DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Venture Capital Intelligence at $199 a month for every name. Every figure, date and source on this page is public either way.
W••••••• C•••••• G••••• L••
CandidateSEC exempt reporting adviser· Boston, Massachusetts
Candidate, based in Boston, Massachusetts, reporting $92.1M of private fund gross assets across 2 funds.
Composed from this organization's classification, location and filed figures.
As of · the latest observation of this organization; filed figures are as of its latest Form ADV
- Fund gross assets
- $92.1M
- Investment team
- 3
Form ADV, Schedule D
Form ADV Schedule A and the firm's team page
As of · the latest observation of this organization; filed figures are as of its latest Form ADV
Nothing material in the last 180 days. No dated change on record yet.
Scores, classification basis and filing advisersCandidate, candidateShowHide
Importance
18
moderate
Active deployment
0
low
Emerging
0
low
Completeness
56
elevated
Freshness
100
high
Research priority
4
low
CandidateSEC exempt reporting adviser
No sworn venture fact yet (name or round mention only)
Investments on recordWhat these amounts mean“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.
0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Investment teamHow the team is orderedPartners who lead rounds first (rounds led, then deals attributed, then seniority), then the rest of the investment team, then investor relations, finance and operations. A person named by two sources under two spellings is shown once.
3 current, 1 departed
- Principal
- M••••••• D••••••• O• W••••••• G•• L••
- M••••••• D••••••• O• W••••••• G•• L••
Full team · 3 peoplewith contacts and sources
J•••••• H•••
PrincipalPrincipal · since Jan 1, 2021
FactForm ADV
I•• A•••• B•••••
General partnerM••••••• D••••••• O• W••••••• G•• L•• · since Oct 1, 2013
FactForm ADV
M•••••• G••••• R•••
General partnerM••••••• D••••••• O• W••••••• G•• L•• · since Oct 1, 2013
FactForm ADV
1 departed (kept with end dates)
- K•••••• R•••••• P••••••• · Chief Financial Officer · Jan 1, 2017 to Mar 31, 2021 Inference
Co-investors
0 counted from shared deals, for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Funds and vehiclesWhat these amounts meanGAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
0 reported, 4 no longer reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| W••••••• C•••••• I•• L•• | Fund · ADV: Private Equity Fund | unknown | Wound down | $2.2M Mar 27, 2015 | 11 | unknown | unknown |
| N••• S••• I•••••••• I•• L•• | Fund · ADV: Private Equity Fund | unknown | Wound down | $84,381 Mar 25, 2016 | 17 | unknown | unknown |
| N••• S••• I••••••••• L•• | Fund · ADV: Private Equity Fund | unknown | Wound down | $78,934 Jan 22, 2014 | 4 | unknown | unknown |
| W••••••• C•••••• I•• L•• | Fund · ADV: Private Equity Fund | unknown | Wound down | $5,500 Mar 11, 2020 | 40 | unknown | unknown |
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- ai, enterprise software, climate, energy, hardware, robotics, space, defense, logistics, industrial, agtech
- Stages
- series a, series b, growth, early
- Geography
- boston, global, globally, new england, new york, north america, worldwide
- Check size
- not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate no observed dealsfollow-on rate no observed dealsnew logos, 12 months 0
Limited partners
0 LPs, 0 disclosed commitments
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
13 dated events
- Sep 23, 2026••• LockedClassification changedClassificationInferenceno URL
- Mar 31, 2021••• Locked
- Mar 31, 2021••• Locked
- Jan 1, 2021••• Locked
- Mar 30, 2017••• Locked
Full timeline · 13 eventsnewest first; portfolio-page removals last
- Sep 23, 2026••• LockedClassification changedClassificationInferenceno URL
- Mar 31, 2021••• Locked
- Mar 31, 2021••• Locked
- Jan 1, 2021••• Locked
- Mar 30, 2017••• Locked
- Jan 1, 2017••• Locked
- Mar 25, 2016••• Locked
- Mar 27, 2015••• Locked
- Jan 22, 2014••• Locked
- Jan 22, 2014••• Locked
- Jan 22, 2014••• Locked
- Jan 22, 2014••• Locked
- Jan 22, 2014••• Locked
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Mar 11, 2026 · 2 private fundsShowHide
- Headquarters
- Boston, MAadviserinfo.sec.gov
- Office address
- ••• Lockedadviserinfo.sec.gov
- Business phone
- ••• Lockedadviserinfo.sec.gov
- Website
- w•••••••••.com
- SEC adviser type
- Exempt reporting adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Mar 11, 2026
- Private funds reported
- 2 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $92.1Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $196Mthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 6
- Business email
- ••• Lockedw•••••••••.compublished by the subject
Classification history
Every classification this record has carried2 on recordShowHide
- Sep 23, 2026Candidate (candidate, 50%)No sworn venture fact yet (name or round mention only)
- Sep 12, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 0% of 1 private funds
Evidence
75 observations from 3 sources
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| SEC adviser type | Exempt reporting adviser | Mar 11, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Jun 10, 2024 | Fact | Form ADV |
| First Form ADV filing | 2014-01-22 | Mar 11, 2026 | Fact | Form ADV |
| First Form ADV filing | 2014-01-22 | Jun 10, 2024 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-21 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-22 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-03-11 | Mar 11, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-06-10 | Jun 10, 2024 | Fact | Form ADV |
| Venture share of reported funds | 0 | Mar 11, 2026 | Fact | Form ADV |
| Venture share of reported funds | 0 | Jun 10, 2024 | Fact | Form ADV |
| Business phone | ••• Locked | Jun 10, 2024 | Fact | Form ADV |
| Employees | 6 | Jun 10, 2024 | Fact | Form ADV |
| Headquarters | Boston, MA | Jun 10, 2024 | Fact | Form ADV |
| Office address | ••• Locked | Jun 10, 2024 | Fact | Form ADV |
| Private funds reported | 2 | Mar 11, 2026 | Fact | Form ADV |
| Private funds reported | 1 | Jun 10, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $92.1M | Mar 11, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $196M | Jun 10, 2024 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $196M | Jun 10, 2024 | Fact | Form ADV |
| Stated geography | Boston, global, globally, new england, new york, north america, worldwide “geography words on the home page” | Sep 23, 2026 | Fact | Firm website |
| Stated geography | Boston, global, globally, new england, new york, north america, worldwide “geography words on the home page” | Sep 22, 2026 | Fact | Firm website |
| Stated geography | Boston, global, globally, new england, new york, north america, worldwide “geography words on the home page” | Sep 21, 2026 | Fact | Firm website |
| Stated geography | Boston, global, globally, new england, new york, north america, worldwide “geography words on the home page” | Sep 20, 2026 | Fact | Firm website |
| Stated geography | Boston, global, globally, new england, new york, north america, worldwide “geography words on the home page” | Sep 19, 2026 | Fact | Firm website |
| Stated geography | Boston, global, globally, new england, new york, north america, worldwide “geography words on the home page” | Sep 18, 2026 | Fact | Firm website |
| Stated geography | Boston, global, globally, new england, new york, north america, worldwide “geography words on the home page” | Sep 17, 2026 | Fact | Firm website |
| Stated geography | Boston, global, globally, new england, new york, north america, worldwide “geography words on the home page” | Sep 16, 2026 | Fact | Firm website |
| Stated geography | Boston, globally, new england, new york, north america, worldwide “geography words on the home page” | Sep 14, 2026 | Fact | Firm website |
| Stated sectors | AI, enterprise software, climate, energy, hardware, robotics, space, defense, logistics, industrial, agtech “sector words on the home page” | Sep 23, 2026 | Fact | Firm website |
| Stated sectors | AI, enterprise software, climate, energy, hardware, robotics, space, defense, logistics, industrial, agtech “sector words on the home page” | Sep 22, 2026 | Fact | Firm website |
| Stated sectors | AI, enterprise software, climate, energy, hardware, robotics, space, defense, logistics, industrial, agtech “sector words on the home page” | Sep 21, 2026 | Fact | Firm website |
| Stated sectors | AI, enterprise software, climate, energy, hardware, robotics, space, defense, logistics, industrial, agtech “sector words on the home page” | Sep 20, 2026 | Fact | Firm website |
| Stated sectors | AI, enterprise software, climate, energy, hardware, robotics, space, defense, logistics, industrial, agtech “sector words on the home page” | Sep 19, 2026 | Fact | Firm website |
| Stated sectors | AI, enterprise software, climate, energy, hardware, robotics, space, defense, logistics, industrial, agtech “sector words on the home page” | Sep 18, 2026 | Fact | Firm website |
| Stated sectors | AI, enterprise software, climate, energy, hardware, robotics, space, defense, logistics, industrial, agtech “sector words on the home page” | Sep 17, 2026 | Fact | Firm website |
| Stated sectors | AI, enterprise software, climate, energy, hardware, robotics, space, defense, logistics, industrial, agtech “sector words on the home page” | Sep 16, 2026 | Fact | Firm website |
| Stated sectors | AI, enterprise software, climate, energy, hardware, robotics, space, defense, logistics, industrial, agtech “sector words on the home page” | Sep 14, 2026 | Fact | Firm website |
| Stated stages | Series a, series b, growth, early “stage words on the home page” | Sep 23, 2026 | Fact | Firm website |
| Stated stages | Series a, series b, growth, early “stage words on the home page” | Sep 22, 2026 | Fact | Firm website |
| Stated stages | Series a, series b, growth, early “stage words on the home page” | Sep 21, 2026 | Fact | Firm website |
| Stated stages | Series a, series b, growth, early “stage words on the home page” | Sep 20, 2026 | Fact | Firm website |
| Stated stages | Series a, series b, growth, early “stage words on the home page” | Sep 19, 2026 | Fact | Firm website |
| Stated stages | Series a, series b, growth, early “stage words on the home page” | Sep 18, 2026 | Fact | Firm website |
| Stated stages | Series a, series b, growth, early “stage words on the home page” | Sep 17, 2026 | Fact | Firm website |
| Stated stages | Series a, series b, growth, early “stage words on the home page” | Sep 16, 2026 | Fact | Firm website |
| Stated stages | Series a, series b, growth, early “stage words on the home page” | Sep 14, 2026 | Fact | Firm website |
| Venture funds reported | 0 | Mar 11, 2026 | Fact | Form ADV |
| Venture funds reported | 0 | Jun 10, 2024 | Fact | Form ADV |
| Website | ••• Locked | Jun 10, 2024 | Fact | Form ADV |
| Site title | ••• Locked “••• Locked” | Sep 23, 2026 | Fact | Firm website |
| Site title | ••• Locked “••• Locked” | Sep 22, 2026 | Fact | Firm website |
| Site title | ••• Locked “••• Locked” | Sep 21, 2026 | Fact | Firm website |
| Site title | ••• Locked “••• Locked” | Sep 20, 2026 | Fact | Firm website |
| Site title | ••• Locked “••• Locked” | Sep 19, 2026 | Fact | Firm website |
| Site title | ••• Locked “••• Locked” | Sep 18, 2026 | Fact | Firm website |
| Site title | ••• Locked “••• Locked” | Sep 17, 2026 | Fact | Firm website |
| Site title | ••• Locked “••• Locked” | Sep 16, 2026 | Fact | Firm website |
| Site title | ••• Locked “••• Locked” | Sep 14, 2026 | Fact | Firm website |
Not yet on record: new companies, 12 mo, latest vintage.