WIL, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1GEN ISAYAMA
General Partner and CEOCRD 6309167
Contacts
1 of 1DAISUKE HARA
Senior Director of FinanceCRD 7720850
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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