DFX Intelligence

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SEC-registered adviser

W•••••• P••••••• M••••••••• L••

Asset manager (funds and pooled vehicles)Needham, MassachusettsCRD 309792SEC 801-128205website IAPD

Latest filing Apr 9, 2026

First filing on the tape May 22, 2023 · 15 filings

SEC status approved since Jun 21, 2023

RAUM

$227M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

4 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

15 filings and snapshots on the tape

RAUM$227M as of Apr 9, 2026

Mar 23, 2024$275M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Apr 9, 2026

Mar 23, 20240 then

Employees (5.A)5 as of Apr 9, 2026

Mar 23, 20249 then

Private funds1 as of Apr 9, 2026

Mar 23, 20241 then

RAUM -18% over the last fiscal yearIARs 0 to 0

Practice profile

derived from the filing of Apr 9, 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: $227MderivedRAUM 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: unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year: -18%derivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: fixed fees, performance-basedreportedItem 5.E
Advisory activities: portfolio management for pooled vehiclesreportedItem 5.G
Custody: $227M, 1 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)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$227M100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 1reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $227M for 1 clientsreported
Compensation: fixed, 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

Every departure Every arrival

Private funds

1 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
W•••••• P•••••••• L•••	Hedge Fund	$275M	34	Sep 21, 2020

Owners and control persons

Schedule A and B, latest filing

N••••••••• A••••• · Founder, Portfolio Managercontrol
since 06/2020 · owns 75% or more
R••••••• T•••• A•••••••• · Chief Compliance Officer, Research Analystcontrol
since 05/2023 · owns less than 5%

Related persons

Schedule D 7.A

G•••••• I••••••••• L••
n
N•• R•••• T••••••••• L••
n
W•••••• P••••••• C•••••• L••
n
W•••••• P••••••• G•• L••
pooled vehicle sponsory

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

employee count dropChange between filings · filing Apr 9, 2026
employees (Item 5.A) moved from 10.0 to 5.0 (-50.0%) between the annual amendments of 2025-03-28 and 2026-04-09; the peer median change was 0.0% (392 comparable advisers, 2.0th percentile of changes)
peers: asset managers, $100M to $500M (392) · 2.3% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Assets in custody · $214M to $227M
Mar 30, 2026 to Apr 9, 2026
Discretionary RAUM · $214M to $227M
Mar 30, 2026 to Apr 9, 2026
Pooled vehicle RAUM · $214M to $227M
Mar 30, 2026 to Apr 9, 2026
RAUM · $214M to $227M
Mar 30, 2026 to Apr 9, 2026
Advisory employees · 8 to 4
Feb 2, 2026 to Mar 30, 2026
Assets in custody · $278M to $214M
Feb 2, 2026 to Mar 30, 2026
Employees · 10 to 5
Feb 2, 2026 to Mar 30, 2026
Discretionary RAUM · $278M to $214M
Feb 2, 2026 to Mar 30, 2026
Pooled vehicle RAUM · $278M to $214M
Feb 2, 2026 to Mar 30, 2026
RAUM · $278M to $214M
Feb 2, 2026 to Mar 30, 2026
Accounts · 2 to 1
May 8, 2024 to Mar 28, 2025
Advisory employees · 9 to 8
May 8, 2024 to Mar 28, 2025
Assets in custody · $275M to $278M
May 8, 2024 to Mar 28, 2025
Employees · 9 to 10
May 8, 2024 to Mar 28, 2025
Insurance-licensed employees · 1 to 0
May 8, 2024 to Mar 28, 2025
Financial planning clients · unset to
May 8, 2024 to Mar 28, 2025
Discretionary RAUM · $275M to $278M
May 8, 2024 to Mar 28, 2025
Pooled vehicle RAUM · $275M to $278M
May 8, 2024 to Mar 28, 2025
RAUM · $275M to $278M
May 8, 2024 to Mar 28, 2025
Assets in custody · $293M to $275M
May 7, 2024 to May 8, 2024
Discretionary RAUM · $293M to $275M
May 7, 2024 to May 8, 2024
Pooled vehicle RAUM · $293M to $275M
May 7, 2024 to May 8, 2024
RAUM · $293M to $275M
May 7, 2024 to May 8, 2024
Assets in custody · $275M to $293M
May 7, 2024 to May 7, 2024
Discretionary RAUM · $275M to $293M
May 7, 2024 to May 7, 2024
Pooled vehicle RAUM · $275M to $293M
May 7, 2024 to May 7, 2024
RAUM · $275M to $293M
May 7, 2024 to May 7, 2024
Accounts · 1 to 2
Feb 19, 2024 to Mar 23, 2024
Advisory employees · 6 to 9
Feb 19, 2024 to Mar 23, 2024
Assets in custody · $261M to $275M
Feb 19, 2024 to Mar 23, 2024
Employees · 7 to 9
Feb 19, 2024 to Mar 23, 2024
Insurance-licensed employees · 0 to 1
Feb 19, 2024 to Mar 23, 2024
Discretionary RAUM · $261M to $275M
Feb 19, 2024 to Mar 23, 2024
Pooled vehicle RAUM · $261M to $275M
Feb 19, 2024 to Mar 23, 2024
RAUM · $261M to $275M
Feb 19, 2024 to Mar 23, 2024
HQ city · unset to NEEDHAM
Jun 23, 2023 to Feb 19, 2024
HQ state · unset to MA
Jun 23, 2023 to Feb 19, 2024
Private funds · 2 to 1
May 22, 2023 to May 22, 2023

Signals

1 dated events

W•••••• P••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)
May 22, 2023 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

W•••••• P••••••• M••••••••• L•• · Venture Capital
shared crd · organization

How to reach

public business contact points only, each with its source

Website: worldlypartners.comreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 917-818-0035reportedpublic record, Form ADV, Apr 9, 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