DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

W••• C•••• C•••••• M••••••••• L•

CRD 301259

DALLAS, TX

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Search this name across graphsid dfx:ria:af53eb56-a311-f225-8c8a-73ef597d6dda

Data as of Apr 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 2
Observed: Mar 11, 2022 to Apr 6, 2026
10 observations

Across DFX

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

Private Equityidentity

W••• C•••• C•••••• M••••••••• L•

Private equity manager · shared crd

Independent Sponsorsidentity

W••• C•••• C•••••• M••••••••• L•

Capital provider to sponsors · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.81 institutional_share=0.14 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.3B••• Locked
Discretionary RAUM: $1.3B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
W••• C•••• C•••••• P••••••• L•	Hedge Fund	$304M	Jul 17, 2024	43	Dec 10, 2019	reported	021-339267
W••• S•• I• L•	Private Equity Fund	$175M	Jul 17, 2024

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
M•••••• M••••••• A••••	CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER; LIMITED PARTNER	B	yes	01/2019	Mar 11, 2022	Jul 17, 2024
T•••••• M••••••• S••••••	Manager	E	yes	01/2019	Mar 11, 2022	Jul 17, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
W••• G• I• L••	n/a	n/a	n/a	N	yes	n/a
W••• C•••• C•••••• G• L•	n/a	n/a	n/a	N	yes	n/a
W••• C•••• C• G••••• L••	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 6, 2026

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.3B	$1.0B	20.3%	$283M	64.3%	9	9	0	0

Relationships

Advises (2)

→ W••• C•••• C•••••• P••••••• L•Private fundHedge Fund, IA
Dec 10, 2019 to presentfactForm ADV
→ W••• S•• I• L•Private fundPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV

Controls (3)

← T•••••• M••••••• S••••••OwnerMANAGER, ownership code E, individual
Mar 11, 2022 to Jul 17, 2024factForm ADV
← M•••••• M••••••• A••••Owner

Dated events

Occurred
Apr 16, 2025
Regulatory AUM changed
W••• C•••• C•••••• M••••••••• L• reported RAUM $1.0B, up 62% from $642.6M (2024-07-17 to 2025-04-16)
Form ADVobserved 7 days ago
$401M
Occurred
Mar 29, 2024
Regulatory AUM changed
W••• C•••• C•••••• M••••••••• L• reported RAUM $642.6M, up 109% from $307.4M (2023-10-31 to 2024-03-29)
Form ADVobserved 7 days ago
$335M
Occurred
Mar 11, 2022
First Form ADV filing
W••• C•••• C•••••• M••••••••• L• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:af53eb56-a311-f225-8c8a-73ef597d6dda
First observed: Mar 11, 2022
Last observed: Apr 6, 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.