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••••• P•••••••
W••••• P•••••••
Classification
- Class
- Buyout firmprobable, confidence 65%
- Basis
- R6: 3 of 5 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.11bn Private Equity Fund GAV on the Form ADV filed 2022-02-09
Classification history (1)
- Sep 13, 2026Buyout firm (probable, 65%, cls-pe-1)R6: 3 of 5 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Feb 13, 2012 to Feb 9, 2022
- 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
- $115Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $115Mevery 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
- 60%
- Fund type mix
- filed 2022-02-09, latest gav Private Equity Fund $115M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 3, Venture Capital Fund 2
- Employees
- unknown
- Headquarters
- Boston, MA
- Office address
- 200 CLARENDON STREET, 50TH FLOOR, Boston, MA, 02116
- Business phone
- 617-988-2500
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
3 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| W••••• P••••••• V• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $115M as of Feb 9, 2022 | no Form D | Mature | |
| W••••• P••••••• C•••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $9.6M as of Mar 25, 2019 | no Form D | Wound down | |
| W•• E••••••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $722,266 as of Mar 25, 2019 | no Form D | Wound down |
Team
3 current, 4 former
Managing partner (2)
- M•••••• F•••••• C••••• · Managing Partner · since Sep 1, 1992 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• P••• L•••••• · Managing Partner · since Sep 1, 1992 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- T•••••• A•• M••••• · Chief Operating Officer · since Jan 1, 2001 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
4 former (kept with end dates)
- J•••••• S••••••• M•••• · Partner · Jan 1, 2006 to Mar 29, 2017 Inference
- R• S••• D•••• H•••• · Partner · Jun 1, 2011 to Mar 29, 2017 Inference
- E••••• P•••••• M•••••• · Chief Financial Officer · Dec 1, 2002 to Mar 27, 2014 Inference
- K•••••••• M• L•••• · Chief Financial Officer · Aug 1, 2013 to Mar 23, 2020 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
2 disclosed
- L•• A•••••• C••• E••••••••• R••••••••• S••••• in W••••• P••••••• C•••••• I•• L••• $15.0M lacers.org
- L•• A•••••• C••• E••••••••• R••••••••• S••••• $3.0M lacers.org
Events
3 most recent
- Sep 1, 2026Adviser CRD 160473 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Dec 31, 2025L•• A•••••• C••• E••••••••• R••••••••• S••••• reports W••••• P••••••• Capital IV (Secondary): $3,040,488 committed, vintage 2000, net IRR 5.2%Lp commitment disclosedFactL•• A•••••• C••• E••••••••• R••••••••• S•••••Public pension private-markets disclosures, read through the venture lane's LP report tape
- Feb 13, 2012W••••• P••••••• first filed Form ADV in the extract (IA)
Across the graphs
W••••• P••••••• is the same institution as 3 records in Venture Capital, RIA and Wealth and Allocators.
Venture Capital1RIA 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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