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

Wfs Angels LP

Venture Capital Fundadvised byWarren Financial Serviceformer805-3643202866no longer reportedIAPD
Gross asset value
$129,928
as of Mar 6, 2019; not a fund size
Peak GAV
$201,500
highest filing
Owners
8
beneficial owners reported
Minimum investment
$10,000
as reported
Adviser and related own
31%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
7 filings
Mar 5, 2015 to Mar 6, 2019
Reporting history
one row per Form ADV filing
Gross asset value$129,928 as of Mar 6, 2019
Mar 5, 2015$201,500 then
Owners8 as of Mar 6, 2019
Mar 5, 20158 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Pennsylvania, United Statesreported
Clients solicited
noreported
Form D file number
021-239171reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Millennium Trust Company
    Oak Brook, Illinois
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
31%reportedadviser and related persons