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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Funds / W•• R••••••• F••• I••

W•• R••••••• F••• I••

Maturebuyout or unlabelledADV: Private Equity FundW• R••• • C•• L••Delaware
Amounts, each with its basis
Vintage
unknownno dated first sale, first report or announcement yet
Target
unknownnot announced
First close
unknownnever inferred from a Form D
Final close
unknownonly from an announcement or an LP disclosure
Announced size
unknown
Form D offering
unknownwhat may be sold, not what was raised
Form D sold
unknownno Form D on record
First sale
unknown
Reported gross assets
$2.7MForm ADV, as of Nov 26, 2024; not fund size, not dry powder
Peak reported gross assets
$499Mhighest year on the reporting tape
Owners (ADV)
84
Reported on ADV
Mar 30, 2012 to Nov 26, 2024
Structure
standalone
Fund of funds (ADV)
no
Lifecycle
Mature
rule: gross assets within 10% of the prior yearmodel: lc-pe-1gav path: 2017,189857831,2018,106964755,2019,44180684,2020,89153784,2021,74650001,2022,5014482,2023,2711459,2024,2717071peak gav: $499Mas of year: $2,024latest gav: $2.7Mreported years: 13last step change: 0.002age years at as of: 12drawdown from peak: 0.995first reported year: $2,012
Reported gross assets by year
13 annual rows
YearFiledTypeGross assets OwnersMin. investmentNon-US ownedSource
2012Mar 30, 2012Private Equity Fund$499M
76$5.0M28%adviserinfo.sec.gov
2013Jul 30, 2013Private Equity Fund$368M
76$5.0M1%adviserinfo.sec.gov
2014Jul 29, 2014Private Equity Fund$320M
76$5.0M1%adviserinfo.sec.gov
2015Oct 28, 2015Private Equity Fund$302M
77$5.0M0%adviserinfo.sec.gov
2016Oct 24, 2016Private Equity Fund$260M
76$5.0M27%adviserinfo.sec.gov
2017Sep 1, 2017Private Equity Fund$190M
74$5.0M25%adviserinfo.sec.gov
2018Sep 20, 2018Private Equity Fund$107M
76$5.0M25%adviserinfo.sec.gov
2019Dec 13, 2019Private Equity Fund$44.2M
76$5.0M25%adviserinfo.sec.gov
2020Nov 20, 2020Private Equity Fund$89.2M
233$5.0M16%adviserinfo.sec.gov
2021Jun 29, 2021Private Equity Fund$74.7M
164$5.0M16%adviserinfo.sec.gov
2022Dec 21, 2022Private Equity Fund$5.0M
88$5.0M0%adviserinfo.sec.gov
2023May 10, 2023Private Equity Fund$2.7M
84$5.0M0%adviserinfo.sec.gov
2024Nov 26, 2024Private Equity Fund$2.7M
84$5.0M0%adviserinfo.sec.gov
Placement agents and principals
0 placement agents, 0 principals
No placement agent or principal collected for this fund yet. Both come from the related persons and sales compensation sections of Form D.
Limited partners
0 disclosed
No LP commitment to this fund collected yet. An LP appears only when a public disclosure names this fund.
Investments attributed to this fund
0
No investment attributed to this fund. A firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Events
1 most recent
  1. Mar 30, 2012
    W•• R••••••• F••• I•• first reported on Form ADV by W• R••• • C•• L•• (Private Equity Fund), GAV $499,398,000