DFX Intelligence

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

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

P•••••• W•••• F•••• L•••

advised by W•••• S••••• H••••••••• P•••••••• L••

Delaware, United States

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Search this name across graphsid dfx:ria:4c24056b-1b26-39e3-319e-01f8d27d7a08

Data as of Jul 2, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 31, 2022 to Jul 2, 2024
4 observations

Across DFX

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

Private Equityidentity

P•••••• W•••• F•••• 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•••• S••••• H••••••••• P•••••••• L••CRD 156694
Fund type: Private Equity Fund
Latest reported GAV: $2.0B••• Locked
Peak reported GAV: $2.0B
Beneficial owners: 165
Minimum investment: $0
Owned by the adviser: 600%
Owned by funds of funds: 7600%
Owned by non-US persons: 0%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Jul 2, 2024	$2.0B	165	$0

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
B•• H••••• B•••	B•• H••••• B•••	Chicago	Illinois	United States	no	n/a
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	NEW YORK	New York	United States	no	8-7221

Relationships

Advises (1)

← W•••• S••••• H••••••••• P•••••••• L••Registered adviserPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4c24056b-1b26-39e3-319e-01f8d27d7a08
First observed: Mar 31, 2022
Last observed: Jul 2, 2024 27 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.