DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthRegistered adviserAsset managerSEC registeredRAUM 1b 10b

W••••• S••••• C••••••• L•••••

CRD 147210

CHICAGO, IL

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 graphs

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 84
Dated events: 16
On other graphs: 4
Observed: Mar 30, 2012 to Mar 31, 2026
27 observations

Across DFX

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

Venture Capitalidentity

W••••• S••••• C••••••• L•••••

Venture manager · key_crd, key_sfn_adviser, shared_crd

Private Creditidentity

W••••• S••••• C••••••• L•••••

Private credit manager · key_crd, key_sfn_adviser, shared_crd

Real Estate Fundsidentity

W••••• S••••• C••••••• L•••••

Real estate fund manager · key_crd, key_sfn_adviser, shared_crd

Allocatorsidentity

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=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $9.8B••• Locked
Discretionary RAUM: $9.8B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 92

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
W••••• S••••• R••• E••••• D••• C••• F•••• L•••	Real Estate Fund	$2.0B	Mar 31, 2026	7	Mar 31, 2022	reported	021-1890239
W••••• S••••• R••• E••••• C•••••••• F•••• L•••	Real Estate Fund	$1.5B

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••• R•••••• S•••••	MANAGING PRINCIPAL	Na	yes	03/2021	Mar 31, 2018	Dec 6, 2024
L•••• A•••••• R••	CHIEF LEGAL OFFICER	Na	yes	06/2010	Mar 30, 2012	Dec 6, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
W• K•••••• I•••••••• V••• L•••••	n/a	n/a	n/a	Y	yes	n/a
W••••• F••• V•• S•• H•••••••• L•••••	n/a	n/a	n/a	Y	yes	n/a
W••••• S••••• C•••••••• M•••••••• L•••

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

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	$9.8B	$11B	-11.6%	$15B	-13.7%	92	99	0	0

Relationships

showing 80 of 84

Advises (70)

→ W••••• S••••• R••• E••••• P••••••• V•••• L•••Private fundReal Estate Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ W••••• S••••• R••• E••••• F••• V•••• L•••Private fundReal Estate Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ W••••• S••••• R••• E••••• D••• F•••• S•••Private fundReal Estate Fund, IA
Mar 31, 2018 to presentfactForm ADV
→ W••••• S••••• M••••• P••••••• I••• L•••

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Order

Occurred
31 Mar 2026
Private fund gav change4 events
Private fund gav change: 4 on 31 Mar 2026
down $129M to up $1.5B
- ••• Locked$1.5B
- ••• Lockeddown $493M
- ••• Lockeddown $198M
Occurred
31 Mar 2026
Private fund first reported
••• Locked
Form ADV
$81.2M
Occurred
31 Mar 2026
Ria principal change2 events
W••••• S••••• C••••••• L•••••: ria principal change, 2 events, on 31 Mar 2026
- ••• Locked
- ••• Locked
Occurred
31 Mar 2026
Private fund no longer reported4 events
Private fund no longer reported: 4 on 31 Mar 2026
$20K to $694K
- ••• Locked$694K
- ••• Locked$540K
- ••• Locked$50K
Occurred
31 Mar 2021
Control person left
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 30, 2012
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 25 rows

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
W••••• S••••• R••• E••••• D••• F••• I•• S•••	Real Estate Fund	$173M	Mar 31, 2026	2	Mar 30, 2019	reported	021-322313
W••••• S••••• R••• E••••• F••• V••••• L•••	Real Estate Fund	$152M	Mar 31, 2026	15	Apr 1, 2013	reported	021-177422
W••••• S••••• R••• E••••• F••• V••••••••• L•••	Real Estate Fund	$148M	Mar 31, 2022	15	Mar 31, 2018	dropped	021-99999
W••••• S••••• R••• E••••• I•••••••• I•• L•••	Real Estate Fund	$131M	Mar 31, 2023	3	Mar 31, 2021	dropped	021-369931
W••••• S••••• R••• E••••• P••••••• V•••• L•••	Real Estate Fund	$123M	Mar 31, 2026	24	Mar 30, 2016	reported	021-250912
W• N•• H••••••• V•••• L•••	Real Estate Fund	$112M	Mar 31, 2026	5	Mar 31, 2018	reported	021-250917
W••••• S••••• R••• E••••• P••••••• I•• L•••	Real Estate Fund	$97.0M	Mar 31, 2026	12	Mar 31, 2021	reported	021-369931
W••••• S••••• R••• E••••• P••••••• V••• L•••	Real Estate Fund	$95.3M	Mar 31, 2026	30	Apr 1, 2013	reported	021-177411
W••• C•••••••• E•••••• C••••••••• L•••	Real Estate Fund	$92.8M	Mar 31, 2026	4	Mar 31, 2023	reported	021-99999
W• T••• C••••••• I•• L•••	Real Estate Fund	$81.2M	Mar 31, 2026	2	Mar 31, 2026	reported	021-99999
W••••• S••••• R••• E••••• I•••••••• V•••• L•••	Real Estate Fund	$70.0M	Mar 31, 2026	8	Mar 30, 2016	reported	021-99999
W••••• S••••• R••• E••••• F••• I••••••••• L•••	Real Estate Fund	$46.2M	Mar 31, 2026	19	Mar 31, 2021	reported	021-369931
W••••• S••••• R••• E••••• F••• V••• L•••	Real Estate Fund	$45.2M	Mar 31, 2026	17	Apr 1, 2013	reported	021-177409
W••••• S••••• R••• E••••• F••• V••••••• L•••	Real Estate Fund	$42.8M	Mar 31, 2026	1	Mar 31, 2014	reported	021-205828
W••••• S••••• R••• E••••• F••• I•••••••• L•••	Real Estate Fund	$37.4M	Mar 31, 2026	11	Mar 31, 2021	reported	021-369931

All 19 rows

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
W••••• S••••• M••••••• V• L•••	n/a	n/a	n/a	Y	yes	n/a
W••••• S••••• M••••••• V•• L•••	n/a	n/a	n/a	Y	yes	n/a
W••••• S••••• M••••••• V••• L•••	n/a	n/a	n/a	Y	yes	n/a
W••••• S••••• M••••••• V•••• L•••	n/a	n/a	n/a	Y	yes	n/a
W••••• S••••• M••••••• X• L•••	n/a	n/a	n/a	Y	yes	n/a
W••••• S••••• M••••• M••••••• I• L•••	n/a	n/a	n/a	Y	yes	n/a
W••••• S••••• S•••••• M••••••• V• L•••	n/a	n/a	n/a	Y	yes	n/a
W•• A•••••• M•••• I•••••••• V••• L•••••	n/a	n/a	n/a	Y	yes	n/a
W•• H••••••••• I•••••••• V••• L•••••	n/a	n/a	n/a	Y	yes	n/a

All 15 rows

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Mar 30, 2016	$7.8B	$6.6B	119	61	n/a	45	$5.9B
2014	Mar 31, 2015	$9.1B	$9.1B	117	65	n/a	40	$8.4B
2013	Mar 31, 2014	$9.8B	$9.8B	112	61	n/a	39	$9.5B
2012	Apr 1, 2013	$8.4B	$8.4B	108	61	n/a	31	$8.4B
2011	Mar 30, 2012	$9.9B	$9.9B	n/a	n/a	n/a	25	$9.9B