WGI DM, LLC
CRD #334219 SEC #801-131865 BOSTON, MA 617-428-4040
SEC Registered Private Funds
Total AUM
$4.2B
Discretionary
$4.2B
Employees
7
Clients
--
Accounts
27
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 9, 2025
- Branch Offices
- 0
- LEI
- 254900OHTU9XOLEXQR20
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MATHUR, NINA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MATHUR, NINA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MATHUR, NINA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MATHUR, NINA | I | CHIEF COMPLIANCE OFFICER | NA | |
| MATHUR, NINA | I | CHIEF COMPLIANCE OFFICER | NA | |
| ARALAN CAPITAL, LLC | DE | MAJORITY OWNER | E | Control |
| ARALAN CAPITAL, LLC | DE | MAJORITY OWNER | E | Control |
| ARALAN CAPITAL, LLC | DE | MAJORITY OWNER | E | Control |
| BYRNE, JOSHUA, LEVERING | I | PRINCIPAL | C | Control |
| BYRNE, JOSHUA, LEVERING | I | PRINCIPAL | C | Control |
| PELLETIER, JARROD, JAMES | I | PRINCIPAL | C | Control |
| PELLETIER, JARROD, JAMES | I | PRINCIPAL | C | Control |
| WESTWOOD GLOBAL INVESTMENTS | DE | MINORITY OWNER | B | |
| WESTWOOD GLOBAL INVESTMENTS | DE | MINORITY OWNER | B | |
| WESTWOOD GLOBAL INVESTMENTS | DE | MINORITY OWNER | B | |
| WESTWOOD GLOBAL INVESTMENTS | DE | MINORITY OWNER | B | |
| WESTWOOD GLOBAL INVESTMENTS | DE | MINORITY OWNER | B |
Registrations
Federal
IA
Apr 9, 2025 REGISTERED
Notice Filings (2)
MA TX
Address
ONE FINANCIAL CENTERSUITE 1620
BOSTON, MA 02111
United States
Phone: 617-428-4040