DFX Intelligence

W••• V•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserState registeredState registeredRAUM none

W••• V•••••••

W••• V•••••••, LLC, CRD 306950

BOSTON, MA

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Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 3
On other graphs: 2
Observed: Mar 31, 2026 to Mar 31, 2026
1 observations

Across DFX

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

Venture Capitalidentity

W••• V•••••••

Venture manager · same CRD, same SEC file number

Allocatorsidentity

W••• V•••••••

Manager with allocator commitments · same CRD, same SEC file number

Facts

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Offices: 1Schedule D 1.F, beyond the principal office
SEC number: 802-118123
CRD: 306950
Filings on the tape: 1
First filed: Mar 31, 2026
Latest filed: Mar 31, 2026

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
W••• V••••••• F••• I•• L•••	Venture Capital Fund	$231M	Mar 31, 2026	117	Mar 3, 2022	reported	021-425325
W••• V••••••• F••• I••• L•••	Venture Capital Fund	$86.3M

Relationships

Advises (11)

→ W••• V••••••• S•• H•••••••• L••• • S••••• F•••••Private fundVenture Capital Fund, ERA
Mar 3, 2022 to presentfactForm ADV
→ W••• V••••••• S•• H•••••••• L••• • S••••• T••• I•Private fundVenture Capital Fund, ERA
Mar 31, 2026 to presentfactForm ADV
→ W••• V••••••• F••• I••• L•••Private fundVenture Capital Fund, ERA
Mar 31, 2026 to presentfactForm ADV
→ W••• V••••••• I• B•• I••••••••• L••

Dated events

Order

Occurred
31 Mar 2026
Private fund first reported2 events
Private fund first reported: 2 on 31 Mar 2026
$1.0M to $86.3M
- ••• Locked$86.3M
- ••• Locked$1.0M
Occurred
31 Mar 2026
Ria private fund assets change
••• Locked
Form ADV
$258M

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 31, 2026
Last observed: Mar 31, 2026 5 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.

All 11 rows

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
W••• V••••••• R•• I••••••••• L••	Venture Capital Fund	$15,566	Mar 31, 2022	1	Jan 25, 2020	dropped	n/a