DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

W•••••••• C••••••

W•••••••• C•••••• MANAGEMENT, LP, CRD 168746

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:90b52bd8-3a7e-87e2-3b13-f85c54ac3db7

Data as of Feb 6, 2017 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 1
On other graphs: 0
Observed: Feb 25, 2015 to Feb 6, 2017
5 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $13.8M••• Locked
Discretionary RAUM: $13.8M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
W•••••••• C•••• F•••• L•	Hedge Fund	$4.8M	Feb 6, 2017	14	Feb 25, 2015	reported	021-199970
W•••••••• E••••••• M•••••• F•••• L•	Hedge Fund	$4.1M	Mar 25, 2015

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A••••• M•••• G•••••••	PORTFOLIO MANAGER, FOUNDING PRINCIPAL	B	yes	05/2013	Feb 25, 2015	Feb 6, 2017
J•••••• M•••••• A•	CHIEF COMPLIANCE OFFICER	Na	yes	12/2016	Feb 6, 2017	Feb 6, 2017

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016	Feb 6, 2017

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2016	$13.8M	$18.7M	-26.5%	n/a	n/a	3	6	n/a	n/a

Relationships

Advises (3)

→ W•••••••• E••••••• M•••••• F••• I•• L•Private fundHedge Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ W•••••••• C•••• F•••• L•Private fundHedge Fund, IA
Feb 25, 2015 to presentfactForm ADV
→ W•••••••• E••••••• M•••••• F•••• L•Private fundHedge Fund, IA, no longer reported
Feb 25, 2015 to Mar 25, 2015factForm ADV

Controls (5)

Dated events

Occurred
Feb 25, 2015
First Form ADV filing
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:90b52bd8-3a7e-87e2-3b13-f85c54ac3db7
First observed: Feb 25, 2015
Last observed: Feb 6, 2017 117 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.