DFX Intelligence
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W••••••••• C•••••• M••••••••• L••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· New York, NYw•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $208M
- PE fund assets
- $901M
- PE funds
- 8
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 5
- Placement agents 1
- RAUM $208M
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 15 of 16 distinct vehicles are sworn Private Equity Funds; 9 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.90bn Private Equity Fund GAV on the Form ADV filed 2024-04-10
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 15 of 16 distinct vehicles are sworn Private Equity Funds; 9 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 14, 2012 to Mar 31, 2026
- RAUM
- $208Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 8
- PE fund GAV, latest filing
- $901Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $208Mevery private fund type, latest filing
- 2024 PE fund GAV
- $901Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 94%
- Fund type mix
- filed 2024-04-10, latest gav Private Equity Fund $901M, latest counts Private Equity Fund 9, lifetime distinct Hedge Fund 1, Private Equity Fund 15
- Employees
- 22
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
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
12 on record, 3 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| W••••••••• C•••••• P••••••• V• •••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | 2015 first reported on Form ADV | $33.6M as of Apr 10, 2024 | no Form D | Unknown | |
| W••••••••• C•••••• P••••••• V• •••••••• I••• L••• ADV: Private Equity Fund | Buyout fund | 2015 first reported on Form ADV | $17.3M as of Apr 10, 2024 | no Form D | Unknown | |
| C•••••• W••••••••• V• L••• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $17.3M as of Apr 10, 2024 | no Form D | Mature | |
| W••••••••• C•••••• P••••••• V• •••••• I•• L••• ADV: Private Equity Fund | Buyout fund | 2014 first reported on Form ADV | $54.7M as of Apr 10, 2024 | no Form D | Mature | |
| W••••••••• C•••••• P••••••• V• •••••• I••• L••• ADV: Private Equity Fund | Buyout fund | 2014 first reported on Form ADV | $21.1M as of Apr 10, 2024 | no Form D | Mature | |
| W••••••••• C•••••• P••••••• V• ••••••••• •••••••• L••• ADV: Private Equity Fund | Buyout fund | 2014 first reported on Form ADV | $2.7M as of Apr 10, 2024 | no Form D | Mature | |
| W••••••••• C•••••• P••••••• V• L••• ADV: Private Equity Fund | Buyout fund | unknown | $724M as of Apr 10, 2024 | no Form D | Mature | |
| W•• I• V••••• C••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $49.9M as of Feb 14, 2012 | no Form D | Wound down | |
| W••••••••• C•••••• P••••••• V• ••••••••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $27.4M as of Apr 10, 2024 | no Form D | Mature | |
| W••••••••• C•••••• P••••••• I••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $10.4M as of Oct 9, 2018 | no Form D | Wound down | |
| W••••••••• C•••••• P••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | unknown | $2.2M as of Apr 10, 2024 | no Form D | Harvest | |
| W••••••••• C•••••• P••••••• I•• ••••••••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $69,453 as of Oct 9, 2018 | no Form D | Wound down |
Gross assets by year from the annual reporting tape
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| W••••••••• C•••••• P••••••• V•• L••• | Private Equity Fund | 2017 to 2017 | $199M filed Mar 30, 2017 | adviserinfo.sec.gov | |
| W••••••••• C•••••• P••••••• V• ••••••••• L••• | Private Equity Fund | 2017 to 2017 | $76.5M filed Mar 30, 2017 | adviserinfo.sec.gov | |
| W••••••••• C•••••• P••••••• V• •••• L••• | Private Equity Fund | 2017 to 2017 | $10.0M filed Mar 30, 2017 | adviserinfo.sec.gov |
Team
4 current, 2 former
Partner (2)
Platform (2)
- L••• T•••••• O••••••••• · Chief Financial Officer · 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)
- S•••• A•••• M•••• · Chief Compliance Officer / General Counsel · since Nov 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
2 former (kept with end dates)
- C••• M•••••• S•••••• · Managing Partner · Dec 1, 2007 to Feb 7, 2018 Inference
- P••• D••••• K••••••• · Chief Financial Officer · Dec 1, 2010 to Oct 3, 2019 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•• 2 shared · recurring · last Jan 1, 2012
LP commitments
8 disclosed
- C••••••••• P••••• E••••••••• R••••••••• S••••• in C•••••• W••••••••• V• L••• $25.0M calpers.ca.gov
- O••••• P••••• E•••••••• R••••••••• F••• in W••••••••• C•••••• P••••••• I••• L••• $75.0M oregon.gov
- O••••• P••••• E•••••••• R••••••••• F••• in W••••••••• C•••••• P••••••• I•• L••• $80.0M oregon.gov
- O••••• P••••• E•••••••• R••••••••• F••• in W••••••••• C•••••• P••••••• V• L••• $100M oregon.gov
- A••••• P•••••••• F••• C••••••••• in W••••••••• C•••••• P••••••• V• L••• $15.0M apfc.org
- C••••••• P••••• E••••••••• R••••••••• A••••••••• in W••••••••• C•••••• P••••••• I••• L••• $50.0M content.copera.org
- C••••••• P••••• E••••••••• R••••••••• A••••••••• in W••••••••• C•••••• P••••••• I•• L••• $50.0M content.copera.org
- C••••••• P••••• E••••••••• R••••••••• A••••••••• in W••••••••• C•••••• P••••••• V• L••• $50.0M content.copera.org
Events
2 most recent
- Mar 31, 2026••• Locked
- Feb 14, 2012••• Locked
Across the graphs
W••••••••• C•••••• M••••••••• L•• is the same institution as 5 records in Independent Sponsors, RIA and Wealth and Allocators.
Independent Sponsors2RIA and Wealth2Allocators1
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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