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W••• H••• C•••••• M••••••••• L•: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

W••• H••• C•••••• M••••••••• L•

CRD 306712

GREENWICH, CT

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Search this name across graphsid dfx:ria:001a4130-5a99-9840-b768-3af0d3c6359c

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 5
On other graphs: 1
Observed: Mar 5, 2020 to Mar 25, 2026
13 observations

Across DFX

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

Family Officesidentity

W••• H••• C•••••• M••••••••• L•

Family office · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.93 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $1.9BItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.9B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
W••• H••• P•••••••• L•	Hedge Fund	$1.5B	Mar 20, 2024	376	Dec 23, 2019	reported	021-333407
L••• W••• I• L•	Hedge Fund	$13.8M

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C•••• G••••••• S•••	CHIEF COMPLIANCE OFFICER	Na	yes	01/2019	Mar 5, 2020	Mar 20, 2024
L••••••• G•••• S•••••	MANAGING MEMBER	E	yes	01/2019	Mar 5, 2020

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
W••• H••• G•••••• P••••••• L••	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.9B	$2.0B	-8.5%	$1.1B	19.8%	7	7	1	1

Relationships

Advises (2)

→ W••• H••• P•••••••• L•Private fundHedge Fund, IA
Dec 23, 2019 to presentfactForm ADV
→ L••• W••• I• L•Private fundHedge Fund, IA
Nov 13, 2023 to presentfactForm ADV

Controls (3)

← C•••• G••••••• S•••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 5, 2020 to Mar 20, 2024factForm ADV
← L••••••• G•••• S•••••Owner

Dated events

Occurred
Mar 26, 2025
Regulatory AUM changed
W••• H••• C•••••• M••••••••• L• reported RAUM $2.0B, up 28% from $1.6B (2024-03-20 to 2025-03-26)
Form ADVobserved 7 days ago
$444M
Occurred
Nov 13, 2023
Regulatory AUM changed
W••• H••• C•••••• M••••••••• L• reported RAUM $1.7B, up 54% from $1.1B (2023-04-05 to 2023-11-13)
Form ADVobserved 7 days ago
$588M
Occurred
Apr 5, 2023
Regulatory AUM changed
W••• H••• C•••••• M••••••••• L• reported RAUM $1.1B, up 182% from $385.9M (2022-11-04 to 2023-04-05)
Form ADVobserved 7 days ago
$703M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:001a4130-5a99-9840-b768-3af0d3c6359c
First observed: Mar 5, 2020
Last observed: Mar 25, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds 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.