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W••• C•••• F••••••••• L••

Real estate managerSEC-registered adviserunder $1B· Santa Barbara, California

Real estate manager, based in Santa Barbara, California, reporting $45.3M of real estate gross assets across 5 vehicles.

Composed from this manager's Form ADV filings and classification.

Real estate GAV
$45.3M
Form ADV, Schedule D, real estate vehicles summed
Current vehicles
5
Form ADV, Schedule D 7.B.(1)
Vehicles (5)
As of · the latest Form ADV filing; property activity carries its own dates

Nothing material in the last 365 days. No dated change on record yet.

Identifiers, size band and strategyCRD 104677 · SEC 801-19093Show
CRD 104677SEC 801-19093under $1BUnclassifiedForm ADV
What capital do they manage?
Real estate GAV
$45M GAV 2024sum of GAV over non-feeder, non-quarantined Real Estate Fund vehicles on the latest filing (a scale proxy, never fund size)
Vehicles
5 current, 5 ever, 0 dropped0 feeders, 5 funds of funds
How the GAV is measured, and the filing detailShow
First on the tape
2012the extract starts in 2011; an earlier history is not visible
Latest filing
Sep 30, 2024registered adviser
Adviser RAUM
$1.9Bthe whole adviser, all strategies; used for the quarantine test only
Fund types on the latest filing
Real Estate Fund 5
Latest vintage
2024from a fund name year or the first ADV report after the adviser's first filing
What do they say they do?
from vehicle names
Strategy
Unclassified
Operator model
unknown
Property types
not stated
Markets
not stated
Business kind (site)
Wealth manager
Parent
Cerity Partners
Vehicles
5 on Form ADV
VehicleKindGAVOwnersReportedVintageLifecycleName saysLPs
W•• R••• E••••• F••• I••• L•
805-3659068902
fund of funds$12M GAV 20241002022 to 20242022Raising
W•• O•••• F••• I• L•••
805-2083876002
fund of funds$10M GAV 2024352020 to 20242020Investing
W•• R••• E••••• F••• I• L•••
805-9904756775
fund of funds$9M GAV 2024452016 to 20242016Investing
W•• R••• E••••• F••• I•• L•••
805-4172874578
fund of funds$7M GAV 2024682024 to 20242024Unknown
W•• R••• E••••• F••• I•• L•••
805-8827793677
fund of funds$7M GAV 2024552020 to 20242020Deploying
What do they actually own?
0 trusted of 0 candidate bindings
No validated holdings yet. Candidate bindings stay off this page until their rule passes the blind-label gate.
What are they buying, selling and financing?
0 acquisitions, 0 sales, 0 financings in 12 months
No attributed events yet. An event reaches this page only through a validated holding binding.
Who finances them?
0 loans, 0 lender groups
No recorded loans through trusted holdings.
Who backs them?
0 allocators, 0 rows
No institutional LP disclosure resolved to this manager.
People
Form ADV Schedule A, latest filing
  • S••••• a• W•••••••• Managing Member, Trustee Of W•••••••• Revocable Living Trust since 1980-09
  • D•••• C•••••• G••• Member, Trustee Of G••• Family Trust since 2011-01
  • J••••••• E••••• S•••• Director Of Operations since 2016-06
  • K•••••• E•••••••• K••• Member, Trustee Of K•••••• K••• Revocable Trust since 2016-07
  • J••••• E••••• F••••••• Member since 2016-07
  • C•••••• T••••• M•••• Chief Compliance Officer, Member And Trustee Of Crls Living Trust (7/2016) since 2019-04
What is changing?
  • Vehicle first reported Mar 25, 2024 (observed) ••• Locked
  • Vehicle first reported Mar 21, 2022 (observed) ••• Locked
  • Vehicle first reported Mar 25, 2020 (observed) ••• Locked
  • Vehicle first reported Mar 25, 2020 (observed) ••• Locked
  • Vehicle first reported Sep 30, 2016 (observed) ••• Locked
Full timeline · 6 events
  • First ADV filing on the tape Mar 26, 2012 (observed) ••• Locked
Across DFX

Not yet on record: properties held, institutional LPs.