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
8•• W••• C•••••• M••••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Jun 28, 2019 · 11 filings
SEC status approved since Jul 26, 2019
RAUM
$516M
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
4
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$516M as of Mar 30, 2026
Mar 27, 2020$466M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 27, 20200 then
Employees (5.A)4 as of Mar 30, 2026
Mar 27, 20203 then
Private funds4 as of Mar 30, 2026
Mar 27, 20205 then
RAUM +13% over the last fiscal year+2.3% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
- $86.0MderivedRAUM 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
- 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
- $457M, 5 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$516M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $457M for 5 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=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
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| 8•• W••• C•••••• F•••• L••• | Hedge Fund | $206M | 69 | Jan 10, 2014 |
| G••••• A••••• F••• I• | Hedge Fund | $105M | 86 | Mar 27, 2020 |
| G••••• A••••• F••• I• L••• | Hedge Fund | $82.0M | 83 | Mar 29, 2019 |
| 8•• W••• A••• A••••• F•••• L•no longer reported | Hedge Fund | $26.6M | 0 | Mar 29, 2019 |
| 8•• W••• V•••• O••••••••• F•••• L• | Hedge Fund | $22.8M | 74 | Mar 27, 2020 |
| 8•• W••• C•••••• ••••••• F•••• L••no longer reported | Hedge Fund | $4.3M | 1 | Mar 29, 2016 |
Owners and control persons
Schedule A and B, latest filing
- K••••• S••••• M•••••• · Managing Membercontrolsince 05/2013 · owns 25% to 50%
- M••••••• J•••••••• E••••• · Managing Member, Chief Compliance Officercontrolsince 05/2013 · owns 25% to 50%
- V••••••••• C••••• M•••••• · Ownercontrolsince 01/2016 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $405M to $457MJun 23, 2025 to Mar 30, 2026
- Discretionary RAUM · $458M to $516MJun 23, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $458M to $516MJun 23, 2025 to Mar 30, 2026
- RAUM · $458M to $516MJun 23, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 20, 2025 to Jun 23, 2025
- Assets in custody · $416M to $405MJul 3, 2024 to Mar 20, 2025
- Discretionary RAUM · $465M to $458MJul 3, 2024 to Mar 20, 2025
- Pooled vehicle RAUM · $465M to $458MJul 3, 2024 to Mar 20, 2025
- RAUM · $465M to $458MJul 3, 2024 to Mar 20, 2025
- Assets in custody · $482M to $416MJul 10, 2023 to Mar 28, 2024
- Discretionary RAUM · $482M to $465MJul 10, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $482M to $465MJul 10, 2023 to Mar 28, 2024
- RAUM · $482M to $465MJul 10, 2023 to Mar 28, 2024
- Accounts · 7 to 6Mar 25, 2022 to Mar 30, 2023
- Pooled vehicle clients · 7 to 6Mar 25, 2022 to Mar 30, 2023
- Assets in custody · $555M to $482MMar 25, 2022 to Mar 30, 2023
- Private funds · 5 to 4Mar 25, 2022 to Mar 30, 2023
- Discretionary RAUM · $555M to $482MMar 25, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $555M to $482MMar 25, 2022 to Mar 30, 2023
- RAUM · $555M to $482MMar 25, 2022 to Mar 30, 2023
- Assets in custody · $609M to $555MMar 31, 2021 to Mar 25, 2022
- HQ city · PORTLAND to LAKE OSWEGOMar 31, 2021 to Mar 25, 2022
- Discretionary RAUM · $609M to $555MMar 31, 2021 to Mar 25, 2022
- Pooled vehicle RAUM · $609M to $555MMar 31, 2021 to Mar 25, 2022
- RAUM · $609M to $555MMar 31, 2021 to Mar 25, 2022
- Accounts · 6 to 7Mar 27, 2020 to Mar 31, 2021
- Advisory employees · 3 to 4Mar 27, 2020 to Mar 31, 2021
- Pooled vehicle clients · 6 to 7Mar 27, 2020 to Mar 31, 2021
- Assets in custody · $466M to $609MMar 27, 2020 to Mar 31, 2021
- Employees · 3 to 4Mar 27, 2020 to Mar 31, 2021
- Discretionary RAUM · $466M to $609MMar 27, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $466M to $609MMar 27, 2020 to Mar 31, 2021
- RAUM · $466M to $609MMar 27, 2020 to Mar 31, 2021
- Related bank · true to falseMar 27, 2020 to Mar 31, 2021
- Accounts · 4 to 6Jun 28, 2019 to Mar 27, 2020
- Pooled vehicle clients · 4 to 6Jun 28, 2019 to Mar 27, 2020
- Assets in custody · $410M to $466MJun 28, 2019 to Mar 27, 2020
- Private funds · 6 to 5Jun 28, 2019 to Mar 27, 2020
- Discretionary RAUM · $410M to $466MJun 28, 2019 to Mar 27, 2020
- Pooled vehicle RAUM · $410M to $466MJun 28, 2019 to Mar 27, 2020
Signals
2 dated events
- 8•• W••• C•••••• M••••••••• L•• reported RAUM $608.7M, up 31% from $466.1M (2020-03-27 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- 8•• W••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jun 28, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- 8•• W••• C•••••• M••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- 801W•••LLC.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 503-548-1730reportedpublic record, Form ADV, Mar 30, 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