevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- unknown
- Employees
- unknown
- 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
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| P••••• A••••• I•• L••• | Private Equity Fund | 2026 to 2026 | $494M filed Aug 31, 2026 | reports.adviserinfo.sec.gov | |
| P••••• A••••• V• L• | Private Equity Fund | 2026 to 2026 | $443M filed Aug 31, 2026 | reports.adviserinfo.sec.gov | |
| P••••• A••••• I••• L• | Private Equity Fund | 2026 to 2026 | $251M filed Aug 31, 2026 | reports.adviserinfo.sec.gov | |
| P••••• A••••• I•• L• | Private Equity Fund | 2026 to 2026 | $138M filed Aug 31, 2026 | reports.adviserinfo.sec.gov | |
| P••••• A••••• I•••• L••• | Private Equity Fund | 2026 to 2026 | $49.7M filed Aug 31, 2026 | reports.adviserinfo.sec.gov | |
| T••••• C••••••••• H•••••••• L•• | Private Equity Fund | 2026 to 2026 | $25.7M filed Aug 31, 2026 | reports.adviserinfo.sec.gov | |
| P••••• A••••• I• L• | Private Equity Fund | 2026 to 2026 | $5.3M filed Aug 31, 2026 | reports.adviserinfo.sec.gov |
- A•••• N••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• B••••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• P••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•• L•••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• B•••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• H••••••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• M• C••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••• W••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• S•••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• S•••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• A•••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• B• B••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• B•••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••••• H•••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• R••••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• D•••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• W•••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• F••••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••••• D•••••• · Partner, Wealth Advisor, Portfolio Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• P••••••••• · Partner, Financial Planner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• B• F••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• M• F•••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• M••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• H••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• M••••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• A• G••••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••••• L• C••••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••••••• L• B•••••• · Partner, Wealth Advisor, W•••••• Women Practice Leader · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• J••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• V•••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• B• C••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• U•••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••• P• G••••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• V• K•••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••• W• C••••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• M•••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I••• T••••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• A•••• · Partner, Retirement Plan Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• B••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• L• M•••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• P• H•••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• R• O•••••• · Partner, Retirement Plan Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• T• B•••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• S•••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• D• S•••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• A•••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• L•••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• B••••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• S•••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• S•••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••• T• S•••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•• S••••••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•• M••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• B••••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• K• H•••••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•• S•••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•• D•••••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• C•••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• M•••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• B•••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• M•••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• D••••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• W•••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••••• B••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• M•••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•• W•••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• P• J•••••• · Associate Director of Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•• H•••• · Associate Retirement Plan Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••• R••••••• · Associate Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• B••••••••• · Associate Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• C••••• · Associate Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••••• B••••• · Associate Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••• G•••••• · Associate Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• J••••• · Associate Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H••••••• D•••••• · Associate Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• S•••• · Associate Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• G••••••• · Associate Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••••• M••••• · Associate Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• C••••• · Partner, Wealth and Tax Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• W••••• · Tax Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••••• S••••• · Tax Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••••• L• M••••• · Tax Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• C•••••• · Tax Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• L• L••••• · Regional Tax Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• T••••• · Trust Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• W••••••• · Tax Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• M• W••• · Tax Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• M• Y••• · Tax Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• G•••••• · Tax Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••••• A•••••• · Tax Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• W•••••• · Tax Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• D•••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• M•••••• · Retirement Plan Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••• G••••••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• I••••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• R••••••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• M•••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• E•••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• G•••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• M••••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• C••••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• P••••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• A• W••••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• C• S•••••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• R••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• B•••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• C• S•••••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• F••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• B•••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• R• C••••••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• K•••••• S•••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• L• M•••••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• M•••••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• L••••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• B•••••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• F••••• · Institutional and Retirement Plan Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• L•••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• C• C••••• · Retirement Plan Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•• M••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• C•••••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V•••••• P••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• ••••• G•••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Nov 30, 2001••• Locked
W•••••• A•••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Real Estate Funds.
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…