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W•••••••• I•••••••• LP, CRD 331803
INCLINE VILLAGE, NV
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| L•••• S•••• | CHIEF FINANCIAL OFFICER | Na | yes | 08/2024 | Sep 20, 2024 | Oct 4, 2024 |
| M•••••••• T•••••• E•••• | MANAGING MEMBER | E | yes | 05/2024 | Jun 7, 2024 | Oct 4, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $292M | $342M | -14.4% | n/a | n/a | 6 | 5 | 1 | 1 |
| CHIEF INVESTMENT OFFICER AND MANAGING PARTNER |
| E |
| yes |
| 05/2024 |
| Jun 7, 2024 |
| Oct 4, 2024 |
| M•••••• J••••• M•••••• | CHIEF COMPLIANCE OFFICER | Na | yes | 10/2024 | Oct 4, 2024 | Oct 4, 2024 |
| W•••••••• I•••••••• G• L•• | GENERAL PARTNER | Na | yes | 05/2024 | Jun 7, 2024 | Oct 4, 2024 |
| $292M |
| $292M |
| 6 |
| 3 |
| 1 |
| 3 |
| n/a |
| 2024 | Apr 23, 2025 | $342M | $342M | 5 | 3 | 1 | 3 | n/a |