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W••••••• • E•• X• L••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundprivate equity fund3(c)(7)

W••••••• • E•• X• L••

advised by W••••••• ADVISORS LLC

Delaware, United States

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Search this name across graphsid dfx:ria:3d19ba96-26ef-46aa-8f65-1e7cb5829582

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 29, 2018 to Mar 31, 2026
18 observations

Across DFX

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

Private Equityidentity

W••••••• E•• X• L••

Private equity fund · shared adv fund id

Facts

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

Adviser: W••••••• ADVISORS LLCCRD 152145
Fund type: Private Equity Fund
Latest reported GAV: $4.0Mgross asset value on Schedule D 7.B(1), as of 2026-03-31; never fund size
Peak reported GAV: $6.3M
Beneficial owners: 14
Minimum investment: $0
Owned by the adviser: 0%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

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
Aug 12, 2024	$6.3M

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
BNY MELLON NA	BNY MELLON NA	Boston	Massachusetts	United States	no	n/a

Relationships

Advises (1)

← W••••••• ADVISORS LLCRegistered adviserPrivate Equity Fund, IA
Mar 29, 2018 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3d19ba96-26ef-46aa-8f65-1e7cb5829582
First observed: Mar 29, 2018
Last observed: Mar 31, 2026 5 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.