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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Private fund

C••• B•••••••

Private Equity Fundadvised byC• W••••• A••••••• L••independent RIA805-6892969388IAPD
Gross asset value
$934,758
as of Mar 24, 2026; not a fund size
Peak GAV
$3.6M
highest filing
Owners
13
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
31%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
25 filings
Mar 28, 2014 to Mar 24, 2026
Reporting history
one row per Form ADV filing
Gross asset value$1.5M as of Jul 17, 2024
Mar 28, 2014$3.2M then
Owners13 as of Jul 17, 2024
Mar 28, 20149 then
Structure
Exclusion
3(c)(7), qualified purchasersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Ohio, United Statesreported
Clients solicited
noreported
Form D file number
021-183660reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Bny Mellon Wealth Management
    Boston, Massachusetts
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
31%reportedadviser and related persons