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••••• T••• C••••• P••••••• L•
Latest filing Sep 9, 2026
First filing on the tape Apr 21, 2017 · 26 filings
SEC status approved since May 31, 2017
RAUM
$2.8B
reported, Item 5.F
Discretionary
82%
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
21
13 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$2.8B as of Mar 31, 2026
Mar 29, 2018$250M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20180 then
Employees (5.A)21 as of Mar 31, 2026
Mar 29, 20188 then
Private funds9 as of Mar 31, 2026
Mar 27, 20203 then
RAUM +14% over the last fiscal year+5.2% a year over threeIARs 0 to 0offices 1 to 2
Practice profile
derived from the filing of Sep 9, 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
- $147MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 82%derivedof RAUM
- Institutional
- 12%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.4B, 12 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)
- 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
- Pooled investment vehicles$2.3B82%
- Insurance companies$348M12%
- Other investment advisers$160M5.7%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 19reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.4B for 12 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.88 institutional_share=0.12 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 |
|---|---|---|---|---|
| W••••• T••• F••• I•• L• | Hedge Fund | $606M | 75 | Mar 31, 2021 |
| W••••• T••• F••• I• ••••••••• L• | Hedge Fund | $329M | 11 | Mar 31, 2022 |
| W••••• T••• F••• I• L• | Hedge Fund | $291M | 40 | Mar 27, 2020 |
| W• F••• I• ••••••••• I••••••••• L• | Hedge Fund | $285M | 2 | Mar 31, 2022 |
| W••••• T••• F••• I• ••••••••• L• | Hedge Fund | $283M | 7 | Mar 27, 2020 |
| W• F••• I• ••••••••• I••••••••• L• | Hedge Fund | $275M | 2 | Mar 27, 2020 |
Owners and control persons
Schedule A and B, latest filing
- C••• M•••• S•• · General Counsel, Chief Operating Officercontrolsince 01/2024 · owns less than 5%
- K••••••••• M•••• A••••• · Chief Financial Officercontrolsince 01/2020 · owns less than 5%
- L••• J•••••• C••••••••• · Chief Compliance Officer / Deputy General Counselcontrolsince 11/2023 · owns less than 5%
- L••••• T••••••• J••••• · Chief Executive Officercontrolsince 02/2017 · owns less than 5%
- R••••• J••••• J••••• · Chief Credit Officercontrolsince 02/2017 · owns less than 5%
- L••••• T••••••• J••••• · M••••••• M••••• And Ownercontrolsince 02/2017 · owns 75% or more of W••••• T••• C••••• P••••••• G•• L••
- L••••• T••••••• J••••• · M••••••• M••••• And M•••••controlsince 01/2023 · owns 75% or more of T•••• H••••••• L••
Entity owners
- T•••• H••••••• L•• · Limited Partnerdirect · owns 75% or more
- W••••• T••• C••••• P••••••• G•• L•• · General Partnerdirect · owns less than 5%
- D•• W••••• T••• L•• · Limited Partnerdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- W••••• T••• C•••••• C••• A••••••• L••investment adviseryRAUM $1.2B
- W••••• T••• C••••• P••••••• G•• L••y
- W••••• T••• C••••• P••••••• S••• M••••••••• L•investment advisern
- W••••• T••• F••• I• ••••••••• G•• L••pooled vehicle sponsorn
- W••••• T••• F••• I• G•• L••pooled vehicle sponsorn
- W••••• T••• F••• I• ••••••••• G•• L••pooled vehicle sponsorn
- W••••• T••• F••• I• G•• L••pooled vehicle sponsorn
- W••••• T••• M••••••• M••••• ••••••••• L••pooled vehicle sponsorn
- W••••• T••• M••••••• M••••• L••pooled vehicle sponsorn
- W••••• T••• S••• G•• L••pooled vehicle sponsorn
- W••••• T••• S••• M••••••••• G•• L••n
- W••••• T••• T•••• G• ••••••••• L••pooled vehicle sponsorn
- W••••• T••• T•••• G• ••••••••• L••pooled vehicle sponsorn
- W••••• T••• T•••• G•• L••pooled vehicle sponsorn
Advisers that list W••••• T••• C••••• P••••••• L• as a related person
- 328528 y
Offices
Schedule D 1.F, the 25 largest
- Miami, FL1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- private fund count surgeChange between filings · filing Mar 31, 2026private funds (Schedule D 7.B.1) moved from 6.0 to 9.0 (+50.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (1022 comparable advisers, 93.0th percentile of changes)peers: asset managers, $1B to $5B (1,022) · 93% percentile
What changed
consecutive filings, newest first
- Financial planning clients · to unsetMar 31, 2026 to Sep 9, 2026
- Private funds · 9 to unsetMar 31, 2026 to Sep 9, 2026
- Succession · false to unsetMar 31, 2026 to Sep 9, 2026
- Accounts · 11 to 19Feb 28, 2026 to Mar 31, 2026
- Advisory employees · 12 to 13Feb 28, 2026 to Mar 31, 2026
- Pooled vehicle clients · 6 to 14Feb 28, 2026 to Mar 31, 2026
- Assets in custody · $888M to $1.4BFeb 28, 2026 to Mar 31, 2026
- Other offices · 1 to 2Feb 28, 2026 to Mar 31, 2026
- Private funds · 8 to 9Feb 28, 2026 to Mar 31, 2026
- Discretionary RAUM · $1.9B to $2.3BFeb 28, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $565M to $508MFeb 28, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $1.9B to $2.3BFeb 28, 2026 to Mar 31, 2026
- RAUM · $2.4B to $2.8BFeb 28, 2026 to Mar 31, 2026
- Private funds · 6 to 8Jan 10, 2026 to Feb 28, 2026
- Accounts · 7 to 11Mar 31, 2024 to Mar 31, 2025
- Advisory employees · 10 to 12Mar 31, 2024 to Mar 31, 2025
- Pooled vehicle clients · 4 to 6Mar 31, 2024 to Mar 31, 2025
- Assets in custody · $1.5B to $888MMar 31, 2024 to Mar 31, 2025
- Employees · 20 to 21Mar 31, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 31, 2024 to Mar 31, 2025
- Private funds · 4 to 6Mar 31, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.6B to $1.9BMar 31, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $732M to $565MMar 31, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.5B to $1.9BMar 31, 2024 to Mar 31, 2025
- RAUM · $2.3B to $2.4BMar 31, 2024 to Mar 31, 2025
- Accounts · 9 to 7Dec 8, 2023 to Mar 31, 2024
- Pooled vehicle clients · 6 to 4Dec 8, 2023 to Mar 31, 2024
- Assets in custody · $1.4B to $1.5BDec 8, 2023 to Mar 31, 2024
- Employees · 16 to 20Dec 8, 2023 to Mar 31, 2024
- Other offices · 2 to 1Dec 8, 2023 to Mar 31, 2024
- Private funds · 6 to 4Dec 8, 2023 to Mar 31, 2024
- Discretionary RAUM · $1.6B to $1.6BDec 8, 2023 to Mar 31, 2024
- Non-discretionary RAUM · $763M to $732MDec 8, 2023 to Mar 31, 2024
- Pooled vehicle RAUM · $848M to $1.5BDec 8, 2023 to Mar 31, 2024
- RAUM · $2.4B to $2.3BDec 8, 2023 to Mar 31, 2024
- Assets in custody · unset to 1364933454.0Mar 31, 2023 to Dec 8, 2023
- Custody of client assets · false to trueMar 31, 2023 to Dec 8, 2023
- Advisory employees · 9 to 10Mar 31, 2022 to Mar 31, 2023
- Employees · 14 to 16Mar 31, 2022 to Mar 31, 2023
- Other offices · 1 to 2Mar 31, 2022 to Mar 31, 2023
Signals
12 dated events
- Sun M••• Cho (General Counsel, Chief Operating Officer) appeared on Schedule A of W••••• T••• C••••• P••••••• L•Mar 31, 2024 · Control person joined · fact
- C••••••••• J••••• Lee (Chief Compliance Officer / Deputy General Counsel) appeared on Schedule A of W••••• T••• C••••• P••••••• L•Dec 8, 2023 · Control person joined · fact
- J•••• Andrew Jenkinson (Chief Compliance Officer / General Counsel) no longer on Schedule A of W••••• T••• C••••• P••••••• L• (listed 2023-03-31, absent 2023-12-08)Dec 8, 2023 · Control person left · inference
- W••••• T••• C••••• P••••••• L• reported RAUM $2.4B, up 29% from $1.9B (2022-03-31 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- W••••• T••• C••••• P••••••• L• reported RAUM $1.9B, up 115% from $868.3M (2021-11-03 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- W••••• T••• C••••• P••••••• L• reported RAUM $868.3M, up 79% from $485.9M (2021-02-05 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- J•••• Andrew Jenkinson (Chief Compliance Officer / General Counsel) appeared on Schedule A of W••••• T••• C••••• P••••••• L•Feb 5, 2021 · Control person joined · fact
- W••••• T••• C••••• P••••••• L• reported RAUM $485.9M, up 791% from $54.5M (2020-01-24 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- B•••••• M•••• G••• (Chief Compliance Officer/Chief Financial Officer/Chief Operating Officer) no longer on Schedule A of W••••• T••• C••••• P••••••• L• (listed 2019-03-30, absent 2020-01-24)Jan 24, 2020 · Control person left · inference
- Andrew M••• Klingensmith (Chief Compliance Officer / Chief Financial Officer) appeared on Schedule A of W••••• T••• C••••• P••••••• L•Jan 24, 2020 · Control person joined · fact
- W••••• T••• C••••• P••••••• L• reported RAUM $53.4M, down 79% from $250.0M (2018-03-29 to 2018-07-31)Jul 31, 2018 · RAUM change · derived
- W••••• T••• C••••• P••••••• L• filed its initial SEC registration (Form ADV)Apr 21, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Willow Tree Credit Partners · Independent Sponsorsshared crd · capital_provider
- W••••• T••• C••••• P••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- W•••••T•••LP.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-218-1090reportedpublic record, Form ADV, Sep 9, 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