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•••••• U• A•••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Feb 14, 2012 · 28 filings
SEC status approved since Mar 30, 2012
RAUM
$7.9B
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
90
50 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
7
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$7.9B as of Mar 31, 2026
Apr 1, 2013$802M then
HNW client RAUM$0 as of Mar 31, 2026
Mar 28, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Apr 1, 20130 then
Employees (5.A)90 as of Mar 31, 2026
Apr 1, 20134 then
Private funds7 as of Mar 31, 2026
Apr 1, 20134 then
RAUM +4.1% over the last fiscal year+1.1% 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
- $1.1BderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +4.1%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 vehicles, otherreportedItem 5.G
- 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)
- 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$7.9B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| W••••••••• C•••••••• F•••• L•• | Hedge Fund | $7.3B | 55 | Feb 14, 2012 |
| W••••••••• A•• I• | Private Equity Fund | $3.8B | 4 | Mar 31, 2019 |
| W••••••••• A•• M••••• F•••• L•• | Private Equity Fund | $3.6B | 4 | Mar 31, 2019 |
| S••• A•• T•••• | Private Equity Fund | $721M | 5 | Mar 29, 2024 |
| W••••••••• S•••••• L•• | Private Equity Fund | $583M | 13 | Mar 31, 2019 |
| W••••••••• S••••• I•• L•• | Private Equity Fund | $48.7M | 8 | Jan 11, 2021 |
| W••••••••• V••••••• I•• L•• | Venture Capital Fund | $38.0M | 29 | Feb 14, 2012 |
| W••••••••• V••••••• I• L••no longer reported | Venture Capital Fund | $539,961 | 31 | Feb 14, 2012 |
| W••••••••• V••••••• C••••••••• I• L••no longer reported | Venture Capital Fund | $40,133 | 41 | Feb 14, 2012 |
Owners and control persons
Schedule A and B, latest filing
- C•••••• S••••• •••• · Managing Partner, Limited Partnercontrolsince 04/2011 · owns 75% or more
- S•••• K••••••• J••••••• · Chief Compliance Officer, Chief Financial Officer And Chief Operating Officercontrolsince 06/2015 · owns less than 5%
- C•••••• S••••• •••• · Managing Partnercontrolsince 09/2022 · owns 75% or more of W••••••••• C•••••• U• A••••••• G•• L••
- W••••••• P••••• C•••••• · Senior Advisor, Limited Partnersince 01/2012 · owns 10% to 25%
Entity owners
- W••••••••• C•••••• U• A••••••• G•• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- W••••••••• A••••••• I•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Bangalore, India34 employees
- Ebene, Mauritius2 employees
What changed
consecutive filings, newest first
- Advisory employees · 46 to 50May 28, 2025 to Mar 31, 2026
- Employees · 83 to 90May 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $7.6B to $7.9BMay 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $7.6B to $7.9BMay 28, 2025 to Mar 31, 2026
- RAUM · $7.6B to $7.9BMay 28, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to May 28, 2025
- Advisory employees · 52 to 46Aug 28, 2024 to Mar 31, 2025
- Employees · 77 to 83Aug 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $8.0B to $7.6BAug 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $8.0B to $7.6BAug 28, 2024 to Mar 31, 2025
- RAUM · $8.0B to $7.6BAug 28, 2024 to Mar 31, 2025
- Accounts · 6 to 7Mar 31, 2023 to Mar 29, 2024
- Advisory employees · 32 to 52Mar 31, 2023 to Mar 29, 2024
- Pooled vehicle clients · 6 to 7Mar 31, 2023 to Mar 29, 2024
- Employees · 60 to 77Mar 31, 2023 to Mar 29, 2024
- Private funds · 6 to 7Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $0 to $8.0BMar 31, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $7.6B to $0Mar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $7.6B to $8.0BMar 31, 2023 to Mar 29, 2024
- RAUM · $7.6B to $8.0BMar 31, 2023 to Mar 29, 2024
- Advisory employees · 24 to 32Dec 16, 2022 to Mar 31, 2023
- Assets in custody · unset to 0.0Dec 16, 2022 to Mar 31, 2023
- Employees · 44 to 60Dec 16, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $7.7B to $7.6BDec 16, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $7.7B to $7.6BDec 16, 2022 to Mar 31, 2023
- RAUM · $7.7B to $7.6BDec 16, 2022 to Mar 31, 2023
- Succession · true to falseDec 16, 2022 to Mar 31, 2023
- Business name · W••••••••• C•••••• U• A•••••••• L•• to W••••••••• C•••••• U• A•••••••• L•Oct 6, 2022 to Dec 16, 2022
- Legal name · W••••••••• C•••••• U• A•••••••• L•• to W••••••••• C•••••• U• A•••••••• L•Oct 6, 2022 to Dec 16, 2022
- Succession · false to trueOct 6, 2022 to Dec 16, 2022
- Organization form · Limited Liability Company to Limited PartnershipMar 31, 2022 to Oct 6, 2022
- Advisory employees · 19 to 24Mar 31, 2021 to Mar 31, 2022
- Employees · 28 to 44Mar 31, 2021 to Mar 31, 2022
- Non-discretionary RAUM · $5.0B to $7.7BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $5.0B to $7.7BMar 31, 2021 to Mar 31, 2022
- RAUM · $5.0B to $7.7BMar 31, 2021 to Mar 31, 2022
- Advisory employees · 17 to 19Jan 11, 2021 to Mar 31, 2021
- Employees · 27 to 28Jan 11, 2021 to Mar 31, 2021
- Non-discretionary RAUM · $3.2B to $5.0BJan 11, 2021 to Mar 31, 2021
- Pooled vehicle RAUM · $3.2B to $5.0BJan 11, 2021 to Mar 31, 2021
Signals
4 dated events
- W••••••••• C•••••• U• A•••••••• L• reported succeeding to the business of Another Adviser (Form ADV Item 4)Dec 16, 2022 · Succession (Item 4) · fact
- W••••••••• C•••••• U• A•••••••• L• reported RAUM $7.7B, up 55% from $5.0B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- W••••••••• C•••••• U• A•••••••• L• reported RAUM $5.0B, up 57% from $3.2B (2021-01-11 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- W••••••••• C•••••• U• A•••••••• L• reported RAUM $3.0B, up 38% from $2.2B (2017-03-30 to 2018-01-25)Jan 25, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- W••••••••• C•••••• U• A•••••••• L• · Independent Sponsorsshared crd · capital_provider
- W••••••••• C•••••• U• A•••••••• L• · Private Equityshared crd · organization
- W••••••••• C•••••• U• A•••••••• L• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/W•••••••••CAPITALreportedpublic record, Form ADV, Sep 18, 2026
- Website
- W•••••••••CAP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 230-467-3000reportedpublic 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