DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

W••••• P•••••••

W••••• P••••••• SERVICE COMPANY, LLC, CRD 160473

SAUSALITO, CA

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Search this name across graphsid dfx:ria:5f506ede-b36c-1346-c2dd-ab29e9c8fd60

Data as of Mar 29, 2017 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 3
Observed: Feb 13, 2012 to Mar 29, 2017
9 observations

Across DFX

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

Private Equityidentity

W••••• P•••••••

Private equity manager · cited, shared crd

Venture Capitalidentity

W••••• P•••••••

Venture manager · cited, shared crd

Allocatorsidentity

W••••• P•••••••

Manager with allocator commitments · cited, shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $270M••• Locked
Discretionary RAUM: $270M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
W••••• P••••••• V• L•••	Private Equity Fund	$115M	Feb 9, 2022	163	Feb 13, 2012	reported	021-74792
W••••• P••••••• C•••••• I•• L•••	Private Equity Fund	$9.6M	Mar 25, 2019

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C•••••• M••••••• F••••••	MANAGING PARTNER	D	yes	09/1992	Feb 13, 2012	Mar 29, 2017
L••••••• M••••••• P•••	MANAGING PARTNER	D	yes	09/1992	Feb 13, 2012	Mar 29, 2017

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
W••••• P••••••• C•••••• M••••••••• I••• L••	n/a	n/a	n/a	N	yes	n/a
W••••• P••••••• C•••••• M••••••••• I•• L••	n/a	n/a	n/a	N	yes	n/a
W••••• P••••••• M••••••••• V• L••

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Boston	Ma	United States	n/a	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016	Mar 29, 2017

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2016	$270M	$875M	-69.1%	$1.2B	-38.5%	7	7	n/a	n/a

Relationships

Advises (5)

→ W••••• P••••••• V• L•••Private fundPrivate Equity Fund, ERA
Feb 13, 2012 to presentfactForm ADV
→ W••••• P••••••• C•••••• I•• L•••Private fundPrivate Equity Fund, ERA
Feb 13, 2012 to presentfactForm ADV
→ W•• E••••••••• F••• I•• L•••Private fundPrivate Equity Fund, ERA
Feb 13, 2012 to presentfactForm ADV
→ W•• E••••••••• F•••• L•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5f506ede-b36c-1346-c2dd-ab29e9c8fd60
First observed: Feb 13, 2012
Last observed: Mar 29, 2017 115 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.