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W••••••••• C•••••• J•••• M••••• T•••• C•••••• M••••••• F•••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundother private fund3(c)(1)dropped

W••••••••• C•••••• J•••• M••••• T•••• C•••••• M••••••• F•••

advised by W••••••••• CAPITAL MANAGEMENT INC

W•••••••••, United States

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Search this name across graphsid dfx:ria:16666623-ae4c-ebb6-cc49-33c4b03d82da

Data as of Oct 2, 2013 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 23, 2012 to Oct 2, 2013
6 observations

Across DFX

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

Real Estate Fundsidentity

W••••••••• C•••••• J•••• M••••• T•••• C•••••• M••••••• F•••

same private fund, same ADV fund id · confidence 100% · family precision 100%

Facts

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

Adviser: W••••••••• CAPITAL MANAGEMENT INCCRD 105253
Fund type: REAL ESTATE COMMERCIAL M•••••••S FUND WITH MONTHLY REDEMPTION RIGHTS
Latest reported GAV: $105Mgross asset value on Schedule D 7.B(1), as of 2013-10-02; never fund size
Peak reported GAV: $105M
Beneficial owners: 8
Minimum investment: $1.0M
Owned by the adviser: 0%
Owned by funds of funds: 0%
Owned by non-US persons

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Oct 2, 2013	$105M

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
BNY MELLON	THE BANK OF NEW YORK MELLON TRUST COMPANY N.A.	Everett	Massachusetts	United States	no	n/a

Relationships

Advises (1)

← W••••••••• CAPITAL MANAGEMENT INCRegistered adviserOther Private Fund, IA, no longer reported
Mar 23, 2012 to Oct 2, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:16666623-ae4c-ebb6-cc49-33c4b03d82da
First observed: Mar 23, 2012
Last observed: Oct 2, 2013 157 months 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.