DFX Intelligence

W••••• C•••••• A••••••• • S•••• X• L•••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundprivate equity fund3(c)(7)dropped

W••••• C•••••• A••••••• • S•••• X• L•••

advised by W••• M••••••••• C•••••••••

Delaware, United States

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Search this name across graphsid dfx:ria:a1a6de67-0d14-303c-0ba0-f3151d141749

Data as of Feb 6, 2020 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Feb 10, 2012 to Feb 6, 2020
16 observations

Across DFX

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

Private Equityidentity

W••••• C•••••• A••••••• • S•••• X• L•••

Private equity fund · key adv fund id, shared adv fund id

Facts

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

Adviser: W••• M••••••••• C•••••••••CRD 155695
Fund type: Private Equity Fund
Latest reported GAV: $220M••• Locked
Peak reported GAV: $3.2B
Beneficial owners: 194
Minimum investment: $0
Owned by the adviser: 500%
Owned by funds of funds: 2400%
Owned by non-US persons: 2300%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Feb 6, 2020	$220M

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
B••• O• A••••••• N•••	B••• O• A••••••• N•••	NEW YORK	New York	United States	no	n/a
J••• M••••• S••••••••• L••	J••• M••••• S••••••••• L••	Boston	Massachusetts	United States	no	8-35008
S•••• S••••• B••• A•• T•••• C••••••	S•••• S••••• B••• A•• T•••• C••••••	Boston

Relationships

Advises (1)

← W••• M••••••••• C•••••••••Registered adviserPrivate Equity Fund, IA, no longer reported
Feb 10, 2012 to Feb 6, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a1a6de67-0d14-303c-0ba0-f3151d141749
First observed: Feb 10, 2012
Last observed: Feb 6, 2020 80 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.