DFX Intelligence

W••••• S••••• M••••• C•• I• F••••••••• F••••• • S••••• B••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundReal estate fund3(c)(7)

W••••• S••••• M••••• C•• I• F••••••••• F••••• • S••••• B••

advised by W••••• S••••• C••••••• L•••••

M•••••

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Data as of Mar 30, 2024 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2020 to Mar 30, 2024
5 observations

Across DFX

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

Real Estate Fundsidentity

W••••• S••••• M••••• C•• I• F••••••••• F••••• • S••••• B••

Real estate fund vehicle · Key ADV fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: W••••• S••••• C••••••• L•••••CRD 147210
Fund type: Real Estate Fund
Latest reported GAV: $186M••• Locked
Peak reported GAV: $186M
Beneficial owners: 5
Minimum investment: $10.0M
Owned by the adviser: 200%
Owned by funds of funds: 0%
Owned by non-US persons: 9900%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 30, 2024	$186M	5

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
B•••• I••••	B•••• I••••• S•••	M••••• CITY	n/a	M•••••	no	n/a
S••••••••	B•••• S•••••••• M•••••• S•••	M••••• CITY	n/a	M•••••	no	n/a
B•••	B••• M•••••• S•••	M••••• CITY

Relationships

Advises (1)

← W••••• S••••• C••••••• L•••••Registered adviserReal Estate Fund, IA
Mar 30, 2020 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 30, 2020
Last observed: Mar 30, 2024 30 months ago
Source families: Federal regulator filings
1 registered feed 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.