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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Former SEC-registered adviser
W••••••• C•••••• G••••• L••
Latest filing Jun 10, 2024
First filing on the tape May 11, 2021 · 5 filings
SEC status approved since Jun 10, 2021
RAUM
$196M
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
6
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
$196M gross assets
History
5 filings and snapshots on the tape
RAUM$196M as of Mar 27, 2024
Mar 29, 2022$206M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2024
Mar 29, 20220 then
Employees (5.A)6 as of Mar 27, 2024
Mar 29, 20227 then
Private funds1 as of Mar 27, 2024
Mar 29, 20221 then
RAUM -3.6% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jun 10, 2024; 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
- $65.4MderivedRAUM 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
- -3.6%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
- $196M, 3 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$196M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $196M for 3 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- absent from the latest SEC rosterderived
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
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| W••••••• C•••••• F•••• L••• | Hedge Fund | $196M | 175 | Mar 29, 2018 |
| W••••••• C••••• F•••• L•••no longer reported | Hedge Fund | $73.3M | 72 | Jan 22, 2014 |
| W••••••• C•••••• I•• L••no longer reported | Private Equity Fund | $2.2M | 11 | Jan 22, 2014 |
| N••• S••• I•••••••• I•• L••no longer reported | Private Equity Fund | $84,381 | 17 | Jan 22, 2014 |
| N••• S••• I••••••••• L••no longer reported | Private Equity Fund | $78,934 | 4 | Jan 22, 2014 |
| W••••••• C•••••• I•• L••no longer reported | Private Equity Fund | $5,500 | 40 | Jan 22, 2014 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• I••• A•••• · Managing Director Of W••••••• G•• L••controlsince 10/2013 · owns 50% to 75%
- H•••• J•••••• · Principalcontrolsince 01/2021 · owns less than 5%
- R•••• M••••••• G••••• · Managing Director Of W••••••• C•••••• G••••• L••controlsince 02/2011 · owns 50% to 75%
Related persons
Schedule D 7.A
- W••••••• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 6 to 4Mar 29, 2023 to Mar 27, 2024
- Assets in custody · $204M to $196MMar 29, 2023 to Mar 27, 2024
- Employees · 8 to 6Mar 29, 2023 to Mar 27, 2024
- Discretionary RAUM · $204M to $196MMar 29, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $204M to $196MMar 29, 2023 to Mar 27, 2024
- RAUM · $204M to $196MMar 29, 2023 to Mar 27, 2024
- Advisory employees · 5 to 6Mar 29, 2022 to Mar 29, 2023
- Assets in custody · $206M to $204MMar 29, 2022 to Mar 29, 2023
- Employees · 7 to 8Mar 29, 2022 to Mar 29, 2023
- Discretionary RAUM · $206M to $204MMar 29, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $206M to $204MMar 29, 2022 to Mar 29, 2023
- RAUM · $206M to $204MMar 29, 2022 to Mar 29, 2023
- Advisory employees · 6 to 5May 11, 2021 to Mar 29, 2022
- Assets in custody · $176M to $206MMay 11, 2021 to Mar 29, 2022
- Private funds · 2 to 1May 11, 2021 to Mar 29, 2022
- Discretionary RAUM · $176M to $206MMay 11, 2021 to Mar 29, 2022
- Pooled vehicle RAUM · $176M to $206MMay 11, 2021 to Mar 29, 2022
- RAUM · $176M to $206MMay 11, 2021 to Mar 29, 2022
Signals
2 dated events
- W••••••• C•••••• G••••• L•• no longer on the SEC adviser roster (last listed 2025-02-03, RAUM $196.3M)Mar 6, 2025 · Left the SEC roster · derived
- W••••••• C•••••• G••••• L•• filed its initial SEC registration (Form ADV)May 11, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- W••••••• C•••••• G••••• L•• · Private Equityshared crd · organization
- W••••••• C•••••• G••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/W•••••••-CAPITAL-GROUP-LLCreportedpublic record, Form ADV, Sep 18, 2026
- Website
- W•••••••CAPITAL.COMreportedpublic record, Form ADV, Sep 18, 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
- Former SEC-registered adviserderiveda 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