DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

W••••••••• A••••••••• I•••••••••

W••••••••• A••••••••• I••••••••• LLC, CRD 226715

BOSTON, MA

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Search this name across graphsid dfx:ria:24131e09-4420-ca42-4c73-35f7596237d5

Data as of Jul 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 176
Dated events: 5
On other graphs: 3
Observed: Mar 15, 2016 to Jul 9, 2026
35 observations

Across DFX

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

Private Equityidentity

W••••••••• A••••••••• I•••••••••

Private equity manager · shared crd

Independent Sponsorsidentity

W••••••••• A••••••••• I•••••••••

Capital provider to sponsors · shared crd

Private Creditidentity

W••••••••• A••••••••• I•••••••••

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=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=0.0
Regulatory AUM: $92B••• Locked
Discretionary RAUM: $92B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
I••••• M••••• I•••••••• ••••••• L•••	Hedge Fund	$8.2B	Jul 29, 2024	133	Mar 16, 2012	reported	n/a
W••••••••• P••••• F••• ••••••• I•• L•••	Hedge Fund	$6.2B

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
T•••••••• C••••••• A•	President	Na	yes	03/2024	Jul 10, 2024	Jul 29, 2024
W••••••••• G•••• H••••••• L••	MANAGING PARTNER	E	yes	05/2014	Mar 15, 2016	Jul 29, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
W••••••••• M••••••••• C•••••• L••	n/a	Asset manager	$1428B	N	yes	n/a
W••••••••• M••••••••• J•••• P••• L•••	n/a	Other adviser	$18B	N	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

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	$92B	$59B	57.1%	$43B	28.6%	2	2	0	0

Relationships

showing 80 of 176

Affiliated with (8)

→ W••••••••• M••••••••• C•••••• L••Registered adviserother investment adviser, bank, common control
factForm ADV
→ W••••••••• M••••••••• J•••• P•• L••Registered adviserother investment adviser, bank, common control
factForm ADV
→ W••••••••• M••••••••• H••• K••• L••••••Registered adviserother investment adviser, bank, common control
factForm ADV
→ W••••••••• F•••• ••• L••

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$33.5B
Occurred
Jul 10, 2024
Control person joined
••• Locked
Form ADVobserved 7 days ago
Occurred
Jul 10, 2024
Control person left
••• Locked
Form ADVobserved 7 days ago
Occurred
Dec 10, 2019
Regulatory AUM changed

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:24131e09-4420-ca42-4c73-35f7596237d5
First observed: Mar 15, 2016
Last observed: Jul 9, 2026 2 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.