Private Equity Intelligence
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M•••••• W•••••
- Class
- Fund of fundscandidate, confidence 55%
- Basis
- R1: 3 of 7 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
- Size band
- Lower middle marketdefined by: proxy: $0.01bn Private Equity Fund GAV on the Form ADV filed 2024-10-21
Classification history (1)
- Sep 13, 2026Fund of funds (candidate, 55%, cls-pe-1)R1: 3 of 7 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Oct 21, 2024
- RAUM
- $81Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $14.2Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $14.2Mevery private fund type, latest filing
- 2024 PE fund GAV
- $14.2Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 75%
- Fund type mix
- filed 2024-10-21, latest gav Private Equity Fund $14.2M, latest counts Private Equity Fund 4, lifetime distinct Other Private Fund 2, Private Equity Fund 9, Venture Capital Fund 1
- Employees
- 1,498
- Headquarters
- Overland Park, KS
- Office address
- 5700 W. 112TH STREET, SUITE 500, Overland Park, KS, 66211
- Business phone
- 913-904-5700
- 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
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M••••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $11.4M as of Oct 21, 2024 | no Form D | Mature | |
| M••••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $31 as of Oct 21, 2024 | no Form D | Harvest | |
| M••••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $36,846 as of Dec 18, 2020 | no Form D | Wound down | |
| M•••••• I••••••••• G•••• P••• T•••• ADV: Other P•••••• Fund | SPV | 2014 first reported on Form ADV | $8.6M as of Nov 18, 2014 | no Form D | Wound down | |
| M•••••• M••••••• I•• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $2.8M as of Oct 21, 2024 | no Form D | Unknown | |
| M••••••••• S••••• L••••• F•••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $0 as of Oct 10, 2022 | no Form D | Wound down | |
| W••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $557 as of Oct 21, 2024 | no Form D | Harvest |
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 |
|---|---|---|---|---|---|
| M•••••• 2••• P•••••• O••••••••• F•••• L• | P•••••• Equity Fund | 2020 to 2020 | $13.5M filed Dec 18, 2020 | adviserinfo.sec.gov | |
| A••••• P••• S•• H•••••••• L•• • S••••• 1• | Other P•••••• Fund | 2021 to 2023 | $9.4M filed Mar 30, 2023 | adviserinfo.sec.gov | |
| M•••••• S••• C••••••• L•• | P•••••• Equity Fund | 2017 to 2017 | $1.7M filed Sep 29, 2017 | adviserinfo.sec.gov |
- C••••• R•••• V•••••• · Elected M•••••• · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- G••• P••• H••••• · Elected M•••••• · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••••• A••• S•••••• · Elected M•••••• · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••••• D•••• S••••••• · Elected M•••••• · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••••• D•••••• S•••• · Chief Investment Officer · since Jan 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••••• C••••••••• B••••••• · Elected M•••••• · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• G•••• D•••••• · Trustee · since Oct 1, 1997 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••• J•••••• D••••• · General Counsel; Chief Compliance Officer · since Mar 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••••• A•••• P•• · Chief Financial Officer · since Aug 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••• P•••••• · Chief Services Officer · since Jul 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• K•• K••••••••• · S••••• Vice President, Compliance · since Nov 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
7 former (kept with end dates)
- W•••••• A•••• F•••••• · Trustee · Jun 1, 2009 to Mar 30, 2015 Inference
- M••• A••••• C•••••••• · Chief Investment Officer · Sep 1, 2014 to Mar 29, 2018 Inference
- W•••••• B•••••• G•••••• · Chief Investment Officer · Mar 1, 2012 to Mar 30, 2015 Inference
- I•••• Y••••••••• N••••••• · Chief Compliance Officer · Mar 1, 2021 to May 16, 2022 Inference
- K•••• L•••• S•••••• · Vice President Of Operations · Jun 1, 2012 to Jul 6, 2018 Inference
- R••••• K••• R••• · S••••• Vice President; Chief Compliance Officer · Jul 1, 2022 to Oct 10, 2022 Inference
- T••• J••••• C•••••• · Chief Strategy And Growth Officer · Jan 1, 2023 to Mar 28, 2024 Inference
- Aug 5, 2026M••••••: P•••••• Equity Funds on Form ADV 4 (2024 extract) -> 2 (roster 2026-09-01)
- Mar 30, 2012M•••••• W••••• first filed Form ADV in the extract (IA)
M•••••• W••••• is the same institution as 5 records in Family Offices, Independent Sponsors, Venture Capital, RIA and Wealth and Real Estate Funds.
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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