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.

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Firms / W•••••••• A•••• M••••••••• L••

W•••••••• A•••• M••••••••• L••

Buyout firm · probableunsizedLos Angeles, CAw••••••••.comSEC registered investment adviser

We are an independent asset management and wealth advisory firm. We help you harness a vital yet abstract force in your life: your wealth.

Classification
Class
Buyout firmprobable, confidence 65%
Basis
R6: 2 of 3 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)
  1. Sep 13, 2026
    Buyout firm (probable, 65%, cls-pe-1)
    R6: 2 of 3 distinct vehicles are sworn Private Equity Funds
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 23, 2012 to Feb 9, 2024
RAUM
$4.3Bregulatory 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
$125,077every 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
67%
Fund type mix
filed 2024-02-09, latest gav Other Private Fund $125,077, latest counts Other Private Fund 1, lifetime distinct Other Private Fund 1, Private Equity Fund 2
Employees
39
Headquarters
Los Angeles, CA
Office address
2049 CENTURY PARK EAST, SUITE 2500, Los Angeles, CA, 90067
Business phone
310-556-2502
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
environmental services, real estate
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
We invest for the long term, but leave ourselves latitude to take advantage of short-term opportunities.
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
2 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
A•••• C•••• I••••••••• F••• I• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$12.1M
as of Mar 23, 2012
no reportingno Form DUnknown
W•••••••• C•••••• P•••••••• L•
ADV: Other Private Fund
Fund of fundsunknown$125,077
as of Feb 9, 2024
no Form DHarvest
Team
19 current, 5 former
Managing partner (6)
Vice president (6)
5 former (kept with end dates)
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
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
1 most recent
  1. Mar 23, 2012
    W•••••••• A•••• M••••••••• L•• first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

W•••••••• A•••• M••••••••• L•• is the same institution as 1 record in RIA and Wealth.

RIA 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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