DFX Intelligence
WSC Heritage I, LLC
As of · the latest observation of this vehicle; each figure below carries its own filing date
Active deploymentClosed to new capitalother manager vehicleADV: Private Equity FundOutside venture scope
A private equity fund outside venture scope, shown because its manager is on the venture graph.
As of · the latest observation of this vehicle; each figure below carries its own filing date
What matters now
- -87%reported GAV
Reported gross assets fell from $8.73M to $1.16M between the Form ADV filings of 19 Mar 2024 and 7 May 2026.
The fund's assets as the adviser swears them, never its size or dry powder.
Drawing the relationship network…
Amounts, each with its basis
- Vintage
- 2022basis: form d first sale
- Target
- unknownnot announced
- First close
- unknownnever inferred from a Form D
- Final close
- unknownonly from an announcement or an LP disclosure
- Announced size
- unknown
- Form D offering
- $8.0Mwhat may be sold, not what was raised; file 021-464782, sworn by the adviser or filed under this vehicle
- Form D sold
- $8.0Mas of the filing of Nov 15, 2022, 29 investors
- First sale
- Oct 31, 2022
- Reported GAV
- $1.2Mon the Form ADV filed May 7, 2026; the fund's assets, never its size or dry powder
- Owners (ADV)
- 29
- Reported on ADV
- Mar 30, 2023 to May 7, 2026
Fundraising evidenceWhat counts as raisingA Form D offering is permission to sell, not a fund in market; an amount sold is never a close; an evergreen offering amended every year is not a raise.
Closed to new capital
Form D filed or amended 2022-11-15: the stated $8.0M offering reported fully sold (fr-1)
evidence dated Nov 15, 2022.
LifecycleActive deployment
vintage 2 to 4 years
age years: 4first sale: Oct 31, 2022vintage year: 2022adv gav as of: May 7, 2026vintage basis: Form d first saleform d sold: $8.0Mform d offering: $8.0Mform d latest filed at: Nov 15, 2022
The fund's own reporting through time
4 Form ADV filings
| Filed | Type | Gross asset value | Owners | Min. investment | Adviser-owned | Audit | |
|---|---|---|---|---|---|---|---|
| Mar 30, 2023 | Private Equity Fund | $12.0M | 1 | $1 | 0% | yes | |
| May 20, 2023 | Private Equity Fund | $4.0M | 29 | 2% | yes | ||
| Mar 19, 2024 | Private Equity Fund | $8.7M | 29 | 2% | yes | ||
| May 7, 2026 | Private Equity Fund | $1.2M | 29 | 2% |
Principals and agents
3 principals on Form D, 0 placement agents
- Howard Badger Stone II Executive Officer
- Macon Thomas Carroll Executive Officer
- WSC Heritage I GP, LLC Thomas WSC Heritage I GP, LLC Director
Service providers
1 named on Form ADV Schedule D and Form D
- AuditorCHERRY BEKAERT LLP · CHARLOTTE, North Carolina, United StatesForm ADV filed May 7, 2026 reports.adviserinfo.sec.gov
Limited partners and their reported performanceWhose numbers these areEach row is the LP’s own number: its cash flows and its valuation policy as of its reporting date, not the fund’s. Net IRR is printed only when the LP prints one. The vintage is the LP’s definition (CalPERS: year of its first cash flow; WSIB: year of its initial investment).
0 public LP reports
No public LP has reported this vehicle. The LP tape is read from public pension disclosures (see Limited partners); a fund appears here only when an LP’s report names it.
Known LPs and allocatorsWhat these amounts and dates areA commitment date prints only when the source printed one; otherwise the row carries the date of the report that listed it. A foundation’s 990-PF line is a holding at fair value on its return, never a commitment.
0 relationships, public pensions and the allocator graph, each counted once
No allocator names this vehicle in a public disclosure DFX holds: pension reports, foundation 990-PF returns or endowment disclosures.
Investments attributed to this vehicle
0
No investment attributed to this vehicle. The firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Timeline
2 events
Evidence
16 observations
Every observation on this vehicle
- Entity type: Limited Liability Company Nov 15, 2022 Fact Form D
- Form D fund type: Private Equity Fund Nov 15, 2022 Fact Form D
- Form D industry group: Pooled Investment Fund Nov 15, 2022 Fact Form D
- Amendment: false Nov 15, 2022 Fact Form D
- Revenue range (Form D): Decline to Disclose Nov 15, 2022 Fact Form D
- Incorporated: withinFiveYears Nov 15, 2022 Fact Form D
- Jurisdiction: Delaware Nov 15, 2022 Fact Form D
- Amount sold (Form D): $8.0M Nov 15, 2022 Fact Form D
- Offering amount (Form D): $8.0M Nov 15, 2022 Fact Form D
- Exemptions: 06b, 3C, 3C.1 Nov 15, 2022 Fact Form D
- First sale: 2022-10-31 Nov 15, 2022 Fact Form D
- Investors (Form D): 29 Nov 15, 2022 Fact Form D
- Minimum investment (Form D): 0 Nov 15, 2022 Fact Form D
- Securities offered: Equity, pooled Nov 15, 2022 Fact Form D
- Office address: Nov 15, 2022 Fact Form D
- Year of incorporation: 2022 Nov 15, 2022 Fact Form D
Relationships across DFX
on 2 other DFX graphs
Across the graphs
WSC Heritage I, LLC is the same institution as 2 records in Private Equity and RIA and Wealth.
Private Equity1RIA and Wealth1
DFX found 2 relationships across 2 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
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Record history
2 dated events on the change ledger, latest event first
- Fund first reported on ADV2023-03-30source on record
- Form D filed2022-11-15source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.