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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

A•••• W••• G•••••• L•

CRD 160894

MIAMI, FL

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Search this name across graphsid dfx:ria:1f9e4ccf-b281-b546-b786-91194a74532b

Data as of Aug 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 40
Dated events: 15
On other graphs: 3
Observed: Mar 17, 2012 to Aug 31, 2026
43 observations

Across DFX

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

Private Equityidentity

A•••• W••• G•••••• L•

Private equity manager · shared crd

Independent Sponsorsidentity

A•••• W••• G•••••• L•

Capital provider to sponsors · shared crd

Private Creditidentity

A•••• W••• G•••••• L•

Private credit manager · 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=0.9 institutional_share=0.1 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $27BItem 5.F on the latest filing (2026-08-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $8.0B
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
A•••• W••• V••••••• I•• L•	Private Equity Fund	$9.9B	Mar 29, 2024	14	Nov 24, 2021	reported	n/a
A•• M••••• F••• A• L•	Hedge Fund	$2.0B

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
A•••• W••• ••••••• G•• L••	G•••••• PARTNER	F	yes	08/2011	Nov 24, 2021	Mar 29, 2024
A•••• W••• G••••• M••••••••• L•	SOLE MEMBER	E	yes	10/2011	Nov 24, 2021

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
A•• D•••• C••••••• P••••••• L••••••	n/a	n/a	n/a	N	no	n/a
A•••• W••• ••••••• G•• L••	n/a	n/a	n/a	Y	yes	n/a
A•••• W••• C••••• G•• L••

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Bengaluru	n/a	India	8	no
London	n/a	United Kingdom	7	no
Madrid	n/a	Spain	5	no
MIAMI BEACH	FL	United States	4	no
Sydney

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	$27B	$21B	26.4%	$20B	10.1%	113	107	11	9

Relationships

Advises (22)

→ A•••• W••• V•••••••• L•Private fundPrivate Equity Fund, IA
Apr 24, 2020 to presentfactForm ADV
→ A•••• W••• C• V• L••Private fundPrivate Equity Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ F••••• Q• L•Private fundHedge Fund, IA
Jul 1, 2021 to presentfactForm ADV
→ M•••••• M••••• F•••• L•Private fund

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
A•••• W••• G•••••• L• reported RAUM $26.7B, up 26% from $21.1B (2025-03-31 to 2026-03-31)
Form ADVobserved 7 days ago
$5.6B
Occurred
May 15, 2023
Control person left
Christopher Scott Carpenter (Chief Operating Officer) no longer on Schedule A of A•••• W••• G•••••• L• (listed 2023-03-31, absent 2023-05-15)
Form ADVobserved 7 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
A•••• W••• G•••••• L• reported RAUM $18.0B, up 45% from $12.5B (2021-12-14 to 2022-03-31)
Form ADVobserved 7 days ago
$5.6B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1f9e4ccf-b281-b546-b786-91194a74532b
First observed: Mar 17, 2012
Last observed: Aug 31, 2026 22 days 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.