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Firms / 1••• W•••••

1••• W•••••

Fund of funds · probableLower middle marketSan Antonio, TX1•••••••••.comSEC registered investment adviser

Investing With Intention 1••• W••••• Management serves individuals, families, and organization seeking structured, long-term financial strategy. Contact | 1••• W•••••

Classification
Class
Fund of fundsprobable, confidence 75%
Basis
R1: 6 of 6 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
Size band
Lower middle marketdefined by: proxy: $0.02bn Private Equity Fund GAV on the Form ADV filed 2024-07-26
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%, cls-pe-1)
    R1: 6 of 6 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Jul 23, 2015 to Jul 26, 2024
RAUM
$1.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
5
PE fund GAV, latest filing
$16.8Mreported gross assets (Form ADV), not fund size
All private fund GAV
$38.3Mevery private fund type, latest filing
2024 PE fund GAV
$16.8Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
71%
Fund type mix
filed 2024-07-26, latest gav Real Estate Fund $1.9M, Other Private Fund $19.7M, Private Equity Fund $16.8M, latest counts Real Estate Fund 1, Other Private Fund 1, Private Equity Fund 5, lifetime distinct Real Estate Fund 1, Other Private Fund 1, Private Equity Fund 5
Employees
12
Headquarters
San Antonio, TX
Office address
1900 BROADWAY, SUITE 900, San Antonio, TX, 78215
Business phone
210-736-7770
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
not stated or not yet read
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
6 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
1••• I••••••••• V•••••• F••• 2• 2••• S•••••
ADV: Private Equity Fund
Fund of funds2024
year in the fund name
$1.0M
as of Jul 26, 2024
no Form DUnknown
1••• F••••••••• F••• I• 2••• S•••••
ADV: Other Private Fund
Fund of funds2023
year in the fund name
$19.7M
as of Jul 26, 2024
no Form DEarly deployment
1••• E•••••• M•••• I•• 2••• S•••••
ADV: Private Equity Fund
Fund of funds2023
year in the fund name
$7.0M
as of Jul 26, 2024
no Form DUnknown
1••• I•••••• E••••• 4• 2••• S•••••
ADV: Private Equity Fund
Fund of funds2023
year in the fund name
$6.2M
as of Jul 26, 2024
no Form DEarly deployment
1••• K••••• 2••• S•••••
ADV: Private Equity Fund
Fund of funds2023
year in the fund name
$2.6M
as of Jul 26, 2024
no Form DUnknown
1••• D••••• S••••• L••
ADV: Private Equity Fund
Fund of funds2022
first reported on Form ADV
$0
as of Jul 26, 2024
no Form DUnknown
Team
12 current, 1 former
Other (6)
1 former (kept with end dates)
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
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
3 most recent
  1. Aug 20, 2026
    1••• W•••••: Private Equity Funds on Form ADV 5 (2024 extract) -> 6 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Apr 28, 2026
    1••• W••••• names C-Suite as assets hit $3.2 billion
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Jul 23, 2015
    1••• W••••• 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)
Across the graphs

1••• W••••• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Real Estate Funds.

Venture Capital1Independent Sponsors1RIA and Wealth1Real 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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