DFX Intelligence

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W••••••• C•••••• G••••• L••

Buyout firmClassification probableunsizedSEC registered investment adviser· Boston, MAw•••••••••.com

••• Locked

As of 2026-09-21 · identity and classification; each section below carries its own date

Regulatory AUM: $196M
PE fund assets: Not established
PE funds: 0
Investments held: Not established
Deals, last 12 months: Not established

Funds and vehicles Team (3)Transactions

As of 2026-09-21 · identity and classification; each section below carries its own date

Why this matters

This firm publishes its own acquisition criteria, so a fit test does not have to be inferred from past deals.
Equity cheque $2.0M to $5.0MRevenue $1.0M to $20.0MSectors energy,technology,infrastructure
Also held on 3 other DFX graphs, so its behaviour can be read from more than one side.
Graphs 3
Reported $196M of regulatory assets at its last Form ADV filing.
2026-03-11
RAUM $196M

Classification

How this organization is classified, and on what basisBuyout firm · 1 in historyShow

Class: Buyout firmprobable, confidence 65%
Basis: R6: 4 of 6 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, 2026
Buyout firm (probable, 65%, cls-pe-1)
R6: 4 of 6 distinct vehicles are sworn Private Equity Funds

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Jan 22, 2014 to Mar 11, 2026
RAUM: $196Mregulatory 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: $92.1Mevery 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 2024-06-10, latest gav Hedge Fund $196M, latest counts Hedge Fund 1, lifetime distinct Hedge Fund 2, Private Equity Fund 4
Employees: 6
Headquarters: Boston, MA
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour

no observed deals yet

Stated by the firm

Sectors: energy, technology, infrastructure
Geography: not stated or not yet read
Revenue: $1.0M to $20.0M
EBITDA: not stated or not yet read
Enterprise value: not stated or not yet read
Equity check: $2.0M to $5.0M
Control: not stated or not yet read
Thesis: ••• Locked

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

4 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
W••••••• C•••••• I•• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$2.2M as of Mar 27, 2015	no Form D	Wound down
N••• S••• I•••••••• I•• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$84,381 as of Mar 25, 2016	no Form D	Wound down
N••• S••• I••••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$78,934 as of Jan 22, 2014	no Form D	Wound down
W••••••• C•••••• I•• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$5,500 as of Mar 11, 2020	no Form D	Mature

Team

3 current, 1 former

Partner (2)

I•• A•••• B••••• · M••••••• D••••••• O• W••••••• G•• L•• · since Oct 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
M•••••• G••••• R••• · M••••••• D••••••• O• W••••••• G•• L•• · since Oct 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Principal (1)

J•••••• H••• · Principal · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

1 former (kept with end dates)

K•••••• R•••••• P••••••• · Chief Financial Officer · Jan 1, 2017 to Mar 31, 2021 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

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

Jan 22, 2014
••• Locked
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness99 · HIGH: as of: 2026-09-22items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9944444444444445,"evidence":"1 method: sum of component points, capped at 1.0
model score-pe-1
Research priority35 · MODERATE: as of: 2026-09-22items: [{"code":"SCALE_BAND","points":0.05,"evidence":"UNSIZED"},{"code":"COMPLETENESS_method: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-22items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite5 · LOW: as of: 2026-09-22items: [{"code":"STATED_CRITERIA_PUBLISHED","points":0.05,"evidence":"••• Locked"}]method: sum of component points, capped at 1.0
missing: no transactions on the graph for this firm yet
model score-pe-1
Profile completeness58 · ELEVATED: as of: 2026-09-22items: [{"code":"FIELDS_PRESENT","points":0.5833333333333334,"evidence":["website","desmethod: sum of component points, capped at 1.0
missing: portfolio, transactions, lenders, intermediaries, lps
model score-pe-1
Fund deployment activity0 · LOW: as of: 2026-09-22items: []method: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Venture Capital Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: today
Observations: 33
Sources: 3
Open research tasks: 1

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

W••••••• C•••••• G••••• L•• is the same institution as 3 records in Venture Capital, RIA and Wealth and Private Credit.

Venture Capital1RIA and Wealth1Private Credit1

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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