Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Firms / C••••••• C•••••• C•••••••••

C••••••• C•••••• C•••••••••

CandidateDallas, TXc•••••••••.comSEC exempt reporting adviser

Empower your financial future with C••••••• Investment Management in Dallas, TX. Specializing in wealth management and preservation, we offer personalized advisory services, strategic portfolio planning, and exclusive private capital investments. Backed by 45 years of integrity, experience, and research-driven strategies to grow and safeguard your legacy.

no sworn venture fact yet (name or round mention only)

Importance
8
low
Active deployment
25
moderate
Emerging
0
low
Completeness
63
high
Freshness
98
high
Research priority
8
low
Identity and regulatory footprint
Headquarters
Dallas, TXadviserinfo.sec.gov
Office address
8383 PRESTON CENTER PLAZA DRIVE, SUITE 360, Dallas, TX, 75225adviserinfo.sec.gov
Business phone
972-701-5400adviserinfo.sec.gov
Website
c•••••••••.com
SEC adviser type
exempt reporting adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 28, 2024
Private funds reported
3 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$12.5Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
business phone
972-701-5400adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
ai, healthcare, energy, industrial
Stages
not stated or not yet read
Geography
usa
Check size
not stated; DFX does not estimate checks from round sizes
Self-described
venture capital
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 n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
2 reported, 4 no longer reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
C••••••• E•••••••• P•••••••• L•••Fund · ADV: Private Equity Fund2015 form d first saleHarvest$346,675
Mar 28, 2024
74$17.4MNov 15, 2016
C••••••• T••••••• A••••• P••••••••• L•••Fund · ADV: Private Equity Fund2010 form d first saleHarvest$199,454
Mar 28, 2024
33$1.6M
of $20.0M
Jun 10, 2010
O•••••• E••••• P••••••• I•• L•Fund · ADV: Private Equity Fund2023 adv first reportedWound down$4.2M
Mar 31, 2023
48unknownunknown
O•••••• E••••• P••••••• C•••••••• L•SPV or co-invest vehicle · ADV: Private Equity Fund2020 adv first reportedWound down$6.5M
Mar 31, 2023
11unknownunknown
O•••••• E••••• P•••••••• L•••Fund · ADV: Private Equity Fund2019 adv first reportedWound down$23.8M
Mar 31, 2023
78unknownunknown
C••••••• C••• P•••••••• L•••Fund · ADV: Private Equity FundunknownWound down$0
Mar 29, 2019
20unknownunknown
GAV 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.
Investment team
2 current, 0 departed
G••• B•••• W•••
Managing Director And President · since Jan 1, 1991
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
G•••••• B•••• W•••
Manging Director And Chief Compliance Officer · since Dec 1, 2014
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Investments on record
0 edges, 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.
Co-investors
0 relationships from shared deals, counted 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.
Limited partners
0 disclosed
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
12 dated events
  1. Nov 30, 2023
    O•••••• E••••• P••••••• I•• L• no longer reported on Form ADV by C••••••• C•••••• C•••••••••
    Fund no longer reportedFundsInferenceO•••••• E••••• P••••••• I•• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  2. Nov 30, 2023
    O•••••• E••••• P••••••• C•••••••• L• no longer reported on Form ADV by C••••••• C•••••• C•••••••••
    Fund no longer reportedFundsInferenceO•••••• E••••• P••••••• C•••••••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Nov 30, 2023
    O•••••• E••••• P•••••••• L••• no longer reported on Form ADV by C••••••• C•••••• C•••••••••
    Fund no longer reportedFundsInferenceO•••••• E••••• P•••••••• L•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  4. Mar 31, 2023
    O•••••• E••••• P••••••• I•• L• first reported on Form ADV by C••••••• C•••••• C••••••••• (Private Equity Fund), GAV $4,176,833
    Fund first reported on Form ADVFundsFactO•••••• E••••• P••••••• I•• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  5. Mar 30, 2020
    O•••••• E••••• P••••••• C•••••••• L• first reported on Form ADV by C••••••• C•••••• C••••••••• (Private Equity Fund), GAV $1,604,889
    Fund first reported on Form ADVFundsFactO•••••• E••••• P••••••• C•••••••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  6. Mar 30, 2020
    C••••••• C••• P•••••••• L••• no longer reported on Form ADV by C••••••• C•••••• C•••••••••
    Fund no longer reportedFundsInferenceC••••••• C••• P•••••••• L•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  7. Mar 29, 2019
    O•••••• E••••• P•••••••• L••• first reported on Form ADV by C••••••• C•••••• C••••••••• (Private Equity Fund), GAV $4,335,320
    Fund first reported on Form ADVFundsFactO•••••• E••••• P•••••••• L•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  8. Dec 1, 2014
    G•••••• B•••• W••• joined Schedule A of C••••••• C•••••• C••••••••• as Chief Compliance Officer
    Person joinedPeopleFactG•••••• B•••• W•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  9. Mar 29, 2012
    C••••••• C•••••• C••••••••• first filed Form ADV (ERA, venture capital fund adviser exemption)
    First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  10. Mar 29, 2012
    C••••••• E•••••••• P•••••••• L••• first reported on Form ADV by C••••••• C•••••• C••••••••• (Venture Capital Fund), GAV $7,838,416
    Fund first reported on Form ADVFundsFactC••••••• E•••••••• P•••••••• L•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  11. Mar 29, 2012
    C••••••• C••• P•••••••• L••• first reported on Form ADV by C••••••• C•••••• C••••••••• (Venture Capital Fund), GAV $1,549,547
    Fund first reported on Form ADVFundsFactC••••••• C••• P•••••••• L•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  12. Mar 29, 2012
    C••••••• T••••••• A••••• P••••••••• L••• first reported on Form ADV by C••••••• C•••••• C••••••••• (Private Equity Fund), GAV $4,499,318
    Fund first reported on Form ADVFundsFactC••••••• T••••••• A••••• P••••••••• L•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
  1. Sep 12, 2026
    Candidate (candidate, 50%, cls-1)
    no sworn venture fact yet (name or round mention only)
Evidence
43 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeexempt_reporting_adviserMar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2012-03-29Mar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2024-03-28Mar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds0Mar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone972-701-5400Mar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Contact page urlhttps://c•••••••••.com/
“contact page linked from the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionEmpower your financial future with C••••••• Investment Management in Dallas, TX. Specializing in wealth management and preservation, we offer personalized advisory services, strategic portfolio planning, and exclusive private capital investments. Backed by 45 years of integrity, experience, and research-driven strategies to grow and safeguard your legacy.
“meta description”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionEmpower your financial future with C••••••• Investment Management in Dallas, TX. Specializing in wealth management and preservation, we offer personalized advisory services, strategic portfolio planning, and exclusive private capital investments. Backed by 45 years of integrity, experience, and research-driven strategies to grow and safeguard your legacy.
“meta description”
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
HeadquartersDallas, TXMar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address8383 PRESTON CENTER PLAZA DRIVE, SUITE 360, Dallas, TX, 75225Mar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Self-described typeventure_capital
“For investors with well-positioned and effectively managed wealth, we provide access to select, vetted proprietary private equity and venture capital opportunities outside of public markets—a practice”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Self-described typeventure_capital
“For investors with well-positioned and effectively managed wealth, we provide access to select, vetted proprietary private equity and venture capital opportunities outside of public markets—a practice”
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Legal formCorporationMar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private funds reported3Mar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$12.5MMar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stated geographyusa
“geography words on the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated geographyusa
“geography words on the home page”
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsai,healthcare,energy,industrial
“sector words on the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsai,healthcare,energy,industrial
“sector words on the home page”
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported0Mar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://w••.c•••••••••.comMar 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titleC••••••• Investment Management | Wealth Advisors | Dallas, TX, USA
“title tag”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleC••••••• Investment Management | Wealth Advisors | Dallas, TX, USA
“title tag”
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)