DFX Intelligence

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

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RIA / WealthPrivate fundPrivate equity fund3(c)(7)dropped

W•• V• P••••••• E••• L•••

advised by W• R••• • C•• L••

Delaware, United States

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Data as of Jul 18, 2017 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2017 to Jul 18, 2017
2 observations

Across DFX

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

Private Equityidentity

W•• V• P••••••• E••• L•••

Private equity fund · same ADV private fund id

Facts

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

Adviser: W• R••• • C•• L••CRD 141854
Fund type: Private Equity Fund
Latest reported GAV: $4.2M••• Locked
Peak reported GAV: $4.2M
Beneficial owners: 52
Minimum investment: $5.0M
Owned by the adviser: 10000%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Jul 18, 2017	$4.2M	52	$5.0M

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
R•• C•••••••• N•	R•• C•••••••• N•	Riverside	Rhode Island	United States	no	n/a

Relationships

Advises (1)

← W• R••• • C•• L••Registered adviserPrivate Equity Fund, IA, no longer reported
Mar 30, 2017 to Jul 18, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 30, 2017
Last observed: Jul 18, 2017 111 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.