B•••••

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

Delaware, United States

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Search this name across graphs

Data as of Jun 23, 2020 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 10:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Apr 5, 2012 to Jun 23, 2020
26 observations

Across DFX

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

Family Officesidentity

B•••••

Family investment vehicle · same ADV private fund id

Facts

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

Adviser: W•••••• C•••••• M••••••••• L••CRD 162178
Fund type: ••• Locked
Latest reported GAV: $11.9M••• Locked
Peak reported GAV: $11.9M
Beneficial owners: 2
Minimum investment: $0
Owned by the adviser: 0%
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
Jun 23, 2020	$11.9M

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
J• M••••• S••••••••• L••	J••• M••••• S••••••••• L••	Dallas	Texas	United States	no	n/a
J• M••••• P•••••• B•••	J• M••••• C•••• B•••• N•••	Columbus	Ohio	United States	no	n/a

Relationships

Advises (1)

← W•••••• C•••••• M••••••••• L••Registered adviserOther Private Fund, IA, no longer reported
Apr 5, 2012 to Jun 23, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 5, 2012
Last observed: Jun 23, 2020 76 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.

All 26 rows

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 30, 2018	$10.9M	2	$0	0.0%	no	B•••••
Jul 5, 2017	$7.9M	2	$0	0.0%	no	B•••••
Mar 31, 2017	$7.9M	2	$0	0.0%	no	B•••••
Mar 29, 2016	$7.6M	2	$0	0.0%	no	B•••••
Mar 4, 2016	$6.1M	2	$0	0.0%	no	B•••••
Apr 1, 2015	$6.1M	2	$0	0.0%	no	B•••••
Mar 31, 2015	$6.1M	2	$0	0.0%	no	B•••••
Mar 31, 2014	$3.0M	2	$0	0.0%	no	B•••••
Apr 24, 2013	$0	2	$0	0.0%	no	B•••••
Apr 18, 2013	$2.9M	2	$0	0.0%	no	B•••••
Apr 9, 2013	$2.9M	2	$0	0.0%	no	B•••••
Mar 28, 2013	$2.9M	2	$0	0.0%	no	B•••••
Sep 24, 2012	$2.7M	2	$0	0.0%	no	B•••••
Apr 26, 2012	$2.7M	2	$0	0.0%	no	B•••••
Apr 17, 2012	$2.7M	2	$0	0.0%	no	B•••••
Apr 5, 2012	$2.7M	2	$0	0.0%	no	B•••••