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 is a limited liability company that registered with the SEC in 2022 and operates as a combined private equity and venture capital manager. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles; it also acts as sponsor, general partner and managing member of those vehicles. Ownership is held by an individual and the firm’s compensation model combines a percentage-of-AUM fee with performance-based fees. Wil, LLC does not identify itself as an active ESG investor and is not listed as a multi-state or related adviser in the provided data.
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 1
Gen Isayama
General Partner and CEOCRD 6309167
Contacts
1 of 1
Daisuke 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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