W•• P••••••• L•

managed by W••••••

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Search this name across graphsid dfx:pe:5c621802-6473-47f8-bd24-51434219d133

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: n/a to Sep 13, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

W•• P••••••• L•

Private fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Manager: W••••••
Vintage: 2023 (adv_first_reported)derived
ADV gross asset value: $165,356as of 2024-12-09
Peak reported GAV: $5.7M
Reporting years: 2
ADV first reported: Mar 30, 2023
LPs disclosed: 0
Placement agents: 0
Attributed investments: 0

Reporting history

Report year	Filed	ADV fund type	GAV	Owners
2024	Dec 9, 2024	Private Equity Fund	$165,356	4
2023	Jun 7, 2023	Private Equity Fund	$5.7M	4

Relationships

Audits (1)

← W••••• S••••••••• P•Firm
factForm ADV

Manages (1)

← W••••••FirmPrivate Equity Fund
Mar 30, 2023 to presentfactForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Mar 30, 2023
••• Locked

Provenance

Graph: Private Equity
Canonical id: dfx:pe:5c621802-6473-47f8-bd24-51434219d133
First observed: n/a
Last observed: Sep 13, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.