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•••• A•••• M•••••••••
Legal name W•••• A•••• M••••••••• L•
Latest filing Mar 20, 2026
First filing on the tape Feb 14, 2012 · 34 filings
SEC status approved since Mar 30, 2012
RAUM
$16B
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
139
64 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
2
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$16B as of Mar 20, 2026
Apr 1, 2013$1.5B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 20, 2026
Apr 1, 20130 then
Employees (5.A)139 as of Mar 20, 2026
Apr 1, 201338 then
Private funds2 as of Mar 20, 2026
Apr 1, 20132 then
RAUM +45% over the last fiscal year+39% a year over threeIARs 0 to 0offices 4 to 3
Practice profile
derived from the filing of Mar 20, 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
- $7.8BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +45%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$16B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 2reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 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=true 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 |
|---|---|---|---|---|
| B•••••••• I••••••••• P•••••••• L••• | Hedge Fund | $3.7B | 88 | Feb 14, 2012 |
| B•••••••• G••••• O••••••••• F••• | Hedge Fund | $2.8B | 96 | Feb 14, 2012 |
| S••• O••••••••• F••• I•no longer reported | Hedge Fund | $369M | 3 | Mar 1, 2022 |
| W•••• K•••• O••••••••• F••• L••• | Hedge Fund | $158M | 133 | Aug 8, 2013 |
| C••• M•• I••••••••• L•no longer reported | Hedge Fund | $245,280 | 40 | Mar 29, 2017 |
Owners and control persons
Schedule A and B, latest filing
- B•••••••• D•••••• P••••• · Chief Legal Officercontrolsince 03/2023 · owns less than 5%
- F•• D•••••• X•• · President Of General Partnercontrolsince 09/2020 · owns less than 5%
- N••••••• G•••••• · Chief Compliance Officercontrolsince 09/2008 · owns less than 5%
- R•••••• E••• · Chief People Officercontrolsince 03/2024 · owns less than 5%
- R••••••• M••••••• J••••• · Vice President, Chief Operating Officercontrolsince 09/2008 · owns less than 5%
- R•••• E•••• L••••• · General Counselcontrolsince 03/2023 · owns less than 5%
- W••••• A•••••• M••••• · Chief Executive Officer Of General Partnercontrolsince 05/2017 · owns 75% or more
- W••••• A•••••• M••••• · Member, Manager And Chief Executive Officercontrolsince 05/2017 · owns 75% or more of W•• G• L••
Entity owners
- W•• G• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- New York City, NY7 employees
- San Francisco, CA6 employees
- Hong Kong, Hong Kong3 employees
- Tokyo, Japan1 employees
What changed
consecutive filings, newest first
- Accounts · 4 to 2Sep 5, 2025 to Mar 20, 2026
- Advisory employees · 56 to 64Sep 5, 2025 to Mar 20, 2026
- Advisory activities · 2 to 1Sep 5, 2025 to Mar 20, 2026
- Pooled vehicle clients · 3 to 2Sep 5, 2025 to Mar 20, 2026
- Employees · 131 to 139Sep 5, 2025 to Mar 20, 2026
- Private funds · 3 to 2Sep 5, 2025 to Mar 20, 2026
- Discretionary RAUM · $11B to $16BSep 5, 2025 to Mar 20, 2026
- Pooled vehicle RAUM · $11B to $16BSep 5, 2025 to Mar 20, 2026
- RAUM · $11B to $16BSep 5, 2025 to Mar 20, 2026
- Other offices · 4 to 3Jul 10, 2025 to Sep 5, 2025
- Financial planning clients · unset to Mar 11, 2025 to Jul 10, 2025
- Advisory employees · 54 to 56Dec 5, 2024 to Mar 11, 2025
- Employees · 134 to 131Dec 5, 2024 to Mar 11, 2025
- Discretionary RAUM · $6.7B to $11BDec 5, 2024 to Mar 11, 2025
- Pooled vehicle RAUM · $6.7B to $11BDec 5, 2024 to Mar 11, 2025
- RAUM · $6.7B to $11BDec 5, 2024 to Mar 11, 2025
- Advisory employees · 48 to 54Mar 28, 2024 to Dec 5, 2024
- Employees · 117 to 134Mar 28, 2024 to Dec 5, 2024
- Accounts · 5 to 4Mar 30, 2023 to Mar 28, 2024
- Advisory employees · 40 to 48Mar 30, 2023 to Mar 28, 2024
- Pooled vehicle clients · 4 to 3Mar 30, 2023 to Mar 28, 2024
- Employees · 95 to 117Mar 30, 2023 to Mar 28, 2024
- Private funds · 4 to 3Mar 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $5.8B to $6.7BMar 30, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $5.7B to $6.7BMar 30, 2023 to Mar 28, 2024
- RAUM · $5.8B to $6.7BMar 30, 2023 to Mar 28, 2024
- Accounts · 6 to 5Jan 18, 2023 to Mar 30, 2023
- Advisory employees · 31 to 40Jan 18, 2023 to Mar 30, 2023
- Pooled vehicle clients · 5 to 4Jan 18, 2023 to Mar 30, 2023
- Employees · 81 to 95Jan 18, 2023 to Mar 30, 2023
- Other offices · 2 to 4Jan 18, 2023 to Mar 30, 2023
- Discretionary RAUM · $8.0B to $5.8BJan 18, 2023 to Mar 30, 2023
- Pooled vehicle RAUM · $7.9B to $5.7BJan 18, 2023 to Mar 30, 2023
- RAUM · $8.0B to $5.8BJan 18, 2023 to Mar 30, 2023
- Private funds · 5 to 4Sep 13, 2022 to Jan 18, 2023
- Accounts · 5 to 6Mar 1, 2022 to Mar 30, 2022
- Advisory employees · 32 to 31Mar 1, 2022 to Mar 30, 2022
- Pooled vehicle clients · 4 to 5Mar 1, 2022 to Mar 30, 2022
- Employees · 74 to 81Mar 1, 2022 to Mar 30, 2022
- Discretionary RAUM · $4.6B to $8.0BMar 1, 2022 to Mar 30, 2022
Signals
12 dated events
- W•••• A•••• M••••••••• reported RAUM $15.6B, up 45% from $10.7B (2025-09-05 to 2026-03-20)Mar 20, 2026 · RAUM change · derived
- W•••• A•••• M••••••••• reported RAUM $10.7B, up 60% from $6.7B (2024-12-05 to 2025-03-11)Mar 11, 2025 · RAUM change · derived
- Emma Rausch (Chief People Officer) appeared on Schedule A of W•••• A•••• M•••••••••Mar 28, 2024 · Control person joined · fact
- Litman Eric Ruiz (General Counsel) appeared on Schedule A of W•••• A•••• M•••••••••Mar 30, 2023 · Control person joined · fact
- W•••• A•••• M••••••••• reported RAUM $5.8B, down 28% from $8.0B (2023-01-18 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- Paul Sherman (Co-President And Head Of Risk Management Of General Partner) no longer on Schedule A of W•••• A•••• M••••••••• (listed 2022-06-16, absent 2022-07-08)Jul 8, 2022 · Control person left · inference
- W•••• A•••• M••••••••• reported RAUM $8.0B, up 73% from $4.6B (2022-03-01 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- W•••• A•••• M••••••••• reported RAUM $4.6B, up 27% from $3.6B (2020-09-21 to 2021-03-29)Mar 29, 2021 · RAUM change · derived
- Eitan Milgram (Executive Vice President Of General Partner) no longer on Schedule A of W•••• A•••• M••••••••• (listed 2020-03-30, absent 2020-09-21)Sep 21, 2020 · Control person left · inference
- Xun Daniel Fu (Co-President Of General Partner) appeared on Schedule A of W•••• A•••• M•••••••••Sep 21, 2020 · Control person joined · fact
- W•••• A•••• M••••••••• reported RAUM $4.0B, up 32% from $3.0B (2018-08-10 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
- W•••• A•••• M••••••••• reported RAUM $3.0B, up 33% from $2.3B (2017-09-13 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- W•••• A•••• M••••••••• · Family Officesshared crd · office
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/W••••ASSETMANAGEMENT/ABOUTreportedpublic record, Form ADV, Sep 19, 2026
- Website
- W••••ASSET.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 617-778-7780reportedpublic record, Form ADV, Mar 20, 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