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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

W•••• I••••• C••••••• L••

W•••• I••••• C••••••,LLC, CRD 113358

NEW YORK, NY

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Search this name across graphsid dfx:ria:4f138339-1e6e-82f3-62ff-3f9a3f5db77e

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 7
On other graphs: 0
Observed: Jan 31, 2012 to Mar 30, 2026
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

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=false related_bank=false bd_reps=7.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
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
W•••• I••••• M••••• A•••••••• I••••••••• C••••••••• M••••• F•••• L•	Hedge Fund	$141M	Mar 29, 2022	5	Mar 27, 2020	dropped	021-306298
W•••• I••••• M••••• A•••••••• I••••••••• C••••••••• F•••• L•	Other Private Fund

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
C••••••• E•••• M••••••	MANAGEMENT COMMITTEE MEMBER	Na	yes	01/2020	Mar 29, 2012	Mar 27, 2024
C•••• C••••••••	SENIOR MANAGING PARTNER AND MANAGEMENT COMMITTEE MEMBER	Na	yes	12/2013	Mar 30, 2016

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	$1.2B	$1.4B	-13.9%	$2.3B	-18.5%	26	25	1	1

Relationships

Advises (5)

→ W•••• I••••• L••••• F•••• L•Private fundHedge Fund, IA
Mar 29, 2018 to presentfactForm ADV
→ W•••• I••••• M••••• A•••••••• I••••••••• C••••••••• M••••• F•••• L•Private fundHedge Fund, IA, no longer reported
Mar 27, 2020 to Mar 29, 2022factForm ADV
→ W•••• I••••• E••••••••• F•••• L••Private fundHedge Fund, IA, no longer reported
Mar 29, 2018 to Mar 27, 2020factForm ADV
→ W•••• I••••• M••••• A•••••••• I••••••••• C••••••••• F•••• L•

Dated events

Occurred
Mar 27, 2024
Regulatory AUM changed
W•••• I••••• C••••••• L•• reported RAUM $1.6B, down 29% from $2.3B (2023-03-30 to 2024-03-27)
Form ADVobserved 7 days ago
$-662M
Occurred
Mar 27, 2024
Control person left
Phillip Roger Foltynowicz (Management Committee Member) no longer on Schedule A of W•••• I••••• C••••••• L•• (listed 2023-03-30, absent 2024-03-27)
Form ADVobserved 7 days ago
Occurred
Mar 30, 2023
Regulatory AUM changed
W•••• I••••• C••••••• L•• reported RAUM $2.3B, down 30% from $3.2B (2022-03-29 to 2023-03-30)
Form ADVobserved 7 days ago
$-948M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4f138339-1e6e-82f3-62ff-3f9a3f5db77e
First observed: Jan 31, 2012
Last observed: Mar 30, 2026 5 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.

2025	Mar 30, 2026	$1.2B	$1.2B	26	7	1	n/a	n/a
2024	Mar 31, 2025	$1.4B	$1.4B	25	7	1	n/a	n/a
2023	Mar 27, 2024	$1.6B	$1.6B	33	9	0	n/a	n/a
2022	Mar 30, 2023	$2.3B	$2.3B	35	9	1	1	$2.4M
2021	Mar 29, 2022	$3.2B	$3.2B	34	10	1	2	$153M
2020	Mar 30, 2021	$3.2B	$3.2B	41	12	1	2	$168M
2019	Mar 27, 2020	$3.0B	$3.0B	43	14	1	3	$171M
2018	Mar 27, 2019	$3.0B	$3.0B	43	16	0	3	$133M
2017	Mar 29, 2018	$3.7B	$3.7B	43	14	0	4	$94.7M
2016	Mar 29, 2017	$2.9B	$2.9B	42	16	n/a	1	$39.0M
2015	Mar 30, 2016	$4.1B	$4.1B	45	21	n/a	1	$19.1M
2014	Mar 13, 2015	$3.7B	$3.7B	50	19	n/a	n/a	n/a
2013	Mar 28, 2014	$3.5B	$3.5B	45	17	n/a	n/a	n/a
2012	Apr 1, 2013	$3.3B	$3.3B	40	15	n/a	n/a	n/a
2011	Mar 29, 2012	$3.3B	$3.3B	n/a	n/a	n/a	n/a	n/a