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•••••••

Asset manager (funds and pooled vehicles)New York, New YorkCRD 159408SEC 801-73383website IAPD

Legal name W• C•••••• M••••••••• L••

Latest filing Apr 29, 2026

First filing on the tape Feb 13, 2012 · 37 filings

SEC status approved since Mar 21, 2012

RAUM

$2.7B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

13 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

37 filings and snapshots on the tape

RAUM$2.7B as of Apr 29, 2026

Mar 28, 2013$1.3B then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Apr 29, 2026

Mar 28, 20130 then

Employees (5.A)20 as of Apr 29, 2026

Mar 28, 201315 then

Private funds15 as of Apr 29, 2026

Mar 28, 20138 then

RAUM +13% over the last fiscal year+15% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Apr 29, 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: $179MderivedRAUM 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: +13%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: 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

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)
the adviser acts as qualified custodian (9.D.1)
a related person acts as qualified custodian (9.D.2)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$2.7B100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 15reported
Financial planning clients: 0reported
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=true 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

Every departure Every arrival

Private funds

22 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
W• C•••••• P••••••• V• L•••	Private Equity Fund	$358M	70	Mar 31, 2022
W• C•••••• R•••• I•• L•••	Private Equity Fund	$341M	28	Mar 31, 2022
W• C•••••• P••••••• I••• L•••	Private Equity Fund	$333M	110	Feb 13, 2012
W• C•••••• P••••••• I•• L•••	Private Equity Fund	$269M	46	Mar 28, 2019
W• C•••••• P••••••• I•••• L•••	Private Equity Fund	$206M	37	Mar 28, 2019
W• C•••••• P••••••• V••• L•••	Private Equity Fund	$190M	32	Mar 31, 2022
W•• C••• L•••	Private Equity Fund	$141M	5	Mar 28, 2023
W• C•••••• I•••••• L•••	Private Equity Fund	$86.6M	22	Mar 28, 2023
W• C•••••• P••••••• P••••••• L••no longer reported	Private Equity Fund	$26.9M	5	Feb 13, 2012
W• C•••••• P•••••••• L•••no longer reported	Private Equity Fund	$16.6M	41	Feb 13, 2012
W• C•••••• P••••••• 2•••• L•••no longer reported	Private Equity Fund	$2.2M	2	Feb 13, 2012
W• C•••••• P••••••• O•••••• L•no longer reported	Private Equity Fund	$68,439	2	Feb 13, 2012
W• C•••••• B•••••• L•••no longer reported	Private Equity Fund	$27,062	8	Mar 27, 2015
W• C•••••• R••••• L•••no longer reported	Private Equity Fund	$26,951	11	Mar 29, 2016
W• C•••••• L•••• L•••no longer reported	Private Equity Fund	$0	28	Mar 28, 2019
W• C•••••• P••••••• B•••••••• L•••no longer reported	Private Equity Fund	$0	2	Feb 13, 2012
W• C•••••• N•• A••••••••• L•••no longer reported	Private Equity Fund	$0	8	Mar 28, 2019
W• C•••••• P••••••• I•• L•••no longer reported	Private Equity Fund	$0	60	Feb 13, 2012
W• C•••••• O•••••• L•no longer reported	Private Equity Fund	$0	3	Mar 31, 2017
W• C•••••• P••••••• I••••••••• L•••no longer reported	Private Equity Fund	$0	2	Feb 13, 2012
W• C•••••• D•••••••• L••no longer reported	Private Equity Fund	$0	3	Feb 13, 2012
W• C•••••• W• O••••••••• L•••no longer reported	Private Equity Fund	$0	6	Mar 29, 2021

Owners and control persons

Schedule A and B, latest filing

S•••• P••••• R••••• · Chief Financial Officercontrol
since 10/2024 · owns less than 5%
W••••••• D••••• S•••• · Principal/Managing Partnercontrol
since 05/2018 · owns less than 5%
C••••••• C••••••• E•••••••• · Chief Compliance Officer
since 02/2024 · owns less than 5%

Entity owners

A•• I• U• G•••• H•••••• I••• · Shareholder
direct · owns 75% or more
A•• I••••••••• M••••••• S• · Shareholder
indirect · owns 75% or more of A•• I• U• G•••• H•••••• I•••
A•• S• · Shareholder
indirect · owns 75% or more of A•• I••••••••• M••••••• S•

Related persons

Schedule D 7.A

W•• C•• G•• L•••
pooled vehicle sponsorn
W•• C•• G•• L••
pooled vehicle sponsorn
W•• G• I••• L•••
pooled vehicle sponsorn
W•• G• I••• L••
pooled vehicle sponsorn
W•• G• I•• L•••
pooled vehicle sponsorn
W•• G• I•• L••
pooled vehicle sponsorn
W•• G• V• L•••
pooled vehicle sponsorn
W•• G• V• L••
pooled vehicle sponsorn
W•• R•••• I• G•• L•••
pooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

unusual affiliate densityStatic outlier · filing Apr 29, 2026
distinct affiliate types checked on Item 7.A of 6.0 against a peer median of 2.0 (797 comparable advisers, 99.0th percentile, 5.4 robust deviations)
peers: asset managers, $1B to $5B (797) · 99% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Discretionary RAUM · $2.7B to $2.7B
Mar 27, 2026 to Apr 29, 2026
Pooled vehicle RAUM · $2.7B to $2.7B
Mar 27, 2026 to Apr 29, 2026
RAUM · $2.7B to $2.7B
Mar 27, 2026 to Apr 29, 2026
Accounts · 13 to 15
Oct 31, 2025 to Mar 27, 2026
Advisory employees · 11 to 13
Oct 31, 2025 to Mar 27, 2026
Pooled vehicle clients · 13 to 15
Oct 31, 2025 to Mar 27, 2026
Employees · 17 to 20
Oct 31, 2025 to Mar 27, 2026
Private funds · 13 to 15
Oct 31, 2025 to Mar 27, 2026
Discretionary RAUM · $2.4B to $2.7B
Oct 31, 2025 to Mar 27, 2026
Pooled vehicle RAUM · $2.4B to $2.7B
Oct 31, 2025 to Mar 27, 2026
RAUM · $2.4B to $2.7B
Oct 31, 2025 to Mar 27, 2026
Financial planning clients · 0 to 0
Jul 30, 2025 to Oct 31, 2025
Related adviser · false to true
Apr 30, 2025 to Jul 30, 2025
Related broker-dealer · false to true
Apr 30, 2025 to Jul 30, 2025
Accounts · 8 to 13
Oct 7, 2024 to Apr 30, 2025
Pooled vehicle clients · 8 to 13
Oct 7, 2024 to Apr 30, 2025
Private funds · 8 to 13
Oct 7, 2024 to Apr 30, 2025
Discretionary RAUM · $1.9B to $2.4B
Oct 7, 2024 to Apr 30, 2025
Pooled vehicle RAUM · $1.9B to $2.4B
Oct 7, 2024 to Apr 30, 2025
RAUM · $1.9B to $2.4B
Oct 7, 2024 to Apr 30, 2025
Related bank · false to true
Oct 7, 2024 to Apr 30, 2025
Advisory employees · 10 to 11
May 16, 2023 to Mar 28, 2024
Discretionary RAUM · $1.8B to $1.9B
May 16, 2023 to Mar 28, 2024
Pooled vehicle RAUM · $1.8B to $1.9B
May 16, 2023 to Mar 28, 2024
RAUM · $1.8B to $1.9B
May 16, 2023 to Mar 28, 2024
Accounts · 11 to 8
Mar 21, 2023 to Mar 28, 2023
Pooled vehicle clients · 11 to 8
Mar 21, 2023 to Mar 28, 2023
Private funds · 11 to 8
Mar 21, 2023 to Mar 28, 2023
Discretionary RAUM · $2.1B to $1.8B
Mar 21, 2023 to Mar 28, 2023
Pooled vehicle RAUM · $2.1B to $1.8B
Mar 21, 2023 to Mar 28, 2023
RAUM · $2.1B to $1.8B
Mar 21, 2023 to Mar 28, 2023
Discretionary RAUM · $2.1B to $2.1B
Apr 13, 2022 to Apr 25, 2022
Pooled vehicle RAUM · $2.1B to $2.1B
Apr 13, 2022 to Apr 25, 2022
RAUM · $2.1B to $2.1B
Apr 13, 2022 to Apr 25, 2022
Accounts · 10 to 11
Mar 10, 2022 to Mar 31, 2022
Pooled vehicle clients · 10 to 11
Mar 10, 2022 to Mar 31, 2022
Employees · 16 to 17
Mar 10, 2022 to Mar 31, 2022
Private funds · 10 to 11
Mar 10, 2022 to Mar 31, 2022
Discretionary RAUM · $1.5B to $2.1B
Mar 10, 2022 to Mar 31, 2022
Pooled vehicle RAUM · $1.5B to $2.1B
Mar 10, 2022 to Mar 31, 2022

Signals

6 dated events

David John Lambrech (Chief Financial Officer) no longer on Schedule A of W• C•••••• P••••••• (listed 2024-05-28, absent 2024-10-07)
Oct 7, 2024 · Control person left · inference
Robert Peter Sala (Chief Financial Officer) appeared on Schedule A of W• C•••••• P•••••••
Oct 7, 2024 · Control person joined · fact
Joseph Robert Migliorino (Limited Partner) no longer on Schedule A of W• C•••••• P••••••• (listed 2023-05-16, absent 2024-03-28)
Mar 28, 2024 · Control person left · inference
Neal Stephen Wertheimer (Limited Partner) no longer on Schedule A of W• C•••••• P••••••• (listed 2023-05-16, absent 2024-03-28)
Mar 28, 2024 · Control person left · inference
W• C•••••• P••••••• reported RAUM $2.1B, up 36% from $1.5B (2022-03-10 to 2022-03-31)
Mar 31, 2022 · RAUM change · derived
W• C•••••• P••••••• reported RAUM $1.7B, up 32% from $1.3B (2018-05-23 to 2019-03-28)
Mar 28, 2019 · RAUM change · derived

Across DFX

shared identifiers only, never a name match

W• C•••••• P••••••• · Independent Sponsors
shared crd · capital_provider
W• C•••••• P••••••• · Private Equity
shared crd · organization

How to reach

public business contact points only, each with its source

Website: WCAPGROUP.COMreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone: 212-561-5240reportedpublic record, Form ADV, Apr 29, 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