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•••• W••• C•••••• A•••••••• L••
Latest filing Jul 16, 2026
First filing on the tape Mar 5, 2021 · 14 filings
SEC status approved since Apr 2, 2021
RAUM
$567M
reported, Item 5.F
Discretionary
85%
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
19
13 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
34
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$567M as of Jul 16, 2026
Mar 31, 2022$484M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 16, 2026
Mar 31, 20220 then
Employees (5.A)19 as of Jul 16, 2026
Mar 31, 202216 then
Private funds34 as of Jul 16, 2026
Mar 31, 202224 then
RAUM -17% over the last fiscal year-0.2% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 16, 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
- $15.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 85%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
- -17%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 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
- 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)
- 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$560M99%
- Investment companies$6.8M1.2%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 36reported
- 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
37 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| W•• G•• I••••••••• F•••• L• | Private Equity Fund | $99.2M | 2 | Jul 30, 2021 |
| W•• S• P•••••• C••••• O••••••••• L••no longer reported | Other Private Fund | $71.1M | 1 | Jul 30, 2021 |
| W•••• W••• C•••••• I••••••••• P••••••• I•• L•• | Private Equity Fund | $67.8M | 15 | Jul 30, 2021 |
| W•••• V• I••••••••• L•• | Private Equity Fund | $34.1M | 3 | Jul 30, 2021 |
| W•••• V• I••••••••• I• L•• | Private Equity Fund | $24.7M | 1 | Jul 30, 2021 |
| W•••• V• I••••••••• I•• L•• | Private Equity Fund | $24.7M | 1 | Jul 30, 2021 |
| W•••• W••• C•••••• P•••••••• L••no longer reported | Private Equity Fund | $23.9M | 1 | Mar 31, 2022 |
| W•••• W••• P•••••• E••••• P•••••••• L•• | Other Private Fund | $22.4M | 19 | Mar 30, 2023 |
| W•••• V•• L•• | Private Equity Fund | $22.0M | 28 | Jul 30, 2021 |
| W•••• V• L•• | Private Equity Fund | $21.7M | 34 | Jul 30, 2021 |
| W•••• I• I••••••••• L•• | Private Equity Fund | $18.0M | 1 | Jul 30, 2021 |
| W•••• W••• C•••••• P•••••••• L•• | Private Equity Fund | $16.9M | 1 | Mar 30, 2023 |
| W•• P•• I••••••••• H••••••• L•• | Private Equity Fund | $15.9M | 2 | Mar 30, 2023 |
| W•• C•• C•••••• L• | Private Equity Fund | $15.3M | 1 | Mar 31, 2022 |
| W•••• X• L•• | Private Equity Fund | $15.1M | 50 | Jul 30, 2021 |
| W•• G•• I••••••••• F••• I• L• | Private Equity Fund | $14.9M | 2 | Mar 30, 2023 |
| W•• C•• I••••••••• H••••••• L•• | Private Equity Fund | $14.5M | 1 | Mar 30, 2023 |
| W•••• I•• L•• | Private Equity Fund | $13.5M | 65 | Jul 30, 2021 |
| W•••• W••• P•••••• C••••• O••••••••• L• | Other Private Fund | $11.8M | 30 | Mar 31, 2022 |
| W•••• W••• P•••••• E••••• O••••••••• L• | Private Equity Fund | $11.7M | 40 | Mar 31, 2022 |
| W•••• W••• P•••••• E••••• P•••••••• L••no longer reported | Other Private Fund | $10.7M | 10 | Jul 30, 2021 |
| W•• S••• I••••• P•••••• C••••• I•••••••• L•• | Other Private Fund | $10.0M | 1 | Mar 29, 2024 |
| W•• K••• I••••••••• F••• I• L• | Private Equity Fund | $9.1M | 1 | Mar 30, 2023 |
| W•••• W••• P•••••• F••• O••••••••• L• | Other Private Fund | $7.6M | 24 | Mar 30, 2023 |
| W•••• V••• L•• | Private Equity Fund | $6.5M | 40 | Jul 30, 2021 |
| W•••• W••• P•••••• C••••• P•••••••• L•• | Other Private Fund | $5.9M | 23 | Mar 30, 2023 |
| W•••• I•• L•• | Private Equity Fund | $3.0M | 18 | Jul 30, 2021 |
| W•••• I••• L•• | Private Equity Fund | $2.6M | 10 | Jul 30, 2021 |
| W•••• W••• P•••••• C••••• P•••••••• L••no longer reported | Other Private Fund | $2.3M | 1 | Jul 30, 2021 |
| W•• S••••••• I•••••••• L•• | Private Equity Fund | $1.9M | 20 | Mar 29, 2024 |
| W•••• W••• P•••••• F••• P•••••••• L•• | Other Private Fund | $1.5M | 13 | Mar 30, 2023 |
| W•••• C•••••• L• | Private Equity Fund | $968,489 | 1 | Mar 30, 2023 |
| W•••• C•••••• L•no longer reported | Private Equity Fund | $443,250 | 1 | Mar 31, 2022 |
| W•••• V•••• L•• | Private Equity Fund | $40,300 | 6 | Jul 30, 2021 |
| W•••• W••• C•••••• M••••••••• L•• | Other Private Fund | $5,227 | 1 | Mar 30, 2023 |
| W•••• W••• C•••••• M••••••••• L••no longer reported | Other Private Fund | $0 | 1 | Jul 30, 2021 |
| W•••• W••• C•••••• I••••••••• P••••••• I• L•• | Private Equity Fund | $0 | 8 | Jul 30, 2021 |
Owners and control persons
Schedule A and B, latest filing
- D••••••••• P••••••• M•••••• · Chief Compliance Officercontrolsince 11/2024 · owns less than 5%
- D•••••• A••••••• P••• · Chief Financial Officer And Managing Directorcontrolsince 09/2020 · owns less than 5%
- A•••• E•••• P••••• · Chief Executive Officer & Managing Directorcontrolsince 09/2020 · owns F of W•••• W••• C•••••• G••••• I•••
- S•••••• J•••••••• R••••• · Chief Operating Officer & Managing Directorsince 04/2022 · owns less than 5%
Entity owners
- W•••• W••• C•••••• G••••• I••• · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- W•••• W••• C•••••• P•••••••• L••pooled vehicle sponsorn
- W•• C•• C••••• G• L••pooled vehicle sponsorn
- W•• G•• I••••••••• F••• G•• L••pooled vehicle sponsorn
- W•••• I• I••••••••• L••pooled vehicle sponsorn
- W•••• I• G•• L••pooled vehicle sponsorn
- W•••• I•• G•• L••pooled vehicle sponsorn
- W•••• I• G•• L••pooled vehicle sponsorn
- W•••• I• G•• L••pooled vehicle sponsorn
- W•••• V• G•• L••pooled vehicle sponsorn
- W•••• V• I••••••••• G•• L••pooled vehicle sponsorn
- W•••• V• G•• L••pooled vehicle sponsorn
- W•••• V• I••••••••• G•• L••pooled vehicle sponsorn
- W•••• V•• G•• L••pooled vehicle sponsorn
- W•••• X• G•• L••pooled vehicle sponsorn
- W•••• G•• L••pooled vehicle sponsorn
- W•••• G•• L••pooled vehicle sponsorn
- W•••• C••••• G• I•••pooled vehicle sponsorn
- W•••• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Chicago, IL3 employees
- Montreal, Canada1 employees
- New York, NY1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- many p•••••• funds relative to firm sizeStatic outlier · filing Jul 16, 2026private funds per $1B of RAUM of 60.0 against a peer median of 8.9 (463 comparable advisers, 98.0th percentile, 8.5 robust deviations)peers: asset managers, $500M to $1B (463) · 98% percentile
- discretionary share shiftChange between filings · filing Mar 31, 2026discretionary share of RAUM moved from 13.0% to 85.0% between the annual amendments of 2025-03-31 and 2026-03-31peers: asset managers, $500M to $1B (784)
What changed
consecutive filings, newest first
- Accounts · 35 to 36Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 33 to 34Mar 31, 2025 to Mar 31, 2026
- Private funds · 35 to 34Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $92.2M to $484MMar 31, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $594M to $82.6MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $683M to $560MMar 31, 2025 to Mar 31, 2026
- RAUM · $687M to $567MMar 31, 2025 to Mar 31, 2026
- Accounts · 34 to 35Nov 4, 2024 to Mar 31, 2025
- Pooled vehicle clients · 32 to 33Nov 4, 2024 to Mar 31, 2025
- Financial planning clients · unset to Nov 4, 2024 to Mar 31, 2025
- Private funds · 31 to 35Nov 4, 2024 to Mar 31, 2025
- Discretionary RAUM · $80.2M to $92.2MNov 4, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $556M to $594MNov 4, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $635M to $683MNov 4, 2024 to Mar 31, 2025
- RAUM · $637M to $687MNov 4, 2024 to Mar 31, 2025
- Accounts · 30 to 34Aug 9, 2023 to Mar 29, 2024
- Advisory activities · 1 to 2Aug 9, 2023 to Mar 29, 2024
- Pooled vehicle clients · 30 to 32Aug 9, 2023 to Mar 29, 2024
- Employees · 17 to 19Aug 9, 2023 to Mar 29, 2024
- Private funds · 30 to 31Aug 9, 2023 to Mar 29, 2024
- Discretionary RAUM · $71.8M to $80.2MAug 9, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $499M to $556MAug 9, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $570M to $635MAug 9, 2023 to Mar 29, 2024
- RAUM · $570M to $637MAug 9, 2023 to Mar 29, 2024
- Employees · 16 to 17Mar 30, 2023 to Aug 9, 2023
- Accounts · 24 to 30Apr 29, 2022 to Mar 30, 2023
- Advisory employees · 11 to 13Apr 29, 2022 to Mar 30, 2023
- Pooled vehicle clients · 24 to 30Apr 29, 2022 to Mar 30, 2023
- Other offices · 2 to 3Apr 29, 2022 to Mar 30, 2023
- Private funds · 19 to 30Apr 29, 2022 to Mar 30, 2023
- Discretionary RAUM · $41.0M to $71.8MApr 29, 2022 to Mar 30, 2023
- Non-discretionary RAUM · $442M to $499MApr 29, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $483M to $570MApr 29, 2022 to Mar 30, 2023
- RAUM · $483M to $570MApr 29, 2022 to Mar 30, 2023
- Private funds · 24 to 19Mar 31, 2022 to Apr 29, 2022
- Discretionary RAUM · $41.1M to $41.0MMar 31, 2022 to Apr 29, 2022
- Non-discretionary RAUM · $443M to $442MMar 31, 2022 to Apr 29, 2022
- Pooled vehicle RAUM · $484M to $483MMar 31, 2022 to Apr 29, 2022
- RAUM · $484M to $483MMar 31, 2022 to Apr 29, 2022
- Accounts · 19 to 24Dec 17, 2021 to Mar 31, 2022
Signals
5 dated events
- Rundolph Alvaro Soto (Chief Compliance Officer And Managing Director) no longer on Schedule A of W•••• W••• C•••••• A•••••••• L•• (listed 2024-07-15, absent 2024-11-04)Nov 4, 2024 · Control person left · inference
- Michael Patrick Dominguez (Chief Compliance Officer) appeared on Schedule A of W•••• W••• C•••••• A•••••••• L••Nov 4, 2024 · Control person joined · fact
- Rundolph Alvaro Soto (Chief Compliance Officer And Managing Director) appeared on Schedule A of W•••• W••• C•••••• A•••••••• L••Aug 9, 2023 · Control person joined · fact
- W•••• W••• C•••••• A•••••••• L•• reported RAUM $484.3M, up 41% from $344.3M (2021-12-17 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- W•••• W••• C•••••• A•••••••• L•• filed its initial SEC registration (Form ADV)Mar 5, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- W•••• W••• C•••••• A•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- W•••• W••• C•••••• A•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/white-wolf-capital-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- whitewolfcapital.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 305-605-8888reportedpublic record, Form ADV, Jul 16, 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