PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 10:32 AM ET

Sponsor Check › Sponsor group

WM

Wic Managed Volatility

One sponsor team, 4 deal companies · Gainesville, GA

Grouped because: 6 shared people, same business address (3 issuers), similar issuer names (2) (automatic match from the filings) · not the same sponsor?

4deal companies
$337.5Mreported sold
217investors
63Form D filings
2009–2026active
0new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Feb 5, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Wic Managed Volatility is a sponsor group of 4 issuers that PartnerFacts links to one sponsor (shared people, same business address, similar issuer names; automatic match from the filings), filing 63 Form D filings between Apr 2009 and Feb 2026.

What this means One team, 4 deal companies, about 17 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $337.5M to 217 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (4). Issuers are based in GA (4).

What this means $337.5M raised across the group, about $1.56M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: James J Kilroy IV (4 issuers, executive officer, director, and promoter), Robert T Willis (4 issuers, executive officer, director, and promoter), Brett M Slattery (3 issuers, director and promoter), Peter D Miller (3 issuers, promoter), Robert G Pennington (2 issuers, promoter) and 4 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 0 new offerings in the last 12 months; latest filing Feb 5, 2026.

What this means No new raise filed in the past year.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — 17 court cases matching the name, 16 bankruptcy cases matching the name listed in Key records below.

What this means 33 records came back, including 3 court cases still open — open cases can take years and cost money. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared the newest 50 of 63 public filings for Wic Managed Volatility and found 15 differences, 4 worth asking the sponsor about: 9 offerings reported less sold on a later filing than an earlier one; 20 offerings reported fewer investors on a later filing; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Wic Managed Volatility has not run yet — it is joining a line of 55,988 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

17 cases: 3 open, 9 closed (disposition not in docket feed), 2 dismissed, 3 judgment

BranCap LLC v. Green Street Speedwagon LLC open
District Court, D. Arizona · No. 2:25-cv-04202 · Filed Nov 7, 2025
Role of BranCap LLC v. Green Street Speedwagon LLC: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in AZ (not the issuer's state)
Mario Mendoza v. The Green Street Group LLC open
District Court, C.D. California · No. 2:25-cv-06817 · Filed Jul 25, 2025
Role of Mario Mendoza v. The Green Street Group LLC: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
500 GREEN STREET ASSOCIATES, LLC v. GERBER PLUMBING FIXTURES LLC open
District Court, D. New Jersey · No. 2:25-cv-03780 · Filed May 2, 2025 · Nature of suit: 290 Real Property: Other · Cause: 28:1332 Diversity-Notice of Removal
Role of 500 GREEN STREET ASSOCIATES, LLC v. GERBER PLUMBING FIXTURES LLC: Party · Outcome: Open — no termination date on the docket (bulk snapshot 2026-09-30) Docket on CourtListener ↗
company name words appear in the caption; court in NJ (not the issuer's state)
GREEN STREET CONSULTING, LLC v. RYAN closed
District Court, E.D. Pennsylvania · No. 2:24-cv-05910 · Filed Nov 4, 2024 · Closed Dec 18, 2024 · Nature of suit: 890 Other Statutes: Other Statutory Actions · Cause: 18:1030 Federal Computer Fraud & Abuse Act
Role of GREEN STREET CONSULTING, LLC v. RYAN: Party · Outcome: Terminated 2024-12-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in PA (not the issuer's state)
Green Street Ventures, LLC v. Evanston Insurance Company closed
District Court, E.D. Louisiana · No. 2:23-cv-02361 · Filed Jul 7, 2023 · Closed Jun 18, 2024
Role of Green Street Ventures, LLC v. Evanston Insurance Company: Party · Outcome: Terminated 2024-06-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in LA (not the issuer's state)
Green Street Ventures, LLC v. Evanston Insurance Company closed
District Court, E.D. Louisiana · No. 2:23-cv-01255 · Filed Apr 13, 2023 · Closed Jun 18, 2024
Role of Green Street Ventures, LLC v. Evanston Insurance Company: Party · Outcome: Terminated 2024-06-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in LA (not the issuer's state)
Green Street Ventures, LLC v. Evanston Insurance Company closed
District Court, E.D. Louisiana · No. 2:23-cv-01249 · Filed Apr 13, 2023 · Closed Jun 18, 2024
Role of Green Street Ventures, LLC v. Evanston Insurance Company: Party · Outcome: Terminated 2024-06-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in LA (not the issuer's state)
Green Street Ventures, LLC v. Evanston Insurance Company closed
District Court, E.D. Louisiana · No. 2:23-cv-01242 · Filed Apr 12, 2023 · Closed Jun 18, 2024
Role of Green Street Ventures, LLC v. Evanston Insurance Company: Party · Outcome: Terminated 2024-06-18 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in LA (not the issuer's state)
Davenport v. Green Street Property Management, Inc. closed
District Court, S.D. California · No. 3:22-cv-01737 · Filed Nov 7, 2022 · Closed Jul 21, 2023
Role of Davenport v. Green Street Property Management, Inc.: Party · Outcome: Terminated 2023-07-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
Trustees of Green Street Monthly Meeting of Friends v. Citizens Bank, N.A. closed
District Court, E.D. Pennsylvania · No. 2:21-cv-03798 · Filed Aug 25, 2021 · Closed Jul 24, 2023 · Nature of suit: 290 Real Property: Other · Cause: 28:1332 Diversity-Breach of Contract
Role of Trustees of Green Street Monthly Meeting of Friends v. Citizens Bank, N.A.: Party · Outcome: Terminated 2023-07-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in PA (not the issuer's state)
United Food and Commercial Workers Unions and Employers Health & Welfare Fund -Atlanta v. Green Street NH, LLC dismissed
District Court, N.D. Georgia · No. 1:18-cv-03282 · Filed Jul 9, 2018 · Closed Dec 28, 2018 · Nature of suit: 791 Employee Retirement Income Security Act
Role of United Food and Commercial Workers Unions and Employers Health & Welfare Fund -Atlanta v. Green Street NH, LLC: Party · Outcome: Terminated 2018-12-28 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (GA)
v. In the Matter of Inspection of the workplace at 1402 North Green Street, Tupelo, Lee County, MS 38804 Burton Builders, Inc. closed
District Court, N.D. Mississippi · No. 1:16-mc-00002 · Filed Jun 1, 2016 · Closed Jun 30, 2016
Role of v. In the Matter of Inspection of the workplace at 1402 North Green Street, Tupelo, Lee County, MS 38804 Burton Builders, Inc.: Party · Outcome: Terminated 2016-06-30 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in MS (not the issuer's state)
FEDERAL NATIONAL MORTGAGE ASSOCIATION v. 1806 GREEN STREET ASSOCIATES, L.P. judgment
District Court, E.D. Pennsylvania · No. 2:10-cv-01312 · Filed Mar 25, 2010 · Closed Nov 1, 2010 · Nature of suit: 220 Foreclosure
Role of FEDERAL NATIONAL MORTGAGE ASSOCIATION v. 1806 GREEN STREET ASSOCIATES, L.P.: Party · Outcome: Terminated 2010-11-01 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for plaintiff Docket on CourtListener ↗
company name words appear in the caption; court in PA (not the issuer's state)
FEDERAL NATIONAL MORTGAGE ASSOCIATION v. 1806 GREEN STREET ASSOCIATES, L.P. judgment
District Court, E.D. Pennsylvania · No. 2:10-cv-01308 · Filed Mar 25, 2010 · Closed Nov 1, 2010 · Nature of suit: 220 Foreclosure
Role of FEDERAL NATIONAL MORTGAGE ASSOCIATION v. 1806 GREEN STREET ASSOCIATES, L.P.: Party · Outcome: Terminated 2010-11-01 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for plaintiff Docket on CourtListener ↗
company name words appear in the caption; court in PA (not the issuer's state)
FEDERAL NATIONAL MORTGAGE ASSOCIATION v. 1806 GREEN STREET ASSOCIATES, L.P. judgment
District Court, E.D. Pennsylvania · No. 2:10-cv-01310 · Filed Mar 25, 2010 · Closed Nov 1, 2010 · Nature of suit: 220 Foreclosure
Role of FEDERAL NATIONAL MORTGAGE ASSOCIATION v. 1806 GREEN STREET ASSOCIATES, L.P.: Party · Outcome: Terminated 2010-11-01 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for plaintiff Docket on CourtListener ↗
company name words appear in the caption; court in PA (not the issuer's state)
NATIONAL LOAN INVESTORS, LP v. GREEN STREET DISTRIBUTING CO., closed
District Court, E.D. Pennsylvania · No. · Filed Jun 18, 2004 · Closed Aug 27, 2004 · Nature of suit: 890 Other statutory actions
Role of NATIONAL LOAN INVESTORS, LP v. GREEN STREET DISTRIBUTING CO.,: Party · Outcome: Terminated 2004-08-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in PA (not the issuer's state)
NATIONAL LOAN INVESTORS, LP v. GREEN STREET DISTRIBUTING CO., INC. dismissed
District Court, E.D. Pennsylvania · No. 2:04-cv-02696 · Filed Jun 18, 2004 · Closed Jul 18, 2005 · Nature of suit: 890 Other statutory actions
Role of NATIONAL LOAN INVESTORS, LP v. GREEN STREET DISTRIBUTING CO., INC.: Party · Outcome: Terminated 2005-07-18 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in PA (not the issuer's state)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Wic Managed Volatility..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

16 cases: 16 closed (disposition not in docket feed)

167 N Green Street Tenant LLC closed
United States Bankruptcy Court, D. New Jersey · No. 23-20274 · Filed Nov 6, 2023 · Closed Aug 1, 2024
Role of 167 N Green Street Tenant LLC: Party · Outcome: Case closed 2024-08-01 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NJ (not the issuer's state)
Green Street Towing and Leasing LLC closed
United States Bankruptcy Court, W.D. Pennsylvania · No. 22-20387 · Filed Mar 4, 2022 · Closed May 19, 2022
Role of Green Street Towing and Leasing LLC: Party · Outcome: Case closed 2022-05-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in PA (not the issuer's state)
818 Green Street, LLC closed
United States Bankruptcy Court, C.D. California · No. 8:19-bk-14452 · Filed Nov 14, 2019 · Closed Jun 12, 2020
Role of 818 Green Street, LLC: Party · Outcome: Case closed 2020-06-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
818 GREEN STREET LLC closed
United States Bankruptcy Court, N.D. California · No. 19-41624 · Filed Jul 18, 2019 · Closed Nov 13, 2019
Role of 818 GREEN STREET LLC: Party · Outcome: Case closed 2019-11-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
818 Green Street LLC closed
United States Bankruptcy Court, N.D. California · No. 18-40859 · Filed Apr 13, 2018 · Closed Jun 8, 2018
Role of 818 Green Street LLC: Party · Outcome: Case closed 2018-06-08 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
Pennington v. Green Street Realty closed
United States Bankruptcy Court, C.D. Illinois · No. 15-09047 · Filed Dec 23, 2015 · Closed Mar 10, 2016
Role of Pennington v. Green Street Realty: Party · Outcome: Case closed 2016-03-10 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in IL (not the issuer's state)
Pennington v. Green Street Realty closed
United States Bankruptcy Court, C.D. Illinois · No. 15-09046 · Filed Dec 22, 2015 · Closed Apr 28, 2016
Role of Pennington v. Green Street Realty: Party · Outcome: Case closed 2016-04-28 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in IL (not the issuer's state)
Eng v. 818 Green Street LLC closed
United States Bankruptcy Court, N.D. California · No. 14-04094 · Filed Jul 31, 2014 · Closed Sep 19, 2016 · Nature of suit: 14 Recovery of money/property - other; 91 Declaratory judgment
Role of Eng v. 818 Green Street LLC: Party · Outcome: Case closed 2016-09-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
818 Green Street LLC closed
United States Bankruptcy Court, N.D. California · No. 14-42286 · Filed May 26, 2014 · Closed Dec 17, 2015
Role of 818 Green Street LLC: Party · Outcome: Case closed 2015-12-17 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
24 Green Street, LLC closed
United States Bankruptcy Court, M.D. Georgia · No. 12-53187 · Filed Nov 5, 2012 · Closed Jan 13, 2014
Role of 24 Green Street, LLC: Party · Outcome: Case closed 2014-01-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in the issuer's state (GA)
Green Street Entertainment Corp. closed
United States Bankruptcy Court, N.D. New York · No. 10-12760 · Filed Jul 23, 2010 · Closed Mar 13, 2012
Role of Green Street Entertainment Corp.: Party · Outcome: Case closed 2012-03-13 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NY (not the issuer's state)
1806 Green Street Associates, L.P. closed
United States Bankruptcy Court, E.D. Pennsylvania · No. 10-14742 · Filed Jun 8, 2010 · Closed Oct 4, 2010
Role of 1806 Green Street Associates, L.P.: Party · Outcome: Case closed 2010-10-04 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in PA (not the issuer's state)
DBSI Green Street Commons Leaseco LLC closed
United States Bankruptcy Court, D. Delaware · No. 08-12736 · Filed Nov 10, 2008 · Closed May 7, 2013
Role of DBSI Green Street Commons Leaseco LLC: Party · Outcome: Case closed 2013-05-07 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in DE (not the issuer's state)
Green Street Construction, Inc. closed
United States Bankruptcy Court, D. New Jersey · No. 06-18275 · Filed Sep 1, 2006 · Closed Oct 12, 2006
Role of Green Street Construction, Inc.: Party · Outcome: Case closed 2006-10-12 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in NJ (not the issuer's state)
Green Street Press, Inc. a California Co closed
United States Bankruptcy Court, C.D. California · No. 2:05-bk-36733 · Filed Oct 7, 2005 · Closed Mar 19, 2009
Role of Green Street Press, Inc. a California Co: Party · Outcome: Case closed 2009-03-19 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in CA (not the issuer's state)
Keith Roger Stone and Cathleen Green-Street Stone closed
United States Bankruptcy Court, D. Idaho · No. 97-00693 · Filed Mar 14, 1997 · Closed Jul 21, 1997
Role of Keith Roger Stone and Cathleen Green-Street Stone: Party · Outcome: Case closed 1997-07-21 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in ID (not the issuer's state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

15 differences found between the filings for Wic Managed Volatility — 4 worth asking about (compared the newest 50 of 63 filings on Oct 24, 2026; older filings not covered)

Note · Nov 5, 2012 – Jan 13, 2014

Bankruptcy case: 24 Green Street, LLC — filed Nov 5, 2012

United States Bankruptcy Court, M.D. Georgia docket "24 Green Street, LLC" filed Nov 5, 2012, closed Jan 13, 2014. WIC Small Cap Value Fund, L.P. (member issuer) is listed as Party ("24 Green Street, LLC"). Our match estimate: 60%.

What this means A bankruptcy filing was found. Many are old or personal and have nothing to do with the deal — but ask what it was and when it closed.

Docket · United States Bankruptcy Court, M.D. Georgia ↗WIC Small Cap Value Fund, L.P. — PartnerFacts page ↗
Sources
Worth asking · Jan 14, 2015 – Nov 9, 2021

9 offerings reported less sold on a later filing than an earlier one

Amount sold went down between filings — WIC MANAGED VOLATILITY & INCOME FUND, L.P. · Amount sold went down between filings — WIC Small Cap Value Fund, L.P. · Amount sold went down between filings — WIC Managed Volatility & Income Fund QP, LP · Amount sold went down between filings — WIC MANAGED VOLATILITY & INCOME FUND, L.P. · Amount sold went down between filings — WIC Managed Volatility & Income Fund QP, LP · and 4 more

What this means Amounts sold normally only go up. Ask the sponsor what happened on each.

Form D/A (earlier) · Nov 4, 2020 ↗Form D/A (later) · Nov 9, 2021 ↗WIC MANAGED VOLATILITY & INCOME FUND, L.P. — PartnerFacts page ↗Form D/A (earlier) · Dec 18, 2019 ↗
Sources
Worth asking · Jan 14, 2015 – Dec 11, 2025

20 offerings reported fewer investors on a later filing

Investor count went down between filings — WIC Small Cap Value Fund, L.P. · Investor count went down between filings — WIC MANAGED VOLATILITY & INCOME FUND, L.P. · Investor count went down between filings — WIC VALUE FUND L P · Investor count went down between filings — WIC Managed Volatility & Income Fund QP, LP · Investor count went down between filings — WIC Small Cap Value Fund, L.P. · and 15 more

What this means Investor counts normally only grow. Ask the sponsor what happened on each.

Form D/A (earlier) · Dec 13, 2024 ↗Form D/A (later) · Dec 11, 2025 ↗WIC Small Cap Value Fund, L.P. — PartnerFacts page ↗Form D/A (earlier) · Nov 8, 2024 ↗
Sources
Worth asking · Mar 1, 1988 – Sep 21, 2016

6 Form Ds were filed more than 15 days after the first sale

Form D filed 10,431 days after the first sale — WIC VALUE FUND L P · Form D filed 1,774 days after the first sale — WIC MANAGED VOLATILITY & INCOME FUND, L.P. · Form D filed 10,069 days after the first sale — WIC VALUE FUND L P · Form D filed 1,421 days after the first sale — WIC MANAGED VOLATILITY & INCOME FUND, L.P. · Form D filed 9,709 days after the first sale — WIC VALUE FUND L P · and 1 more

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Sep 21, 2016 ↗WIC VALUE FUND L P — PartnerFacts page ↗Form D · Nov 12, 2015 ↗WIC MANAGED VOLATILITY & INCOME FUND, L.P. — PartnerFacts page ↗
Sources
Note · Mar 1, 1988 – Sep 10, 2025

6 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — WIC VALUE FUND L P (latest filing Sep 10, 2025) · No amendment in the last 12 months on an offering that may still be open — WIC VALUE FUND L P (latest filing Sep 25, 2015) · No amendment in the last 12 months on an offering that may still be open — WIC MANAGED VOLATILITY & INCOME FUND, L.P. (latest filing Nov 24, 2014) · No amendment in the last 12 months on an offering that may still be open — WIC VALUE FUND L P (latest filing Sep 30, 2014) · No amendment in the last 12 months on an offering that may still be open — WIC MANAGED VOLATILITY & INCOME FUND, L.P. (latest filing Nov 25, 2013) · and 1 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · Sep 10, 2025 ↗WIC VALUE FUND L P — PartnerFacts page ↗Form D · Sep 25, 2015 ↗Form D · Nov 24, 2014 ↗
Sources
Worth asking · Sep 18, 2019 – Feb 5, 2026

4 people are no longer listed on a later amendment

Brett M Slattery is no longer listed on the Feb 5, 2026 amendment — WIC Managed Volatility & Income Fund QP, LP · Peter D Miller is no longer listed on the Feb 10, 2021 amendment — WIC Managed Volatility & Income Fund QP, LP · Peter D Miller is no longer listed on the Nov 4, 2020 amendment — WIC MANAGED VOLATILITY & INCOME FUND, L.P. · Peter D Miller is no longer listed on the Sep 16, 2020 amendment — WIC VALUE FUND L P

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Form D/A · Feb 5, 2025 ↗Form D/A · Feb 5, 2026 ↗Brett M Slattery — PartnerFacts page ↗WIC Managed Volatility & Income Fund QP, LP — PartnerFacts page ↗
Sources
Note · Nov 9, 2021 – Nov 9, 2022

James J Kilroy IV's role changed at WIC MANAGED VOLATILITY & INCOME FUND, L.P.: promoter → executive officer, director, promoter

The Nov 9, 2021 filing lists James J Kilroy IV as promoter; the Nov 9, 2022 Form D/A lists executive officer, director, promoter.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D/A · Nov 9, 2021 ↗Form D/A · Nov 9, 2022 ↗James J Kilroy IV — PartnerFacts page ↗WIC MANAGED VOLATILITY & INCOME FUND, L.P. — PartnerFacts page ↗
Sources
Note · Nov 9, 2021 – Nov 9, 2022

Robert T Willis's role changed at WIC MANAGED VOLATILITY & INCOME FUND, L.P.: promoter → executive officer, director, promoter

The Nov 9, 2021 filing lists Robert T Willis as promoter; the Nov 9, 2022 Form D/A lists executive officer, director, promoter.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D/A · Nov 9, 2021 ↗Form D/A · Nov 9, 2022 ↗Robert T Willis — PartnerFacts page ↗WIC MANAGED VOLATILITY & INCOME FUND, L.P. — PartnerFacts page ↗
Sources
Note · Nov 9, 2021 – Nov 9, 2022

Brett M Slattery's role changed at WIC MANAGED VOLATILITY & INCOME FUND, L.P.: promoter → director, promoter

The Nov 9, 2021 filing lists Brett M Slattery as promoter; the Nov 9, 2022 Form D/A lists director, promoter.

What this means Roles on Form D are self-reported by the issuer. A change can mean a real change in who runs the company, or just a different box ticked. Ask who makes decisions today.

Form D/A · Nov 9, 2021 ↗Form D/A · Nov 9, 2022 ↗Brett M Slattery — PartnerFacts page ↗WIC MANAGED VOLATILITY & INCOME FUND, L.P. — PartnerFacts page ↗
Sources
Note · Mar 8, 2016 – Feb 16, 2017

Minimum investment changed between filings — WIC Managed Volatility & Income Fund QP, LP

The Mar 8, 2016 filing lists a minimum of $1,000,000; the Feb 16, 2017 Form D/A lists $150,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D (earlier) · Mar 8, 2016 ↗Form D/A (later) · Feb 16, 2017 ↗WIC Managed Volatility & Income Fund QP, LP — PartnerFacts page ↗
Sources
Note · Apr 28, 2009 – Mar 8, 2016

Robert T Willis is written 3 different ways on the filings

listed as "Robert T. Willis, Jr." on 22 filings (from Apr 28, 2009), and "Robert T Willis" on 28 filings (from Nov 29, 2012), and "Robert Thomas Willis Jr" on 11 filings (from Mar 8, 2016).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Apr 28, 2009 ↗Form D/A · Nov 29, 2012 ↗Form D · Mar 8, 2016 ↗Robert T Willis — PartnerFacts page ↗
Sources
Note · Apr 28, 2009 – Jan 14, 2011

James J Kilroy IV is written 2 different ways on the filings

listed as "James J. Kilroy" on 33 filings (from Apr 28, 2009), and "James J Kilroy IV" on 30 filings (from Jan 14, 2011).

What this means Same person, written differently — a middle name or suffix left off, or spelled another way. It is normal, but check that the full legal name matches your subscription documents.

Form D · Apr 28, 2009 ↗Form D · Jan 14, 2011 ↗James J Kilroy IV — PartnerFacts page ↗
Sources
Note · Apr 28, 2009 – Dec 11, 2025

Issuer used a different name before — WIC Small Cap Value Fund, L.P.

SEC records list prior names for this filer: Green Street Fund, L.P.. The current name on file is "WIC Small Cap Value Fund, L.P.".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗WIC Small Cap Value Fund, L.P. — PartnerFacts page ↗
Sources
Note · Jan 14, 2011 – Nov 7, 2025

Issuer used a different name before — WIC MANAGED VOLATILITY & INCOME FUND, L.P.

SEC records list prior names for this filer: WIC Income Fund, L.P.. The current name on file is "WIC MANAGED VOLATILITY & INCOME FUND, L.P.".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗WIC MANAGED VOLATILITY & INCOME FUND, L.P. — PartnerFacts page ↗
Sources
Note · Oct 11, 2013 – Sep 10, 2025

Issuer used a different name before — WIC VALUE FUND L P

SEC records list prior names for this filer: WILLIS INVESTMENT PARTNERSHIP LTD. The current name on file is "WIC VALUE FUND L P".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗WIC VALUE FUND L P — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 63 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

None reported on 9 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Feb 5, 2026 D/A
WIC Managed Volatility & Income Fund QP, LP
File 021-258825
$0$0$0None listed on this filingEDGAR ↗
Dec 11, 2025 D/A
WIC Small Cap Value Fund, L.P.
File 021-130537
$0$0$0None listed on this filingEDGAR ↗
Nov 7, 2025 D/A
WIC MANAGED VOLATILITY & INCOME FUND, L.P.
File 021-251071
$0$0$0None listed on this filingEDGAR ↗
Sep 10, 2025 D/A
WIC VALUE FUND L P
File 021-271009
$0$0$0None listed on this filingEDGAR ↗
Sep 25, 2015 D
WIC VALUE FUND L P
File 021-248243
$0$0$0None listed on this filingEDGAR ↗
Nov 24, 2014 D
WIC MANAGED VOLATILITY & INCOME FUND, L.P.
File 021-228939
$0$0$0None listed on this filingEDGAR ↗
Sep 30, 2014 D
WIC VALUE FUND L P
File 021-225530
$0$0$0None listed on this filingEDGAR ↗
Nov 25, 2013 D/A
WIC MANAGED VOLATILITY & INCOME FUND, L.P.
File 021-153817
$0$0$0None listed on this filingEDGAR ↗
Oct 11, 2013 D
WIC VALUE FUND L P
File 021-204418
$0$0$0None listed on this filingEDGAR ↗

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 4 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 10:16 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Wic Managed Volatility in the sources searched.

Not found in sources searched as of Oct 24, 2026, 10:16 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026) — 1,263,035 records, loaded Oct 24, 2026, 9:34 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 1999–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:34 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗WS WIC Small Cap Value Fund, L.P.shared people, same business addressGAINESVILLE, GAPooled Investment Fund22$52,647,486
offering Indefinite · similar: $155,000–$5,250,000
62
similar: 4–27
$10,000
similar: $1,000–$100,000
2009–2025
EDGAR ↗WM WIC MANAGED VOLATILITY & INCOME FUND, L.P.shared people, same business address, similar issuer namesGAINESVILLE, GAPooled Investment Fund17$203,364,062
offering Indefinite · similar: $155,000–$5,250,000
97
similar: 4–27
$39,880
similar: $1,000–$100,000
2011–2025
EDGAR ↗WV WIC VALUE FUND L Pshared people, same business addressGAINESVILLE, GAPooled Investment Fund13$19,301,868
offering Indefinite · similar: $155,000–$5,250,000
22
similar: 4–27
$22,000
similar: $1,000–$100,000
2013–2025
EDGAR ↗WM WIC Managed Volatility & Income Fund QP, LPshared people, similar issuer namesGAINESVILLE, GAPooled Investment Fund11$62,210,143
offering Indefinite · similar: $155,000–$5,250,000
36
similar: 4–27
$150,000
similar: $1,000–$100,000
2016–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Feb 5, 2026WIC Managed Volatility & Income Fund QP, LPD/APooled Investment FundIndefinite$62,210,143
EDGAR ↗Dec 11, 2025WIC Small Cap Value Fund, L.P.D/APooled Investment FundIndefinite$52,647,486
EDGAR ↗Nov 7, 2025WIC MANAGED VOLATILITY & INCOME FUND, L.P.D/APooled Investment FundIndefinite$203,364,062
EDGAR ↗Sep 10, 2025WIC VALUE FUND L PD/APooled Investment FundIndefinite$19,301,868
EDGAR ↗Feb 5, 2025WIC Managed Volatility & Income Fund QP, LPD/APooled Investment FundIndefinite$58,910,096
EDGAR ↗Dec 13, 2024WIC Small Cap Value Fund, L.P.D/APooled Investment FundIndefinite$52,439,147
EDGAR ↗Nov 8, 2024WIC MANAGED VOLATILITY & INCOME FUND, L.P.D/APooled Investment FundIndefinite$203,361,423
EDGAR ↗Sep 12, 2024WIC VALUE FUND L PD/APooled Investment FundIndefinite$18,847,509
EDGAR ↗Feb 7, 2024WIC Managed Volatility & Income Fund QP, LPD/APooled Investment FundIndefinite$58,910,096
EDGAR ↗Dec 15, 2023WIC Small Cap Value Fund, L.P.D/APooled Investment FundIndefinite$51,144,359
EDGAR ↗Nov 8, 2023WIC MANAGED VOLATILITY & INCOME FUND, L.P.D/APooled Investment FundIndefinite$201,832,914
EDGAR ↗Sep 14, 2023WIC VALUE FUND L PD/APooled Investment FundIndefinite$18,650,323
EDGAR ↗Feb 7, 2023WIC Managed Volatility & Income Fund QP, LPD/APooled Investment FundIndefinite$57,356,243
EDGAR ↗Dec 15, 2022WIC Small Cap Value Fund, L.P.D/APooled Investment FundIndefinite$46,395,790
EDGAR ↗Nov 9, 2022WIC MANAGED VOLATILITY & INCOME FUND, L.P.D/APooled Investment FundIndefinite$201,012,211
EDGAR ↗Sep 15, 2022WIC VALUE FUND L PD/APooled Investment FundIndefinite$14,747,628
EDGAR ↗Feb 9, 2022WIC Managed Volatility & Income Fund QP, LPD/APooled Investment FundIndefinite$55,531,027
EDGAR ↗Dec 16, 2021WIC Small Cap Value Fund, L.P.D/APooled Investment FundIndefinite$16,640,043
EDGAR ↗Nov 9, 2021WIC MANAGED VOLATILITY & INCOME FUND, L.P.D/APooled Investment FundIndefinite$85,944,156
EDGAR ↗Sep 15, 2021WIC VALUE FUND L PD/APooled Investment FundIndefinite$7,797,627
EDGAR ↗Feb 10, 2021WIC Managed Volatility & Income Fund QP, LPD/APooled Investment FundIndefinite$29,532,543
EDGAR ↗Dec 17, 2020WIC Small Cap Value Fund, L.P.D/APooled Investment FundIndefinite$11,863,478
EDGAR ↗Nov 4, 2020WIC MANAGED VOLATILITY & INCOME FUND, L.P.D/APooled Investment FundIndefinite$92,705,246
EDGAR ↗Sep 16, 2020WIC VALUE FUND L PD/APooled Investment FundIndefinite$7,741,628
EDGAR ↗Feb 12, 2020WIC Managed Volatility & Income Fund QP, LPD/APooled Investment FundIndefinite$24,885,828
EDGAR ↗Dec 18, 2019WIC Small Cap Value Fund, L.P.D/APooled Investment FundIndefinite$13,905,435
EDGAR ↗Nov 5, 2019WIC MANAGED VOLATILITY & INCOME FUND, L.P.D/APooled Investment FundIndefinite$88,920,293
EDGAR ↗Sep 18, 2019WIC VALUE FUND L PD/APooled Investment FundIndefinite$5,935,272
EDGAR ↗Feb 12, 2019WIC Managed Volatility & Income Fund QP, LPD/APooled Investment FundIndefinite$26,919,104
EDGAR ↗Dec 19, 2018WIC Small Cap Value Fund, L.P.D/APooled Investment FundIndefinite$11,808,666
EDGAR ↗Nov 7, 2018WIC MANAGED VOLATILITY & INCOME FUND, L.P.D/APooled Investment FundIndefinite$103,057,092
EDGAR ↗Sep 19, 2018WIC VALUE FUND L PD/APooled Investment FundIndefinite$5,825,632
EDGAR ↗Feb 14, 2018WIC Managed Volatility & Income Fund QP, LPD/APooled Investment FundIndefinite$29,216,023
EDGAR ↗Dec 20, 2017WIC Small Cap Value Fund, L.P.D/APooled Investment FundIndefinite$12,670,961
EDGAR ↗Nov 8, 2017WIC MANAGED VOLATILITY & INCOME FUND, L.P.D/APooled Investment FundIndefinite$110,420,121
EDGAR ↗Sep 20, 2017WIC VALUE FUND L PD/APooled Investment FundIndefinite$5,530,780
EDGAR ↗Feb 16, 2017WIC Managed Volatility & Income Fund QP, LPD/APooled Investment FundIndefinite$19,992,002
EDGAR ↗Dec 23, 2016WIC Small Cap Value Fund, L.P.D/APooled Investment FundIndefinite$14,406,372
EDGAR ↗Nov 10, 2016WIC MANAGED VOLATILITY & INCOME FUND, L.P.D/APooled Investment FundIndefinite$108,947,631
EDGAR ↗Sep 21, 2016WIC VALUE FUND L PDPooled Investment FundIndefinite$5,416,454
EDGAR ↗Mar 8, 2016WIC Managed Volatility & Income Fund QP, LPDPooled Investment FundIndefinite$6,000,000
EDGAR ↗Dec 31, 2015WIC Small Cap Value Fund, L.P.D/APooled Investment FundIndefinite$14,187,318
EDGAR ↗Nov 12, 2015WIC MANAGED VOLATILITY & INCOME FUND, L.P.DPooled Investment FundIndefinite$106,725,583
EDGAR ↗Sep 25, 2015WIC VALUE FUND L PDPooled Investment FundIndefinite$5,485,073
EDGAR ↗Jan 14, 2015WIC Small Cap Value Fund, L.P.D/APooled Investment FundIndefinite$20,467,859
EDGAR ↗Nov 24, 2014WIC MANAGED VOLATILITY & INCOME FUND, L.P.DPooled Investment FundIndefinite$123,357,718
EDGAR ↗Sep 30, 2014WIC VALUE FUND L PDPooled Investment FundIndefinite$4,809,241
EDGAR ↗Jan 23, 2014WIC Small Cap Value Fund, L.P.D/APooled Investment FundIndefinite$19,879,204
EDGAR ↗Nov 25, 2013WIC MANAGED VOLATILITY & INCOME FUND, L.P.D/APooled Investment FundIndefinite$92,720,389
EDGAR ↗Oct 11, 2013WIC VALUE FUND L PDPooled Investment FundIndefinite$3,470,070
EDGAR ↗Jan 23, 2013WIC Small Cap Value Fund, L.P.D/APooled Investment FundIndefinite$14,264,358
EDGAR ↗Nov 29, 2012WIC MANAGED VOLATILITY & INCOME FUND, L.P.D/APooled Investment FundIndefinite$74,332,965
EDGAR ↗Dec 13, 2011WIC MANAGED VOLATILITY & INCOME FUND, L.P.D/APooled Investment FundIndefinite$39,181,220
EDGAR ↗Jun 9, 2011WIC MANAGED VOLATILITY & INCOME FUND, L.P.D/APooled Investment FundIndefinite$23,142,312
EDGAR ↗Apr 19, 2011WIC Small Cap Value Fund, L.P.D/APooled Investment FundIndefinite$13,530,894
EDGAR ↗Jan 14, 2011WIC MANAGED VOLATILITY & INCOME FUND, L.P.DPooled Investment FundIndefinite$6,179,457
EDGAR ↗Jul 12, 2010WIC Small Cap Value Fund, L.P.D/APooled Investment FundIndefinite$11,456,713
EDGAR ↗Aug 31, 2009WIC Small Cap Value Fund, L.P.D/APooled Investment FundIndefinite$9,445,646
EDGAR ↗Aug 17, 2009WIC Small Cap Value Fund, L.P.D/APooled Investment FundIndefinite$7,635,174
EDGAR ↗Jun 24, 2009WIC Small Cap Value Fund, L.P.D/APooled Investment FundIndefinite$3,042,184
EDGAR ↗Jun 2, 2009WIC Small Cap Value Fund, L.P.D/APooled Investment FundIndefinite$1,670,000
EDGAR ↗May 26, 2009WIC Small Cap Value Fund, L.P.D/APooled Investment FundIndefinite$570,000
EDGAR ↗Apr 28, 2009WIC Small Cap Value Fund, L.P.DPooled Investment FundIndefinite$100,000

Activity: 0 new offerings in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Feb 5, 2026. Industry history, as reported on each offering's latest filing: All 9 offerings reported: Pooled Investment Fund (2009–2016).

People across the group

NameRolesIssuers hereFirst → last listed
JK James J Kilroy IVPromoter, Executive Officer, Director4Apr 28, 2009 → Feb 5, 2026
RW Robert T WillisPromoter, Executive Officer, Director4Apr 28, 2009 → Feb 5, 2026
BS Brett M SlatteryDirector, Promoter3Sep 16, 2020 → Nov 7, 2025
PM Peter D MillerPromoter3Oct 11, 2013 → Feb 12, 2020
WS Wendell M. StarkePromoter2Apr 28, 2009 → Jan 23, 2013
RP Robert G PenningtonPromoter2Apr 28, 2009 → Dec 13, 2011
PW Pamela Burdett WillisPromoter1Jan 14, 2011 → Jan 14, 2011
PW Pamela Burdett WillisPromoter1Apr 28, 2009 → Jul 12, 2010
JS Julie A. SkaggsPromoter1Apr 28, 2009 → Jul 12, 2010

Business registration (state registry / Secretary of State)

None of the 4 issuers has a record in the registries searched.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); KY (Kentucky Secretary of State — Business Entity Search (sosbes.sos.ky.gov), searched by issuer name, data as of Oct 24, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

Searched SEC Form ADV bulk data (registered + exempt reporting advisers) (24,962 records as of Oct 2, 2026, 8:00 AM ET) — nothing matched Wic Managed Volatility.

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Wic Managed Volatility as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Wic Managed Volatility's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #54,605 of 374,652 in line (1,386 issuers searched so far). One-tap searches: Look further ↓

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