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

Wbl Partners, LLC

Private Equity Fundadvised byNfc Investments, LLCmixed wealth805-5630947859IAPD
Gross asset value
$44.0M
as of Feb 6, 2026; not a fund size
Peak GAV
$48.0M
highest filing
Owners
10
beneficial owners reported
Minimum investment
n/a
as reported
Adviser and related own
20%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
20 filings
Jan 23, 2012 to Feb 6, 2026
Reporting history
one row per Form ADV filing
Gross asset value$39.3M as of Aug 12, 2024
Jan 23, 2012$18.0M then
Owners10 as of Aug 12, 2024
Jan 23, 201210 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Tennessee, United Statesreported
Clients solicited
noreported
Form D file number
none reportedreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Diversified Trust
    Memphis, Tennessee
  • Raymond James & Associates, Inc.
    Memphis, Tennessee
Across DFX
shared identifiers only
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
on the adviser's latest filing in the extractderived
Share
20%reportedadviser and related persons