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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

WEYLAND CAPITAL MANAGEMENT LLC

CRD 152790

PORTSMOUTH, NH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ae750e90-3633-39d9-560d-08d1de9b247c

Data as of Aug 2, 2016 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 15, 2012 to Aug 2, 2016
11 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: $173MItem 5.F on the latest filing (2016-08-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $164M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 2
Accounts: 137
SEC number: 801-71082
CRD: 152790
Filings on the tape: 11
First filed: Mar 15, 2012
Latest filed: Aug 2, 2016
Organised: Limited Liability Company, New Hampshire

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HENKEL, POLLY, HERRICK	Member	E	yes	05/1995	Mar 15, 2012	Aug 2, 2016
HENKEL, POLLY, HERRICK	CEO, CHIEF COMPLIANCE OFFICER, ELECTED MANAGER	Na	yes	01/2010	Mar 15, 2012	Aug 2, 2016
WEYLAND FINANCIAL GROUP LLC	Member	E	yes	01/2010	Mar 15, 2012	Aug 2, 2016
O'REILLY, JOHN, FRANCIS	CHIEF INVESTMENT OFFICER	A	no	01/2013	Mar 11, 2014	Aug 2, 2016

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Mar 22, 2016	$173M	$164M	3	2	n/a	n/a	n/a
2014	Mar 11, 2015	$186M	$176M	3	2	n/a	n/a	n/a
2013	Mar 11, 2014	$179M	$168M	4	3	n/a	n/a	n/a
2012	Mar 5, 2013	$163M	$151M	3	2	n/a	n/a	n/a
2011	Mar 15, 2012	$183M	$169M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2015	$173M	$186M	-7.0%	$163M	2.1%	3	3	n/a	n/a

Relationships

Controls (2)

← WEYLAND FINANCIAL GROUP LLCOwnerMEMBER, ownership code E, domestic entity
Mar 15, 2012 to presentfactForm ADV
← HENKEL, POLLY, HERRICKOwnerMEMBER, ownership code E, individual
Mar 15, 2012 to presentfactForm ADV

Owns (1)

← O'REILLY, JOHN, FRANCISOwnerCHIEF INVESTMENT OFFICER, ownership code A, individual
Mar 11, 2014 to presentfactForm ADV

Registered with (2)

← Teresa Marie SamperiAdvisorregistration: previous registration
Mar 4, 2010 to Nov 1, 2016factForm ADV
← FRANK CHARLES SABINAdvisorregistration: previous registration
Mar 4, 2010 to May 10, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ae750e90-3633-39d9-560d-08d1de9b247c
First observed: Mar 15, 2012
Last observed: Aug 2, 2016 123 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.

WEYLAND CAPITAL MANAGEMENT LLC

CRD 152790

PORTSMOUTH, NH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ae750e90-3633-39d9-560d-08d1de9b247c

Data as of Aug 2, 2016 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:22 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HENKEL, POLLY, HERRICK

Member

yes

05/1995

Mar 15, 2012

Aug 2, 2016

HENKEL, POLLY, HERRICK

CEO, CHIEF COMPLIANCE OFFICER, ELECTED MANAGER

yes

01/2010

Mar 15, 2012

Aug 2, 2016

WEYLAND FINANCIAL GROUP LLC

Member

yes

01/2010

Mar 15, 2012

Aug 2, 2016

O'REILLY, JOHN, FRANCIS

CHIEF INVESTMENT OFFICER

01/2013

Mar 11, 2014

Aug 2, 2016

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2015

Mar 22, 2016

$173M

$164M

n/a

2014

Mar 11, 2015

$186M

$176M

n/a

2013

Mar 11, 2014

$179M

$168M

n/a

2012

Mar 5, 2013

$163M

$151M

n/a

2011

Mar 15, 2012

$183M

$169M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2015

$173M

$186M

-7.0%

$163M

2.1%

n/a