DFX Intelligence

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

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RIA / WealthPrivate fundprivate equity fund3(c)(1)

W••• E••••• W•••••••• L••

advised by W••• E••••• P•••••••

Delaware, United States

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Search this name across graphsid dfx:ria:f8313c08-6e64-c5d3-f234-bd6cc173feae

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 2
Observed: Mar 28, 2024 to Mar 30, 2026
2 observations

Across DFX

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

RIA / Wealth Managementidentity

W••• E••••• W•••••••• L••

Private fund · shared adv fund id

Private Equityidentity

W••• E••••• W•••••••• L••

Private equity fund · shared adv fund id

Facts

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

Adviser: W••• E••••• P•••••••CRD 170642
Fund type: Private Equity Fund
Latest reported GAV: $32.1M••• Locked
Peak reported GAV: $32.1M
Beneficial owners: 12
Minimum investment: $100,000
Owned by the adviser: 100%
Owned by funds of funds: 0%
Owned by non-US persons: 800%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 30, 2026	$32.1M	12	$100,000

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
L••••• B•••	L••••• B•••	Boston	Massachusetts	United States	no	n/a

Relationships

Advises (1)

← W••• E••••• P•••••••Registered adviserPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f8313c08-6e64-c5d3-f234-bd6cc173feae
First observed: Mar 28, 2024
Last observed: Mar 30, 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.