DFX Intelligence

W•••••••• E••••••• M•••••• S•••• C•• F••• L•: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundOther private fund3(c)(1)dropped

W•••••••• E••••••• M•••••• S•••• C•• F••• L•

advised by W•••••••• C•••••• M••••••••• C••••••• L•••

Delaware, United States

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Data as of Mar 12, 2018 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Jun 23, 2017 to Mar 12, 2018
3 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•••••••• C•••••• M••••••••• C••••••• L•••CRD 146990
Fund type: LIMITED PARTNERSHIP
Latest reported GAV: $11.5M••• Locked
Peak reported GAV: $11.5M
Beneficial owners: 15
Minimum investment: $1.0M
Owned by the adviser: 4200%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 12, 2018	$11.5M	15

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
4•• D••••• P•••	C••••••• B•••	KING OF PRUSSIA	Pennsylvania	United States	no	n/a
M••••• S•••••• • C•• L••	M••••• S•••••• • C•• L••	NEW YORK	New York	United States	no	8-15869

Relationships

Advises (1)

← W•••••••• C•••••• M••••••••• C••••••• L•••Registered adviserOther Private Fund, IA, no longer reported
Jun 23, 2017 to Mar 12, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 23, 2017
Last observed: Mar 12, 2018 103 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.