DFX Intelligence

W•••••• B•••• M• I••••••••• L••• • P••• 2••• S•••••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundPrivate equity fund3(c)(1)3(c)(7)

W•••••• B•••• M• I••••••••• L••• • P••• 2••• S•••••

advised by W•••••• B•••• • C•••••• L•••••

Delaware, United States

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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, 6:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Apr 11, 2022 to Mar 31, 2026
21 observations

Across DFX

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

Private Equityidentity

W•••••• B•••• M• I••••••••• L••• • P••• 2••• S•••••

Private equity fund · key_adv_fund_id, key_sfn_formd_adv, shared_adv_fund_id

Facts

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

Adviser: W•••••• B•••• • C•••••• L•••••CRD 1252
Fund type: Private Equity Fund
Latest reported GAV: $6.8M••• Locked
Peak reported GAV: $6.8M
Beneficial owners: 15
Minimum investment: $100,000
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
Mar 31, 2026

Relationships

Advises (1)

← W•••••• B•••• • C•••••• L•••••Registered adviserPrivate Equity Fund, IA
Apr 11, 2022 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 11, 2022
Last observed: Mar 31, 2026 5 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 21 rows

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Jul 3, 2023	$6.8M	15	$100,000	0.0%	yes	W•••••• B•••• M• I••••••••• L••• • P••• 2••• S•••••
Apr 21, 2023	$6.8M	15	$100,000	0.0%	yes	W•••••• B•••• M• I••••••••• L••• • P••• 2••• S•••••
Apr 11, 2023	$6.8M	15	$100,000	0.0%	yes	W•••••• B•••• M• I••••••••• L••• • P••• 2••• S•••••
Apr 11, 2023	$6.8M	15	$100,000	0.0%	yes	W•••••• B•••• M• I••••••••• L••• • P••• 2••• S•••••
Apr 11, 2023	$6.8M	15	$100,000	0.0%	yes	W•••••• B•••• M• I••••••••• L••• • P••• 2••• S•••••
Mar 29, 2023	$6.8M	15	$100,000	0.0%	yes	W•••••• B•••• M• I••••••••• L••• • P••• 2••• S•••••
Jan 11, 2023	$6.8M	15	$100,000	0.0%	yes	W•••••• B•••• M• I••••••••• L••• • P••• 2••• S•••••
Oct 14, 2022	$6.8M	15	$100,000	0.0%	yes	W•••••• B•••• M• I••••••••• L••• • P••• 2••• S•••••
Sep 26, 2022	$6.8M	15	$100,000	0.0%	yes	W•••••• B•••• M• I••••••••• L••• • P••• 2••• S•••••
Jun 14, 2022	$6.8M	15	$100,000	0.0%	yes	W•••••• B•••• M• I••••••••• L••• • P••• 2••• S•••••
Apr 11, 2022	$6.8M	15	$100,000	0.0%	yes	W•••••• B•••• M• I••••••••• L••• • P••• 2••• S•••••