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•••••• I••••••••• M••••••••• L••
W•••••• I••••••••• M••••••••• L••
W•••••• Advisory Group is a business consulting firm founded in February 2017 by Richard Travia. The firm services several different types of clients, including family offices, alternative asset managers and public/private companies, tapping into Richard Travia
Classification
- Class
- Special situationsprobable, confidence 70%
- Basis
- R2: 5 of 5 private equity vehicles are named special situations
- Size band
- Lower middle marketdefined by: proxy: $0.03bn Private Equity Fund GAV on the Form ADV filed 2024-01-31
- Strategies
- SPECIAL SITUATIONS
Classification history (1)
- Sep 13, 2026Special situations (probable, 70%, cls-pe-1)R2: 5 of 5 private equity vehicles are named special situations
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Jul 19, 2022 to Jan 31, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $26.2Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $26.2Mevery private fund type, latest filing
- 2024 PE fund GAV
- $26.2Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 83%
- Fund type mix
- filed 2024-01-31, latest gav Private Equity Fund $26.2M, latest counts Private Equity Fund 5, lifetime distinct Other Private Fund 1, Private Equity Fund 5
- Employees
- unknown
- Business phone
- 203-423-3308
Stated criteria beside observed behaviour
12 observed deals
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
- W•••••• Investment Management, founded in 2018, provides investment management services and primarily invests in private companies via SPVs on a deal-by-deal basis.
Observed from deals on record
- roles
- unknown 12
- period
- to unknown, from unknown, undated holdings 12, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 12
- companies
- 12
- geography
- investments
- 12
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 0
- disclosed value usd
- n 0
- sector distribution
- holding period years
- n 0
- repeat counterparties
- subsector distribution
12 companies on the graph (0 transactions); no dated observations
Funds
6 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| W•••••• O••••••••• P•••••• F••• I•• L• ADV: Private Equity Fund | Special situations fund | unknown | $14.7M as of Jan 31, 2024 | no Form D | Unknown | |
| W•••••• O••••••••• P•••••• F•••• L• ADV: Private Equity Fund | Special situations fund | unknown | $9.3M as of Jan 31, 2024 | no Form D | Unknown | |
| W•••••• O••••••••• F••• L•• • S••••• B• ADV: Private Equity Fund | Special situations fund | unknown | $2.1M as of Jan 31, 2024 | no Form D | Unknown | |
| E••••• A••••••••• C••••••• L••• ADV: Other Private Fund | SPV | unknown | $1.0M as of Sep 19, 2022 | no Form D | Wound down | |
| W•••••• O••••••••• F••• L•• • S••••• a• ADV: Private Equity Fund | Special situations fund | unknown | $68,044 as of Jan 31, 2024 | no Form D | Unknown | |
| W•••••• O••••••••• F••• L•• • S••••• C• ADV: Private Equity Fund | Special situations fund | unknown | $29,926 as of Jan 31, 2024 | no Form D | Unknown |
Team
1 current, 0 former
Managing partner (1)
- R•••••• C•••• T••••• · Managing Member Of W•••••• O••••••••• P•••••• Management, Llc · since Jul 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
12 relationships, 0 platforms, 0 add-ons
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
3 relationships
Placement agents (3)
- F••••• C•••• S••••••••• L•• 5 shared · very strong · last Jan 1, 2022
- M• G••••• P•••••••• L•• 5 shared · very strong · last Jan 1, 2022
- C•••••• V•••••• P•••••••• L•• 1 shared · one time · last Jan 1, 2023
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
- Sep 1, 2026Adviser CRD 320614 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Jul 19, 2022W•••••• I••••••••• M••••••••• L•• first filed Form ADV in the extract (ERA)