DFX 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.
W••••••••• M••••••••• C•••••• L••
Hybrid managerClassification probableunsizedSEC registered investment adviser· Boston, MAw•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1283B
- PE fund assets
- Not established
- PE funds
- 0
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Latest Form D Jun 1, 2026
- Graphs 2
- Placement agents 1
Classification
How this organization is classified, and on what basisHybrid manager · 1 in historyShowHide
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 3 of 241 distinct vehicles; hedge, securitized or liquidity vehicles 147
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 3 of 241 distinct vehicles; hedge, securitized or liquidity vehicles 147
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Dec 21, 2011 to Jul 10, 2024
- RAUM
- $1283Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $41Bevery 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
- 1%
- Fund type mix
- filed 2024-07-10, latest gav Hedge Fund $26B, Other Private Fund $15B, latest counts Hedge Fund 35, Other Private Fund 47, lifetime distinct Hedge Fund 137, Other Private Fund 91, Private Equity Fund 3, Securitized Asset Fund 10
- Employees
- 2,021
- Headquarters
- Boston, MA
- Office address
- ••• Locked
- Business phone
- ••• Locked
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
4 on record, 3 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| W••••••••• C•• P••••••• F••• ••••••• I•• L••• | Credit fund | 2026 Form D first sale | unknown | no reporting | $50.0M | Fundraising |
| W••••••••• C•• P••••••• F••• I•• L••• | Credit fund | 2026 Form D first sale | unknown | no reporting | $13.5M | Fundraising |
| W••••••••• C••••••••• R••• E••••• D••• F••• I• L••• | Credit fund | unknown | unknown | no reporting | $0 | Fundraising |
| W••••••••• H••••• H••••• C•••••••• I•• L••• | Co-investment vehicle | unknown | unknown | no reporting | $0 | Fundraising |
Gross assets by year from the annual reporting tape
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 |
|---|---|---|---|---|---|
| H••••• H••••• P•••••••• L••• | Other Private Fund | 2015 to 2015 | $55.2M filed Nov 13, 2015 | adviserinfo.sec.gov | |
| H••••• H••••• M••••• I•••••••• ••••••• L••• | Hedge Fund | 2015 to 2015 | $12.2M filed Nov 13, 2015 | adviserinfo.sec.gov | |
| H••••• H••••• I•••••••• ••••••• L••• | Other Private Fund | 2015 to 2015 | $6.8M filed Nov 13, 2015 | adviserinfo.sec.gov |
Team
5 current, 24 former
Managing partner (2)
- J••• M•••• H•••• · Chief Executive Officer · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••• K••• · President · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (3)
- E••• K••••••• M••••• · Chief Financial Officer · since May 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- G•••••• S•••• K••••• · Head Of Legal, Americas · since Aug 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- I•••• S••••• · Chief Compliance Officer · since Jul 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
24 former (kept with end dates)
- B•••••• J••••• S••••• · Chief Executive Officer · Jan 1, 2015 to Jul 1, 2021 Inference
- P•••• M•••••• T••••••• · Chairman · Jul 1, 2004 to Jan 2, 2015 Inference
- C•••••• S••• A••••• · Partner And Executive Committee Member · Jan 1, 2010 to Jan 2, 2013 Inference
- C••••• M••••••• D•••••••• · Partner And Executive Committee Member · Jan 1, 2014 to Jan 2, 2015 Inference
- E••••• P•••• B•••• · Partner And Executive Committee Member · Jan 1, 2009 to Mar 16, 2012 Inference
- I•• R••••• L••• · Partner And Executive Committee Member · Jan 1, 2014 to Jan 2, 2015 Inference
- J•••• W•••••• V••••• · Partner And Executive Committee Member · Jan 1, 2009 to Mar 16, 2012 Inference
- J••• M•••• H•••• · Partner And Executive Committee Member · Jul 1, 2014 to Jan 2, 2015 Inference
- J••• F••••••• A•••••• · Partner And Executive Committee Member · Jan 1, 2013 to Jan 2, 2015 Inference
- L•••• C••••••• · Partner And Executive Committee Member · Jan 1, 2012 to Jan 2, 2015 Inference
- N•••••• M•••••• C••••••••• · Partner And Executive Committee Member · Jan 1, 2013 to Jan 2, 2015 Inference
- P•••••• H• P••••••••• · Partner And Executive Committee Member · Jan 1, 2000 to Jan 2, 2015 Inference
- R•• E••••• H••••• · Partner And Executive Committee Member · Jan 1, 2012 to Jan 2, 2015 Inference
- S••• J••••• P•••••• · Partner And Executive Committee Member · Jan 1, 1982 to Jan 2, 2014 Inference
- V••• M•••• T••••• · Partner And Executive Committee Member · Jan 1, 2010 to Jan 2, 2013 Inference
- W•••• M••••• C••••••• · Partner And Executive Committee Member · Jan 1, 2011 to Jan 2, 2014 Inference
- C•••••• M••• C••••• · Chief Legal Officer · Jan 1, 2015 to Jan 4, 2019 Inference
- E••••• J••••• S•••••••• · Chief Financial Officer · Jan 1, 2015 to May 5, 2023 Inference
- G•••••• S•••• K••••• · Chief Legal Officer · Aug 1, 2019 to Mar 31, 2021 Inference
- J•••• S•••• P••••••• · Chief Compliance Officer · Jan 1, 2021 to Jul 1, 2024 Inference
- J••• D•••• N•••••• · Chief Compliance Officer · May 1, 2018 to Jan 7, 2021 Inference
- J••• E••••• B•••• · Chief Legal Officer · Jan 1, 2019 to Aug 1, 2019 Inference
- N•••• M•••• M••••• · Chief Compliance Officer · Apr 1, 2012 to May 15, 2018 Inference
- R••••• J•••• T•••• · Chief Compliance Officer · Dec 1, 2011 to May 16, 2012 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)
- W••••••••• M••••••••• A•••••••• I•• 1 shared · one time · last Jun 1, 2026
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
1 most recent
- Dec 21, 2011W••••••••• M••••••••• C•••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
W••••••••• M••••••••• C•••••• L•• is the same institution as 2 records in RIA and Wealth and Private Credit.
RIA and Wealth1Private Credit1
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…