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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

VILLAFRANCO WEALTH MANAGEMENT

SOUTHWIND ASSOCIATES OF NJ INC., CRD 110371

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Search this name across graphsid dfx:ria:8461a071-e0d1-c9a7-c630-32c74b715e97

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 28, 2012 to Mar 18, 2026
27 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

Firm class: mixed wealth managerderivedprivate_client_share=0.44 fund_share=0.07 institutional_share=0.48 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $299MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $98.8M
Private client RAUM: $132MderivedItem 5.D individuals plus high net worth individuals
Private client share: 44%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $299Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 122
Individual clients: 46
High net worth clients: 26
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $146M
SEC number: 801-57412
CRD: 110371
Filings on the tape: 27
First filed: Mar 28, 2012
Latest filed: Mar 18, 2026
Organised: Corporation, NJ

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM SCOTT VILLAFRANCO	n/a	CRESSKILL, NJ	9	30	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
CAIN5 L.P.	Hedge Fund	$11.2M	Mar 26, 2024	22	Mar 22, 2018	reported	021-175191
CENTRAL PARTNERS L.P.	Hedge Fund	$5.1M	Mar 26, 2024	16	Mar 22, 2018	reported	021-130058
INSIGNIA L.P.	Hedge Fund	$9,435	Mar 30, 2022	1	Mar 22, 2018	dropped	021-175191

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
VILLAFRANCO, WILLIAM, SCOTT	President	E	yes	10/1996	Mar 28, 2012	Mar 26, 2024
Villafranco, Amanda, Marie	CHIEF COMPLIANCE OFFICER	Na	no	03/2023	Mar 31, 2023	Mar 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CAIN5 L.P.	n/a	n/a	n/a	Y	yes	n/a
CENTRAL PARTNERS L.P.	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$299M	$98.8M	4	1	0	2	n/a
2024	Mar 28, 2025	$284M	$90.2M	5	1	0	2	n/a
2023	Mar 26, 2024	$257M	$82.5M	5	1	0	2	$16.4M
2022	Mar 31, 2023	$231M	$74.0M	5	1	0	2	$12.9M
2021	Mar 30, 2022	$285M	$125M	6	2	0	3	$23.8M
2020	Mar 25, 2021	$274M	$83.8M	5	1	0	3	$23.8M
2019	Mar 30, 2020	$252M	$91.9M	5	1	0	3	$29.8M
2018	Mar 19, 2019	$234M	$104M	5	1	0	2	$17.3M
2017	Mar 22, 2018	$272M	$138M	5	1	1	3	$20.9M
2016	Mar 16, 2017	$272M	$139M	5	2	n/a	n/a	n/a
2015	Mar 1, 2016	$240M	$100M	8	2	n/a	n/a	n/a
2014	Mar 31, 2015	$287M	$287M	8	2	n/a	n/a	n/a
2013	Apr 2, 2014	$221M	$221M	6	2	n/a	n/a	n/a
2012	Mar 28, 2013	$196M	$196M	6	3	n/a	n/a	n/a
2011	Mar 28, 2012	$220M	$220M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$299M	$284M	5.5%	$231M	9.0%	4	5	0	0

Relationships

Advises (3)

→ CENTRAL PARTNERS L.P.Private fundHedge Fund, IA
Mar 22, 2018 to presentfactForm ADV
→ CAIN5 L.P.Private fundHedge Fund, IA
Mar 22, 2018 to presentfactForm ADV
→ INSIGNIA L.P.Private fundHedge Fund, IA, no longer reported
Mar 22, 2018 to Mar 30, 2022factForm ADV

Registered with (2)

← WILLIAM SCOTT VILLAFRANCOAdvisorregistration: current employment
Aug 30, 2017 to presentfactForm ADV
← ANTHONY ANGELO DURKINAdvisorregistration: previous registration
Feb 26, 2013 to Mar 18, 2014factForm ADV

Controls (1)

← VILLAFRANCO, WILLIAM, SCOTTOwnerPRESIDENT, ownership code E, individual
Mar 28, 2012 to Mar 26, 2024factForm ADV

Owns (1)

← Villafranco, Amanda, MarieOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 31, 2023 to Mar 26, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8461a071-e0d1-c9a7-c630-32c74b715e97
First observed: Mar 28, 2012
Last observed: Mar 18, 2026 6 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.

VILLAFRANCO WEALTH MANAGEMENT

SOUTHWIND ASSOCIATES OF NJ INC., CRD 110371

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8461a071-e0d1-c9a7-c630-32c74b715e97

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:42 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM SCOTT VILLAFRANCO

n/a

CRESSKILL, NJ

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

CAIN5 L.P.

Hedge Fund

$11.2M

Mar 26, 2024

Mar 22, 2018

reported

021-175191

CENTRAL PARTNERS L.P.

Hedge Fund

$5.1M

Mar 26, 2024

Mar 22, 2018

reported

021-130058

INSIGNIA L.P.

Hedge Fund

$9,435

Mar 30, 2022

Mar 22, 2018

dropped

021-175191

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

VILLAFRANCO, WILLIAM, SCOTT

President

yes

10/1996

Mar 28, 2012

Mar 26, 2024

Villafranco, Amanda, Marie

CHIEF COMPLIANCE OFFICER

03/2023

Mar 31, 2023

Mar 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CAIN5 L.P.

n/a

yes

n/a

CENTRAL PARTNERS L.P.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$299M

$98.8M

n/a

2024

Mar 28, 2025

$284M

$90.2M

n/a

2023

Mar 26, 2024

$257M

$82.5M

$16.4M

2022

Mar 31, 2023

$231M

$74.0M

$12.9M

2021

Mar 30, 2022

$285M

$125M

$23.8M

2020

Mar 25, 2021

$274M

$83.8M

$23.8M

2019

Mar 30, 2020

$252M

$91.9M

$29.8M

2018

Mar 19, 2019

$234M

$104M

$17.3M

2017

Mar 22, 2018

$272M

$138M

$20.9M

2016

Mar 16, 2017

$272M

$139M

n/a

2015

Mar 1, 2016

$240M

$100M

n/a

2014

Mar 31, 2015

$287M

n/a

2013

Apr 2, 2014

$221M

n/a

2012

Mar 28, 2013

$196M

n/a

2011

Mar 28, 2012

$220M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$299M

$284M

5.5%

$231M

9.0%