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••••••••• C•••••• M•••••••••
Legal name W••••••••• C•••••• M••••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Jun 22, 2020 · 11 filings
SEC status approved since Jul 22, 2020
RAUM
$1.0B
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
14
12 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
21
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$1.0B as of Mar 30, 2026
Mar 31, 2021$388M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 31, 20210 then
Employees (5.A)14 as of Mar 30, 2026
Mar 31, 202110 then
Private funds21 as of Mar 30, 2026
Mar 31, 202112 then
RAUM +13% over the last fiscal year+14% a year over threeIARs 0 to 0offices 1 to 2
Practice profile
derived from the filing of Mar 30, 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
- $49.8MderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +13%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
- $932M, 21 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)
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.0B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 21reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $932M for 21 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
19 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| W••••••••• C•••••• F••• I• L• | Private Equity Fund | $363M | 177 | Mar 31, 2021 |
| W••••••••• C•••••• F••• I•• L• | Private Equity Fund | $254M | 93 | Mar 26, 2024 |
| W••••••••• V• I•• L•• | Private Equity Fund | $80.6M | 56 | Oct 18, 2019 |
| W••••••••• C••••••••• I• L•• | Private Equity Fund | $39.9M | 35 | Mar 26, 2020 |
| W••• B•• C• 2•••• L•• | Private Equity Fund | $37.1M | 29 | Mar 30, 2023 |
| W••••••••• V• I• L•• | Private Equity Fund | $30.3M | 45 | Oct 18, 2019 |
| W••• Z•• C• 2•••• L•• | Private Equity Fund | $24.4M | 26 | Mar 28, 2022 |
| W••••••••• G••••• F••• I• L•• | Private Equity Fund | $23.0M | 44 | Mar 26, 2020 |
| W••••••••• G••••• F••• I•• L•• | Private Equity Fund | $16.0M | 12 | Mar 26, 2020 |
| W••• M•• C• 2•••• L•• | Private Equity Fund | $14.8M | 18 | Mar 28, 2022 |
| W••• I•• C• 2•••• L•• | Other Private Fund | $11.7M | 10 | Mar 26, 2024 |
| W••• S•• A•• 2•••• L•• | Private Equity Fund | $10.9M | 3 | Mar 30, 2023 |
| W••••••••• C•••••• F••• I• S••• L• | Private Equity Fund | $6.3M | 5 | Mar 31, 2021 |
| W••• B•• C• 2•••• L•• | Private Equity Fund | $3.2M | 17 | Mar 26, 2024 |
| W••••••••• H••••••••• I• L•• | Other Private Fund | $1.9M | 4 | Dec 4, 2017 |
| T•••• A•••••• I• L•• | Private Equity Fund | $1.6M | 5 | Dec 4, 2017 |
| W••••••••• H••••••••• I• L•• | Other Private Fund | $1.1M | 3 | Dec 4, 2017 |
| W••••••••• M•••••• F••• I• L••no longer reported | Private Equity Fund | $1.0M | 23 | Dec 4, 2017 |
| W••••••••• M•••••• F••• I• L••no longer reported | Private Equity Fund | $99,863 | 26 | Oct 18, 2019 |
Owners and control persons
Schedule A and B, latest filing
- S•••••• D••••• M•••••• · Partnercontrolsince 01/2023 · owns less than 5%
- W••••••••• A•••••• S••••••• · Partnercontrolsince 07/2018 · owns 25% to 50%
- W••••••••• S•••••• W•••••• · Partnercontrolsince 07/2018 · owns 25% to 50%
- W••••••••• W••••••• W••••• · Managing Partnercontrolsince 07/2018 · owns 25% to 50%
- S•••••• A•••• A•• · Chief Compliance Officersince 06/2020 · owns less than 5%
Related persons
Schedule D 7.A
- W••• B•• C• 2••• G•• L••pooled vehicle sponsorn
- W••• B•• C• 2••• G•• L••pooled vehicle sponsorn
- W••• I•• C• 2••• G•• L••pooled vehicle sponsorn
- W••• M•• C• 2••• G•• L••pooled vehicle sponsorn
- W••• Z•• C• 2••• G•• L••pooled vehicle sponsorn
- W••••••••• C•••••• F••• I• G• L••bankpooled vehicle sponsorn
- W••••••••• C•••••• F••• I• G• L••pooled vehicle sponsorn
- W••••••••• C••••••••• I• G• L••pooled vehicle sponsorn
- W••••••••• F••• P••••••• L••pooled vehicle sponsorn
- W••••••••• G••••• F••• I• G• L••pooled vehicle sponsorn
- W••••••••• G••••• F••• I• G• L••pooled vehicle sponsorn
- W••••••••• V• I• G• L••pooled vehicle sponsorn
- W••••••••• V• I•• G• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Dallas, TX2 employees
What changed
consecutive filings, newest first
- Accounts · 19 to 21Mar 31, 2025 to Mar 30, 2026
- Advisory employees · 10 to 12Mar 31, 2025 to Mar 30, 2026
- Pooled vehicle clients · 19 to 21Mar 31, 2025 to Mar 30, 2026
- Assets in custody · $928M to $932MMar 31, 2025 to Mar 30, 2026
- Employees · 13 to 14Mar 31, 2025 to Mar 30, 2026
- Other offices · 1 to 2Mar 31, 2025 to Mar 30, 2026
- Private funds · 19 to 21Mar 31, 2025 to Mar 30, 2026
- Discretionary RAUM · $928M to $1.0BMar 31, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $928M to $1.0BMar 31, 2025 to Mar 30, 2026
- RAUM · $928M to $1.0BMar 31, 2025 to Mar 30, 2026
- Accounts · 17 to 19Mar 26, 2024 to Mar 31, 2025
- Advisory employees · 13 to 10Mar 26, 2024 to Mar 31, 2025
- Pooled vehicle clients · 17 to 19Mar 26, 2024 to Mar 31, 2025
- Assets in custody · $610M to $928MMar 26, 2024 to Mar 31, 2025
- Employees · 14 to 13Mar 26, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 26, 2024 to Mar 31, 2025
- Private funds · 17 to 19Mar 26, 2024 to Mar 31, 2025
- Discretionary RAUM · $920M to $928MMar 26, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $920M to $928MMar 26, 2024 to Mar 31, 2025
- RAUM · $920M to $928MMar 26, 2024 to Mar 31, 2025
- Accounts · 14 to 17Nov 16, 2023 to Mar 26, 2024
- Advisory employees · 10 to 13Nov 16, 2023 to Mar 26, 2024
- Pooled vehicle clients · 14 to 17Nov 16, 2023 to Mar 26, 2024
- Assets in custody · $698M to $610MNov 16, 2023 to Mar 26, 2024
- Employees · 15 to 14Nov 16, 2023 to Mar 26, 2024
- Private funds · 14 to 17Nov 16, 2023 to Mar 26, 2024
- Discretionary RAUM · $698M to $920MNov 16, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $698M to $920MNov 16, 2023 to Mar 26, 2024
- RAUM · $698M to $920MNov 16, 2023 to Mar 26, 2024
- Advisory employees · 9 to 10Jan 12, 2023 to Mar 30, 2023
- Assets in custody · $692M to $698MJan 12, 2023 to Mar 30, 2023
- Employees · 11 to 15Jan 12, 2023 to Mar 30, 2023
- Discretionary RAUM · $692M to $698MJan 12, 2023 to Mar 30, 2023
- Pooled vehicle RAUM · $692M to $698MJan 12, 2023 to Mar 30, 2023
- RAUM · $692M to $698MJan 12, 2023 to Mar 30, 2023
- Assets in custody · $684M to $692MMar 28, 2022 to Nov 4, 2022
- Discretionary RAUM · $684M to $692MMar 28, 2022 to Nov 4, 2022
- Pooled vehicle RAUM · $684M to $692MMar 28, 2022 to Nov 4, 2022
- RAUM · $684M to $692MMar 28, 2022 to Nov 4, 2022
- Accounts · 12 to 14May 14, 2021 to Mar 28, 2022
Signals
5 dated events
- W••••••••• C•••••• M••••••••• reported RAUM $920.0M, up 32% from $698.4M (2023-11-16 to 2024-03-26)Mar 26, 2024 · RAUM change · derived
- Michael David Seider (Partner) appeared on Schedule A of W••••••••• C•••••• M•••••••••Jan 12, 2023 · Control person joined · fact
- W••••••••• C•••••• M••••••••• reported RAUM $683.8M, up 76% from $387.8M (2021-05-14 to 2022-03-28)Mar 28, 2022 · RAUM change · derived
- W••••••••• C•••••• M••••••••• reported RAUM $387.8M, up 71% from $226.4M (2020-06-22 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- W••••••••• C•••••• M••••••••• filed its initial SEC registration (Form ADV)Jun 22, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- W••••••••• C•••••• M••••••••• · Independent Sponsorsshared crd · capital_provider
- W••••••••• C•••••• M••••••••• · Private Equityshared crd · organization
- W••••••••• C•••••• M••••••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/weatherford-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- w•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (813) 443-0499reportedpublic record, Form ADV, Mar 30, 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