DFX Intelligence

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

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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 100m 1b

W••••••• C•••••• P•••••••• L••

W••••••• C•••••• P••••••• ADVISORS, LLC, CRD 333573

STAMFORD, CT

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Search this name across graphsid dfx:ria:0733858f-8508-cae9-6a60-7ead483e4cc9

Data as of Jun 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 5
On other graphs: 3
Observed: Nov 25, 2024 to Jun 12, 2026
6 observations

Across DFX

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

Family Officesidentity

W••••••• C•••••• P•••••••• L••

Family office · shared crd

Independent Sponsorsidentity

W••••••• C•••••• P•••••••• L••

Capital provider to sponsors · shared crd

Private Equityidentity

W••••••• C•••••• P•••••••• L••

Private equity manager · shared crd

Facts

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

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.5 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $311M••• Locked
Discretionary RAUM: $154M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
W••••••••• I•••••••• L••	Private Equity Fund	$49.6M	Jun 12, 2026	6	Nov 25, 2024	reported	n/a
W••••••• G••••••••• I•••••••• L••	Private Equity Fund	$39.5M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
E••••••• P•••••	Partner	D	yes	04/2022	Nov 25, 2024	Nov 25, 2024
M••••••• J••• H••••	MANAGING PARTNER	D	yes	04/2022	Nov 25, 2024	Nov 25, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$311M	$243M	27.9%	n/a	n/a	7	7	0	0

Relationships

Advises (9)

→ W••••••• W•••••• I•••••••• L••Private fundPrivate Equity Fund, IA
Nov 25, 2024 to presentfactForm ADV
→ W••••••• C•••••• A•••••••• L••Private fundOther Private Fund, IA
Nov 25, 2024 to presentfactForm ADV
→ W••••••• G••••••••• I•••••••• L••Private fundPrivate Equity Fund, IA
Nov 25, 2024 to presentfactForm ADV
→ W••••••••• I•••••••• L••

Dated events

Occurred
Jun 12, 2026
Private fund first reported
••• Locked
Form ADVobserved today
0 USD_GAV
Occurred
Jun 12, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$17.5M
Occurred
Jun 12, 2026
Private fund first reported
••• Locked
Form ADVobserved today
0 USD_GAV
Occurred

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0733858f-8508-cae9-6a60-7ead483e4cc9
First observed: Nov 25, 2024
Last observed: Jun 12, 2026 3 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.