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•••• • F••••• L••

W•••• • F••••• L••

Buyout firmLower middle marketBoston, MAw•••••••••.comSEC registered investment adviser

W•••• & F••••• in Boston provides customized investment management, wealth management, trustee, tax, and estate services.

Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 12 of 14 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.00bn Private Equity Fund GAV on the Form ADV filed 2024-03-18
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 12 of 14 distinct vehicles are sworn P•••••• Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 29, 2012 to Mar 18, 2024
RAUM
$7.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
4
PE fund GAV, latest filing
$13,641reported gross assets (Form ADV), not fund size
All private fund GAV
$13,641every private fund type, latest filing
2024 PE fund GAV
$13,641sum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
86%
Fund type mix
filed 2024-03-18, latest gav Private Equity Fund $13,641, latest counts Private Equity Fund 4, lifetime distinct Other Private Fund 2, Private Equity Fund 12
Employees
55
Headquarters
Boston, MA
Office address
45 SCHOOL STREET, Boston, MA, 02108
Business phone
617-523-1635
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
not stated or not yet read
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
14 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
W•••• • F••••• P•••••• E••••• I•• L•• • S••••• G•
ADV: P•••••• Equity Fund
Fund of funds2017
first reported on Form ADV
$168,129
as of Mar 22, 2019
no Form DWound down
W•••• • F••••• P•••••• E••••• I••• L•• • S••••• G•
ADV: P•••••• Equity Fund
Fund of funds2017
first reported on Form ADV
$68,976
as of Mar 22, 2019
no Form DWound down
W•••• • F••••• P•••••• E••••• I••• L•• • S••••• E•
ADV: P•••••• Equity Fund
Buyout fund2017
first reported on Form ADV
$29,181
as of Mar 15, 2018
no Form DWound down
W•••• • F••••• P•••••• E••••• I•• L•• • S••••• E•
ADV: P•••••• Equity Fund
Buyout fund2017
first reported on Form ADV
$28,881
as of Mar 15, 2018
no Form DWound down
W•••• • F••••• P•••••• E••••• I•• L•• • S••••• D•
ADV: Other P•••••• Fund
Buyout fund2017
first reported on Form ADV
$27,729
as of Aug 15, 2017
no Form DWound down
W•••• • F••••• P•••••• E••••• I••• L•• • S••••• a•
ADV: P•••••• Equity Fund
Fund of funds2017
first reported on Form ADV
$17,150
as of Mar 31, 2022
no Form DWound down
W•••• • F••••• P•••••• E••••• I••• L•• • S••••• D•
ADV: Other P•••••• Fund
Buyout fund2017
first reported on Form ADV
$12,137
as of Aug 15, 2017
no Form DWound down
W•••• • F••••• P•••••• E••••• I•• L•• • S••••• a•
ADV: P•••••• Equity Fund
Fund of funds2017
first reported on Form ADV
$5,764
as of Mar 31, 2022
no Form DWound down
W•••• • F••••• P•••••• E••••• I••• L•• • S••••• B•
ADV: P•••••• Equity Fund
Fund of funds2017
first reported on Form ADV
$5,546
as of Mar 18, 2024
no Form DHarvest
W•••• • F••••• P•••••• E••••• I•• L•• • S••••• F•
ADV: P•••••• Equity Fund
Buyout fund2017
first reported on Form ADV
$4,981
as of Mar 15, 2018
no Form DWound down
W•••• • F••••• P•••••• E••••• I••• L•• • S••••• C•
ADV: P•••••• Equity Fund
Buyout fund2017
first reported on Form ADV
$4,420
as of Mar 18, 2024
no Form DMature
W•••• • F••••• P•••••• E••••• I••• L•• • S••••• F•
ADV: P•••••• Equity Fund
Buyout fund2017
first reported on Form ADV
$4,387
as of Mar 15, 2018
no Form DWound down
W•••• • F••••• P•••••• E••••• I•• L•• • S••••• C•
ADV: P•••••• Equity Fund
Buyout fund2017
first reported on Form ADV
$2,460
as of Mar 18, 2024
no Form DMature
W•••• • F••••• P•••••• E••••• I•• L•• • S••••• B•
ADV: P•••••• Equity Fund
Fund of funds2017
first reported on Form ADV
$1,215
as of Mar 18, 2024
no Form DHarvest
Team
14 current, 4 former
Partner (8)
Vice president (4)
4 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
10 most recent
  1. May 19, 2026
    W•••• • F••••• L••: P•••••• Equity Funds on Form ADV 4 (2024 extract) -> 2 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Sep 23, 2022
    Barron's Ranks W&F Among The Nation's 2022 Top 100 Registered Investment Advisors
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Aug 2, 2022
    Financial Advisor Magazine Ranks W&F Among The Nation's Top Registered Investment Advisors
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Sep 24, 2021
    Barron's Ranks W&F Among The Nation's 2021 Top 100 Registered Investment Advisors
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  5. Oct 3, 2020
    Barron's Ranks W&F Among The Nation's Top 100 Registered Investment Advisors
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  6. Sep 18, 2019
    Barron's Ranks W&F Among The Nation's Top 50 Registered Investment Advisors
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  7. Nov 1, 2018
    Barron's Ranks W&F Among The Nation's Top 40 Registered Investment Advisors
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  8. Sep 20, 2018
  9. Oct 5, 2016
    S••• G••••••••• Joins The Cape Cod Foundation
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  10. Mar 29, 2012
    W•••• • F••••• 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•••• • F••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent Sponsors1RIA 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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