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SEC-registered adviser
W•••••••• C•••••• M••••••••• L•
Latest filing Mar 27, 2026
First filing on the tape Jun 11, 2019 · 9 filings
SEC status approved since Jul 11, 2019
RAUM
$1.1B
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
11
6 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
1
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$1.1B as of Mar 27, 2026
Mar 25, 2020$541M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 25, 20200 then
Employees (5.A)11 as of Mar 27, 2026
Mar 25, 20206 then
Private funds1 as of Mar 27, 2026
Mar 25, 20202 then
RAUM +36% over the last fiscal year+15% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 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
- $350MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +36%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
- $1.1B, 3 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
- 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)
- 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$1.1B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.1B for 3 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=true 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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| W•••••••• C•••••• M••••• F•••• L• | Hedge Fund | $678M | 70 | May 30, 2017 |
| W••• I••••••••• L• | Private Equity Fund | $7.6M | 12 | Jun 11, 2019 |
Owners and control persons
Schedule A and B, latest filing
- K•••••• J•••••• M•••• · Managing Partner, Portfolio Managercontrolsince 03/2017 · owns less than 5%
- S••••••• D••••• L•••• · Managing Partner, Portfolio Managercontrolsince 03/2017 · owns less than 5%
- S•••••• R••• N•• · Chief Compliance Officer And Chief Financial Officercontrolsince 03/2017 · owns less than 5%
- K•••••• J•••••• M•••• · Managing Membercontrolsince 04/2015 · owns 75% or more of J• A••••••• L••
- S••••••• D••••• L•••• · Managing Membercontrolsince 03/2017 · owns 75% or more of S••••• L••
Entity owners
- J• A••••••• L•• · Limited Partnerdirect · owns 25% to 50%
- S••••• L•• · Limited Partnerdirect · owns 50% to 75%
- J• A••••••• L•• · Memberindirect · owns 25% to 50% of W•••••••• C•••••• M••••••••• G•• L••
- S••••• L•• · Memberindirect · owns 50% to 75% of W•••••••• C•••••• M••••••••• G•• L••
- W•••••••• C•••••• M••••••••• G•• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- W•••••••• C•••••• G•• L••bankpooled vehicle sponsorn
- W••• I••••••••• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Miami, FL2 employees
What changed
consecutive filings, newest first
- Accounts · 5 to 3Mar 28, 2025 to Mar 27, 2026
- Pooled vehicle clients · 5 to 3Mar 28, 2025 to Mar 27, 2026
- Assets in custody · $773M to $1.1BMar 28, 2025 to Mar 27, 2026
- Employees · 10 to 11Mar 28, 2025 to Mar 27, 2026
- Private funds · 2 to 1Mar 28, 2025 to Mar 27, 2026
- Discretionary RAUM · $773M to $1.1BMar 28, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $773M to $1.1BMar 28, 2025 to Mar 27, 2026
- RAUM · $773M to $1.1BMar 28, 2025 to Mar 27, 2026
- Advisory employees · 5 to 6Mar 28, 2024 to Mar 28, 2025
- Assets in custody · $685M to $773MMar 28, 2024 to Mar 28, 2025
- Employees · 8 to 10Mar 28, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $685M to $773MMar 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $685M to $773MMar 28, 2024 to Mar 28, 2025
- RAUM · $685M to $773MMar 28, 2024 to Mar 28, 2025
- Assets in custody · $696M to $685MMar 29, 2023 to Mar 28, 2024
- Discretionary RAUM · $696M to $685MMar 29, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $696M to $685MMar 29, 2023 to Mar 28, 2024
- RAUM · $696M to $685MMar 29, 2023 to Mar 28, 2024
- Assets in custody · $677M to $696MMar 29, 2022 to Mar 29, 2023
- Discretionary RAUM · $677M to $696MMar 29, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $677M to $696MMar 29, 2022 to Mar 29, 2023
- RAUM · $677M to $696MMar 29, 2022 to Mar 29, 2023
- Assets in custody · $572M to $677MAug 25, 2021 to Mar 29, 2022
- Employees · 7 to 8Aug 25, 2021 to Mar 29, 2022
- Discretionary RAUM · $572M to $677MAug 25, 2021 to Mar 29, 2022
- Pooled vehicle RAUM · $572M to $677MAug 25, 2021 to Mar 29, 2022
- RAUM · $572M to $677MAug 25, 2021 to Mar 29, 2022
- Advisory employees · 4 to 5Mar 25, 2020 to Mar 29, 2021
- Assets in custody · $541M to $572MMar 25, 2020 to Mar 29, 2021
- Employees · 6 to 7Mar 25, 2020 to Mar 29, 2021
- Other offices · 0 to 1Mar 25, 2020 to Mar 29, 2021
- Discretionary RAUM · $541M to $572MMar 25, 2020 to Mar 29, 2021
- Pooled vehicle RAUM · $541M to $572MMar 25, 2020 to Mar 29, 2021
- RAUM · $541M to $572MMar 25, 2020 to Mar 29, 2021
- Assets in custody · $0 to $541MJun 11, 2019 to Mar 25, 2020
- Private funds · 4 to 2Jun 11, 2019 to Mar 25, 2020
- Discretionary RAUM · $347M to $541MJun 11, 2019 to Mar 25, 2020
- Pooled vehicle RAUM · $347M to $541MJun 11, 2019 to Mar 25, 2020
- RAUM · $347M to $541MJun 11, 2019 to Mar 25, 2020
Signals
3 dated events
- W•••••••• C•••••• M••••••••• L• reported RAUM $1.1B, up 36% from $772.6M (2025-03-28 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- W•••••••• C•••••• M••••••••• L• reported RAUM $540.7M, up 56% from $346.7M (2019-06-11 to 2020-03-25)Mar 25, 2020 · RAUM change · derived
- W•••••••• C•••••• M••••••••• L• filed its initial SEC registration (Form ADV)Jun 11, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- W•••••••• C•••••• M••••••••• L• · Private Equityshared crd · organization
- W•••••••• C•••••• M••••••••• L• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- W••••••••CAPITAL.COMreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 212-259-4370reportedpublic record, Form ADV, Mar 27, 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