DFX Intelligence
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W•••••• C•••••• M••••••••• L••
Hybrid managerClassification probableLower middle marketSEC registered investment adviser· New York, NYw•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $4.1B
- PE fund assets
- $34.9M
- PE funds
- 3
- Investments held
- 5 of 30
- Deals, last 12 months
- 0
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Equity cheque up to $150MSectors infrastructure
- Graphs 3
- RAUM $4.1B
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 20 distinct vehicles; hedge, securitized or liquidity vehicles 3
- Size band
- Lower middle marketdefined by: proxy: $0.03bn Private Equity Fund GAV on the Form ADV filed 2024-06-04
Classification history (1)
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 3 of 20 distinct vehicles; hedge, securitized or liquidity vehicles 3
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Apr 5, 2012 to May 12, 2026
- RAUM
- $4.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $34.9Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $4.1Bevery private fund type, latest filing
- 2024 PE fund GAV
- $34.9Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 15%
- Fund type mix
- filed 2024-06-04, latest gav Hedge Fund $3.5B, Other Private Fund $1.1M, Private Equity Fund $34.9M, latest counts Hedge Fund 3, Other Private Fund 2, Private Equity Fund 2, lifetime distinct Hedge Fund 3, Other Private Fund 14, Private Equity Fund 3
- Employees
- 15
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
30 observed deals
Stated by the firm
- Sectors
- infrastructure
- 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
- up to $150M
- Control
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
- roles
- add on 2, unknown 26, platform 2
- period
- to 2025-04-02, from 2016-04-07, undated holdings 12, dated observations 21
- window
- last 2023-02-03, first 2019-06-01
- control
- control 2, unknown 16, minority 12
- companies
- 30
- geography
- count 2, share 0.067, value NY, count 1, share 0.033, value PA, count 1, share 0.033, value CA, count 1, share 0.033, value MO, count 1, share 0.033, value TX, count 1, share 0.033, value OH
- investments
- 30
- seller kinds
- transactions
- 3
- cadence by year
- 2019 other deals 1, 2022 add ons 1, 2023 add ons 1
- platform add on
- add ons 2, platforms 2, add ons per platform unknown
- sector known for
- 18
- disclosed value usd
- n 0
- sector distribution
- count 6, share 0.2, value consumer services, examples Express Wash Concepts (Moo Moo Express + Flying Ace Express), W•••••• car wash platform (Club Car Wash + Express Wash Concepts): growth investment from Sculptor Real Estate, Club Car Wash, Rapid Express Car Wash, count 2, share 0.067, value software, examples Glia Technologies (formerly SaleMove), Glia Technologies, count 2, share 0.067, value media telecom, examples Range Media Partners, Exile, count 2, share 0.067, value life sciences, examples Neurovision, Biomotion Sciences / Silexion Therapeutics (pre-merger holding converted at de-SPAC), count 1, share 0.033, value tech enabled services, examples Wink Tech (platform formed with Corey Weiner), count 1, share 0.033, value specialty distribution, examples Groff Tractor & Equipment, count 1, share 0.033, value aerospace defense, examples Astra (aerospace), count 1, share 0.033, value healthcare services, examples Spring Fertility
- holding period years
- n 1, median 2.5
- repeat counterparties
- subsector distribution
- count 6, share 0.2, value automotive repair, examples Express Wash Concepts (Moo Moo Express + Flying Ace Express), W•••••• car wash platform (Club Car Wash + Express Wash Concepts): growth investment from Sculptor Real Estate, Club Car Wash, Rapid Express Car Wash, count 2, share 0.067, value software, examples Glia Technologies (formerly SaleMove), Glia Technologies, count 2, share 0.067, value media telecom, examples Range Media Partners, Exile, count 1, share 0.033, value it services msp, examples Wink Tech (platform formed with Corey Weiner), count 1, share 0.033, value machinery equipment wholesale, examples Groff Tractor & Equipment, count 1, share 0.033, value aerospace defense, examples Astra (aerospace), count 1, share 0.033, value outpatient specialty clinics, examples Spring Fertility, count 1, share 0.033, value financial services, examples Robinhood
30 companies on the graph (3 transactions); most in consumer services (6); 2 platforms and 2 add-ons; median observed hold 2.5 years (n=1); observed 2016 to 2025
Funds
2 on record, 1 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| W•••••• G•••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $29.8M as of Jun 4, 2024 | no Form D | Unknown | |
| W••• M•••• H••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $5.1M as of Jun 4, 2024 | no Form D | Unknown |
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 |
|---|---|---|---|---|---|
| 8••••• | Private Equity Fund | 2019 to 2021 | $9.6M filed Nov 19, 2021 | adviserinfo.sec.gov |
Team
18 current, 2 former
Managing partner (2)
- L•• P••••• · Chief Executive Officer, Chief Investment Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••••• a• P••••• · Managing Member/President · since Mar 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (3)
- D••• T••••• · Managing Director, Head of Private Investments · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• S•••• · Managing Director, Head of R••• E••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• M••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (3)
- A••• X•• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• B••••• · Director of Office Administration · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• T••••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Vice president (3)
- R•••• K••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• B••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- U•••••• S•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (1)
- C••••• F•• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- S••••••• T••••••• · Director of Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (5)
- B•••• J••••• R••••••••• · Managing Director, General Counsel & Chief Operating Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• J••••• R••••••••• · Chief Legal Officer And Chief Operating Officer And Chief Compliance Officer · since Jul 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••••• O•••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• M•••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• C••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
2 former (kept with end dates)
- D•••• C•••• R••••••• · Chief Compliance Officer · Mar 1, 2012 to Mar 29, 2016 Inference
- V••••••• L••• O•••• · Chief Compliance Officer · Mar 1, 2016 to Dec 12, 2018 Inference
Portfolio
30 relationships, 2 platforms, 2 add-ons
Transactions
3 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Feb 3, 2023 | Add-on acquisition | P•••••••• E•••••••• | Sponsor (derived) | newswire.com |
| Jan 19, 2022 | Add-on acquisition | K•••••• | Sponsor (confirmed) | prnewswire.com |
| Jun 1, 2019 | Growth investment | S••••• F•••••••• | Sponsor (confirmed) | springfertility.com |
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
10 most recent
- May 12, 2026••• Locked
- Apr 2, 2025••• Locked
- Apr 24, 2024••• Locked
- Feb 3, 2023••• Locked
- Jan 19, 2022••• Locked
- Jun 1, 2019••• Locked
- Jun 1, 2019••• Locked
- Apr 26, 2018••• Locked
- Aug 28, 2017••• Locked
- Apr 5, 2012••• Locked
Across the graphs
W•••••• C•••••• M••••••••• L•• is the same institution as 3 records in Family Offices, Independent Sponsors and RIA and Wealth.
Family Offices1Independent 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.
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