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 / M••••• W••••• M••••••••• L••

M••••• W••••• M••••••••• L••

Fund of funds · probableunsizedWestwood, NJm•••••••••SEC registered investment adviser

Simplify your financial life with M••••• Wealth Management—personalized, fee-only advice that helps you gain clarity, confidence, and peace of mind

Classification
Class
Fund of fundsprobable, confidence 75%
Basis
R1: 1 of 1 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: 1 of 1 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
Mar 29, 2012 to Dec 4, 2024
RAUM
$13Bregulatory 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 2024-12-04, latest gav , latest counts , lifetime distinct Private Equity Fund 1
Employees
200
Headquarters
Westwood, NJ
Office address
56 JEFFERSON AVENUE, Westwood, NJ, 07675
Business phone
(201) 768-4600
Stated criteria beside observed behaviour
12 observed deals
Stated by the firm
Sectors
financial services
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
roles
unknown 12
period
to unknown, from unknown, undated holdings 12, dated observations 0
window
last unknown, first unknown
control
unknown 12
companies
12
geography
investments
12
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
1
disclosed value usd
n 0
sector distribution
count 1, share 0.083, value media telecom, examples Investor Brief: Countdown to Launch
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.083, value media telecom, examples Investor Brief: Countdown to Launch

12 companies on the graph (0 transactions); most in media telecom (1); no dated observations

Funds
1 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
M••••• A••••••••• I••••••••• L•••
ADV: Private Equity Fund
Fund of fundsunknown$135,045
as of Jan 25, 2021
no Form DHarvest
Team
32 current, 19 former
Partner (10)
Platform (10)
19 former (kept with end dates)
Portfolio
12 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
E••••••••• I••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F•••••••• p•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••••• C••••••••• Q•Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••• B••••• A•• W• i• B••••• T•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••• B••••• A•• W• L••••• t•• P••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••• B••••• B•••• • S•••••• n•• S••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••• B••••• C•••••••• t• L•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••• B••••• G••• i• t• M• S•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••• B••••• T•••••• •••• T•••• G•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
O•• P•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W•• D•••••••• a•• R•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
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
1 most recent
  1. Mar 29, 2012
    M••••• W••••• M••••••••• 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

M••••• W••••• M••••••••• L•• 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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