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 May 12, 2026
First filing on the tape Apr 5, 2012 · 38 filings
SEC status approved since May 4, 2012
RAUM
$4.1B
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
13
13 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
38 filings and snapshots on the tape
RAUM$4.1B as of May 12, 2026
Mar 28, 2013$1.3B then
HNW client RAUM$5.2M as of Mar 28, 2024
Mar 30, 2018$432M then
State-registered IARs (5.B.3)0 as of May 12, 2026
Mar 28, 20130 then
Employees (5.A)13 as of May 12, 2026
Mar 28, 20132 then
Private funds5 as of May 12, 2026
Mar 28, 201312 then
RAUM +3.5% over the last fiscal year+3.9% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 12, 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
- $817MderivedRAUM 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
- +3.5%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
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$4.1B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- 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=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
20 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| W•••••• P•••••• H•••••••• L• | Hedge Fund | $3.2B | 60 | Apr 5, 2012 |
| B•••••no longer reported | Other Private Fund | $683M | 3 | Apr 5, 2012 |
| B•••••no longer reported | Other Private Fund | $570M | 5 | Apr 5, 2012 |
| W•••••• P••••• E••••• P•••••••• L•• | Hedge Fund | $307M | 60 | Mar 29, 2019 |
| B•••••no longer reported | Other Private Fund | $61.7M | 5 | Apr 5, 2012 |
| B•••••no longer reported | Other Private Fund | $30.1M | 3 | Mar 31, 2015 |
| W•••••• G•••• C••••••••• L• | Private Equity Fund | $29.8M | 7 | Mar 28, 2024 |
| W•••••• • L••••• A••••• L•• | Hedge Fund | $28.7M | 61 | Mar 28, 2013 |
| 8•••••no longer reported | Other Private Fund | $25.1M | 54 | Mar 30, 2020 |
| B•••••no longer reported | Other Private Fund | $21.2M | 1 | Apr 5, 2012 |
| B•••••no longer reported | Other Private Fund | $11.9M | 2 | Apr 5, 2012 |
| 8•••••no longer reported | Private Equity Fund | $9.6M | 55 | May 24, 2017 |
| B•••••no longer reported | Other Private Fund | $7.5M | 3 | Apr 5, 2012 |
| B•••••no longer reported | Other Private Fund | $6.2M | 3 | Mar 31, 2015 |
| B•••••no longer reported | Other Private Fund | $6.2M | 5 | Apr 5, 2012 |
| W••• M•••• H••••••• I•• L• | Private Equity Fund | $5.1M | 7 | Mar 28, 2024 |
| F• M••••••••• L• | Other Private Fund | $899,497 | 14 | Apr 5, 2012 |
| F•••• I••••••••• P•••••••• L• | Other Private Fund | $214,964 | 64 | Apr 5, 2012 |
| 8•••••no longer reported | Other Private Fund | $23,521 | 145 | Mar 30, 2020 |
| X•••••no longer reported | Other Private Fund | $1,176 | 18 | Apr 5, 2012 |
Owners and control persons
Schedule A and B, latest filing
- P•••••• L••••••• A• · Managing Member/Presidentcontrolsince 03/2012 · owns 75% or more
- R••••••••• B••••• J••••• · Chief Legal Officer And Chief Operating Officer And Chief Compliance Officercontrolsince 07/2018 · owns less than 5%
Related persons
Schedule D 7.A
- I••••••• Q• C•••••• M••••••••• L••investment adviserbankpooled vehicle sponsornRAUM $2.0B
- V••• V••••••• A•••••••• L••investment adviserpooled vehicle sponsory
- V• M•••••• L••investment adviserpooled vehicle sponsorn
- W•••••• G•••• C•••••••• G•• L••pooled vehicle sponsory
- W••• M•••• H••••••• I• G•• L••pooled vehicle sponsory
Advisers that list W•••••• C•••••• M••••••••• L•• as a related person
- 164179 n
Offices
Schedule D 1.F, the 25 largest
- Incline Village, NV1 employees
What changed
consecutive filings, newest first
- Accounts · 4 to 5Mar 31, 2025 to Mar 30, 2026
- Advisory employees · 11 to 13Mar 31, 2025 to Mar 30, 2026
- Pooled vehicle clients · 4 to 5Mar 31, 2025 to Mar 30, 2026
- Employees · 11 to 13Mar 31, 2025 to Mar 30, 2026
- Private funds · 4 to 5Mar 31, 2025 to Mar 30, 2026
- Discretionary RAUM · $3.9B to $4.1BMar 31, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $3.9B to $4.1BMar 31, 2025 to Mar 30, 2026
- RAUM · $3.9B to $4.1BMar 31, 2025 to Mar 30, 2026
- Accounts · 8 to 4Jun 4, 2024 to Mar 31, 2025
- Advisory employees · 15 to 11Jun 4, 2024 to Mar 31, 2025
- Advisory activities · 2 to 1Jun 4, 2024 to Mar 31, 2025
- HNW clients · 1.0 to unsetJun 4, 2024 to Mar 31, 2025
- Pooled vehicle clients · 7 to 4Jun 4, 2024 to Mar 31, 2025
- Employees · 15 to 11Jun 4, 2024 to Mar 31, 2025
- Financial planning clients · unset to Jun 4, 2024 to Mar 31, 2025
- Other offices · 1 to 0Jun 4, 2024 to Mar 31, 2025
- Private funds · 7 to 4Jun 4, 2024 to Mar 31, 2025
- Discretionary RAUM · $3.5B to $3.9BJun 4, 2024 to Mar 31, 2025
- HNW RAUM · 5334284.0 to unsetJun 4, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $3.5B to $3.9BJun 4, 2024 to Mar 31, 2025
- RAUM · $3.5B to $3.9BJun 4, 2024 to Mar 31, 2025
- HNW clients · unset to 1.0Mar 28, 2024 to Jun 4, 2024
- Discretionary RAUM · $3.5B to $3.5BMar 28, 2024 to Jun 4, 2024
- HNW RAUM · $5.2M to $5.3MMar 28, 2024 to Jun 4, 2024
- Pooled vehicle RAUM · $3.5B to $3.5BMar 28, 2024 to Jun 4, 2024
- RAUM · $3.5B to $3.5BMar 28, 2024 to Jun 4, 2024
- Accounts · 6 to 8May 8, 2023 to Mar 28, 2024
- Pooled vehicle clients · 5 to 7May 8, 2023 to Mar 28, 2024
- Private funds · 5 to 7May 8, 2023 to Mar 28, 2024
- Discretionary RAUM · $3.6B to $3.5BMay 8, 2023 to Mar 28, 2024
- HNW RAUM · $4.4M to $5.2MMay 8, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $3.6B to $3.5BMay 8, 2023 to Mar 28, 2024
- RAUM · $3.6B to $3.5BMay 8, 2023 to Mar 28, 2024
- Advisory employees · 14 to 15Mar 30, 2023 to May 8, 2023
- Employees · 14 to 15Mar 30, 2023 to May 8, 2023
- Discretionary RAUM · $3.6B to $3.6BMar 30, 2023 to May 8, 2023
- HNW RAUM · $4.2M to $4.4MMar 30, 2023 to May 8, 2023
- Pooled vehicle RAUM · $3.6B to $3.6BMar 30, 2023 to May 8, 2023
- RAUM · $3.6B to $3.6BMar 30, 2023 to May 8, 2023
- Discretionary RAUM · $4.6B to $3.6BMay 24, 2022 to Mar 30, 2023
Signals
2 dated events
- W•••••• C•••••• M••••••••• L•• reported RAUM $4.2B, up 26% from $3.3B (2020-06-23 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- W•••••• C•••••• M••••••••• L•• reported RAUM $2.6B, up 38% from $1.9B (2017-07-05 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Wildcat Capital Management · Family Officesshared crd · office
- 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
- wildcatcap.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-468-5100reportedpublic record, Form ADV, May 12, 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