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• P•••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Jun 1, 2015 · 17 filings
SEC status approved since Jun 5, 2015
RAUM
$1.0B
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
24
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
9
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$1.0B as of Mar 31, 2026
Mar 30, 2016$163M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20160 then
Employees (5.A)24 as of Mar 31, 2026
Mar 30, 201612 then
Private funds9 as of Mar 31, 2026
Mar 30, 20162 then
RAUM -12% over the last fiscal year+6.0% 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
- $72.8MderivedRAUM 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
- -12%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
- $1.0B, 14 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)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.0B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 14reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.0B for 14 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
14 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| H•• I• I••••••••• M••••• F•••• L• | Private Equity Fund | $516M | 83 | Mar 29, 2019 |
| H•• I• I••••••••• A•• R•• S••••• L• | Private Equity Fund | $206M | 96 | Mar 30, 2022 |
| H•• I• I••••••••• A•• V••••••••• L• | Private Equity Fund | $186M | 96 | Mar 30, 2022 |
| H•• I• F•• L•no longer reported | Private Equity Fund | $141M | 20 | Mar 29, 2019 |
| H•• I•• I••••••••• L• | Private Equity Fund | $123M | 23 | Mar 31, 2023 |
| H•• I• M• P•••••••• L• | Private Equity Fund | $99.8M | 1 | Mar 29, 2019 |
| H•• I• P••••••• F•• L•no longer reported | Private Equity Fund | $98.9M | 1 | Mar 29, 2019 |
| H•• S••••••••• I••••••••• F••• I• L•no longer reported | Private Equity Fund | $29.7M | 23 | Mar 30, 2016 |
| H•• I•• I••••••••• P••••••• F•••• L• | Private Equity Fund | $25.7M | 11 | Mar 31, 2023 |
| H•• I• I••••••••• F•• L•no longer reported | Private Equity Fund | $25.1M | 12 | Mar 29, 2019 |
| H•• I•• I••••••••• P••••••• F••• A• L• | Private Equity Fund | $23.7M | 1 | Mar 31, 2023 |
| H•• I•• O••••••• P••••••• F•••• L• | Private Equity Fund | $16.9M | 7 | Mar 31, 2023 |
| H•• S••••••••• F••• I• L•no longer reported | Private Equity Fund | $16.1M | 14 | Mar 30, 2016 |
| W• C••• L• | Private Equity Fund | $2.7M | 12 | Mar 30, 2022 |
Owners and control persons
Schedule A and B, latest filing
- B••••• J••• · Chief Financial Officercontrolsince 03/2023 · owns less than 5%
- C••••••••• E•••••• · Managing Partner And Ciocontrolsince 03/2023 · owns less than 5%
- M•••••• J••• · Co-Founder And Ceocontrolsince 03/2023 · owns less than 5%
- P••••••• G•••• · General Counsel And Chief Compliance Officercontrolsince 08/2016 · owns less than 5%
- W••••••••• A•••••••• · Manager Of General Partnercontrolsince 06/2018 · owns less than 5%
- M•••••• J••• · Elected Managercontrolsince 06/2018 · owns F of H•••• H•••••••• L••
- M•••••• M•••• · Elected Managercontrolsince 06/2018 · owns F of H•••• H•••••••• L••
Entity owners
- H•••• H•••••••• L•• · L•••••• Partnerdirect · owns 25% to 50%
- N••••••••• V•••••••• I••• · L•••••• Partnerdirect · owns 25% to 50%
- W• P••••••• G• I•• L•• · General Partnerdirect · owns less than 5%
- C••••••••• T•••• C•••••• · Trusteeindirect · owns F of S••••••• T•••• I•••••••••
- D••••• T•••• I••••••••• · Memberindirect · owns 25% to 50% of H•••• H•••••••• L••
- E•••••• T•••• · Memberindirect · owns 75% or more of S••• I••••••••• L••
- E••• L•••••• · Ownerindirect · owns 75% or more of S••••••• S•••••• • S••
- E•••••• C•••••••• R•••••••• T•••• · Ownerindirect · owns 75% or more of S•••• S•••••••• I•••
- N•••••••• L•••••• · Trusteeindirect · owns F of Y•••• T••••
- S•••• S•••••••• I••• · Ownerindirect · owns 75% or more of B•••• L••
- S••• I••••••••• L•• · Memberindirect · owns 25% to 50% of H•••• H•••••••• L••
- S••••••• T•••• I••••••••• · Memberindirect · owns 25% to 50% of H•••• H•••••••• L••
- S••••••• S•••••• • S•• · Shareholderindirect · owns 75% or more of N••••••••• V•••••••• I•••
- T•••• T•••• C•••••• · Trusteeindirect · owns F of E•••••• T••••
- Y•••• T•••• · Ownerindirect · owns 75% or more of E••• L••••••
- B•••• L•• · L•••••• Partnerdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- H•• F••• I• C•• L•pooled vehicle sponsorn
- H•• I•• C•• L•pooled vehicle sponsorn
- H•• S••••••••• I• G•• L•pooled vehicle sponsorn
- H•• S••••••••• I•• G•• L•pooled vehicle sponsorn
- W• P••••••• G• I•• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 13 to 14Oct 14, 2025 to Mar 31, 2026
- Pooled vehicle clients · 13 to 14Oct 14, 2025 to Mar 31, 2026
- Assets in custody · $1.2B to $1.0BOct 14, 2025 to Mar 31, 2026
- Private funds · 8 to 9Oct 14, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.2B to $1.0BOct 14, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.2B to $1.0BOct 14, 2025 to Mar 31, 2026
- RAUM · $1.2B to $1.0BOct 14, 2025 to Mar 31, 2026
- Assets in custody · $1.1B to $1.2BMar 28, 2024 to Mar 28, 2025
- Employees · 20 to 24Mar 28, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.1B to $1.2BMar 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $1.1B to $1.2BMar 28, 2024 to Mar 28, 2025
- RAUM · $1.1B to $1.2BMar 28, 2024 to Mar 28, 2025
- Accounts · 15 to 13Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle clients · 15 to 13Mar 31, 2023 to Mar 28, 2024
- Assets in custody · $855M to $1.1BMar 31, 2023 to Mar 28, 2024
- Employees · 17 to 20Mar 31, 2023 to Mar 28, 2024
- Private funds · 9 to 8Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $855M to $1.1BMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $855M to $1.1BMar 31, 2023 to Mar 28, 2024
- RAUM · $855M to $1.1BMar 31, 2023 to Mar 28, 2024
- Accounts · 11 to 15Mar 30, 2022 to Mar 31, 2023
- Pooled vehicle clients · 11 to 15Mar 30, 2022 to Mar 31, 2023
- Assets in custody · $710M to $855MMar 30, 2022 to Mar 31, 2023
- Employees · 18 to 17Mar 30, 2022 to Mar 31, 2023
- Private funds · 5 to 9Mar 30, 2022 to Mar 31, 2023
- Discretionary RAUM · $710M to $855MMar 30, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $710M to $855MMar 30, 2022 to Mar 31, 2023
- RAUM · $710M to $855MMar 30, 2022 to Mar 31, 2023
- Accounts · 5 to 11Mar 29, 2021 to Mar 30, 2022
- Advisory employees · 8 to 9Mar 29, 2021 to Mar 30, 2022
- Pooled vehicle clients · 5 to 11Mar 29, 2021 to Mar 30, 2022
- Assets in custody · $271M to $710MMar 29, 2021 to Mar 30, 2022
- Employees · 17 to 18Mar 29, 2021 to Mar 30, 2022
- Discretionary RAUM · $271M to $710MMar 29, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $271M to $710MMar 29, 2021 to Mar 30, 2022
- RAUM · $271M to $710MMar 29, 2021 to Mar 30, 2022
- Accounts · 6 to 5Mar 30, 2020 to Mar 29, 2021
- Advisory employees · 6 to 8Mar 30, 2020 to Mar 29, 2021
- Assets in custody · $263M to $271MMar 30, 2020 to Mar 29, 2021
Signals
8 dated events
- W• P•••••••• L• reported RAUM $1.1B, up 27% from $855.3M (2023-03-31 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Meyer Minski (Elected Manager) appeared on Schedule A of W• P•••••••• L•Mar 31, 2023 · Control person joined · fact
- Jose Biton (Chief Financial Officer) appeared on Schedule A of W• P•••••••• L•Mar 31, 2023 · Control person joined · fact
- W• P•••••••• L• reported RAUM $709.5M, up 162% from $270.5M (2021-03-29 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- W• P•••••••• L• reported RAUM $243.8M, down 60% from $607.0M (2018-03-29 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- E•••••• A•••••••• W•••••••• (Owner) no longer on Schedule A of W• P•••••••• L• (listed 2018-03-29, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- W• P•••••••• L• reported RAUM $607.0M, up 77% from $342.9M (2017-03-27 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- M• C•••••• P••••••• filed its initial SEC registration (Form ADV)Jun 1, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- W• P•••••••• L• · Independent Sponsorsshared crd · capital_provider
- W• P•••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/mw-capital-partners-lpreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (754) 260-6500reportedpublic 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