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 / S•••••• H•••• W••••• M•••••••••

S•••••• H•••• W••••• M•••••••••

Fund of funds · probableunsizedAustin, TXs•••••••••.comSEC registered investment adviser

Explore the latest financial insights, market updates, retirement planning tips, tax strategies, and wealth management news from the fiduciary experts at Waverly Advisors.

Classification
Class
Fund of fundsprobable, confidence 75%
Basis
R1: 3 of 3 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
Size band
unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%, cls-pe-1)
    R1: 3 of 3 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Jun 23, 2014 to Mar 28, 2023
RAUM
$241Mregulatory 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
unknownevery 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
100%
Fund type mix
filed 2023-03-28, latest gav , latest counts , lifetime distinct Private Equity Fund 3
Employees
6
Headquarters
Austin, TX
Office address
8834 N. CAPITAL OF TEXAS HIGHWAY, SUITE 200, Austin, TX, 78759
Business phone
(512) 774-5340
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
We seek to understand the personal experiences, priorities, and aspirations that shape every decision.
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
3 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
S•••••• H•••• C•••• I• I••••••••• L•
ADV: Private Equity Fund
Fund of funds2017
first reported on Form ADV
$1.3M
as of Jul 19, 2018
no Form DEarly deployment
S•••••• H•••• C••••••• I••••••••• L•
ADV: Private Equity Fund
Fund of funds2017
first reported on Form ADV
$938,518
as of Jul 19, 2018
no Form DUnknown
S•••••• H•••• G•••••••• I••••••••• L•
ADV: Private Equity Fund
Fund of funds2017
first reported on Form ADV
$0
as of Jul 19, 2018
no Form DUnknown
Team
124 current, 2 former
Partner (67)
Principal (1)
Associate (11)
Platform (13)
Other (31)
2 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
2 most recent
  1. Sep 1, 2026
    Adviser CRD 166030 is not on the SEC registered or exempt adviser roster of 2026-09-01
    Adviser off rosterInferenceSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Jun 23, 2014
    S•••••• H•••• W••••• M••••••••• 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

S•••••• H•••• W••••• M••••••••• 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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