DFX Intelligence
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W••••••••• L••
Fund of fundsClassification probableLower middle marketSEC exempt reporting adviser· Austin, TXw•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- Not established
- PE fund assets
- $67.1M
- PE funds
- 3
- 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
- Graphs 3
- Placement agents 2
Classification
How this organization is classified, and on what basisFund of funds · 1 in historyShowHide
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 5 of 5 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.07bn Private Equity Fund GAV on the Form ADV filed 2024-12-16
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 5 of 5 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Mar 27, 2019 to Jul 7, 2026
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $67.1Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $15.7Mevery private fund type, latest filing
- 2024 PE fund GAV
- $68.8Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 67%
- Fund type mix
- filed 2024-12-16, latest gav Hedge Fund $1.2M, Other Private Fund $1.2M, Private Equity Fund $67.1M, latest counts Hedge Fund 1, Other Private Fund 1, Private Equity Fund 3, lifetime distinct Hedge Fund 1, Other Private Fund 1, Private Equity Fund 4
- Employees
- unknown
- Headquarters
- Austin, TX
- 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
5 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| W••••••••• F••••• L•• • S••••• E•••• ADV: Private Equity Fund | Fund of funds | 2021 first reported on Form ADV | $11.3M as of Dec 16, 2024 | no Form D | Unknown | |
| W••••••••• F••••• L•• • S••••• F••• ADV: Private Equity Fund | Fund of funds | 2020 first reported on Form ADV | $36.3M as of Dec 16, 2024 | no Form D | Harvest | |
| W••••••••• F••••• L•• • S••••• T•• ADV: Private Equity Fund | Fund of funds | unknown | $19.5M as of Dec 16, 2024 | no Form D | Harvest | |
| W••••••••• F••••• L•• • S••••• O•• ADV: Private Equity Fund | Fund of funds | unknown | $1.6M as of May 1, 2024 | no Form D | Active deployment | |
| W••••••••• F••••• L•• • S••••• T•••• ADV: Other Private Fund | Fund of funds | unknown | $1.2M as of Dec 16, 2024 | no Form D | Harvest |
Team
3 current, 1 former
Managing partner (1)
- R••••• C• L•• · Managing Member · since May 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (1)
- T•••• L•• · Member · since May 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
1 former (kept with end dates)
- M•••••• A••••••• · Coo · Jan 1, 2018 to May 1, 2024 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
2 relationships
Placement agents (2)
- S•••••••• C••••••••• 2 shared · recurring · last Jan 1, 2024
- T•• S••••••••• I••• 1 shared · one time · last Jan 1, 2021
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
- Mar 27, 2019••• Locked
Across the graphs
W••••••••• L•• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.
Venture Capital1Independent 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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