DFX Intelligence

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

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RIA / WealthPrivate fundhedge fund3(c)(1)

W•••••• I••••••••• P••••••••• L•

advised by W•••••• INVESTMENT MANAGEMENT

Delaware, United States

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Search this name across graphsid dfx:ria:677b7f72-38e7-529a-46a8-c60cf1ed24d5

Data as of May 10, 2016 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: May 2, 2016 to May 10, 2016
2 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

Adviser: W•••••• INVESTMENT MANAGEMENTCRD 167264
Fund type: Hedge Fund
Latest reported GAV: $2.0M••• Locked
Peak reported GAV: $2.0M
Beneficial owners: 16
Minimum investment: $50,000
Owned by the adviser: 1000%
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
May 10, 2016	$2.0M	16	$50,000

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
I••••••••• B•••••• C••••	I••••••••• B•••••• C••••	Greenwich	Connecticut	United States	no	8-53615
M•••••• L•••• P••••••••• C••••••• C••••	M•••••• L•••• P••••••••• C••••••• C••••	Pittsford	New York	United States	no	8-33359

Relationships

Advises (1)

← W•••••• INVESTMENT MANAGEMENTRegistered adviserHedge Fund, ERA
May 2, 2016 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:677b7f72-38e7-529a-46a8-c60cf1ed24d5
First observed: May 2, 2016
Last observed: May 10, 2016 126 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.