SourcingSourcing

VWH CAPITAL MANAGEMENT, LP

C21
CRD 289128·SEC 801-110899·DALLAS, TX
AUM
$3.32B
$1B+
Est. Revenue
$33.2M
@ 1% on AUM
Est. EBITDA
$10.0M
@ 30% margin
Est. Deal Value
$79.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
VWH CAPITAL MANAGEMENT, LP
CRD
289128
SEC file #
801-110899
EIN
—
DBA names
—

Economics

AUM
$3.32B
AUM band
$1B+
AUM trajectory
'20'26
$852.5M → $3.32B▲ +290%
Client mix
Pooled Investment Vehicles11

Operations

Employees (total)
28
Advisory staff (per ADV)
17
Advisory staff (5-yr trend)
'20'26
7 advisors → 17 advisors▲ +143%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/vwh-capital-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HUANG, WENYI
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
HUANG, WENYI
VAN DE BERGHE, ADAM, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
241,361
Form 5500 Compensation Trajectory 3y
2025241,361
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
241,361
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
U.s. Bank9
Jpmorgan4
E*trade4
Northern Trust2
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4695774
Trust Company Affiliate
No

People (2)

2
HUANG, WENYI
Direct Owner · 87.5%
4695774
ADAM JOSEPH VAN DE BERGHE
Executive Officer · 2.5%
5102501