WIL, LLC

RIASEC RegisteredEst. 2022
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$283M
Accounts
8
Employees
45
Advisory reps
2

Firm details

Headquarters
PALO ALTO, California
CRD number
170737
Registered since
April 27, 2022
Website
wilab.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Wil, LLC operates as a manager focused on private-market investing, organized as a limited liability company and registered with the SEC in 2022. The firm targets institutional clients and acts as sponsor, general partner and managing member for pooled investment vehicles. Its mandate centers on venture capital and private equity strategies, with portfolio management duties concentrated in pooled funds rather than separately managed accounts. Wil, LLC charges a combination of AUM-based fees and performance fees, and it does not position itself as an active ESG investor. Investment activity concentrates on early- to growth-stage equity and private placements where the firm can take sponsor or GP roles. That orientation explains a relatively small visible public markets footprint compared with the firm’s overall balance sheet: most economic exposure is held in private funds and direct private investments rather than broadly traded equities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • GEN ISAYAMA

    General Partner and CEOCRD 6309167

Contacts

1 of 1
  • DAISUKE HARA

    Senior Director of FinanceCRD 7720850

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
636 Waverley St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth