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W••••••••• C•••••• J•••• M••••• T•••• L•••• C•• V•••• E••••• F•••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundother private fund3(c)(1)dropped

W••••••••• C•••••• J•••• M••••• T•••• L•••• C•• V•••• E••••• F•••

advised by W••••••••• CAPITAL MANAGEMENT INC

Washington, United States

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Search this name across graphsid dfx:ria:7284fe5e-972c-f650-53d7-9aa517638bd2

Data as of Feb 18, 2015 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Mar 23, 2012 to Feb 18, 2015
9 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••••••••• CAPITAL MANAGEMENT INCCRD 105253
Fund type: DIVERSIFIED V•••• FUND
Latest reported GAV: $1.8Mgross asset value on Schedule D 7.B(1), as of 2015-02-18; never fund size
Peak reported GAV: $13.5M
Beneficial owners: 2
Minimum investment: $1.0M
Owned by the adviser: 0%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Feb 18, 2015	$1.8M

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
BNY MELLON	THE BANK OF NEW YORK MELLON TRUST COMPANY N.A.	Everett	Massachusetts	United States	no	n/a

Relationships

Advises (1)

← W••••••••• CAPITAL MANAGEMENT INCRegistered adviserOther Private Fund, IA, no longer reported
Mar 23, 2012 to Feb 18, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7284fe5e-972c-f650-53d7-9aa517638bd2
First observed: Mar 23, 2012
Last observed: Feb 18, 2015 141 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.