Private Equity Intelligence
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A••••• W••••• M••••••••• I•••
- Class
- Buyout firmprobable, confidence 65%
- Basis
- R6: 1 of 2 distinct vehicles are sworn Private Equity Funds
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Buyout firm (probable, 65%, cls-pe-2)R6: 1 of 2 distinct vehicles are sworn P•••••• Equity Funds
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 29, 2012 to Jan 9, 2014
- RAUM
- $1.2Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $7.0Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $7.0Mevery 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
- 50%
- Fund type mix
- filed 2014-01-09, latest gav Other Private Fund $20,000, Private Equity Fund $7.0M, latest counts Other Private Fund 1, Private Equity Fund 1, lifetime distinct Other Private Fund 1, Private Equity Fund 1
- Employees
- 21
- Headquarters
- Waltham, MA
- Office address
- 404 WYMAN STREET, SUITE 375, Waltham, MA, 02451
- Business phone
- 781-290-4900
- 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
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
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 |
|---|---|---|---|---|---|
| name not on record | P•••••• Equity Fund | 2012 to 2013 | $7.0M filed Dec 10, 2013 | adviserinfo.sec.gov | |
| name not on record | Other P•••••• Fund | 2013 to 2013 | $20,000 filed Dec 10, 2013 | adviserinfo.sec.gov |
- D•••• M•••••• D••••••••• · President · since Dec 1, 1992 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• J•• J••••• · Chief Investment Officer · since Apr 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••••• D••••• K••• · Chief Compliance Officer · since Oct 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Sep 1, 2026Adviser CRD 107358 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Mar 29, 2012A••••• W••••• M••••••••• I••• first filed Form ADV in the extract (IA)
A••••• W••••• M••••••••• I••• is the same institution as 1 record in RIA and Wealth.
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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