DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

W••• T•••• G••••• L••

CRD 323520

RICHMOND, VA

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Search this name across graphsid dfx:ria:cbc3f5bc-b081-6d01-1600-ab9450ae9313

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 5
On other graphs: 0
Observed: Oct 18, 2022 to Jun 30, 2026
15 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

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: $142M••• Locked
Discretionary RAUM: $142M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 10

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
P•••••• A••••••• H••••• E••••• M••••• F•••• L••	Hedge Fund	$200M	Jul 16, 2024	53	Mar 30, 2012	reported	021-129318
W••• T•••• P••••••• S••	Hedge Fund	$160M	Jul 16, 2024

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
H••••• C••••••• H••••• G••••••	MANAGING PARTNER, CHIEF INVESTMENT OFFICER	D	yes	07/2022	Oct 18, 2022	Jul 16, 2024
P••••••• G•••••• J••••	MANAGING PARTNER, CHIEF OPERATING OFFICER	B	yes	12/2022	Jan 31, 2023	Jul 16, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
W••• T•••• O••••••••• G•• L••	n/a	n/a	n/a	Y	no	n/a
W•• G•• L••	n/a	n/a	n/a	Y	no	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 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	$142M	$174M	-18.2%	$578M	-37.4%	10	10	0	0

Relationships

Advises (4)

→ P•••••• A••••••• H••••• E••••• M••••• F•••Private fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ W••• T•••• O••••••••• L•Private fundHedge Fund, IA
Jun 27, 2023 to presentfactForm ADV
→ W••• T•••• P••••••• S••Private fundHedge Fund, IA
Mar 31, 2014 to presentfactForm ADV
→ P•••••• A••••••• H••••• E••••• M••••• F•••• L••

Dated events

Occurred
Apr 28, 2025
Regulatory AUM changed
W••• T•••• G••••• L•• reported RAUM $173.6M, down 55% from $384.2M (2024-07-16 to 2025-04-28)
Form ADVobserved 7 days ago
$-211M
Occurred
Dec 5, 2023
Control person left
Edmund Frederick Doucette (Member, Chief Investment Officer) no longer on Schedule A of W••• T•••• G••••• L•• (listed 2023-06-27, absent 2023-12-05)
Form ADVobserved 7 days ago
Occurred
Apr 24, 2023
Control person left
J•••• Timothy Tanko (Member, Managing Director) no longer on Schedule A of W••• T•••• G••••• L•• (listed 2023-03-02, absent 2023-04-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cbc3f5bc-b081-6d01-1600-ab9450ae9313
First observed: Oct 18, 2022
Last observed: Jun 30, 2026 2 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.