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 14, 2012 · 24 filings
SEC status approved since Mar 30, 2012
RAUM
$208M
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
23
16 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
8
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$208M as of Mar 31, 2026
Apr 1, 2013$2.0B then
HNW client RAUM$0 as of Feb 18, 2025
Mar 30, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Apr 1, 20130 then
Employees (5.A)23 as of Mar 31, 2026
Apr 1, 201320 then
Private funds8 as of Mar 31, 2026
Apr 1, 20135 then
RAUM -48% over the last fiscal year-40% a year over threeIARs 0 to 0offices 0 to 1
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
- $26.0MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -48%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
- $208M, 8 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$208M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $208M for 8 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
13 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| W••••••••• C•••••• P••••••• V• L••• | Private Equity Fund | $724M | 48 | Feb 14, 2012 |
| W••••••••• C•••••• P••••••• V• •••••• I•• L••• | Private Equity Fund | $54.7M | 37 | Mar 31, 2014 |
| W•• I• V••••• C••• L••no longer reported | Private Equity Fund | $49.9M | 5 | Feb 14, 2012 |
| W••••••••• C•••••• P••••••• V• •••••••• I•• L••• | Private Equity Fund | $33.6M | 19 | Mar 31, 2015 |
| W••••••••• C•••••• P••••••• V• ••••••••• L••• | Private Equity Fund | $27.4M | 9 | Feb 14, 2012 |
| W••••••••• C•••••• P••••••• V• •••••• I••• L••• | Private Equity Fund | $21.1M | 12 | Mar 31, 2014 |
| W••••••••• C•••••• P••••••• V• •••••••• I••• L••• | Private Equity Fund | $17.3M | 4 | Mar 31, 2015 |
| C•••••• W••••••••• V• L••• | Private Equity Fund | $17.3M | 2 | Mar 31, 2015 |
| W••••••••• C•••••• P••••••• I••• L•••no longer reported | Private Equity Fund | $10.4M | 39 | Feb 14, 2012 |
| W••••••••• C•••••• P••••••• V• ••••••••• •••••••• L••• | Private Equity Fund | $2.7M | 9 | Mar 31, 2014 |
| W••••••••• C•••••• P••••••• I•• L••• | Private Equity Fund | $2.2M | 2 | Feb 14, 2012 |
| S••••• C••••••• L•••no longer reported | Hedge Fund | $916,455 | 1 | Feb 14, 2012 |
| W••••••••• C•••••• P••••••• I•• ••••••••• L•••no longer reported | Private Equity Fund | $69,453 | 5 | Feb 14, 2012 |
Owners and control persons
Schedule A and B, latest filing
- D•••••• W••••••• F•••••• · Ownercontrolsince 12/2007 · owns 25% to 50%
- F••••••• G•••• S• · Ownercontrolsince 12/2007 · owns 25% to 50%
- M••••• S••••• A•••• · Chief Compliance Officer / General Counselcontrolsince 11/2017 · owns less than 5%
- O••••••••• L•••• T•••••• · Chief Financial Officercontrolsince 07/2019 · owns less than 5%
Related persons
Schedule D 7.A
- W•• C••••••••• F••• G•••••• L•••investment adviserbankpooled vehicle sponsorn
- W•• G••••• I•• L•••investment adviserbankpooled vehicle sponsorn
- W•• G••••• V• •••••••• L•••investment adviserbankpooled vehicle sponsorn
- W•• G••••• V• L•••investment adviserbankpooled vehicle sponsorn
- W•• G••••• V• ••••••••• L•investment adviserbankpooled vehicle sponsorn
- W•• G••••• V•• L•investment adviserbankpooled vehicle sponsorn
- W•• G••••• V•• ••••••••• L•••investment adviserbankpooled vehicle sponsorn
- W•• G••••• V••• L•••investment adviserbankpooled vehicle sponsorn
- Revelar Capital LLCinvestment adviserbanknRAUM $4.2B
Advisers that list W••••••••• C•••••• M••••••••• L•• as a related person
- 291049 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM down 25 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $401,702,368 to $208,118,748 (-48.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +4.0% (1148 comparable advisers, 4.0th percentile of changes)peers: asset managers, $100M to $500M (1,148) · 3.6% percentile
What changed
consecutive filings, newest first
- Accounts · 9 to 8Oct 23, 2025 to Mar 31, 2026
- Advisory employees · 15 to 16Oct 23, 2025 to Mar 31, 2026
- Pooled vehicle clients · 9 to 8Oct 23, 2025 to Mar 31, 2026
- Assets in custody · $402M to $208MOct 23, 2025 to Mar 31, 2026
- Employees · 22 to 23Oct 23, 2025 to Mar 31, 2026
- Private funds · 9 to 8Oct 23, 2025 to Mar 31, 2026
- Discretionary RAUM · $402M to $208MOct 23, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $402M to $208MOct 23, 2025 to Mar 31, 2026
- RAUM · $402M to $208MOct 23, 2025 to Mar 31, 2026
- Other offices · 0 to 1May 16, 2025 to Oct 23, 2025
- Financial planning clients · unset to Mar 28, 2025 to May 16, 2025
- Advisory employees · 17 to 15Feb 18, 2025 to Mar 28, 2025
- Charity clients · 0.0 to unsetFeb 18, 2025 to Mar 28, 2025
- Corporate clients · 0.0 to unsetFeb 18, 2025 to Mar 28, 2025
- HNW clients · 0.0 to unsetFeb 18, 2025 to Mar 28, 2025
- Individual clients · 0.0 to unsetFeb 18, 2025 to Mar 28, 2025
- Pension plan clients · 0.0 to unsetFeb 18, 2025 to Mar 28, 2025
- Assets in custody · $423M to $402MFeb 18, 2025 to Mar 28, 2025
- Discretionary RAUM · $901M to $402MFeb 18, 2025 to Mar 28, 2025
- HNW RAUM · 0.0 to unsetFeb 18, 2025 to Mar 28, 2025
- Individual RAUM · 0.0 to unsetFeb 18, 2025 to Mar 28, 2025
- Pension RAUM · 0.0 to unsetFeb 18, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $901M to $402MFeb 18, 2025 to Mar 28, 2025
- RAUM · $901M to $402MFeb 18, 2025 to Mar 28, 2025
- Assets in custody · $420M to $423MMar 31, 2023 to Mar 26, 2024
- Employees · 24 to 22Mar 31, 2023 to Mar 26, 2024
- Discretionary RAUM · $942M to $901MMar 31, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $942M to $901MMar 31, 2023 to Mar 26, 2024
- RAUM · $942M to $901MMar 31, 2023 to Mar 26, 2024
- Assets in custody · $420M to $420MOct 14, 2022 to Mar 31, 2023
- Discretionary RAUM · $956M to $942MOct 14, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $956M to $942MOct 14, 2022 to Mar 31, 2023
- RAUM · $956M to $942MOct 14, 2022 to Mar 31, 2023
- Assets in custody · $415M to $420MMar 23, 2021 to Mar 28, 2022
- Employees · 23 to 24Mar 23, 2021 to Mar 28, 2022
- Discretionary RAUM · $959M to $956MMar 23, 2021 to Mar 28, 2022
- Pooled vehicle RAUM · $959M to $956MMar 23, 2021 to Mar 28, 2022
- RAUM · $959M to $956MMar 23, 2021 to Mar 28, 2022
- Assets in custody · $571M to $415MMar 30, 2020 to Mar 23, 2021
- Discretionary RAUM · $1.1B to $959MMar 30, 2020 to Mar 23, 2021
Signals
5 dated events
- W••••••••• C•••••• M••••••••• L•• reported RAUM $208.1M, down 48% from $401.7M (2025-10-23 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- W••••••••• C•••••• M••••••••• L•• reported RAUM $401.7M, down 55% from $900.5M (2025-02-18 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- Dallan Paul Kaminski (Chief Financial Officer) no longer on Schedule A of W••••••••• C•••••• M••••••••• L•• (listed 2019-03-29, absent 2019-10-03)Oct 3, 2019 · Control person left · inference
- Timothy Liam O'Sullivan (Chief Financial Officer) appeared on Schedule A of W••••••••• C•••••• M••••••••• L••Oct 3, 2019 · Control person joined · fact
- W••••••••• C•••••• M••••••••• L•• reported RAUM $1.1B, down 57% from $2.6B (2018-03-30 to 2018-10-09)Oct 9, 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
- Firm profile
- linkedin.com/company/revelar-capital-llcreportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- linkedin.com/company/wellspring-capital-management-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- r•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-318-9800reportedpublic 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