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 4, 2019 · 10 filings
SEC status approved since Jul 3, 2019
RAUM
$37B
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
102
48 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
2
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$37B as of Mar 31, 2026
Mar 30, 2020$5.7B then
HNW client RAUM$0 as of Mar 31, 2026
Mar 30, 2020$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20200 then
Employees (5.A)102 as of Mar 31, 2026
Mar 30, 202029 then
Private funds2 as of Mar 31, 2026
Mar 30, 20201 then
RAUM +61% over the last fiscal year+30% a year over threeIARs 0 to 0offices 2 to 3
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
- $6.1BderivedRAUM 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
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +61%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
- yesreportedItem 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)
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$37B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 6reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 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••••••• M••••• F••• L• | Hedge Fund | $15B | 305 | Aug 29, 2019 |
| W••••••• S•••• M••••• F••• L• | Hedge Fund | $11.1M | 1 | May 29, 2024 |
Owners and control persons
Schedule A and B, latest filing
- H•••••• M••••••• P••• · Chief Operating Officercontrolsince 10/2018 · owns 10% to 25%
- K••••••• K•••• H•••• · Co-Chief Investment Officercontrolsince 10/2018 · owns 25% to 50%
- M•••••• E•••• S••• · Chief Compliance Officercontrolsince 05/2019 · owns less than 5%
- R••••••••• M••••••• C••••••• · Co-Chief Investment Officercontrolsince 10/2018 · owns 25% to 50%
- T•••• C••••••••• M•••••• · Chief Financial Officercontrolsince 01/2019 · owns less than 5%
- H••••••• C••••••••• G•••• · Partner / Limited Partnersince 05/2019 · owns 5% to 10%
- R••••••••• S•••••• D••••• · Partner / Limited Partnersince 05/2019 · owns 5% to 10%
- Y•• C•••••••• H•• · Partner/Limited Partnersince 08/2019 · owns 5% to 10%
Entity owners
- W••••••• H••••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- W••••••• F••• G• L••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- New York, NY5 employees
- West Palm Beach, FL3 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $22,743,686,120 to $36,655,346,441 (+61.0%) between the annual amendments of 2025-04-17 and 2026-03-31; the peer median change was +15.0% (470 comparable advisers, 92.0th percentile of changes)peers: asset managers, $20B and over (470) · 92% percentile
What changed
consecutive filings, newest first
- Advisory employees · 44 to 48Apr 17, 2025 to Mar 31, 2026
- Employees · 87 to 102Apr 17, 2025 to Mar 31, 2026
- Other offices · 2 to 3Apr 17, 2025 to Mar 31, 2026
- Discretionary RAUM · $23B to $37BApr 17, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $23B to $37BApr 17, 2025 to Mar 31, 2026
- RAUM · $23B to $37BApr 17, 2025 to Mar 31, 2026
- Accounts · 3 to 6May 29, 2024 to Apr 17, 2025
- Advisory employees · 41 to 44May 29, 2024 to Apr 17, 2025
- Pooled vehicle clients · 3 to 6May 29, 2024 to Apr 17, 2025
- Employees · 75 to 87May 29, 2024 to Apr 17, 2025
- Financial planning clients · unset to May 29, 2024 to Apr 17, 2025
- Discretionary RAUM · $15B to $23BMay 29, 2024 to Apr 17, 2025
- Pooled vehicle RAUM · $15B to $23BMay 29, 2024 to Apr 17, 2025
- RAUM · $15B to $23BMay 29, 2024 to Apr 17, 2025
- Private funds · 1 to 2Mar 27, 2024 to May 29, 2024
- Advisory employees · 39 to 41Mar 29, 2023 to Mar 27, 2024
- Employees · 69 to 75Mar 29, 2023 to Mar 27, 2024
- Other offices · 1 to 2Mar 29, 2023 to Mar 27, 2024
- Discretionary RAUM · $17B to $15BMar 29, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $17B to $15BMar 29, 2023 to Mar 27, 2024
- RAUM · $17B to $15BMar 29, 2023 to Mar 27, 2024
- Advisory employees · 29 to 39Mar 31, 2022 to Mar 29, 2023
- Employees · 53 to 69Mar 31, 2022 to Mar 29, 2023
- Other offices · 0 to 1Mar 31, 2022 to Mar 29, 2023
- Discretionary RAUM · $14B to $17BMar 31, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $14B to $17BMar 31, 2022 to Mar 29, 2023
- RAUM · $14B to $17BMar 31, 2022 to Mar 29, 2023
- Advisory employees · 22 to 29Mar 31, 2021 to Mar 31, 2022
- Employees · 38 to 53Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $11B to $14BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $11B to $14BMar 31, 2021 to Mar 31, 2022
- RAUM · $11B to $14BMar 31, 2021 to Mar 31, 2022
- Advisory employees · 20 to 22Mar 30, 2020 to Mar 31, 2021
- Employees · 29 to 38Mar 30, 2020 to Mar 31, 2021
- Discretionary RAUM · $5.7B to $11BMar 30, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $5.7B to $11BMar 30, 2020 to Mar 31, 2021
- RAUM · $5.7B to $11BMar 30, 2020 to Mar 31, 2021
- Advisory employees · 15 to 20Aug 29, 2019 to Mar 30, 2020
- Employees · 24 to 29Aug 29, 2019 to Mar 30, 2020
- Discretionary RAUM · $3.0B to $5.7BAug 29, 2019 to Mar 30, 2020
Signals
6 dated events
- W••••••• P••••••• L• reported RAUM $36.7B, up 61% from $22.7B (2025-04-17 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- W••••••• P••••••• L• reported RAUM $22.7B, up 51% from $15.0B (2024-05-29 to 2025-04-17)Apr 17, 2025 · RAUM change · derived
- W••••••• P••••••• L• reported RAUM $13.5B, up 28% from $10.6B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- W••••••• P••••••• L• reported RAUM $10.6B, up 85% from $5.7B (2020-03-30 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- W••••••• P••••••• L• reported RAUM $5.7B, up 90% from $3.0B (2019-08-29 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- W••••••• P••••••• L• filed its initial SEC registration (Form ADV)Jun 4, 2019 · 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
- woodlinepartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 415-801-4550reportedpublic 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