DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

8•• W••• C•••••• M••••••••• L••

CRD 168417

LAKE OSWEGO, OR

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Search this name across graphsid dfx:ria:7f3ed51d-b96a-135a-0e33-031e858c3421

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 1
Observed: Jun 28, 2019 to Mar 30, 2026
11 observations

Across DFX

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

Venture Capitalidentity

8•• W••• C•••••• M••••••••• L••

Venture manager · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $516M••• Locked
Discretionary RAUM: $516M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
8•• W••• C•••••• F•••• L•••	Hedge Fund	$206M	Jul 3, 2024	69	Jan 10, 2014	reported	021-201321
G••••• A••••• F••• I•	Hedge Fund	$105M	Jul 3, 2024

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
K••••• S••••• M••••••	MANAGING MEMBER	C	yes	05/2013	Jun 28, 2019	Jul 3, 2024
M••••••• J•••••••• E•••••	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	C	yes	05/2013	Jun 28, 2019	Jul 3, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$516M	$458M	12.7%	$482M	2.3%	4	4	0	0

Relationships

Advises (6)

→ 8•• W••• V•••• O••••••••• F•••• L•Private fundHedge Fund, IA
Mar 27, 2020 to presentfactForm ADV
→ 8•• W••• C•••••• F•••• L•••Private fundHedge Fund, IA
Jan 10, 2014 to presentfactForm ADV
→ G••••• A••••• F••• I• L•••Private fundHedge Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ G••••• A••••• F••• I•Private fund

Dated events

Occurred
Mar 31, 2021
Regulatory AUM changed
8•• W••• C•••••• M••••••••• L•• reported RAUM $608.7M, up 31% from $466.1M (2020-03-27 to 2021-03-31)
Form ADVobserved 7 days ago
$143M
Occurred
Jun 28, 2019
First Form ADV filing
8•• W••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7f3ed51d-b96a-135a-0e33-031e858c3421
First observed: Jun 28, 2019
Last observed: Mar 30, 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.