DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

W••••••••• C•••••• I••••••••

W••••••••• MANAGEMENT PARTNERS, L.P., CRD 160396

NEWPORT BEACH, CA

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Search this name across graphsid dfx:ria:8947680d-f61d-f9fd-8911-4f2ae49ea09c

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 5
On other graphs: 3
Observed: Feb 13, 2012 to Mar 27, 2026
23 observations

Across DFX

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

Private Equityidentity

W••••••••• C•••••• I••••••••

Private equity manager · cited, shared crd

Independent Sponsorsidentity

W••••••••• C•••••• I••••••••

Capital provider to sponsors · cited, shared crd

Allocatorsidentity

W••••••••• C•••••• I••••••••

Manager with allocator commitments · cited, 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: $3.1B••• Locked
Discretionary RAUM: $3.1B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 27

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
W••••••••• C•••••• F••• V•• L•••	Private Equity Fund	$1.4B	Apr 24, 2024	25	Mar 30, 2023	reported	021-463227
W••••••••• S••••• E••••• F••• V• L•••	Private Equity Fund	$1.1B

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••• G••••••• J•••	M••••••• M•••••• W••••••••• C•••••• P•••••••• L••	C	yes	04/2018	Mar 30, 2018	Apr 24, 2024
B••••••• G••••••• J•••	M••••••• P••••••••• L•••••• P•••••• O• W••••••••• M••••••••• P•••••••• L•••	Na	yes	04/2018	Mar 30, 2018	Apr 24, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
W••••••••• C•••••• E•••••••• F••• V• G•• L•	n/a	n/a	n/a	N	yes	n/a
W••••••••• C•••••• I•••••••• I•• L•••	n/a	n/a	n/a	N	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Waltham	Ma	United States	12	no

Regulatory AUM by fiscal year

••• Locked

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

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	$3.1B	$3.3B	-5.0%	$2.5B	7.5%	27	27	1	1

Relationships

Advises (7)

→ W••••••••• C•••••• E•••••••• F••• V•• L•Private fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ W••••••••• C•••••• F••• V•• L•••Private fundPrivate Equity Fund, IA
Mar 30, 2023 to presentfactForm ADV
→ W••••••••• S••••• E••••• F••• V• L•••Private fundPrivate Equity Fund, IA
Mar 30, 2018 to presentfactForm ADV
→ W••••••••• V•• I••••••••• L•••

Dated events

Occurred
Mar 28, 2024
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$1.2B
Occurred
Sep 10, 2021
Control person left
••• Locked
Form ADVobserved 8 days ago
Occurred
Sep 10, 2021
Control person joined
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 28, 2019
Control person left

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8947680d-f61d-f9fd-8911-4f2ae49ea09c
First observed: Feb 13, 2012
Last observed: Mar 27, 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.