DFX Intelligence
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SEC-registered adviser
W••• C•••• C•••••• M••••••••• L•
Latest filing Apr 6, 2026
First filing on the tape Mar 11, 2022 · 10 filings
SEC status approved since Apr 8, 2022
RAUM
$1.3B
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
9
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$1.3B as of Apr 6, 2026
Mar 29, 2023$283M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 6, 2026
Mar 29, 20230 then
Employees (5.A)9 as of Apr 6, 2026
Mar 29, 20234 then
Private funds2 as of Apr 6, 2026
Mar 29, 20231 then
RAUM +20% over the last fiscal year+64% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 6, 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
- $114MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 14%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
- +20%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 vehiclesreportedItem 5.G
- Custody
- $374M, 2 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- 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$1.0B81%
- Pension and profit-sharing plans$131M10%
- Corporations and businesses$63.0M5.0%
- Charitable organizations$42.8M3.4%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 11reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $374M for 2 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.81 institutional_share=0.14 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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| W••• C•••• C•••••• P••••••• L• | Hedge Fund | $304M | 43 | Dec 10, 2019 |
| W••• S•• I• L• | Private Equity Fund | $175M | 90 | Mar 29, 2024 |
Owners and control persons
Schedule A and B, latest filing
- M•••••• M••••••• A•••• · Chief Compliance Officer; Chief Financial Officer; Limited Partnercontrolsince 01/2019 · owns 10% to 25%
- T•••••• M••••••• S•••••• · Founding Partner; Limited Partnercontrolsince 01/2019 · owns 75% or more
- T•••••• M••••••• S•••••• · Managercontrolsince 01/2019 · owns 75% or more of W••• C•••• C• G••••• L••
- C••••••• A•••••• A•••• · Director Of Research; Limited Partnersince 12/2019 · owns 10% to 25%
Entity owners
- W••• C•••• C• G••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- W••• G• I• L••pooled vehicle sponsorn
- W••• C•••• C•••••• G• L•pooled vehicle sponsorn
- W••• C•••• C• G••••• L••y
- W••• C•••• E••••• L••n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 10 to 11Apr 16, 2025 to Mar 27, 2026
- Advisory employees · 7 to 6Apr 16, 2025 to Mar 27, 2026
- Pooled vehicle clients · 6 to 7Apr 16, 2025 to Mar 27, 2026
- Assets in custody · $407M to $374MApr 16, 2025 to Mar 27, 2026
- Discretionary RAUM · $1.0B to $1.3BApr 16, 2025 to Mar 27, 2026
- Pension RAUM · $121M to $131MApr 16, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $852M to $1.0BApr 16, 2025 to Mar 27, 2026
- RAUM · $1.0B to $1.3BApr 16, 2025 to Mar 27, 2026
- Accounts · 8 to 10Jul 17, 2024 to Apr 16, 2025
- Advisory employees · 5 to 7Jul 17, 2024 to Apr 16, 2025
- Pooled vehicle clients · 5 to 6Jul 17, 2024 to Apr 16, 2025
- Assets in custody · $479M to $407MJul 17, 2024 to Apr 16, 2025
- Employees · 6 to 9Jul 17, 2024 to Apr 16, 2025
- Financial planning clients · unset to Jul 17, 2024 to Apr 16, 2025
- Discretionary RAUM · $643M to $1.0BJul 17, 2024 to Apr 16, 2025
- Pension RAUM · $58.7M to $121MJul 17, 2024 to Apr 16, 2025
- Pooled vehicle RAUM · $571M to $852MJul 17, 2024 to Apr 16, 2025
- RAUM · $643M to $1.0BJul 17, 2024 to Apr 16, 2025
- Accounts · 1 to 8Oct 31, 2023 to Mar 29, 2024
- Advisory employees · 3 to 5Oct 31, 2023 to Mar 29, 2024
- Advisory activities · 1 to 2Oct 31, 2023 to Mar 29, 2024
- Pooled vehicle clients · 1 to 5Oct 31, 2023 to Mar 29, 2024
- Assets in custody · $307M to $479MOct 31, 2023 to Mar 29, 2024
- Employees · 4 to 6Oct 31, 2023 to Mar 29, 2024
- Private funds · 1 to 2Oct 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $307M to $643MOct 31, 2023 to Mar 29, 2024
- Pension RAUM · unset to 58717392.0Oct 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $307M to $571MOct 31, 2023 to Mar 29, 2024
- RAUM · $307M to $643MOct 31, 2023 to Mar 29, 2024
- Assets in custody · $283M to $307MMar 29, 2023 to Apr 27, 2023
- Discretionary RAUM · $283M to $307MMar 29, 2023 to Apr 27, 2023
- Pooled vehicle RAUM · $283M to $307MMar 29, 2023 to Apr 27, 2023
- RAUM · $283M to $307MMar 29, 2023 to Apr 27, 2023
- Assets in custody · $224M to $283MMar 11, 2022 to Mar 29, 2023
- Private funds · 2 to 1Mar 11, 2022 to Mar 29, 2023
- Discretionary RAUM · $224M to $283MMar 11, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $224M to $283MMar 11, 2022 to Mar 29, 2023
- RAUM · $224M to $283MMar 11, 2022 to Mar 29, 2023
Signals
3 dated events
- W••• C•••• C•••••• M••••••••• L• reported RAUM $1.0B, up 62% from $642.6M (2024-07-17 to 2025-04-16)Apr 16, 2025 · RAUM change · derived
- W••• C•••• C•••••• M••••••••• L• reported RAUM $642.6M, up 109% from $307.4M (2023-10-31 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- W••• C•••• C•••••• M••••••••• L• filed its initial SEC registration (Form ADV)Mar 11, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- W••• C•••• C•••••• M••••••••• L• · Independent Sponsorsshared crd · capital_provider
- W••• C•••• C•••••• M••••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/webscreekcapitalmanagementreportedpublic record, Form ADV, Apr 6, 2026
- firm w•••ite
- w•••••.comreportedpublic record, Form ADV, Apr 6, 2026
- Principal office phone
- 972-546-2504reportedpublic record, Form ADV, Apr 6, 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