DFX Intelligence
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G•••••••• W••••• M••••••••• LLC, CRD 142820
G••••••••, CT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| D••••• J•••• S••••••• | n/a | G••••••••, CT | 17 | 19 | n/a | no |
| V•••• J•••••••• | Chartered Financial Analyst | Wayland, MA | 16 | 16 |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| L•••••••• O•••••• S•••••••• L•• | Hedge Fund | $47,437 | Dec 21, 2017 | 10 | Dec 12, 2016 | dropped | 021-272925 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| F•••••••• M••••••• J•••• | MANAGING MEMBER | E | yes | 01/2007 | Jul 28, 2026 | Jul 28, 2026 |
| S•••••••• D•••••• J•••• | CHIEF COMPLIANCE OFFICER, MEMBER | A | yes | 03/2023 | Jul 28, 2026 | Jul 28, 2026 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| WEST PALM BEACH | FL | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 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 | 4 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $3.5B | $2.7B | 29.8% | $2.0B | 19.8% | 13 | 13 | 2 | 2 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| R•••••• J•••• F•••••••• S••••••• A•••••••• I•• | 2 | Oct 3, 2024 | Oct 9, 2024 | G••••••••, CT | Team lift out | Ibd to RIA | 0.0% |
| no |
| M•••••• J•••• F••••••• | n/a | West Palm Beach, FL | 15 | 24 | 1 | no |
| H•••• E••••• F••••• | n/a | G••••••••, CT | 14 | 16 | n/a | no |
| R••••• S•••• L••••••••• | n/a | G••••••••, CT | 10 | 12 | n/a | no |
| P••• J• L•••• | Chartered Financial Analyst | G••••••••, CT | 7 | 18 | n/a | no |
| J•••••• H•••• K••••••• | n/a | G••••••••, CT | 6 | 13 | n/a | no |
| f•••••• j••••• g••••••• | n/a | G••••••••, CT | 5 | 16 | n/a | no |
| C•••••• W• T•••••• | Certified Financial Planner|Chartered Financial Analyst | G••••••••, CT | 2 | 12 | 1 | no |
| C••••••••• J•••••••• A•••• P••••• | n/a | G••••••••, CT | 1 | 30 | 5 | no |
| H•••••• M••••• P••••• | n/a | G••••••••, CT | 1 | 30 | 5 | no |
| D••••• M••••• J•••• | n/a | G••••••••, CT | 1 | 12 | 1 | no |
| Member |
| B |
| no |
| 03/2023 |
| Jul 28, 2026 |
| Jul 28, 2026 |
| K•••••••• J••••••• H•••• | Member | B | no | 03/2023 | Jul 28, 2026 | Jul 28, 2026 |
| Mar 25, 2026 |
| $3.5B |
| $2.9B |
| 13 |
| 11 |
| 2 |
| n/a |
| n/a |
| 2024 | Mar 26, 2025 | $2.7B | $2.3B | 13 | 11 | 2 | n/a | n/a |
| 2023 | Mar 27, 2024 | $2.2B | $1.9B | 11 | 8 | 2 | n/a | n/a |
| 2022 | Mar 28, 2023 | $2.0B | $1.8B | 11 | 8 | 1 | n/a | n/a |
| 2021 | Mar 31, 2022 | $2.5B | $2.0B | 11 | 8 | 1 | n/a | n/a |
| 2020 | Mar 31, 2021 | $2.2B | $1.6B | 8 | 7 | 1 | n/a | n/a |
| 2019 | Mar 31, 2020 | $1.4B | $1.4B | 9 | 8 | 1 | n/a | n/a |
| 2018 | Mar 28, 2019 | $1.4B | $1.4B | 6 | 6 | 1 | n/a | n/a |
| 2017 | Mar 28, 2018 | $1.1B | $1.1B | 7 | 7 | 1 | n/a | n/a |
| 2016 | Mar 10, 2017 | $1.8B | $1.8B | 6 | 5 | n/a | 1 | $324M |
| 2015 | Mar 30, 2016 | $771M | $771M | 6 | 5 | n/a | n/a | n/a |
| 2014 | Mar 31, 2015 | $1.6B | $1.6B | 6 | 5 | n/a | n/a | n/a |
| 2013 | Mar 3, 2014 | $1.7B | $1.7B | 6 | 5 | n/a | n/a | n/a |
| 2012 | Mar 26, 2013 | $1.4B | $1.4B | 6 | 5 | n/a | n/a | n/a |
| 2011 | Mar 29, 2012 | $1.2B | $1.2B | n/a | n/a | n/a | n/a | n/a |