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• G••••• P••••••• L••
Latest filing Aug 27, 2026
First filing on the tape Mar 30, 2012 · 41 filings
SEC status approved since May 26, 2005
RAUM
$3.0B
reported, Item 5.F
Discretionary
84%
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
25
14 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
37
reported on Schedule D
History
41 filings and snapshots on the tape
RAUM$3.0B as of Aug 27, 2026
Mar 30, 2012$1.8B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 27, 2026
Apr 1, 20130 then
Employees (5.A)25 as of Aug 27, 2026
Apr 1, 201323 then
Private funds37 as of Aug 27, 2026
Mar 30, 201214 then
RAUM -4.2% over the last fiscal year-7.5% a year over threeIARs 0 to 0offices 5 to 4
Practice profile
derived from the filing of Aug 27, 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
- $56.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 84%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- -4.2%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, fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $2.4B, 53 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$3.0B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 53reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.4B for 53 clientsreported
- Compensation
- % of AUM, fixed, 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
41 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| H• I••••••••• P•••••••• L• | Private Equity Fund | $552M | 6 | Mar 29, 2019 |
| W• G••••• S•• I•••••••• A• L••• | Private Equity Fund | $517M | 1 | Mar 29, 2018 |
| W• C•••••••• V• L• | Private Equity Fund | $439M | 117 | Mar 31, 2021 |
| W• G••••••••• P•••••• E•••••• L••• | Private Equity Fund | $259M | 1 | Mar 30, 2012 |
| C•••••••• P•••••• E••••• P••••••• P••••••••• F••• V• L••• | Private Equity Fund | $215M | 11 | Mar 31, 2017 |
| C•••••••• C••••• I• L••no longer reported | Private Equity Fund | $198M | 5 | Mar 30, 2012 |
| C•••••••• P•••••• E••••• P••••••• C••••••••• F••• V• L••• | Private Equity Fund | $191M | 38 | Mar 31, 2017 |
| W• N•••• A•••••• P•••••• E••••• I•• L••• | Private Equity Fund | $190M | 2 | Mar 30, 2012 |
| W• G••••• M•••••••• C•••••• S••••••• I• ••••••• L••no longer reported | Private Equity Fund | $181M | 3 | Mar 30, 2012 |
| W• N•••• A•••••• P•••••• E•••••• L••• | Private Equity Fund | $112M | 8 | Mar 30, 2012 |
| C•••••••• P•••••• E••••• P••••••• P••••••••• F••• I•• L•• | Private Equity Fund | $99.8M | 15 | Mar 31, 2014 |
| W• N•••••• R•••••••• C••••••••• F•••• L••• | Private Equity Fund | $81.6M | 1 | Mar 29, 2016 |
| W• G••••• M•••••••• C•••••• S••••••• I•• L••• | Private Equity Fund | $80.9M | 5 | Mar 30, 2012 |
| W• S•• S••••• P••••••••• F••• •••••••• L••• | Private Equity Fund | $80.3M | 1 | Mar 29, 2016 |
| W• C•••••••• V•• L• | Private Equity Fund | $72.2M | 15 | Mar 27, 2024 |
| W• C•••••••• P•••••• E••••• P••••••• I••• L••• | Private Equity Fund | $68.5M | 17 | Mar 30, 2012 |
| W• S•• E••••••• F•••• L• | Private Equity Fund | $58.2M | 1 | Mar 29, 2016 |
| W• G••••• M•••••••• C•••••• S••••••• •••• L• | Private Equity Fund | $50.2M | 1 | Mar 30, 2012 |
| C•••••••• P•••••• E••••• P••••••• C••••••••• F••• I•• L•• | Private Equity Fund | $47.1M | 16 | Mar 31, 2014 |
| W• E••••••• 3• L••• | Private Equity Fund | $43.2M | 12 | Mar 30, 2022 |
| W• S•• F•••••••• F••• L• | Private Equity Fund | $40.0M | 1 | Mar 29, 2020 |
| W• G••••• R• I••••••••• L••• | Private Equity Fund | $38.5M | 1 | Mar 29, 2016 |
| W• C•••••••• P•••••• E••••• P••••••• I•• L••• | Private Equity Fund | $37.8M | 16 | Mar 30, 2012 |
| W• S•• S••••• C•••••••• I• L• | Private Equity Fund | $31.8M | 1 | Mar 31, 2017 |
| W• G••••• F••• W•••• A•• A••••••••• F••• •••••••• L•••no longer reported | Private Equity Fund | $29.7M | 1 | Mar 31, 2014 |
| W• S•• S••••• C••••••••• F•••• L••• | Private Equity Fund | $29.4M | 1 | Mar 29, 2016 |
| W• P•••••• D••• P••••••••• F••• I•• L• | Private Equity Fund | $28.8M | 35 | Mar 31, 2014 |
| C•••••••• I•• C••••• L••no longer reported | Private Equity Fund | $28.0M | 2 | Mar 30, 2012 |
| W• G••••• S••••• R••• E••••• I• L• | Real Estate Fund | $26.8M | 1 | Mar 30, 2012 |
| W• N•••••• R•••••••• P••••••••• F••• •••••••• L••• | Private Equity Fund | $22.1M | 1 | Mar 29, 2016 |
| W• G••••• F••• W•••• A•• A••••••••• F•••• L••• | Private Equity Fund | $19.5M | 1 | Mar 29, 2016 |
| W• S•• S••••• P••••••••• I• ••••••• L• | Private Equity Fund | $16.7M | 1 | Mar 31, 2017 |
| W• S•• E••••••• I• L• | Private Equity Fund | $16.6M | 1 | Mar 31, 2017 |
| W• P•••••• D••• C••••••••• F••• I•• L• | Other Private Fund | $13.1M | 36 | Mar 31, 2014 |
| W• S•• N• C•••••••• I• L• | Private Equity Fund | $12.0M | 1 | Mar 31, 2017 |
| C••• I• A•• I••••••••• L•• | Private Equity Fund | $9.6M | 3 | Mar 27, 2015 |
| W• N••••••• P•••• H•••••••• L•• | Private Equity Fund | $9.2M | 2 | Mar 29, 2016 |
| W• P•••••• E••••• O••••••••• F••• L••• | Private Equity Fund | $8.7M | 1 | Mar 30, 2012 |
| U•• F•• I•••••••• L•• | Private Equity Fund | $2.9M | 13 | Mar 30, 2023 |
| W• G••••• S••••• R••• E••••• L• | Real Estate Fund | $1.9M | 1 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B••••• J•••••• F• · Senior M••••••• Partnercontrolsince 01/2020 · owns less than 5%
- B••••• T••••• G••••• · Cfo/Treasurercontrolsince 02/2014 · owns less than 5%
- C••••••• C••••• A• · Senior Advisercontrolsince 07/2005 · owns less than 5%
- O••••••••• G••••••• S••••••• · Chief Investment Officer/Senior M••••••• Partnercontrolsince 03/2014 · owns less than 5%
- P•••••••• D•••••• W••••• · Founder/Ceocontrolsince 03/2014 · owns less than 5%
- T•••••••• L••••• B•••• · Senior M••••••• Partner/Vice Chairmancontrolsince 04/2020 · owns less than 5%
- O••••••••• G••••••• S••••••• · M•••••controlsince 11/2015 · owns 25% to 50% of W••• E••••• P••••••• L••
- P•••••••• D•••••• W••••• · M•••••controlsince 11/2015 · owns 25% to 50% of W••• E••••• P••••••• L••
- P•••••••• D•••••• W••••• · M•••••controlsince 04/2016 · owns 25% to 50% of W• M••••••••• E••••• L••
- T•••••••• L••••• B•••• · M•••••controlsince 11/2015 · owns 25% to 50% of W••• E••••• P••••••• L••
- W•••••• L•••• A•• · Chief Compliance Officersince 01/2023 · owns less than 5%
Entity owners
- W• M••••••••• E••••• L•• · Common Share Ownerdirect · owns 50% to 75%
- W••• E••••• P••••••• L•• · Common And Preferred Share Ownerdirect · owns 25% to 50%
Related persons
Schedule D 7.A
- W• C••• A•••• I•• G•• L••pooled vehicle sponsory
- W• C•••••••• C••••••••• G• I•• L••pooled vehicle sponsory
- W• C•••••••• C••••••••• G• V• L••pooled vehicle sponsory
- W• C•••••••• G• V•• L••pooled vehicle sponsory
- W• C•••••••• G• V•• L••pooled vehicle sponsory
- W• C•••••••• I• G•• L••pooled vehicle sponsory
- W• C•••••••• P••••••••• G• I•• L••pooled vehicle sponsory
- W• C•••••••• P••••••••• G• V• L••pooled vehicle sponsory
- W• E••••••• 3• G• L••pooled vehicle sponsory
- W• G••••• F••• W•••• A•• A••••••••• F••• G•• L••pooled vehicle sponsory
- W• G••••• P••••••• G•••investment advisery
- W• G••••• P••••••• I•••investment advisern
- W• G••••• S•• G• A• L••pooled vehicle sponsorn
- W• G••••••••• P•••••• E••••• G•• L••pooled vehicle sponsory
- W• I••••••••• P••••••• L••pooled vehicle sponsory
- W• M••••••• M•••••• L••n
- W• M•••••••• G• L••pooled vehicle sponsory
- W• M•••••••• I• G• L••pooled vehicle sponsory
- W• N•••• A•••••• P•••••• E••••• G• I•• L••pooled vehicle sponsory
- W• N•••• A•••••• P•••••• E••••• G•• L••pooled vehicle sponsory
- W• N•• S••••••• G•• L••pooled vehicle sponsorn
- W• P•••••• D••• C••••••••• G• I•• L••pooled vehicle sponsory
- W• P•••••• D••• P••••••••• G• I•• L••pooled vehicle sponsory
- W• P•••••• E••••• G•• L••pooled vehicle sponsory
- W• R••• E••••• G• I• L••pooled vehicle sponsory
- W• R••• E••••• G• L••pooled vehicle sponsory
- W• R• G•• L••pooled vehicle sponsorn
- W• S•• E••••••• G•• L••pooled vehicle sponsorn
- W• S•• E••••••• I• G•• L••pooled vehicle sponsory
- W• S•• F•••••••• G•• L••pooled vehicle sponsorn
Advisers that list W• G••••• P••••••• L•• as a related person
- 161446 n
Offices
Schedule D 1.F, the 25 largest
- New York, NY5 employees
- Los Angeles, CA1 employees
- Santa Rosa Beach, FL1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 54 to 53Jan 27, 2026 to Mar 31, 2026
- Pooled vehicle clients · 54 to 53Jan 27, 2026 to Mar 31, 2026
- Assets in custody · $2.6B to $2.4BJan 27, 2026 to Mar 31, 2026
- Employees · 30 to 25Jan 27, 2026 to Mar 31, 2026
- Discretionary RAUM · $2.6B to $2.5BJan 27, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $516M to $469MJan 27, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $3.1B to $3.0BJan 27, 2026 to Mar 31, 2026
- RAUM · $3.1B to $3.0BJan 27, 2026 to Mar 31, 2026
- Other offices · 5 to 4Mar 28, 2025 to Jan 27, 2026
- Accounts · 60 to 54Jul 31, 2024 to Mar 28, 2025
- Pooled vehicle clients · 60 to 54Jul 31, 2024 to Mar 28, 2025
- Assets in custody · $3.0B to $2.6BJul 31, 2024 to Mar 28, 2025
- Employees · 32 to 30Jul 31, 2024 to Mar 28, 2025
- Financial planning clients · unset to Jul 31, 2024 to Mar 28, 2025
- Discretionary RAUM · $2.9B to $2.6BJul 31, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $575M to $516MJul 31, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $3.5B to $3.1BJul 31, 2024 to Mar 28, 2025
- RAUM · $3.5B to $3.1BJul 31, 2024 to Mar 28, 2025
- Assets in custody · $3.2B to $3.0BMar 30, 2023 to Mar 27, 2024
- Private funds · 36 to 37Mar 30, 2023 to Mar 27, 2024
- Discretionary RAUM · $3.2B to $2.9BMar 30, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $631M to $575MMar 30, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $3.8B to $3.5BMar 30, 2023 to Mar 27, 2024
- RAUM · $3.8B to $3.5BMar 30, 2023 to Mar 27, 2024
- Assets in custody · $3.3B to $3.2BJan 18, 2023 to Mar 30, 2023
- Other offices · 6 to 5Jan 18, 2023 to Mar 30, 2023
- Private funds · 35 to 36Jan 18, 2023 to Mar 30, 2023
- Discretionary RAUM · $3.2B to $3.2BJan 18, 2023 to Mar 30, 2023
- Non-discretionary RAUM · $670M to $631MJan 18, 2023 to Mar 30, 2023
- Pooled vehicle RAUM · $3.9B to $3.8BJan 18, 2023 to Mar 30, 2023
- RAUM · $3.9B to $3.8BJan 18, 2023 to Mar 30, 2023
- Accounts · 57 to 60Jan 13, 2022 to Mar 30, 2022
- Advisory employees · 15 to 14Jan 13, 2022 to Mar 30, 2022
- Pooled vehicle clients · 57 to 60Jan 13, 2022 to Mar 30, 2022
- Assets in custody · $3.1B to $3.3BJan 13, 2022 to Mar 30, 2022
- Employees · 27 to 32Jan 13, 2022 to Mar 30, 2022
- Other offices · 3 to 6Jan 13, 2022 to Mar 30, 2022
- Private funds · 34 to 35Jan 13, 2022 to Mar 30, 2022
- Discretionary RAUM · $3.2B to $3.2BJan 13, 2022 to Mar 30, 2022
- Non-discretionary RAUM · $545M to $670MJan 13, 2022 to Mar 30, 2022
Signals
3 dated events
- Sinko Kathleen Warner (Chief Compliance Officer) no longer on Schedule A of W• G••••• P••••••• L•• (listed 2022-07-01, absent 2023-01-18)Jan 18, 2023 · Control person left · inference
- Sinko Kathleen Warner (Chief Compliance Officer) appeared on Schedule A of W• G••••• P••••••• L••Mar 30, 2022 · Control person joined · fact
- F J••••• B•••• (Senior Managing Partner) appeared on Schedule A of W• G••••• P••••••• L••Mar 30, 2022 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- W• G••••• P••••••• L•• · Independent Sponsorsshared crd · capital_provider
- W• G••••• P••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- WPGLOBALPARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 312-277-1300reportedpublic record, Form ADV, Aug 27, 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
Across the graphs
W• G••••• P••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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