DFX Intelligence
Private Equity Intelligence
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••••• T••• C••••• P••••••• L•
W••••• T••• C••••• P••••••• L•
Disciplined Investors. Trusted Partners. Flexible Capital for Middle Market Borrowers.
Classification
- Class
- Private credit managerprobable, confidence 70%
- Basis
- R1b: the adviser's name says 'Credit' (credit, royalty or BDC manager), not a control buyer
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (2)
- Sep 13, 2026Private credit manager (probable, 70%, cls-pe-2)R1b: the adviser's name says 'Credit' (credit, royalty or BDC manager), not a control buyer
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 0 of 6 distinct vehicles; hedge, securitized or liquidity vehicles 6
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Apr 21, 2017 to Mar 31, 2024
- RAUM
- $2.3Bregulatory 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
- $1.5Bevery 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
- 0%
- Fund type mix
- filed 2024-03-31, latest gav Hedge Fund $1.5B, latest counts Hedge Fund 4, lifetime distinct Hedge Fund 6
- Employees
- 20
- Headquarters
- New York, NY
- Office address
- 450 PARK AVENUE, 29TH FLOOR, New York, NY, 10022
- Business phone
- 212-218-1090
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
- $5.0M to $75.0M
- 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
3 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| W••••• T••• F••• I• L• ADV: Hedge Fund | buyout or unlabelled | 2020 first reported on Form ADV | $291M as of Mar 31, 2024 | no Form D | Active deployment | |
| W••••• T••• F••• I• ••••••••• L• ADV: Hedge Fund | Feeder or parallel | 2020 first reported on Form ADV | $283M as of Mar 31, 2024 | no Form D | Mature | |
| W• F••• I• ••••••••• I••••••••• L• ADV: Hedge Fund | Feeder or parallel | 2020 first reported on Form ADV | $275M as of Dec 8, 2023 | no Form D | Wound down |
Team
5 current, 2 former
Managing partner (1)
- T•••••• J••••• L•••• · Managing Member And Member · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (4)
- J•••• J••••• R•••• · Chief Credit Officer · since Feb 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• C••••••••• L•• · Chief Compliance Officer / Deputy General Counsel · since Nov 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• A••••• K••••••••• · Chief Financial Officer · since Jan 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• S•• C•• · General Counsel, Chief Operating Officer · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
2 former (kept with end dates)
- A••••• J•••• J•••••••• · Chief Compliance Officer / General Counsel · Feb 1, 2021 to Dec 8, 2023 Inference
- M•••• B•••••• G••• · Chief Compliance Officer/Chief Financial Officer/Chief Operating Officer · Mar 1, 2018 to Jan 24, 2020 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)
- A••••••• C•••••• G••••• L•• 2 shared · recurring · last Jan 1, 2020
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
2 most recent
- Mar 31, 2026W••••• T••• C••••• P••••••• L•: Private Equity Funds on Form ADV 0 (2024 extract) -> 2 (roster 2026-09-01)
- Apr 21, 2017W••••• T••• C••••• P••••••• L• first filed Form ADV in the extract (IA)
Across the graphs
W••••• T••• C••••• P••••••• L• 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.
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