DFX Intelligence
Venture Capital Intelligence
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Firms / W•••••• A••••••• G••••• L••
W•••••• A••••••• G••••• L••
W•••••• Advisory Group is a business consulting firm founded in February 2017 by Richard Travia. The firm services several different types of clients, including family offices, alternative asset managers and public/private companies, tapping into Richard Travia
venture manager, reported GAV $2.5M across 1 vehicles
Importance
2
low
Active deployment
0
low
Emerging
0
low
Completeness
50
elevated
Freshness
98
high
Research priority
1
low
Identity and regulatory footprint
- Headquarters
- unknown
- Office address
- unknown
- Business phone
- 203-423-3308adviserinfo.sec.gov
- Website
- w•••••••••.com
- SEC adviser type
- exempt reporting adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Jan 31, 2024
- Private funds reported
- 1 (1 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $2.5Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- business email
- richard@wildcatadvisorygroup.comwildcatadvisorygroup.compublished by the subject
- business email
- info@wildcatadvisorygroup.comwildcatadvisorygroup.compublished by the subject
- business phone
- 203-423-3308adviserinfo.sec.govpublished by the subject
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 n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
1 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| A••• P•••••• P••••••• L•• | Fund | 2021 form d first sale | Mature | $2.5M Jan 31, 2024 | 22 | $2.6M of $10.0M | Nov 23, 2021 |
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
1 current, 0 departed
R•••••• C•••• T•••••
Managing partnerManaging Member Of W•••••• Opportunistic P•••••• Management, Llc · since Jul 1, 2019
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
2 dated events
- Jul 19, 2022W•••••• A••••••• G••••• L•• 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)
- Jul 19, 2022A••• P•••••• P••••••• L•• first reported on Form ADV by W•••••• A••••••• G••••• L•• (Venture Capital Fund), GAV $2,543,964Fund first reported on Form ADVFundsFactA••• P•••••• P••••••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Micro VC (probable, 80%, cls-1)venture manager, reported GAV $2.5M across 1 vehicles
Evidence
18 observations from 2 sources