Wil, LLC

RIASEC RegisteredEst. 2022
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$288M
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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Gen Isayama

    Gen Isayama

    General Partner and CEOCRD 6309167

Contacts

1 of 1
  • Daisuke Hara

    Daisuke Hara

    Senior Director of FinanceCRD 7720850

Wealth teams

FINTRX

Newly hired reps

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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