W Capital Partners

W Capital Partners, a registered investment adviser, has been in business since 2001 and was acquired by an affiliate of AXA Investment Managers in 2024. The firm tailors its services to the specific investment objectives of its private equity funds, managing assets on a discretionary basis. Clients include corporations, endowments, foundations, trusts, and individuals, with a minimum investment commitment typically set at $10,000,000. W Capital primarily targets investments in privately-held operating companies, conducting extensive due diligence before making any investment. The firm receives compensation through management fees and performance-based fees, with the precise amount determined by each fund's Governing Documents. W Capital does not engage in soft dollar arrangements and has discretion in selecting brokers for transactions. The firm has adopted a Code of Ethics, ensuring ethical conduct and monitoring personal securities transactions. W Capital has custody of client assets and provides regular reports to investors. The firm has investment discretion and exercises voting authority over client securities. W Capital's Proxy Voting Policies and Procedures guide voting decisions, ensuring alignment with clients' best interests. The firm does not engage in client referrals or receive economic benefits from third parties. Additional details on the firm's operations and policies can be obtained by contacting W Capital directly.