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•••••• P••••••• L••
Latest filing Aug 25, 2026
First filing on the tape Mar 30, 2012 · 53 filings
SEC status approved since Oct 19, 2011
RAUM
$8.9B
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
34
12 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
33
reported on Schedule D
History
53 filings and snapshots on the tape
RAUM$8.9B as of Aug 25, 2026
Jun 28, 2012$1.6B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 25, 2026
Jun 28, 20120 then
Employees (5.A)34 as of Aug 25, 2026
Apr 1, 201324 then
Private funds33 as of Aug 25, 2026
Jun 28, 201216 then
RAUM +16% over the last fiscal year+17% a year over threeIARs 0 to 0offices 1 to 2
Practice profile
derived from the filing of Aug 25, 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
- $241MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 3.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $8.8B, 34 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$8.6B97%
- Sovereign wealth funds$291M3.3%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 37reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $8.8B for 34 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.96 institutional_share=0.03 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
42 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| W•• N•••••• I•• L••• | Hedge Fund | $2.5B | 59 | Feb 26, 2021 |
| W•• N•••••• I•••• L••• | Hedge Fund | $653M | 30 | Nov 26, 2024 |
| W•• N•••••• I••• L••• | Hedge Fund | $563M | 101 | Aug 23, 2024 |
| W•• S•••••• C••• P••• F••• I•• L••• | Hedge Fund | $437M | 14 | Feb 27, 2018 |
| W•• N•••••• I••• L• | Hedge Fund | $420M | 43 | Feb 26, 2021 |
| W•• H••••••••• I•••••••• S••••••••• L••• | Hedge Fund | $304M | 32 | Mar 31, 2021 |
| W•• S•••••• C••• P••• F•••• L••• | Hedge Fund | $292M | 20 | Aug 13, 2015 |
| W•• S•• I••• L• | Hedge Fund | $280M | 14 | Mar 31, 2023 |
| W•• F••• O••• C• | Hedge Fund | $268M | 2 | Feb 26, 2021 |
| W•• F••• O••• L••• | Hedge Fund | $248M | 2 | Aug 26, 2022 |
| W•• R••• E••••• F••• V• L••• | Hedge Fund | $213M | 24 | Mar 31, 2021 |
| W•• F••• S• L••• | Hedge Fund | $185M | 3 | Feb 26, 2021 |
| W•• S•• F•••• L••• | Hedge Fund | $157M | 4 | Dec 6, 2021 |
| W•• R••• E••••• F••• I••• L••• | Hedge Fund | $131M | 92 | Mar 30, 2012 |
| W•• N•••••• I••• L••• | Hedge Fund | $111M | 30 | Nov 26, 2024 |
| W•• R••• E••••• F••• I•• L••• | Hedge Fund | $102M | 61 | Feb 27, 2014 |
| W•• F••• S••• L•• | Hedge Fund | $98.9M | 3 | Mar 29, 2024 |
| W•• B• S••••••••• L••• | Hedge Fund | $87.9M | 2 | Feb 16, 2022 |
| W•• E••••••••• L••• | Hedge Fund | $83.1M | 5 | Nov 21, 2019 |
| W•• M• H•••••••• L•• | Hedge Fund | $60.6M | 6 | Aug 26, 2021 |
| W•• R••• E••••• F••• I• ••••••• L••• | Hedge Fund | $51.3M | 9 | Feb 27, 2014 |
| W•• F••• J• L••• | Hedge Fund | $33.5M | 2 | Mar 31, 2023 |
| P•••••••• R••• E••••• I• •••••••• L•••no longer reported | Hedge Fund | $32.7M | 2 | Mar 30, 2012 |
| W•• R••• E••••• F••• I•• L••• | Hedge Fund | $30.8M | 46 | Mar 30, 2012 |
| P•••••••• R••• E••••• I•• L•••no longer reported | Hedge Fund | $30.4M | 1 | Mar 30, 2012 |
| W•• R••• E••••• F••• I•••••• L••• | Hedge Fund | $29.4M | 2 | Mar 30, 2012 |
| W•• R••• E••••• F••• I• ••• L••• | Hedge Fund | $11.9M | 19 | Mar 30, 2012 |
| P•••••••• R••• E••••• •••••••• L••• | Hedge Fund | $9.2M | 13 | Mar 30, 2012 |
| P•••••••• R••• E•••••• L••• | Hedge Fund | $8.3M | 6 | Mar 30, 2012 |
| W•• R••• E••••• F••• I•••••• L••• | Hedge Fund | $8.1M | 3 | Feb 14, 2013 |
| W•• R••• E••••• F••• I•••••• L••• | Hedge Fund | $5.1M | 3 | Feb 14, 2013 |
| W•• R••• E••••• F••• I••••• L••• | Hedge Fund | $4.4M | 4 | Mar 30, 2012 |
| W•• R• F•••••• L•• | Hedge Fund | $1.5M | 6 | Aug 26, 2021 |
| W•• R••• E••••• S••••••••• F•••• L•••no longer reported | Hedge Fund | $463,168 | 22 | Mar 30, 2012 |
| W•• R••• E••••• S••••••••• F••• •••••••• L•••no longer reported | Hedge Fund | $379,457 | 24 | Mar 30, 2012 |
| W•• R••• E••••• S••••••••• F•••• L•••no longer reported | Hedge Fund | $303,019 | 28 | Mar 30, 2012 |
| P•••••••• R••• E••••• F•••• L••• | Hedge Fund | $99,468 | 2 | Mar 30, 2012 |
| F••••••• R•••• G••••• F•••• L•••no longer reported | Hedge Fund | $80,800 | 5 | Mar 30, 2012 |
| F••••••• R•••• G••••• F•••• L•no longer reported | Hedge Fund | $17,600 | 6 | Mar 30, 2012 |
| W•• R••• E••••• F••• I• L•••no longer reported | Hedge Fund | $0 | 62 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- A••••••••• S•••• F•••••••• · Managing Principalcontrolsince 04/2006 · owns less than 5%
- A••••••• P•••• · Principalcontrolsince 04/2006 · owns less than 5%
- F•••• H•••••• B••••••• · Principal And Head Tradercontrolsince 07/2006 · owns less than 5%
- G•••••• W••••••• G•••••• · Principalcontrolsince 04/2006 · owns less than 5%
- P•••••••• M•••• J•••••• · Principal And General Counselcontrolsince 04/2006 · owns less than 5%
- R••••••• S•••••• A••• · Principal And Chief Administrative Officercontrolsince 01/2011 · owns less than 5%
- S••••••••• J•••••• S••• · Principalcontrolsince 04/2006 · owns less than 5%
- S•••••• V••••••• L••• · Chief Compliance Officercontrolsince 02/2024 · owns less than 5%
Entity owners
- W•• H•••••• C••••••• L•• · Sole Member (W••••••• C•••••• P••••••• L••)direct · owns 75% or more
- W•• G•• L•• · General Partnerindirect · owns F of W••••••• C•••••• P•••••••• L•
- W••••••• C•••••• P•••••••• L• · Sole Memberindirect · owns 75% or more of W•• H•••••• C••••••• L••
Related persons
Schedule D 7.A
- P•••••••• G•• L••investment adviserbankpooled vehicle sponsory
- W•• E•••••••• G•• L••investment adviserbankpooled vehicle sponsorn
- W•• F• G•• L••investment adviserbankpooled vehicle sponsorn
- W•• F••• O•• G•• L••investment adviserbankpooled vehicle sponsorn
- W•• F••• S• G•• L•investment adviserbankpooled vehicle sponsorn
- W•• H••••••••• I•••••••• S•••••••• G•• L••investment adviserbankpooled vehicle sponsorn
- W•• M• H••••••• I••• L••investment adviserbankpooled vehicle sponsorn
- W•• N•••••• I•• G•• L••investment adviserbankpooled vehicle sponsory
- W•• N•••••• I• G•• L•investment adviserbankpooled vehicle sponsorn
- W•• N•••••• I•• G•• L•••investment adviserbankpooled vehicle sponsorn
- W•• R• M•• L••investment adviserbankpooled vehicle sponsorn
- W•• R••• E••••• F••• I• G•• L••investment adviserbankpooled vehicle sponsorn
- W•• R••• E••••• F••• I•••• G•• L••investment adviserbankpooled vehicle sponsorn
- W•• R••• E••••• F••• I•• G•• L••investment adviserbankpooled vehicle sponsory
- W•• R••• E••••• F••• I••••• G•• L••investment adviserbankpooled vehicle sponsory
- W•• R••• E••••• F••• I• G•• L••investment adviserbankpooled vehicle sponsory
- W•• R••• E••••• F••• V• G•• L•••investment adviserbankpooled vehicle sponsorn
- W•• S•• I•• G•• L••investment adviserbankpooled vehicle sponsorn
- W•• S•• F••• G•• L••investment adviserbankpooled vehicle sponsorn
- W•• S•••••• C••• P••• F••• G•• L••investment adviserbankpooled vehicle sponsory
- W•• S•••••• C••• P••• F••• I• G•• L••investment adviserbankpooled vehicle sponsory
Advisers that list W••••••• C•••••• P••••••• L•• as a related person
- 300898 n
Offices
Schedule D 1.F, the 25 largest
- El Segundo, CA5 employees
What changed
consecutive filings, newest first
- Private funds · 32 to 33Mar 31, 2026 to Aug 25, 2026
- Accounts · 36 to 37Nov 24, 2025 to Mar 31, 2026
- Advisory employees · 14 to 12Nov 24, 2025 to Mar 31, 2026
- Pooled vehicle clients · 32 to 33Nov 24, 2025 to Mar 31, 2026
- Assets in custody · $7.7B to $8.8BNov 24, 2025 to Mar 31, 2026
- Other offices · 1 to 2Nov 24, 2025 to Mar 31, 2026
- Private funds · 34 to 32Nov 24, 2025 to Mar 31, 2026
- Discretionary RAUM · $7.7B to $8.9BNov 24, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $7.4B to $8.6BNov 24, 2025 to Mar 31, 2026
- RAUM · $7.7B to $8.9BNov 24, 2025 to Mar 31, 2026
- Financial planning clients · 0 to 0Aug 28, 2025 to Nov 24, 2025
- Private funds · 33 to 34Aug 28, 2025 to Nov 24, 2025
- Private funds · 32 to 33May 28, 2025 to Aug 28, 2025
- Private funds · 31 to 32Mar 31, 2025 to May 28, 2025
- Accounts · 34 to 36Nov 26, 2024 to Mar 31, 2025
- Pooled vehicle clients · 30 to 32Nov 26, 2024 to Mar 31, 2025
- Assets in custody · $6.5B to $7.7BNov 26, 2024 to Mar 31, 2025
- Employees · 35 to 34Nov 26, 2024 to Mar 31, 2025
- Private funds · 32 to 31Nov 26, 2024 to Mar 31, 2025
- Discretionary RAUM · $6.5B to $7.7BNov 26, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $6.1B to $7.4BNov 26, 2024 to Mar 31, 2025
- RAUM · $6.5B to $7.7BNov 26, 2024 to Mar 31, 2025
- Private funds · 30 to 32Aug 23, 2024 to Nov 26, 2024
- Private funds · 29 to 30Jul 16, 2024 to Aug 23, 2024
- HQ city · STAMFORD to DARIENMar 29, 2024 to Jul 16, 2024
- Accounts · 33 to 34Mar 5, 2024 to Mar 29, 2024
- Advisory employees · 15 to 14Mar 5, 2024 to Mar 29, 2024
- Pooled vehicle clients · 29 to 30Mar 5, 2024 to Mar 29, 2024
- Assets in custody · $5.5B to $6.5BMar 5, 2024 to Mar 29, 2024
- Employees · 36 to 35Mar 5, 2024 to Mar 29, 2024
- Private funds · 28 to 29Mar 5, 2024 to Mar 29, 2024
- Discretionary RAUM · $5.6B to $6.5BMar 5, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $5.2B to $6.1BMar 5, 2024 to Mar 29, 2024
- RAUM · $5.6B to $6.5BMar 5, 2024 to Mar 29, 2024
- Accounts · 31 to 33Dec 21, 2022 to Mar 31, 2023
- Advisory employees · 14 to 15Dec 21, 2022 to Mar 31, 2023
- Pooled vehicle clients · 28 to 29Dec 21, 2022 to Mar 31, 2023
- Assets in custody · $3.4B to $5.5BDec 21, 2022 to Mar 31, 2023
- Employees · 37 to 36Dec 21, 2022 to Mar 31, 2023
- Discretionary RAUM · $4.7B to $5.6BDec 21, 2022 to Mar 31, 2023
Signals
6 dated events
- Verna Pisella (Chief Compliance Officer) no longer on Schedule A of W••••••• C•••••• P••••••• L•• (listed 2023-07-28, absent 2024-03-05)Mar 5, 2024 · Control person left · inference
- Lynn Valerie Speare (Chief Compliance Officer) appeared on Schedule A of W••••••• C•••••• P••••••• L••Mar 5, 2024 · Control person joined · fact
- Verna Pisella (Chief Compliance Officer) appeared on Schedule A of W••••••• C•••••• P••••••• L••Jul 28, 2023 · Control person joined · fact
- W••••••• C•••••• P••••••• L•• reported RAUM $4.7B, up 26% from $3.7B (2022-02-16 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Samuel Russel Bernard (Managing Principal) no longer on Schedule A of W••••••• C•••••• P••••••• L•• (listed 2019-08-29, absent 2020-01-09)Jan 9, 2020 · Control person left · inference
- Ira Bruce Nuzie (Principal) no longer on Schedule A of W••••••• C•••••• P••••••• L•• (listed 2019-08-29, absent 2020-01-09)Jan 9, 2020 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- H•••S://WWW.LINKEDIN.COM/COMPANY/W•••••••-CAPITAL-PARTNERSreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 203-429-8600reportedpublic record, Form ADV, Aug 25, 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