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W•••••• B•••• M• I••••••••• L••• • O• 2••• S•••••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fund

W•••••• B•••• M• I••••••••• L••• • O• 2••• S•••••

advised by W•••••• B•••• & COMPANY L.L.C.

Delaware, United States

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Search this name across graphsid dfx:ria:a301f84a-1a03-0022-4ac2-feb0fc2e2200

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 0
On other graphs: 0
Observed: Mar 31, 2026 to Mar 31, 2026
1 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

Adviser: W•••••• B•••• & COMPANY L.L.C.CRD 1252
Latest reported GAV: $2.5Mgross asset value on Schedule D 7.B(1), as of 2026-03-31; never fund size
Peak reported GAV: $2.5M
Beneficial owners: 10
Minimum investment: $250,000
Owned by the adviser: 0%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Form D file number: 021-566916an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it

Relationships

No published relationship touches this entity yet.

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a301f84a-1a03-0022-4ac2-feb0fc2e2200
First observed: Mar 31, 2026
Last observed: Mar 31, 2026 5 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.