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W•••• O•• M••••• A••• R••• E••••• 2•••• L•: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundreal estate fund3(c)(1)dropped

W•••• O•• M••••• A••• R••• E••••• 2•••• L•

advised by W•••• OAK PARTNERS INVESTMENT ADVISOR, LLC

Delaware, United States

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Search this name across graphsid dfx:ria:d91a96e8-344e-bd25-f54f-81adefc72204

Data as of Mar 30, 2022 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 28, 2018 to Mar 30, 2022
6 observations

Across DFX

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

Real Estate Fundsidentity

W•••• O•• M••••• A••• R••• E••••• 2•••• L•

same private fund, same ADV fund id · confidence 100% · family precision 100%

Facts

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

Adviser: W•••• OAK PARTNERS INVESTMENT ADVISOR, LLCCRD 157766
Fund type: R••• E••••• Fund
Latest reported GAV: $50.6Mgross asset value on Schedule D 7.B(1), as of 2022-03-30; never fund size
Peak reported GAV: $50.8M
Beneficial owners: 2
Minimum investment: $2.0M
Owned by the adviser: 1000%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 30, 2022	$50.6M	2

Relationships

Advises (1)

← W•••• OAK PARTNERS INVESTMENT ADVISOR, LLCRegistered adviserR••• E••••• Fund, IA, no longer reported
Mar 28, 2018 to Mar 30, 2022factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d91a96e8-344e-bd25-f54f-81adefc72204
First observed: Mar 28, 2018
Last observed: Mar 30, 2022 54 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.