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•••••• P••••••• L•

Asset manager (funds and pooled vehicles)CRD 307669SEC 801-118293websiteIAPD
Latest filing Mar 26, 2026
First filing on the tape Feb 24, 2020 · 13 filings
SEC status approved since Mar 25, 2020
RAUM
$1.4B
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
20
14 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
11
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$1.4B as of Mar 26, 2026
Mar 29, 2021$397M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Mar 29, 20210 then
Employees (5.A)20 as of Mar 26, 2026
Mar 29, 202114 then
Private funds11 as of Mar 26, 2026
Mar 29, 20249 then
RAUM +38% over the last fiscal year+31% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 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
$130MderivedRAUM 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
+38%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
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)
  • 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$1.4B100%
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
noreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 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
      9 reported on Schedule D 7.B.(1)
      Owners and control persons
      Schedule A and B, latest filing
      • A••• J•••• J•••••• · Chief Executive Officer, Limited Partnercontrol
        since 02/2020 · owns 50% to 75%
      • C••••• H••••• H••••••• · Chief Compliance Officer, Chief Financial Officer, Limited Partnercontrol
        since 06/2020 · owns 10% to 25%
      • L•••••• R•••••• A• · Limited Partnercontrol
        since 06/2020 · owns 25% to 50%
      • A••• J•••• J•••••• · Membercontrol
        since 02/2020 · owns 50% to 75% of W•••••••• C•••••• P••••••• G• L••
      • L•••••• R•••••• A• · Membercontrol
        since 06/2020 · owns 25% to 50% of W•••••••• C•••••• P••••••• G• L••
      Entity owners
      • W•••••••• C•••••• P••••••• G• L•• · General Partner
        direct · owns less than 5%
      Related persons
      Schedule D 7.A
      • W•••••••• E•••••••• G• L••
        pooled vehicle sponsory
      • W•••••••• I•• G• L••
        pooled vehicle sponsory
      • W•••••••• I•• P••• G• L••
        pooled vehicle sponsory
      • W•••••••• I• G• L••
        pooled vehicle sponsory
      • W•••••••• I•••••• G• L••
        pooled vehicle sponsory
      Offices
      Schedule D 1.F, the 25 largest
      • Ponte Vedra Beach, FL1 employees
      What changed
      consecutive filings, newest first
      • Advisory employees · 11 to 14
        Apr 4, 2025 to Mar 26, 2026
      • Employees · 16 to 20
        Apr 4, 2025 to Mar 26, 2026
      • Discretionary RAUM · $1.0B to $1.4B
        Apr 4, 2025 to Mar 26, 2026
      • Pooled vehicle RAUM · $1.0B to $1.4B
        Apr 4, 2025 to Mar 26, 2026
      • RAUM · $1.0B to $1.4B
        Apr 4, 2025 to Mar 26, 2026
      • Advisory employees · 13 to 11
        Aug 5, 2024 to Apr 4, 2025
      • Assets in custody · 132549148.0 to unset
        Aug 5, 2024 to Apr 4, 2025
      • Custody of client assets · true to false
        Aug 5, 2024 to Apr 4, 2025
      • Employees · 15 to 16
        Aug 5, 2024 to Apr 4, 2025
      • Financial planning clients · unset to
        Aug 5, 2024 to Apr 4, 2025
      • HQ city · unset to
        Aug 5, 2024 to Apr 4, 2025
      • HQ state · unset to
        Aug 5, 2024 to Apr 4, 2025
      • Private funds · 9 to 11
        Aug 5, 2024 to Apr 4, 2025
      • Discretionary RAUM · $676M to $1.0B
        Aug 5, 2024 to Apr 4, 2025
      • Pooled vehicle RAUM · $676M to $1.0B
        Aug 5, 2024 to Apr 4, 2025
      • RAUM · $676M to $1.0B
        Aug 5, 2024 to Apr 4, 2025
      • Accounts · 9 to 11
        Mar 29, 2024 to Apr 29, 2024
      • Pooled vehicle clients · 9 to 11
        Mar 29, 2024 to Apr 29, 2024
      • Assets in custody · $544M to $133M
        Mar 29, 2024 to Apr 29, 2024
      • Discretionary RAUM · $544M to $676M
        Mar 29, 2024 to Apr 29, 2024
      • Pooled vehicle RAUM · $544M to $676M
        Mar 29, 2024 to Apr 29, 2024
      • RAUM · $544M to $676M
        Mar 29, 2024 to Apr 29, 2024
      • Accounts · 5 to 9
        Mar 31, 2023 to Mar 29, 2024
      • Advisory employees · 12 to 13
        Mar 31, 2023 to Mar 29, 2024
      • Pooled vehicle clients · 5 to 9
        Mar 31, 2023 to Mar 29, 2024
      • Assets in custody · $629M to $544M
        Mar 31, 2023 to Mar 29, 2024
      • Private funds · unset to 9
        Mar 31, 2023 to Mar 29, 2024
      • Discretionary RAUM · $629M to $544M
        Mar 31, 2023 to Mar 29, 2024
      • Pooled vehicle RAUM · $629M to $544M
        Mar 31, 2023 to Mar 29, 2024
      • RAUM · $629M to $544M
        Mar 31, 2023 to Mar 29, 2024
      • Assets in custody · $397M to $629M
        Mar 31, 2022 to Mar 31, 2023
      • Employees · 14 to 15
        Mar 31, 2022 to Mar 31, 2023
      • Discretionary RAUM · $573M to $629M
        Mar 31, 2022 to Mar 31, 2023
      • Pooled vehicle RAUM · $573M to $629M
        Mar 31, 2022 to Mar 31, 2023
      • RAUM · $573M to $629M
        Mar 31, 2022 to Mar 31, 2023
      • Accounts · 4 to 5
        Mar 29, 2021 to Mar 31, 2022
      • Pooled vehicle clients · 4 to 5
        Mar 29, 2021 to Mar 31, 2022
      • Other offices · 0 to 1
        Mar 29, 2021 to Mar 31, 2022
      • Discretionary RAUM · $397M to $573M
        Mar 29, 2021 to Mar 31, 2022
      • Pooled vehicle RAUM · $397M to $573M
        Mar 29, 2021 to Mar 31, 2022
      Signals
      7 dated events
      • W•••••••• C•••••• P••••••• L• reported RAUM $1.4B, up 38% from $1.0B (2025-04-04 to 2026-03-26)
        Mar 26, 2026 · RAUM change · derived
      • W•••••••• C•••••• P••••••• L• reported RAUM $1.0B, up 53% from $676.1M (2024-08-05 to 2025-04-04)
        Apr 4, 2025 · RAUM change · derived
      • W•••••••• C•••••• P••••••• L• reported RAUM $573.0M, up 44% from $397.1M (2021-03-29 to 2022-03-31)
        Mar 31, 2022 · RAUM change · derived
      • W•••••••• C•••••• P••••••• L• reported RAUM $397.1M, down 30% from $570.7M (2020-09-11 to 2021-03-29)
        Mar 29, 2021 · RAUM change · derived
      • Hyonyang Harry Chung (Chief Compliance Officer, Chief Financial Officer, Limited Partner) appeared on Schedule A of W•••••••• C•••••• P••••••• L•
        Jul 20, 2020 · Control person joined · fact
      • A Robert Louzan (Member) appeared on Schedule A of W•••••••• C•••••• P••••••• L•
        Jul 20, 2020 · Control person joined · fact
      • W•••••••• C•••••• P••••••• L• filed its initial SEC registration (Form ADV)
        Feb 24, 2020 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Website
      whitehawkcapital.comreportedpublic record, Form ADV, Sep 19, 2026
      Principal office phone
      (213) 441-2688reportedpublic record, Form ADV, Mar 26, 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