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.
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Firms / T•• W•••• G•••• o• C•••••••• I••• L••
T•• W•••• G•••• o• C•••••••• I••• L••
The W•••• Group of Companies, L.L.C. is a private equity firm based in New York City that invests in lower-middle-market companies.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.13bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Feb 15, 2012 to Mar 28, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $135Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $135Mevery private fund type, latest filing
- 2024 PE fund GAV
- $135Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-28, latest gav Private Equity Fund $135M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 6
- Employees
- unknown
- Headquarters
- New York, NY
- Office address
- 410 PARK AVENUE, SUITE 510, New York, NY, 10022
- Business phone
- NA
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
6 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| W•••• C•••••• P••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | unknown | $135M as of Mar 28, 2024 | no Form D | Harvest | |
| W•••• C••••••••• • M•••• P•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $30.3M as of Mar 30, 2018 | no Form D | Wound down | |
| W•••• P••••••• •••••••• P••••••••• I• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $801,489 as of Mar 30, 2018 | no Form D | Wound down | |
| W•••• C••••••••• • M•••• P••••••• I••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $574,406 as of Mar 31, 2022 | no Form D | Harvest | |
| W•••• C••••••••• • M•••• P••••••• I•• ••••••••• L••••• ADV: Private Equity Fund | Feeder or parallel | unknown | $68,380 as of Mar 31, 2022 | no Form D | Harvest | |
| W•••• C••••••••• • M•••• P••••••• I•• ••••••••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $5,259 as of Mar 31, 2022 | no Form D | Harvest |
Team
4 current, 1 former
Managing partner (4)
- C•••• B•••• K•••• · Managing Member · since Jan 1, 1989 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D••••• L••••• B•••• · Managing Member · since Jun 1, 2003 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D••••• M••• K•••••• · Managing Member, Chief Compliance Officer · since Nov 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•• M•••••• V••••••• · Managing Member · since Jul 1, 2004 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)
- M•••••• E••••• G••••• · Managing Member (The W•••• Group Of Companies, Llc) · Jul 1, 1999 to Mar 30, 2018 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
1 relationships
Placement agents (1)
- C••••• S••••• S••••••••• •••• L•• 1 shared · one time · last Jan 1, 2012
LP commitments
2 disclosed
- N•• Y••• S•••• C••••• R••••••••• F••• in W•••• C•••••• P••••••• I•• L••• $20.0M osc.ny.gov
- A••••• P•••••••• F••• C••••••••• in W•••• C•••••• P••••••• I•• L••• $20.0M apfc.org
Events
1 most recent
- Feb 15, 2012T•• W•••• G•••• o• C•••••••• I••• L•• first filed Form ADV in the extract (IA)
Across the graphs
T•• W•••• G•••• o• C•••••••• I••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.
Independent Sponsors1RIA and Wealth1Allocators1
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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