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Firms / W•••• W••• C•••••• A•••••••• L••

W•••• W••• C•••••• A•••••••• L••

Buyout firmLower middle marketMiami, FLw•••••••••.comSEC registered investment adviser

A private investment firm built exclusively for the lower middle market.

Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 26 of 37 distinct vehicles are sworn Private Equity Funds; 23 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.45bn Private Equity Fund GAV on the Form ADV filed 2024-11-04
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 26 of 37 distinct vehicles are sworn P•••••• Equity Funds; 23 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 5, 2021 to Nov 4, 2024
RAUM
$637Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
24
PE fund GAV, latest filing
$454Mreported gross assets (Form ADV), not fund size
All private fund GAV
$513Mevery private fund type, latest filing
2024 PE fund GAV
$454Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
70%
Fund type mix
filed 2024-11-04, latest gav Other Private Fund $59.3M, Private Equity Fund $454M, latest counts Other Private Fund 7, Private Equity Fund 24, lifetime distinct Other Private Fund 11, Private Equity Fund 26
Employees
19
Headquarters
Miami, FL
Office address
501 BRICKELL KEY DRIVE, SUITE 104, Miami, FL, 33131
Business phone
305-605-8888
Stated criteria beside observed behaviour
22 observed deals
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
roles
add on 3, unknown 20, platform 3
period
to 2026-06-30, from 2026-06-30, undated holdings 23, dated observations 6
window
last 2026-06-30, first 2026-06-30
control
control 3, unknown 23
companies
22
geography
count 1, share 0.045, value MN
investments
26
seller kinds
transactions
3
cadence by year
2026 add ons 3
platform add on
add ons 3, platforms 3, add ons per platform 1
sector known for
7
disclosed value usd
n 0
sector distribution
count 2, share 0.091, value industrial manufacturing, examples Delva Tool & Machine Precision Manufacturing, Magenta Plastic Injection Molding, count 2, share 0.091, value industrial services, examples Seacoast Service Partners HVAC & Plumbing Services, Stryker Electric Electrical Contracting, count 1, share 0.045, value tech enabled services, examples Consulting Solutions IT Consulting & Recruiting, count 1, share 0.045, value aerospace defense, examples JS Global Government Services, count 1, share 0.045, value business services, examples NSC Technologies Industrial Staffing
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.045, value miscellaneous manufacturing, examples Delva Tool & Machine Precision Manufacturing, count 1, share 0.045, value plastics rubber products, examples Magenta Plastic Injection Molding, count 1, share 0.045, value it services msp, examples Consulting Solutions IT Consulting & Recruiting, count 1, share 0.045, value aerospace defense, examples JS Global Government Services, count 1, share 0.045, value hvac plumbing mechanical, examples Seacoast Service Partners HVAC & Plumbing Services, count 1, share 0.045, value electrical contracting, examples Stryker Electric Electrical Contracting, count 1, share 0.045, value staffing, examples NSC Technologies Industrial Staffing

22 companies on the graph (3 transactions); most in industrial manufacturing (2); 3 platforms and 3 add-ons; observed 2026 to 2026

Funds
32 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
W•• S••• I••••• P•••••• C••••• I•••••••• L••
ADV: Other P•••••• Fund
Credit fund2024
first reported on Form ADV
$10.0M
as of Nov 4, 2024
no Form DUnknown
W•• S••••••• I•••••••• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$1.9M
as of Nov 4, 2024
no Form DUnknown
W•• P•• I••••••••• H••••••• L••
ADV: P•••••• Equity Fund
Feeder or parallel2023
first reported on Form ADV
$15.9M
as of Nov 4, 2024
no Form DEarly deployment
W•• G•• I••••••••• F••• I• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$14.9M
as of Nov 4, 2024
no Form DEarly deployment
W•• C•• I••••••••• H••••••• L••
ADV: P•••••• Equity Fund
Feeder or parallel2023
first reported on Form ADV
$14.5M
as of Nov 4, 2024
no Form DEarly deployment
W•• K••• I••••••••• F••• I• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$9.1M
as of Nov 4, 2024
no Form DEarly deployment
W•••• W••• P•••••• F••• O••••••••• L•
ADV: Other P•••••• Fund
Fund of funds2023
first reported on Form ADV
$7.6M
as of Nov 4, 2024
no Form DEarly deployment
W•••• W••• P•••••• F••• P•••••••• L••
ADV: Other P•••••• Fund
Fund of funds2023
first reported on Form ADV
$1.5M
as of Nov 4, 2024
no Form DEarly deployment
W•••• W••• C•••••• P•••••••• L••
ADV: P•••••• Equity Fund
Buyout fund2022
first reported on Form ADV
$16.9M
as of Nov 4, 2024
no Form DUnknown
W•• C•• C•••••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$15.3M
as of Nov 4, 2024
no Form DEarly deployment
W•••• W••• P•••••• C••••• O••••••••• L•
ADV: Other P•••••• Fund
Fund of funds2022
first reported on Form ADV
$11.8M
as of Nov 4, 2024
no Form DEarly deployment
W•••• W••• P•••••• E••••• O••••••••• L•
ADV: P•••••• Equity Fund
Buyout fund2022
first reported on Form ADV
$11.7M
as of Nov 4, 2024
no Form DEarly deployment
W•••• C•••••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$968,489
as of Nov 4, 2024
no Form DEarly deployment
W•• G•• I••••••••• F•••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$99.2M
as of Nov 4, 2024
no Form DActive deployment
W•• S• P•••••• C••••• O••••••••• L••
ADV: Other P•••••• Fund
Credit fund2021
first reported on Form ADV
$71.1M
as of Aug 9, 2023
no Form DWound down
W•••• W••• C•••••• I••••••••• P••••••• I•• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$67.8M
as of Nov 4, 2024
no Form DUnknown
W•••• V• I••••••••• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$34.1M
as of Nov 4, 2024
no Form DUnknown
W•••• V• I••••••••• I• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$24.7M
as of Nov 4, 2024
no Form DActive deployment
W•••• V• I••••••••• I•• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$24.7M
as of Nov 4, 2024
no Form DUnknown
W•••• W••• P•••••• E••••• P•••••••• L••
ADV: Other P•••••• Fund
Buyout fund2021
first reported on Form ADV
$22.4M
as of Nov 4, 2024
no Form DActive deployment
W•••• V•• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$22.0M
as of Nov 4, 2024
no Form DActive deployment
W•••• V• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$21.7M
as of Nov 4, 2024
no Form DUnknown
W•••• I• I••••••••• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$18.0M
as of Nov 4, 2024
no Form DUnknown
W•••• X• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$15.1M
as of Nov 4, 2024
no Form DActive deployment
W•••• I•• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$13.5M
as of Nov 4, 2024
no Form DActive deployment
W•••• V••• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$6.5M
as of Nov 4, 2024
no Form DUnknown
W•••• W••• P•••••• C••••• P•••••••• L••
ADV: Other P•••••• Fund
Credit fund2021
first reported on Form ADV
$5.9M
as of Nov 4, 2024
no Form DActive deployment
W•••• I•• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$3.0M
as of Nov 4, 2024
no Form DUnknown
W•••• I••• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$2.6M
as of Nov 4, 2024
no Form DUnknown
W•••• V•••• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$40,300
as of Nov 4, 2024
no Form DUnknown
W•••• W••• C•••••• M••••••••• L••
ADV: Other P•••••• Fund
SPV2021
first reported on Form ADV
$5,227
as of Nov 4, 2024
no Form DUnknown
W•••• W••• C•••••• I••••••••• P••••••• I• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$0
as of Nov 4, 2024
no Form DUnknown
Team
26 current, 1 former
Partner (8)
Operating partner (6)
Platform (6)
1 former (kept with end dates)
Portfolio
26 relationships, 3 platforms, 3 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
O•• T••• E••••••••• I•••
add-on to C••••••• E••••• I••••••••• S•••••••
Add-onactiveJun 30, 2026
transaction announcement
3 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
O•• T••• E••••••••• I•••
add-on to C••••••• E••••• I••••••••• S•••••••
Add-onactiveJun 30, 2026
transaction announcement
3 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
O•• T••• E••••••••• I•••
add-on to C••••••• E••••• I••••••••• S•••••••
Add-onactiveJun 30, 2026
transaction announcement
3 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
A••••••• W••••••••• I••••••••• D•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••• P•••••••• F•••••• C•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••• E••••• I••••••••• S•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••••• S•••••••• I• C••••••••• • R•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••••• P•••••• E•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••• E••••• I••••••••• S•••••••PlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
C••••••• E••••• I••••••••• S•••••••PlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
C••••••• E••••• I••••••••• S•••••••PlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
D••• I••••••••• E•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D•••• T••• • M•••••• P•••••••• M•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F••••••• C•••••• S••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
J• G••••• G••••••••• S•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••• P•••••• I•••••••• M••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N•• D••••• R•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N•• T••••••••• I••••••••• S•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••• F••• I••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••• S•••••• P••••••• H••• • P••••••• S•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••• E••••••• E••••••••• C•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• T•••••••• H••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• N••••• G•••• E••••••••• • S•••••••• S•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W••••••••• M••••• S••••••• • I•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W•••••• C•••••••• S••••••• C•••••••• F•••••••• S•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
3 on record
DateTypeTargetThis firm’s roleSource
Jun 30, 2026Add-on acquisitionO•• T••• E••••••••• I•••Sponsor (confirmed)w•••••••••.com
Jun 30, 2026Add-on acquisitionO•• T••• E••••••••• I•••Sponsor (confirmed)w•••••••••.com
Jun 30, 2026Add-on acquisitionO•• T••• E••••••••• I•••Sponsor (confirmed)w•••••••••.com
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
  • I•••••• C•••••• L•• 1 shared · one time · last Jan 1, 2024
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
7 most recent
  1. Jul 16, 2026
    W•••• W••• C•••••• A•••••••• L••: P•••••• Equity Funds on Form ADV 24 (2024 extract) -> 27 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Jun 30, 2026
    W•••• W••• Hybrid Capital Completes Investment in A•••••••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Apr 14, 2026
    S••••••• S•••••• Partners Acquires Von Aire Air Conditioning & Heating
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Dec 30, 2025
    S••••••• S•••••• Partners Acquires Cool By Design
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  5. Nov 18, 2025
    S••••••• S•••••• Partners Acquires Always Air S••••••s
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  6. Jun 25, 2025
    W•••• W••• C•••••• G•••• Announces Sale of D•••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  7. Mar 5, 2021
    W•••• W••• C•••••• A•••••••• 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•••• W••• C•••••• A•••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.

Independent Sponsors1RIA and Wealth1Private Credit1

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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