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W••••••••• M••••••••• L•

Asset manager (funds and pooled vehicles)SEC-registered1 private funds· New York, New Yorkwebsite

Asset manager (funds and pooled vehicles), based in New York, New York, reporting $409M of regulatory assets.

Composed from this adviser's Form ADV classification, location and filed figures.

As of 2026-03-31 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Regulatory AUM: $409M
Advisors: 0
RAUM change, 1 year: -22%
Private clients: 0.0%

See where advisers went See teams that moved

Advisors Where the RAUM sits

As of 2026-03-31 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

What matters now

-21.8%
RAUM, one year
RAUM $522M to $409M (-21.8%) on the Form ADV filed 31 Mar 2026.
The one filed measure of whether clients are staying.
FactForm ADV Item 5History →

Every filed figure, and the identifiersCRD 286158 · SEC 801-109919 · 15 filingsShow

CRD 286158SEC 801-109919First filing on the tape Jan 24, 2017, latest Mar 31, 2026SEC status approved since Feb 1, 2017IAPD

RAUM

$409M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

Not computed

derived; firm RAUM over IAPD count

Employees

3 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

15 filings and snapshots on the tape

RAUM -14% a year over three years · the tape starts Jan 24, 2017

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow

RAUM$409M as of Mar 31, 2026

Mar 28, 2018$248M then

HNW client RAUM$66.2M as of Mar 30, 2020

Mar 28, 2018$51.7M then

State-registered IARs (5.B.3)0 as of Mar 31, 2026

Mar 28, 20180 then

Employees (5.A)5 as of Mar 31, 2026

Mar 28, 20186 then

Private funds1 as of Mar 31, 2026

Mar 28, 20181 then

RAUM -22% over the last fiscal year-14% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Mar 31, 2026; every figure names its basis

The rule behind each archetype, and every derived figureShow

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: $81.7MderivedRAUM 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 office incl. principal (1.F.5)
RAUM growth, one year: -22%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 businesses and institutions, portfolio management for pooled vehicles, otherreportedItem 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)
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 hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

100% pooled investment vehicles

The breakdown by client type, and the client counts1 client typesShow

Pooled investment vehicles$246M100%

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: RAUM: 0% private clients, 60% pooled funds, 0% institutions; no related broker-dealer; no related bankderived

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Advisors registered through the firm

0 on IAPD today; the longest tenured first

No representative is registered through this CRD on IAPD.

Private funds

4 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
W••••••••• M•••••• L•	Hedge Fund	$193M	49	Mar 31, 2014
W••••••••• S•••••• O••••••••• F••• M••••• F•••• L•no longer reported	Hedge Fund	$48.1M	10	Jan 24, 2017
W••••••••• S•••• D••••••• F•••• L•••	Hedge Fund	$5.2M	1	Mar 28, 2019
W••••••••• S•••• D••••••• H••• I••••• F•••• L•••	Hedge Fund	$2.9M	0	Mar 30, 2020

Owners and control persons

Schedule A and B, latest filing

B••••••• R••••• P•••••• · Managing Directorcontrol
since 10/2012 · owns 50% to 75%
D•••••• J•••••• T••••• · Chief Compliance Officer, Chief Financial Officercontrol
since 12/2016 · owns less than 5%
B••••••• R••••• P•••••• · Ownercontrol
since 02/2017 · owns 50% to 75% of W•• M••••••••• G•• L••

Entity owners

W••••••••• • C••• L••• · Limited Partner
direct · owns 25% to 50%
W•• M••••••••• G•• L•• · General Partner
direct · owns less than 5%
C•••• L•• · Member
indirect · owns 25% to 50% of W••••••••• H•••••••• L••
W••••••••• C••••••• L••• · Partner
indirect · owns 75% or more of W••••••••• • C••• L•••
W••••••••• F••••• T••••• L•• · Limited Partner
indirect · owns 25% to 50% of W••••••••• C••••••• L•••

All 9 entity owners

W••••••••• F••••• T••••• L•• · Member
indirect · owns 25% to 50% of W••••••••• H•••••••• L••
W••••••••• H•••••••• L•• · Sole Member
indirect · owns 75% or more of W••••••••• I••••••••• L••
W••••••••• I••••••••• L•• · General Partner
indirect · owns F of W••••••••• • C••• L•••
W••••••••• I••••••••• L•• · General Partner
indirect · owns F of W••••••••• C••••••• L•••

Related persons

Schedule D 7.A

W••••••••• • C••• L•••
investment advisern
W••••••••• D••• O••••••••• G•••••• L••
pooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Business name · W••••••••• D••• O••••••••• M••••••••• L• to W••••••••• M••••••••• L•
Mar 19, 2025 to Mar 31, 2026
Legal name · W••••••••• D••• O••••••••• M••••••••• L• to W••••••••• M••••••••• L•
Mar 19, 2025 to Mar 31, 2026
Discretionary RAUM · $522M to $409M
Mar 19, 2025 to Mar 31, 2026
Pooled vehicle RAUM · $304M to $246M
Mar 19, 2025 to Mar 31, 2026
RAUM · $522M to $409M
Mar 19, 2025 to Mar 31, 2026

Full history · 66 changes

Accounts · 6 to 5
Mar 28, 2024 to Mar 19, 2025
Financial planning clients · unset to
Mar 28, 2024 to Mar 19, 2025
Discretionary RAUM · $622M to $522M
Mar 28, 2024 to Mar 19, 2025
Pooled vehicle RAUM · $232M to $304M
Mar 28, 2024 to Mar 19, 2025
RAUM · $622M to $522M
Mar 28, 2024 to Mar 19, 2025
Accounts · 8 to 6
Mar 29, 2023 to Mar 28, 2024
Pooled vehicle clients · 5 to 3
Mar 29, 2023 to Mar 28, 2024
Other offices · 1 to 0
Mar 29, 2023 to Mar 28, 2024
Private funds · 3 to 1
Mar 29, 2023 to Mar 28, 2024
Discretionary RAUM · $640M to $622M
Mar 29, 2023 to Mar 28, 2024
Pooled vehicle RAUM · $215M to $232M
Mar 29, 2023 to Mar 28, 2024
RAUM · $640M to $622M
Mar 29, 2023 to Mar 28, 2024
Related adviser · false to true
Mar 29, 2023 to Mar 28, 2024
Accounts · 7 to 8
Mar 30, 2022 to Mar 29, 2023
Advisory employees · 5 to 3
Mar 30, 2022 to Mar 29, 2023
Employees · 6 to 5
Mar 30, 2022 to Mar 29, 2023
Discretionary RAUM · $698M to $640M
Mar 30, 2022 to Mar 29, 2023
Pooled vehicle RAUM · $314M to $215M
Mar 30, 2022 to Mar 29, 2023
RAUM · $698M to $640M
Mar 30, 2022 to Mar 29, 2023
Advisory employees · 4 to 5
Mar 25, 2021 to Mar 30, 2022
Other offices · 0 to 1
Mar 25, 2021 to Mar 30, 2022
Discretionary RAUM · $542M to $698M
Mar 25, 2021 to Mar 30, 2022
Pooled vehicle RAUM · $266M to $314M
Mar 25, 2021 to Mar 30, 2022
RAUM · $542M to $698M
Mar 25, 2021 to Mar 30, 2022
Other offices · 1 to 0
Oct 21, 2020 to Mar 25, 2021
Discretionary RAUM · $475M to $542M
Oct 21, 2020 to Mar 25, 2021
Pooled vehicle RAUM · $255M to $266M
Oct 21, 2020 to Mar 25, 2021
RAUM · $475M to $542M
Oct 21, 2020 to Mar 25, 2021
HNW clients · 1.0 to unset
Apr 17, 2020 to Oct 21, 2020
HNW RAUM · 66169877.0 to unset
Apr 17, 2020 to Oct 21, 2020
Accounts · 6 to 7
Mar 28, 2019 to Mar 30, 2020
Pooled vehicle clients · 4 to 5
Mar 28, 2019 to Mar 30, 2020
Private funds · 2 to 3
Mar 28, 2019 to Mar 30, 2020
Discretionary RAUM · $421M to $475M
Mar 28, 2019 to Mar 30, 2020
HNW RAUM · $55.6M to $66.2M
Mar 28, 2019 to Mar 30, 2020
Pooled vehicle RAUM · $236M to $255M
Mar 28, 2019 to Mar 30, 2020
RAUM · $421M to $475M
Mar 28, 2019 to Mar 30, 2020
Accounts · 5 to 6
Apr 30, 2018 to Mar 28, 2019
Pooled vehicle clients · 3 to 4
Apr 30, 2018 to Mar 28, 2019
Other offices · 0 to 1
Apr 30, 2018 to Mar 28, 2019
Private funds · 1 to 2
Apr 30, 2018 to Mar 28, 2019
Discretionary RAUM · $359M to $421M
Apr 30, 2018 to Mar 28, 2019
HNW RAUM · $52.9M to $55.6M
Apr 30, 2018 to Mar 28, 2019
Pooled vehicle RAUM · $200M to $236M
Apr 30, 2018 to Mar 28, 2019
RAUM · $359M to $421M
Apr 30, 2018 to Mar 28, 2019
Discretionary RAUM · $248M to $359M
Mar 28, 2018 to Apr 30, 2018
HNW RAUM · $51.7M to $52.9M
Mar 28, 2018 to Apr 30, 2018
Pooled vehicle RAUM · $147M to $200M
Mar 28, 2018 to Apr 30, 2018
RAUM · $248M to $359M
Mar 28, 2018 to Apr 30, 2018
Accounts · 8 to 5
Mar 9, 2017 to Mar 28, 2018
HNW clients · unset to 1.0
Mar 9, 2017 to Mar 28, 2018
Pooled vehicle clients · unset to 3.0
Mar 9, 2017 to Mar 28, 2018
Other offices · unset to 0.0
Mar 9, 2017 to Mar 28, 2018
Private funds · 2 to 1
Mar 9, 2017 to Mar 28, 2018
Discretionary RAUM · $224M to $248M
Mar 9, 2017 to Mar 28, 2018
HNW RAUM · unset to 51712911.0
Mar 9, 2017 to Mar 28, 2018
Pooled vehicle RAUM · unset to 146683098.0
Mar 9, 2017 to Mar 28, 2018
RAUM · $224M to $248M
Mar 9, 2017 to Mar 28, 2018
Related adviser · true to false
Mar 9, 2017 to Mar 28, 2018
Discretionary RAUM · $199M to $224M
Jan 27, 2017 to Mar 9, 2017
RAUM · $199M to $224M
Jan 27, 2017 to Mar 9, 2017

Signals

3 dated events

••• Locked
Mar 30, 2022 · RAUM change · derived
••• Locked
Apr 30, 2018 · RAUM change · derived
••• Locked
Jan 24, 2017 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Website: ••• Lockedreportedpublic record, Form ADV, Mar 31, 2026
Principal office phone: ••• Lockedreportedpublic record, Form ADV, Mar 31, 2026

Provenance

Sources, class rule and load dateForm ADV and IAPD, loaded Sep 14, 2026Show

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: Not computedderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026

Across the graphs

W••••••••• M••••••••• L• is the same institution as 2 records in Allocators and Private Credit.

Allocators1Private Credit1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

Checking your plan…

Not yet on record: net advisor flow, 12 months.