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W••••••• A••••••• L••

Private equity with venture activitySEC-registered adviserClassification probable· Waltham, Massachusetts

Private equity with venture activity, based in Waltham, Massachusetts, reporting $1.4B of private fund gross assets across 66 funds.

Composed from this organization's classification, location and filed figures.

Fund gross assets
$1.4B
Form ADV, Schedule D
Investment team
6
Form ADV Schedule A and the firm's team page
Latest vintage
2016
Form ADV and Form D
FundsInvestmentsTeam (8)
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 advisersPrivate equity with venture activity, probableShow
Importance
15
moderate
Active deployment
0
low
Emerging
0
low
Completeness
56
elevated
Freshness
100
high
Research priority
3
low
Private equity with venture activity · probableSEC registered investment adviser

Registered adviser; venture funds are 6% of 66 private funds

Investments on record
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 team
8 current, 7 departed
Full team · 8 peoplewith contacts and sources
G••••• Q•••••••
Partner And Chief Investment Officer · since Dec 1, 2017
Partner
FactForm ADV
D•• F••••••
Owner · since Jan 1, 2023
Partner
FactForm ADV
Partner
FactForm ADV
P••• K•••••• M••••
Managing Director · since Jan 1, 2023
Partner
FactForm ADV
A••• L•••
Vice President
Vice president
FactFirm website
Associate
FactFirm website
P••• S•••• P••••••••
Controller And Chief Compliance Officer · since Jul 1, 2017
Platform and operations
FactForm ADV
W•••••• a• H•••••
Chief Executive Officer And President · since Aug 1, 2009
Founder or executive
FactForm ADV
7 departed (kept with end dates)
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 vehicles
5 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
W••••••• • I•• X• L••Fund2016 adv first reportedHarvest$8.7M
Mar 31, 2026
11unknownunknown
W•••••••• M•• I• L••Fund2015 adv first reportedHarvest$12.5M
Mar 31, 2026
11unknownunknown
W••••••• • O•• I• L••Fund2015 adv first reportedHarvest$2.4M
Mar 31, 2026
12unknownunknown
W••••••• • A• V• L••FundunknownUnknown$5.3M
Mar 31, 2026
9$8.0M
of $8.0M
Aug 13, 2012
W••••••• • I•• X••• L••FundunknownUnknown$2.3M
Mar 31, 2026
9$8.0M
of $8.0M
Jun 20, 2012
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
not stated or not yet read
Stages
not stated or not yet read
Geography
not stated
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
17 dated events
  1. Jan 26, 2023
    ••• Locked
    Person leftPeopleInferenceJ••• D••••••• H••••Form ADV
  2. Jan 1, 2023
    ••• Locked
    Person joinedPeopleFactP••• K•••••• M••••Form ADV
  3. Jan 1, 2023
    ••• Locked
    Person joinedPeopleFactK•••••• R••••• P••••Form ADV
  4. Mar 29, 2018
  5. Dec 1, 2017
    ••• Locked
    Person joinedPeopleFactG••••• Q•••••••Form ADV
Full timeline · 17 eventsnewest first; portfolio-page removals last
  1. Jan 26, 2023
    ••• Locked
    Person leftPeopleInferenceJ••• D••••••• H••••Form ADV
  2. Jan 1, 2023
    ••• Locked
    Person joinedPeopleFactP••• K•••••• M••••Form ADV
  3. Jan 1, 2023
    ••• Locked
    Person joinedPeopleFactK•••••• R••••• P••••Form ADV
  4. Mar 29, 2018
  5. Dec 1, 2017
    ••• Locked
    Person joinedPeopleFactG••••• Q•••••••Form ADV
  6. Jul 1, 2017
    ••• Locked
    Person joinedPeopleFactP••• S•••• P••••••••Form ADV
  7. Mar 25, 2015
    ••• Locked
    Fund first reported on Form ADVFundsFactW••••••• • O•• I• L••Form ADV
  8. Mar 25, 2015
    ••• Locked
    Fund first reported on Form ADVFundsFactW•••••••• M•• I• L••Form ADV
  9. Mar 26, 2014
    ••• Locked
    Person leftPeopleInferenceP••• S•••• P••••••••Form ADV
  10. Jan 1, 2014
  11. Sep 12, 2012
    ••• Locked
    Fund first reported on Form ADVFundsFactW••••••• • I•• X••• L••Form ADV
  12. Sep 12, 2012
    ••• Locked
    Fund first reported on Form ADVFundsFactW••••••• • A• V• L••Form ADV
  13. May 3, 2012
    ••• Locked
    Person leftPeopleInferenceS•••••• L••• P••••••Form ADV
  14. May 3, 2012
    ••• Locked
    Person leftPeopleInferenceP••• B•••• F••••••Form ADV
  15. May 3, 2012
    ••• Locked
    Person leftPeopleInferenceJ•••• H•••••Form ADV
  16. May 3, 2012
    ••• Locked
    Person leftPeopleInferenceJ••••• F•••••Form ADV
  17. Mar 30, 2012
    ••• Locked
    First SEC adviser filingOrganizationFactForm ADV
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Mar 31, 2026 · 66 private fundsShow

Website description: ••• Locked

Headquarters
Waltham, MAadviserinfo.sec.gov
Office address
••• Lockedadviserinfo.sec.gov
Business phone
••• Lockedadviserinfo.sec.gov
Website
w•••••••••.com
SEC adviser type
Registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 31, 2026
Private funds reported
66 (5 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$1.4Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$2.7Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
23
Owners on Schedule A
P•••••• F•••••• R••••• G••• F•• L••• B•••••• (Shareholder), owns under 5%; D• C•••••• L•• (Shareholder), owns 10% to 25%; P•••••• F•••••• R••••• G••• F•• D••••• F•••••• (Shareholder), owns 25% to 50%; D• C•••••• I• L•• (Shareholder), owns 25% to 50%
Business email
••• Lockedw•••••••••.compublished by the subject
Classification history
Every classification this record has carried2 on recordShow
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%)
    Registered adviser; venture funds are 6% of 66 private funds
  2. Sep 12, 2026
    Private equity with venture activity (probable, 75%)
    Registered adviser; venture funds are 6% of 61 private funds
Evidence
83 observations from 4 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedVC funds reportedMar 31, 2026FactForm ADV
SEC adviser typeRegistered investment adviserMar 31, 2026FactForm ADV
SEC adviser typeRegistered investment adviserMar 31, 2026FactForm ADV
SEC adviser typeRegistered investment adviserAug 12, 2024FactForm ADV
First Form ADV filing2012-03-30Mar 31, 2026FactForm ADV
First Form ADV filing2012-03-30Aug 12, 2024FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1Sep 12, 2026FactForm ADV
Latest Form ADV filing2026-03-31Mar 31, 2026FactForm ADV
Latest Form ADV filing2026-03-31Mar 31, 2026FactForm ADV
Latest Form ADV filing2024-08-12Aug 12, 2024FactForm ADV
SEC statusApprovedMar 31, 2026FactForm ADV
SEC status effective2009-12-18Mar 31, 2026FactForm ADV
Venture share of reported funds0Mar 31, 2026FactForm ADV
Venture share of reported funds0Aug 12, 2024FactForm ADV
Business phone••• LockedMar 31, 2026FactForm ADV
Business phone••• LockedAug 12, 2024FactForm ADV
Contact page url••• Locked
“••• Locked”
Sep 16, 2026FactFirm website
Description••• Locked
“••• Locked”
Sep 16, 2026FactFirm website
Description••• Locked
“••• Locked”
Sep 15, 2026FactFirm website
Employees23Mar 31, 2026FactForm ADV
Employees23Aug 12, 2024FactForm ADV
HeadquartersWaltham, MAMar 31, 2026FactForm ADV
HeadquartersWaltham, MAAug 12, 2024FactForm ADV
Office address••• LockedMar 31, 2026FactForm ADV
Office address••• LockedAug 12, 2024FactForm ADV
Legal formLimited Liability CompanyMar 31, 2026FactForm ADV
Other funds reported17Mar 31, 2026FactForm ADV
PE funds reported23Mar 31, 2026FactForm ADV
Private funds reported66Mar 31, 2026FactForm ADV
Private funds reported66Mar 31, 2026FactForm ADV
Private funds reported61Aug 12, 2024FactForm ADV
Private fund gross assets (reported)$1.4BMar 31, 2026FactForm ADV
Private fund gross assets (reported)$1.4BMar 31, 2026FactForm ADV
Private fund gross assets (reported)$1.1BAug 12, 2024FactForm ADV
Regulatory AUM (adviser, not fund size)$2.7BMar 31, 2026FactForm ADV
Regulatory AUM (adviser, not fund size)$2.5BAug 12, 2024FactForm ADV
Team page••• Locked
“••• Locked”
Sep 16, 2026FactFirm website
Team page••• Locked
“••• Locked”
Sep 15, 2026FactFirm website
Venture funds reported5Mar 31, 2026FactForm ADV
Venture funds reported5Mar 31, 2026FactForm ADV
Venture funds reported4Aug 12, 2024FactForm ADV
Website••• LockedAug 12, 2024FactForm ADV
Site title••• Locked
“••• Locked”
Sep 16, 2026FactFirm website
Site title••• Locked
“••• Locked”
Sep 15, 2026FactFirm website

Not yet on record: new companies, 12 mo.