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W••••••• B•• U•••• L••• •••••• I••: fund on the private equity graph | DFX Data Factory

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Private equityFundmatureprivate equity fund

W••••••• B•• U•••• L••• •••••• I••

managed by W••••••• A••••••••• I•••••••••

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Search this name across graphsid dfx:pe:ae8bb55b-f81d-4280-8433-b69dd4d7ac81

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:01 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••••••• B•• U•••• L••• •••••• I••

Private fund · shared adv fund id

Facts

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

Manager: W••••••• A••••••••• I•••••••••
Vintage: 2016 (adv_first_reported)derived
Strategy: ADV 7.B.(1) fund of funds = Y
ADV gross asset value: $82.2Mas of 2024-11-18
Peak reported GAV: $87.6M
Reporting years: 9
ADV first reported: Mar 30, 2016
LPs disclosed: 0
Placement agents: 0

Reporting history

Report year	Filed	ADV fund type	GAV	Owners
2024	Nov 18, 2024	Private Equity Fund	$82.2M	2
2023	Dec 15, 2023	Private Equity Fund	$76.2M	2
2022	Sep 9, 2022	Private Equity Fund	$87.6M	2
2021	Oct 7, 2021	Private Equity Fund

Relationships

Audits (1)

← Kpmg LLPFirm
factForm ADV

Manages (1)

← W••••••• A••••••••• I•••••••••FirmPrivate Equity Fund
Mar 30, 2016 to presentfactForm ADV

Dated events

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

Show 1 bookkeeping events

Occurred
Mar 30, 2016
W••••••• B•• U•••• L••• •••••• I•• first reported on Form ADV by W••••••• (Private Equity Fund), GAV $3,071,510

Provenance

Graph: Private Equity
Canonical id: dfx:pe:ae8bb55b-f81d-4280-8433-b69dd4d7ac81
First observed: n/a
Last observed: Sep 13, 2026 8 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.