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 Mar 31, 2026
First filing on the tape Feb 22, 2012 · 21 filings
SEC status approved since Mar 30, 2012
RAUM
$2.1B
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
20
18 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$2.1B as of Mar 31, 2026
Mar 27, 2013$506M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 27, 20130 then
Employees (5.A)20 as of Mar 31, 2026
Mar 27, 201310 then
Private funds3 as of Mar 31, 2026
Mar 27, 20132 then
RAUM +2.0% over the last fiscal year-0.1% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $705MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +2.0%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 pooled vehiclesreportedItem 5.G
- Custody
- $1.7B, 3 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
- 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$2.1B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.7B for 3 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••••••• C•••••• P••••••• I•• L••• | Private Equity Fund | $781M | 64 | Mar 29, 2018 |
| W••••••• C•••••• P••••••• V• L••• | Private Equity Fund | $221M | 94 | Mar 31, 2023 |
| W••••••• C•••••• P••••••• I••• L• | Private Equity Fund | $116M | 51 | Mar 26, 2014 |
| W••••••• C•••••• P••••••• I•• L•no longer reported | Private Equity Fund | $3.5M | 46 | Feb 22, 2012 |
| W••••••• C•••••• P•••••••• L•no longer reported | Private Equity Fund | $27,529 | 73 | Feb 22, 2012 |
Owners and control persons
Schedule A and B, latest filing
- C••••••• M••••••• T• · Membercontrolsince 06/2023 · owns 25% to 50%
- D••••• K••••• M•••••• · Chief Compliance Officercontrolsince 03/2018 · owns less than 5%
- H••••••••• J•••••••• E••••• · Membercontrolsince 06/2023 · owns 25% to 50%
- V•• S••••••••• C•••• · Presidentcontrolsince 05/2023 · owns 25% to 50% of W••••••• P•••••• I•••
- W•••••••• R••••••• J•••••• · Treasurer & Secretarycontrolsince 05/2023 · owns 25% to 50% of W••••••• P•••••• I•••
Entity owners
- W••••••• P•••••• I••• · Memberdirect · owns 50% to 75%
Related persons
Schedule D 7.A
- W••••••• C•••••• M••••••••• I••• L•••investment adviserpooled vehicle sponsory
- W••••••• C•••••• M••••••••• I•• L•••investment adviserpooled vehicle sponsory
- W••••••• C•••••• M••••••••• V• L•••investment adviserpooled vehicle sponsory
- W••• M••••••••• V• L••investment adviserpooled vehicle sponsory
- W••• M••••••••• L••investment adviserpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 19 to 18Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $1.2B to $1.7BMar 31, 2025 to Mar 31, 2026
- Employees · 21 to 20Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.1B to $2.1BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $2.1B to $2.1BMar 31, 2025 to Mar 31, 2026
- RAUM · $2.1B to $2.1BMar 31, 2025 to Mar 31, 2026
- Advisory employees · 16 to 19Mar 28, 2024 to Mar 31, 2025
- Assets in custody · $1.1B to $1.2BMar 28, 2024 to Mar 31, 2025
- Employees · 18 to 21Mar 28, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $2.1B to $2.1BMar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $2.1B to $2.1BMar 28, 2024 to Mar 31, 2025
- RAUM · $2.1B to $2.1BMar 28, 2024 to Mar 31, 2025
- Advisory employees · 15 to 16Jun 26, 2023 to Mar 28, 2024
- Business name · W••••••• C•••••• M••••••••• C••••••• I••• to W••••••• C•••••• M••••••••• L••Jun 26, 2023 to Mar 28, 2024
- Assets in custody · $1.0B to $1.1BJun 26, 2023 to Mar 28, 2024
- Employees · 17 to 18Jun 26, 2023 to Mar 28, 2024
- Legal name · W••••••• C•••••• M••••••••• C••••••• I••• to W••••••• C•••••• M••••••••• L••Jun 26, 2023 to Mar 28, 2024
- Organization form · Corporation to Limited Liability CompanyJun 26, 2023 to Mar 28, 2024
- Discretionary RAUM · $2.1B to $2.1BJun 26, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $2.1B to $2.1BJun 26, 2023 to Mar 28, 2024
- RAUM · $2.1B to $2.1BJun 26, 2023 to Mar 28, 2024
- Advisory employees · 14 to 15Mar 31, 2023 to Jun 26, 2023
- Employees · 16 to 17Mar 31, 2023 to Jun 26, 2023
- Assets in custody · $896M to $1.0BMar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.2B to $2.1BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.2B to $2.1BMar 31, 2022 to Mar 31, 2023
- RAUM · $1.2B to $2.1BMar 31, 2022 to Mar 31, 2023
- Assets in custody · $757M to $896MMar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $1.2B to $1.2BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $1.2B to $1.2BMar 31, 2021 to Mar 31, 2022
- RAUM · $1.2B to $1.2BMar 31, 2021 to Mar 31, 2022
- Accounts · 4 to 3Mar 30, 2020 to Mar 31, 2021
- Advisory employees · 12 to 14Mar 30, 2020 to Mar 31, 2021
- Pooled vehicle clients · 4 to 3Mar 30, 2020 to Mar 31, 2021
- Assets in custody · $866M to $757MMar 30, 2020 to Mar 31, 2021
- Employees · 14 to 16Mar 30, 2020 to Mar 31, 2021
- Private funds · 4 to 3Mar 30, 2020 to Mar 31, 2021
- Discretionary RAUM · $1.4B to $1.2BMar 30, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $1.4B to $1.2BMar 30, 2020 to Mar 31, 2021
Signals
4 dated events
- T M•••••• Carroll (Member) appeared on Schedule A of W••••••• C•••••• M••••••••• L••Jun 26, 2023 · Control person joined · fact
- Edward Jonathan Hunnicutt (Member) appeared on Schedule A of W••••••• C•••••• M••••••••• L••Jun 26, 2023 · Control person joined · fact
- W••••••• C•••••• M••••••••• L•• reported RAUM $2.1B, up 71% from $1.2B (2022-03-31 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- W••••••• C•••••• M••••••••• L•• reported RAUM $1.6B, up 127% from $686.1M (2017-03-31 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- W••••••• C•••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- W••••••• C•••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- wvcapital.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-261-2050reportedpublic record, Form ADV, Mar 31, 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