DFX Intelligence

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

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RIA / WealthRegistered adviserState registeredState registeredRAUM none

W••••• C•••••• M••••••••• I••• L•••••

CRD 285571

MENLO PARK, CA

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Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 1
Observed: Mar 31, 2026 to Mar 31, 2026
1 observations

Across DFX

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

Venture Capitalidentity

W••••• C•••••• M••••••••• I••• L•••••

Venture manager · key_crd, key_sfn_adviser, shared_crd

Facts

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Offices: 2Schedule D 1.F, beyond the principal office
SEC number: 802-131872
CRD: 285571
Filings on the tape: 1
First filed: Mar 31, 2026
Latest filed: Mar 31, 2026

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
W••••• C•••••• P••••••• F••• I•• L•	Venture Capital Fund	$263M	Mar 31, 2026	50	Dec 23, 2024	reported	n/a
W••••• S••• F••• I• L•	Venture Capital Fund	$95.2M

Relationships

Advises (5)

→ W••••• C•••••• P••••••• F••• I•• L•Private fundVenture Capital Fund, ERA
Dec 23, 2024 to presentfactForm ADV
→ W••••• C•••••• P••••••• A••••••••• I•• L•Private fundVenture Capital Fund, ERA
Dec 23, 2024 to presentfactForm ADV
→ W••••• S••• F••• I• L•Private fundVenture Capital Fund, ERA
Dec 23, 2024 to presentfactForm ADV
→ W••••• C•••••• P••••••• F••• I••• L•••

Dated events

1 bookkeeping event (roster, classification and holdings changes) folded below

Order

Occurred
31 Mar 2026
Ria ownership band change
••• Locked
Form ADV
Occurred
31 Mar 2026
Ria private fund assets change
••• Locked
Form ADV
$180M
Occurred
31 Mar 2026
Private fund gav change
••• Locked
Form ADV
$149M

Show 1 bookkeeping event

Occurred
Mar 31, 2026
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 31, 2026
Last observed: Mar 31, 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.