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•••••• P•••••••

W••• C•••••• P•••••••

Buyout firmMiddle marketChicago, ILw•••••••••SEC registered investment adviser

At W••• Capital, we choose sectors carefully, back the best people, and invest in the foundations of businesses, leading to companies that keep their value and keep on growing.

Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 30 of 30 distinct vehicles are sworn Private Equity Funds; 21 reported gross assets on a filing in 2022 or later
Size band
Middle marketdefined by: proxy: $4.66bn Private Equity Fund GAV on the Form ADV filed 2024-04-16
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 30 of 30 distinct vehicles are sworn P•••••• Equity Funds; 21 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 14, 2012 to Apr 16, 2024
RAUM
$4.6Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
21
PE fund GAV, latest filing
$4.7Breported gross assets (Form ADV), not fund size
All private fund GAV
$4.7Bevery private fund type, latest filing
2024 PE fund GAV
$4.7Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-04-16, latest gav Private Equity Fund $4.7B, latest counts Private Equity Fund 21, lifetime distinct Private Equity Fund 30
Employees
70
Headquarters
Chicago, IL
Office address
300 NORTH LASALLE STREET, SUITE 4900, Chicago, IL, 60654
Business phone
312-676-8400
Stated criteria beside observed behaviour
50 observed deals
Stated by the firm
Sectors
healthcare, technology, software
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
$75.0M to $200M
Control
minority
Thesis
Driven by our Ecosystem, we focus on enriching a company’s operations – along with acquisition activity where appropriate – to prime companies for sustained growth.
Observed from deals on record
roles
unknown 46, platform 4
period
to 2025-07-17, from 2024-04-23, undated holdings 46, dated observations 8
window
last 2025-07-17, first 2024-04-23
control
control 4, unknown 46
companies
50
geography
investments
50
seller kinds
founder 1
transactions
4
cadence by year
2024 platforms 1, 2025 platforms 3
platform add on
add ons 0, platforms 4, add ons per platform 0
sector known for
26
disclosed value usd
n 0
sector distribution
count 9, share 0.18, value healthcare services, examples Ivy Rehab, Concierge Home Care, Cordant Health Solutions, APDerm, count 8, share 0.16, value software, examples Software Veteran George Ahn, TeamSnap, PracticeTek, Qgiv, count 2, share 0.04, value industrial manufacturing, examples Health Medicinals, Mopec Group, count 2, share 0.04, value healthcare it, examples Adreima, Optimum Outcomes, count 1, share 0.02, value aerospace defense, examples National Security Partners, count 1, share 0.02, value education, examples Career Certified, count 1, share 0.02, value business services, examples Fusion Health, count 1, share 0.02, value media telecom, examples Parish Publishing Solutions
holding period years
n 0
repeat counterparties
subsector distribution
count 6, share 0.12, value software, examples Software Veteran George Ahn, TeamSnap, PracticeTek, CyberGrants, count 3, share 0.06, value home health, examples Concierge Home Care, MedTec Healthcare, Senior Helpers, count 2, share 0.04, value miscellaneous manufacturing, examples Health Medicinals, Mopec Group, count 2, share 0.04, value outpatient specialty clinics, examples APDerm, The Center for Vein Restoration, count 2, share 0.04, value vertical software, examples Qgiv, Bloomerang, count 2, share 0.04, value healthcare it, examples Adreima, Optimum Outcomes, count 1, share 0.02, value aerospace defense, examples National Security Partners, count 1, share 0.02, value physical occupational therapy, examples Ivy Rehab

50 companies on the graph (4 transactions); most in healthcare services (9); 4 platforms and 0 add-ons; observed 2024 to 2025

Funds
30 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
W••• C•••••• I••• C••••••••• L••
ADV: P•••••• Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$41.2M
as of Apr 16, 2024
no Form DUnknown
W••• C•••••• P••••••• Q• V•• L•••
ADV: P•••••• Equity Fund
Buyout fund2023
first reported on Form ADV
$336M
as of Apr 16, 2024
no Form DEarly deployment
W•• I••••••• Q• C•• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$325M
as of Apr 16, 2024
no Form DEarly deployment
W•• I••••••• F•• C•• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$171M
as of Apr 16, 2024
no Form DEarly deployment
W••• C•••••• A••••••••• V•• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$166M
as of Apr 16, 2024
no Form DEarly deployment
W••• C•••••• P••••••• F•• V•• L•••
ADV: P•••••• Equity Fund
Buyout fund2023
first reported on Form ADV
$115M
as of Apr 16, 2024
no Form DEarly deployment
W•• I••••••• Q• C• 2• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$111M
as of Apr 16, 2024
no Form DEarly deployment
W••• C•••••• P••••••• Q• V• L•••
ADV: P•••••• Equity Fund
Buyout fund2020
first reported on Form ADV
$993M
as of Apr 16, 2024
no Form DSuccessor fundraising
W••• C•••••• P••••••• F•• V• L•••
ADV: P•••••• Equity Fund
Buyout fund2020
first reported on Form ADV
$542M
as of Apr 16, 2024
no Form DSuccessor fundraising
W••• C•••••• A••••••••• V• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$125M
as of Apr 16, 2024
no Form DSuccessor fundraising
W••• L••••••• L•••••• C••••••••• L••
ADV: P•••••• Equity Fund
Co-investment vehicle2020
first reported on Form ADV
$24.6M
as of Apr 16, 2024
no Form DHarvest
W••• C•••••• A•••• C••••••••• L••
ADV: P•••••• Equity Fund
Co-investment vehicle2018
first reported on Form ADV
$26.0M
as of Apr 16, 2024
no Form DHarvest
W••• C•••••• P••••••• Q• I•• L•••
ADV: P•••••• Equity Fund
Buyout fund2016
first reported on Form ADV
$879M
as of Apr 16, 2024
no Form DUnknown
W••• C•••••• P••••••• F•• I•• L•••
ADV: P•••••• Equity Fund
Buyout fund2016
first reported on Form ADV
$413M
as of Apr 16, 2024
no Form DUnknown
W••• C•••••• A••••••••• I•• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2016
first reported on Form ADV
$213M
as of Apr 16, 2024
no Form DUnknown
W••• C•••••• P••••••• I•• L•••
ADV: P•••••• Equity Fund
Buyout fund2016
first reported on Form ADV
$23.8M
as of Apr 16, 2024
no Form DUnknown
W••• C•••••• C••••••••• C••••••••• L••
ADV: P•••••• Equity Fund
Co-investment vehicle2015
first reported on Form ADV
$40.9M
as of Apr 16, 2024
no Form DHarvest
W••• C•••••• P••••••• Q• I••• L•••
ADV: P•••••• Equity Fund
Buyout fundunknown$63.0M
as of Apr 16, 2024
no Form DHarvest
W••• C•••••• P••••••• F•• I••• L•••
ADV: P•••••• Equity Fund
Buyout fundunknown$29.8M
as of Apr 16, 2024
no Form DMature
W••• C•••••• P••••••• I••• L•••
ADV: P•••••• Equity Fund
Buyout fundunknown$12.3M
as of Apr 16, 2024
no Form DMature
W••• C•••••• A••••••••• I••• L••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$10.4M
as of Apr 16, 2024
no Form DMature
W••• C•••••• M•••• C••••••••• I•• L••
ADV: P•••••• Equity Fund
Co-investment vehicleunknown$8.9M
as of Apr 29, 2020
no Form DWound down
W••• C•••••• P••••••• Q• I•• L•••
ADV: P•••••• Equity Fund
Buyout fundunknown$8.2M
as of Apr 29, 2020
no Form DWound down
W••• C•••••• P••••••• I•• L•••
ADV: P•••••• Equity Fund
Buyout fundunknown$4.6M
as of Apr 29, 2020
no Form DWound down
W••• C•••••• P•••••••• L•••
ADV: P•••••• Equity Fund
Buyout fundunknown$2.4M
as of Apr 29, 2020
no Form DWound down
W••• C•••••• A••••••••• I•• L••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$1.4M
as of Apr 29, 2020
no Form DWound down
W••• C•••••• P••••••• F•• I•• L•••
ADV: P•••••• Equity Fund
Buyout fundunknown$1.3M
as of Apr 29, 2020
no Form DWound down
W••• C•••••• M•••• C••••••••• L••
ADV: P•••••• Equity Fund
Co-investment vehicleunknown$618,810
as of Apr 29, 2020
no Form DWound down
W••• C•••••• A••••••••• L••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$395,879
as of Apr 29, 2020
no Form DWound down
W••• C•••••• E•••••••• P•••••••• L••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$192,524
as of Mar 31, 2021
no Form DWound down
Team
69 current, 2 former
Partner (9)
Principal (9)
Vice president (11)
Analyst (1)
Operating partner (8)
Business development (5)
Capital markets (1)
Investor relations (2)
Platform (15)
2 former (kept with end dates)
Portfolio
50 relationships, 4 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
E••••••••• H••••••••• E•••••••• B••• M••••PlatformactiveJul 17, 2025
transaction announcement
1.2 yearsM••• L••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
M••••• H•••••••••PlatformactiveApr 21, 2025
transaction announcement
1.4 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
S••••••• V•••••• G••••• A••PlatformactiveFeb 24, 2025
transaction announcement
1.6 yearsM••• C•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
S••••• H••••••PlatformactiveApr 23, 2024
transaction announcement
2.4 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
A••••• H•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••• S••••••• G••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••• C••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••••• P•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••• H•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••••• H••• C•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••• H••••• S••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D••••••••• D•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D• M••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F••••• H•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G• A•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H••••• M•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
h•••• • p••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
i••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I•• R••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
J••• P•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••• G••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N••••••• S••••••• P•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
O•••••• O•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••• P••••••••• S••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••• T••••• L••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••••• N•••••• H•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Q•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R•••••• H••••••• C••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••• E•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• C••••• f•• V••• R•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T••• P•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
U•••••• V••••• P•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
4 on record
DateTypeTargetThis firm’s roleSource
Jul 17, 2025Platform acquisitionE••••••••• H••••••••• E•••••••• B••• M••••Sponsor (confirmed)waudcapital.com
Apr 21, 2025Platform acquisitionM••••• H•••••••••Sponsor (confirmed)waudcapital.com
Feb 24, 2025Platform acquisitionS••••••• V•••••• G••••• A••Sponsor (confirmed)waudcapital.com
Apr 23, 2024Platform acquisitionS••••• H••••••Sponsor (confirmed)comvest.com
Placement agents, lenders, advisers and co-investors
5 relationships
Placement agents (4)
  • A•••••• F••••••••• L•• 5 shared · very strong · last Jan 1, 2023
  • M•• P•••••• F••• A••••••• L•• 2 shared · recurring · last Jan 1, 2020
  • R•••••• J•••• • A••••••••• I••• 2 shared · recurring · last Jan 1, 2024
  • F•••• H••• K••• L•••••• 2 shared · recurring · last Jan 1, 2024
Lenders (1)
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
12 most recent
  1. Mar 31, 2026
    W••• C•••••• P•••••••: P•••••• Equity Funds on Form ADV 21 (2024 extract) -> 24 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Dec 4, 2025
    P••••••• N•••••• H••••••• Appoints Keith Crawford as President
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Sep 29, 2025
    U•••••• V••••• P••••••• Announces CEO Transition: Appoints M••• Garvin as Chief E•••••••• Officer to Succeed Martin Rash
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Jul 17, 2025
    W••• C•••••• P••••••• Forms New Partnership with E••••••••• H••••••••• E•••••••• B••• M••••
    Platform investmentFactE••••••••• H••••••••• E•••••••• B••• M••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  5. Jul 17, 2025
    W••• C•••••• P••••••• Forms New Partnership with E••••••••• H••••••••• E•••••••• B••• M••••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  6. May 7, 2025
    U•••••• V••••• Announces Partnership with Brooks Eye Associates, Along with Strategic Growth Investment
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  7. Apr 21, 2025
    A•••••••, a newly formed home care holding company of W••• C•••••• P•••••••, acquires M••••• H•••••••••
    Platform investmentFactM••••• H•••••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  8. Apr 21, 2025
    A•••••••, a newly formed home care holding company of W••• C•••••• P•••••••, acquires M••••• H•••••••••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  9. Feb 24, 2025
    W••• C•••••• P••••••• Announces Next Chapter of Strategic Partnership with S••••••• V•••••• G••••• A••
    Platform investmentFactS••••••• V•••••• G••••• A••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  10. Feb 24, 2025
    W••• C•••••• P••••••• Announces Next Chapter of Strategic Partnership with S••••••• V•••••• G••••• A••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  11. Apr 23, 2024
    C•••••• Credit Partners Announces Investment In S••••• H••••••
    Platform investmentFactS••••• H••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  12. Feb 14, 2012
    W••• C•••••• P••••••• 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

W••• C•••••• P••••••• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent 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.

Checking your plan…