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••••••• L•••
Latest filing Mar 23, 2026
First filing on the tape Sep 30, 2014 · 19 filings
SEC status approved since Oct 17, 2014
RAUM
$9.1B
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
47
42 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$9.1B as of Mar 23, 2026
Feb 10, 2015$1.3B then
HNW client RAUM$0 as of Mar 23, 2026
Mar 8, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 23, 2026
Feb 10, 20150 then
Employees (5.A)47 as of Mar 23, 2026
Feb 10, 20150 then
Private funds5 as of Mar 23, 2026
Feb 10, 20152 then
RAUM +5.8% over the last fiscal year+17% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 23, 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
- $1.5BderivedRAUM 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
- +5.8%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 vehicles, otherreportedItem 5.G
- Custody
- yesreportedItem 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 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$9.1B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 6reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 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
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| W••••••••• C•••••• P••••••• V•• L••• | Private Equity Fund | $3.5B | 336 | Mar 28, 2024 |
| W••••••••• C•••••• P••••••• V• L••• | Private Equity Fund | $2.9B | 189 | Mar 25, 2020 |
| W••••••••• C•••••• P••••••• I•• L••• | Private Equity Fund | $2.2B | 137 | Sep 30, 2014 |
| W••••••••• C•••••• P••••••• I••• L••• | Private Equity Fund | $437M | 108 | Feb 14, 2012 |
| W• P••••••• E•••••••• I•• L••• | Private Equity Fund | $67.7M | 58 | Feb 10, 2015 |
| W••••••••• C•••••• P••••••• I•• L••• | Private Equity Fund | $50.7M | 161 | Feb 14, 2012 |
| W•• I•• Q••••• C••••••••• L•••no longer reported | Private Equity Fund | $1.8M | 42 | Feb 14, 2012 |
Owners and control persons
Schedule A and B, latest filing
- G••••••• G••••••• B•••• · Managing Partnercontrolsince 04/2021 · owns 25% to 50%
- H•••••••• J•••• A•••••• · Managing Partner; Limited Partnercontrolsince 08/2014 · owns 10% to 25%
- H••••• F••••••• G•••• · Managing Partner; Limited Partnercontrolsince 08/2014 · owns 10% to 25%
- O•••••• C••••••••• P•••••• · Managing Partner; Limited Partnercontrolsince 02/2016 · owns 25% to 50%
- S••••• R••• E••••• · Partner, Chief Financial Officer, Chief Compliance Officer; Limited Partnercontrolsince 08/2014 · owns less than 5%
- G••••••• G••••••• B•••• · Membercontrolsince 01/2024 · owns 50% to 75% of W• M••••••••• C• • U••• L••
- O•••••• C••••••••• P•••••• · Membercontrolsince 01/2020 · owns 50% to 75% of W• M••••••••• C• • U••• L••
Entity owners
- W• M••••••••• C• • U••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- W••••••••• P••••••• I•• L•••pooled vehicle sponsory
- W••••••••• P••••••• I••• L•••pooled vehicle sponsory
- W••••••••• P••••••• I•• L•••pooled vehicle sponsory
- W••••••••• P••••••• V• L•••pooled vehicle sponsory
- W••••••••• P••••••• V• G•• L•••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $8.6B to $9.1BMar 24, 2025 to Mar 23, 2026
- Pooled vehicle RAUM · $8.6B to $9.1BMar 24, 2025 to Mar 23, 2026
- RAUM · $8.6B to $9.1BMar 24, 2025 to Mar 23, 2026
- Accounts · 7 to 6Mar 28, 2024 to Mar 24, 2025
- Advisory employees · 40 to 42Mar 28, 2024 to Mar 24, 2025
- Pooled vehicle clients · 6 to 5Mar 28, 2024 to Mar 24, 2025
- Employees · 44 to 47Mar 28, 2024 to Mar 24, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 24, 2025
- Private funds · 6 to 5Mar 28, 2024 to Mar 24, 2025
- Discretionary RAUM · $9.2B to $8.6BMar 28, 2024 to Mar 24, 2025
- Pooled vehicle RAUM · $9.2B to $8.6BMar 28, 2024 to Mar 24, 2025
- RAUM · $9.2B to $8.6BMar 28, 2024 to Mar 24, 2025
- Accounts · 6 to 7May 11, 2023 to Mar 28, 2024
- Pooled vehicle clients · 5 to 6May 11, 2023 to Mar 28, 2024
- Other offices · 1 to 0May 11, 2023 to Mar 28, 2024
- Private funds · 5 to 6May 11, 2023 to Mar 28, 2024
- Discretionary RAUM · $5.7B to $9.2BMay 11, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $5.7B to $9.2BMay 11, 2023 to Mar 28, 2024
- RAUM · $5.7B to $9.2BMay 11, 2023 to Mar 28, 2024
- Advisory employees · 32 to 40Mar 30, 2022 to Mar 31, 2023
- Employees · 39 to 44Mar 30, 2022 to Mar 31, 2023
- Other offices · 2 to 1Mar 30, 2022 to Mar 31, 2023
- Discretionary RAUM · $5.3B to $5.7BMar 30, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $5.3B to $5.7BMar 30, 2022 to Mar 31, 2023
- RAUM · $5.3B to $5.7BMar 30, 2022 to Mar 31, 2023
- Advisory employees · 29 to 32Mar 17, 2021 to Mar 30, 2022
- Pooled vehicle clients · 6 to 5Mar 17, 2021 to Mar 30, 2022
- Employees · 36 to 39Mar 17, 2021 to Mar 30, 2022
- Other offices · 1 to 2Mar 17, 2021 to Mar 30, 2022
- Private funds · 6 to 5Mar 17, 2021 to Mar 30, 2022
- Discretionary RAUM · $4.4B to $5.3BMar 17, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $4.4B to $5.3BMar 17, 2021 to Mar 30, 2022
- RAUM · $4.4B to $5.3BMar 17, 2021 to Mar 30, 2022
- Accounts · 7 to 6Dec 21, 2020 to Mar 17, 2021
- Advisory employees · 26 to 29Dec 21, 2020 to Mar 17, 2021
- Employees · 33 to 36Dec 21, 2020 to Mar 17, 2021
- Discretionary RAUM · $4.3B to $4.4BDec 21, 2020 to Mar 17, 2021
- Pooled vehicle RAUM · $4.3B to $4.4BDec 21, 2020 to Mar 17, 2021
- RAUM · $4.3B to $4.4BDec 21, 2020 to Mar 17, 2021
- Other offices · 2 to 1Mar 25, 2020 to Dec 21, 2020
Signals
5 dated events
- W••••••••• C••••••• L••• reported RAUM $9.2B, up 62% from $5.7B (2023-05-11 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Brian Gregory Gleason (Managing Partner) appeared on Schedule A of W••••••••• C••••••• L•••Mar 31, 2023 · Control person joined · fact
- W••••••••• C••••••• L••• reported RAUM $4.3B, up 123% from $1.9B (2020-01-28 to 2020-03-25)Mar 25, 2020 · RAUM change · derived
- W••••••••• C••••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)Jan 28, 2020 · Succession (Item 4) · fact
- W• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Sep 30, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- W••••••••• C••••••• L••• · Independent Sponsorsshared crd · capital_provider
- W••••••••• C••••••• L••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/wynnchurch-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- wynnchurch.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 847-604-6100reportedpublic record, Form ADV, Mar 23, 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