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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

P•••••• M••••••••• P••••••• L••

CRD 172044

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Search this name across graphsid dfx:ria:8f9def40-2ad3-2c66-6ce7-a85c9d65f467

Data as of May 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 1
Observed: Dec 18, 2020 to May 27, 2026
10 observations

Across DFX

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

Venture Capitalidentity

N••• W•••• C•••••• 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: $214MItem 5.F on the latest filing (2026-05-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $214M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

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
N••• W•••• C•••••• I•• L•••	Venture Capital Fund	$210M	Aug 9, 2024	23	Mar 11, 2015	reported	021-233096
N••• W•••• C•••••• I• L••	Venture Capital Fund	$20.7M

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
F•• B•••••	MANAGER OF MANAGER - CCO	D	yes	01/2015	Dec 18, 2020	Aug 9, 2024
H•••••• C••••• A•••	MANAGER OF MANAGER	D	yes	01/2015	Dec 18, 2020

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
N••• W•••• C•••••• I• G•• L••	n/a	n/a	n/a	N	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

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	$214M	$212M	0.7%	$211M	0.5%	2	0	0	0

Relationships

Advises (3)

→ N••• W•••• C•••••• I•• L•••Private fundVenture Capital Fund, IA
Mar 11, 2015 to presentfactForm ADV
→ N•• I• G•••• L••Private fundVenture Capital Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ N••• W•••• C•••••• I• L••Private fundVenture Capital Fund, IA, no longer reported
Mar 11, 2015 to Mar 31, 2022factForm ADV

Controls (2)

Dated events

Occurred
Apr 6, 2023
Regulatory AUM changed
P•••••• M••••••••• P••••••• L•• reported RAUM $210.9M, down 60% from $532.6M (2022-03-31 to 2023-04-06)
Form ADVobserved 7 days ago
$-322M
Occurred
Mar 31, 2022
Regulatory AUM changed
P•••••• M••••••••• P••••••• L•• reported RAUM $532.6M, up 131% from $230.1M (2021-09-02 to 2022-03-31)
Form ADVobserved 7 days ago
$302M
Occurred
Dec 18, 2020
First Form ADV filing
N••• W•••• C•••••• L•• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8f9def40-2ad3-2c66-6ce7-a85c9d65f467
First observed: Dec 18, 2020
Last observed: May 27, 2026 3 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.