DFX Intelligence

W••••••••• T•••• C••••••• N• M••••••• C••••• T•••• F•••• T••••• U• I••••••••• G•••• I••••••••• C••••• P••••••••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundother private fund

W••••••••• T•••• C••••••• N• M••••••• C••••• T•••• F•••• T••••• U• I••••••••• G•••• I••••••••• C••••• P••••••••

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

Massachusetts, United States

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Search this name across graphsid dfx:ria:fe52d826-a2e2-a9a6-3c30-8ecb61dc5047

Data as of Jul 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 1
On other graphs: 0
Observed: Jul 9, 2026 to Jul 9, 2026
1 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

Adviser: W••••••••• M••••••••• C•••••• L••CRD 106595
Fund type: TRUST COMPANY POOL
Latest reported GAV: $654M••• Locked
Peak reported GAV: $654M
Beneficial owners: 6
Minimum investment: $1.0M
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
Jul 9, 2026	$654M	6	$1.0M	0.0%	n/a	W••••••••• T•••• C••••••• N• M••••••• C••••• T•••• F•••• T••••• U• I••••••••• G•••• I••••••••• C••••• P••••••••

Relationships

Advises (1)

← W••••••••• M••••••••• C•••••• L••Registered adviserOther Private Fund, IA
Jul 9, 2026 to presentfactForm ADV

Dated events

Occurred
Jul 9, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$654M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fe52d826-a2e2-a9a6-3c30-8ecb61dc5047
First observed: Jul 9, 2026
Last observed: Jul 9, 2026 2 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.