DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
W•••••• C•••••• M••••••••• L••
Latest filing Jun 4, 2026
First filing on the tape Mar 30, 2012 · 22 filings
SEC status approved since Jan 31, 1997
RAUM
$1.1B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
9
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
22 filings and snapshots on the tape
RAUM$1.1B as of Jun 4, 2026
Mar 30, 2012$2.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 4, 2026
Mar 26, 20130 then
Employees (5.A)9 as of Jun 4, 2026
Mar 26, 201317 then
Private funds5 as of Jun 4, 2026
Mar 30, 20124 then
RAUM +14% over the last fiscal year-15% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 4, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $127MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $1.1B, 8 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.1B100%
- Insurance companies$4.5M0.4%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.1B for 8 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| W•••••• G••••• F•••• L••• | Hedge Fund | $726M | 214 | Mar 30, 2012 |
| W•••••• G••••• F••• L•••••• P••••••••• | Hedge Fund | $277M | 66 | Mar 30, 2012 |
| W•••••• A••• F•••• L••• | Hedge Fund | $58.2M | 62 | Mar 28, 2019 |
| D••••• W•••••• T• F••• L•• | Hedge Fund | $4.4M | 1 | Mar 30, 2012 |
| D••••• W•••••• F•••• L••• | Hedge Fund | $1.5M | 2 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B••••••••• W••••••• O••• · Chief Financial Officer/Chief Operating Officer/Chief Compliance Officer/Treasurer/Secretary/Directorcontrolsince 03/2010 · owns less than 5%
- B•••• M•••••• P••••• · Vice-President/Directorcontrolsince 01/1997 · owns less than 5%
- S••••••• J•••••••• D•••• · Director/Presidentcontrolsince 04/2002 · owns less than 5%
- B••••••••• W••••••• O••• · Secretary And Treasurercontrolsince 09/2009 · owns F of M•• H•••••••• L•••••
- B•••• M•••••• P••••• · Managercontrolsince 09/1996 · owns F of M•• H•••••••• L•••••
- S••••••• J•••••••• D•••• · Managercontrolsince 01/2022 · owns 50% to 75% of M•• H•••••••• L•••••
Entity owners
- W•••••• P••••••• G•••• L•• · Sole Memberdirect · owns 75% or more
- M•• H•••••••• L••••• · Member; Class Aindirect · owns 25% to 50% of W•••••• P••••••• G•••• L••
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $1.0B to $1.1BMar 24, 2025 to Mar 19, 2026
- Discretionary RAUM · $1.0B to $1.1BMar 24, 2025 to Mar 19, 2026
- Non-discretionary RAUM · $3.9M to $4.5MMar 24, 2025 to Mar 19, 2026
- Pooled vehicle RAUM · $1.0B to $1.1BMar 24, 2025 to Mar 19, 2026
- RAUM · $1.0B to $1.1BMar 24, 2025 to Mar 19, 2026
- Advisory employees · 6 to 5Mar 11, 2024 to Mar 24, 2025
- Assets in custody · $1.1B to $1.0BMar 11, 2024 to Mar 24, 2025
- Employees · 12 to 9Mar 11, 2024 to Mar 24, 2025
- Financial planning clients · unset to Mar 11, 2024 to Mar 24, 2025
- Discretionary RAUM · $1.1B to $1.0BMar 11, 2024 to Mar 24, 2025
- Non-discretionary RAUM · $3.3M to $3.9MMar 11, 2024 to Mar 24, 2025
- Pooled vehicle RAUM · $1.1B to $1.0BMar 11, 2024 to Mar 24, 2025
- RAUM · $1.1B to $1.0BMar 11, 2024 to Mar 24, 2025
- Assets in custody · $1.0B to $1.1BDec 12, 2023 to Mar 11, 2024
- Discretionary RAUM · $1.0B to $1.1BDec 12, 2023 to Mar 11, 2024
- Non-discretionary RAUM · $3.0M to $3.3MDec 12, 2023 to Mar 11, 2024
- Pooled vehicle RAUM · $1.0B to $1.1BDec 12, 2023 to Mar 11, 2024
- RAUM · $1.1B to $1.1BDec 12, 2023 to Mar 11, 2024
- Assets in custody · $1.9B to $1.0BMar 20, 2023 to Dec 12, 2023
- Discretionary RAUM · $1.9B to $1.0BMar 20, 2023 to Dec 12, 2023
- Non-discretionary RAUM · $5.9M to $3.0MMar 20, 2023 to Dec 12, 2023
- Pooled vehicle RAUM · $1.9B to $1.0BMar 20, 2023 to Dec 12, 2023
- RAUM · $1.9B to $1.1BMar 20, 2023 to Dec 12, 2023
- Assets in custody · $2.2B to $1.9BJul 19, 2022 to Mar 20, 2023
- Discretionary RAUM · $2.2B to $1.9BJul 19, 2022 to Mar 20, 2023
- Non-discretionary RAUM · $7.4M to $5.9MJul 19, 2022 to Mar 20, 2023
- Pooled vehicle RAUM · $2.2B to $1.9BJul 19, 2022 to Mar 20, 2023
- RAUM · $2.2B to $1.9BJul 19, 2022 to Mar 20, 2023
- Accounts · 10 to 9Mar 31, 2021 to Mar 30, 2022
- Assets in custody · $2.2B to $2.2BMar 31, 2021 to Mar 30, 2022
- Employees · 13 to 12Mar 31, 2021 to Mar 30, 2022
- Discretionary RAUM · $2.2B to $2.2BMar 31, 2021 to Mar 30, 2022
- Non-discretionary RAUM · $6.5M to $7.4MMar 31, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $2.2B to $2.2BMar 31, 2021 to Mar 30, 2022
- RAUM · $2.2B to $2.2BMar 31, 2021 to Mar 30, 2022
- Assets in custody · $1.8B to $2.2BDec 8, 2020 to Mar 31, 2021
- Discretionary RAUM · $1.9B to $2.2BDec 8, 2020 to Mar 31, 2021
- Non-discretionary RAUM · $6.4M to $6.5MDec 8, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $1.8B to $2.2BDec 8, 2020 to Mar 31, 2021
- RAUM · $1.9B to $2.2BDec 8, 2020 to Mar 31, 2021
Signals
2 dated events
- W•••••• C•••••• M••••••••• L•• reported RAUM $1.1B, down 45% from $1.9B (2023-03-20 to 2023-12-12)Dec 12, 2023 · RAUM change · derived
- W•••••• C•••••• M••••••••• L•• reported RAUM $1.9B, up 60% from $1.2B (2019-03-28 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- W•••••• C•••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/W••••••-PARTNERSreportedpublic record, Form ADV, Sep 19, 2026
- Website
- W••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 703-905-9555reportedpublic record, Form ADV, Jun 4, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026