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.

Private fund

Wbr, LLC

Private Equity Fundadvised byMarinerBD affiliated805-1526870544no longer reportedIAPD
Gross asset value
$557
as of Oct 21, 2024; not a fund size
Peak GAV
$3.8M
highest filing
Owners
8
beneficial owners reported
Minimum investment
$50,400
as reported
Adviser and related own
22%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
56 filings
Apr 1, 2013 to Oct 21, 2024
Reporting history
one row per Form ADV filing
Gross asset value$557 as of Oct 21, 2024
Apr 1, 2013$1.8M then
Owners8 as of Oct 21, 2024
Apr 1, 201310 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Kansas, United Statesreported
Clients solicited
yes, 0% of the adviser's clients investedreported
Form D file number
021-256021reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • National Financial Services LLC
    Boston, Massachusetts
Across DFX
shared identifiers only
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
not on the adviser's later filingsderived
Share
22%reportedadviser and related persons