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Wl Ross & Co. LLC

● SEC registered since 2007CRD 141854SEC# 801-67779Dallas, TX
Export (members)
Ranks #4,986 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$224.6M
Fund GAV
$224.6M
Private funds
3
Employees
9
Accounts
4
Location
Dallas, TX

Wl Ross & Co. LLC assets under management

Wl Ross & Co. LLC operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2007. It reports $224.6 million in regulatory assets under management and employs 9 people. Wl Ross & Co. LLC manages 3 private funds with combined gross assets of $224.6 million, including Transportation Recovery Fund L.P. By regulatory assets, it ranks 4,986 of 6,004 private fund managers.

Wl Ross & Co. LLC private funds

3 funds · $224.6M GAV
FundTypeGross assetsMin.
Transportation Recovery Fund L.P.Private Equity$211.8M$10M
Wlr Recovery Fund V Dss Aiv, L.P.Private Equity$10.3M$1M
Wlr Navig8 Co-Investment, L.P.Private Equity$2.5M

Wl Ross & Co. LLC owners & executives

12 reported
NameTitleOwnershipSince
Antonio Michael Reina ControlSecretaryUnder 5%2021
Courtney Ryan Popelka ControlChief Financial OfficerUnder 5%2024
Invesco Private Capital, Inc. ControlSole MemberOver 75%2006
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Frequently asked questions

How much does Wl Ross & Co. LLC manage?

Wl Ross & Co. LLC reports $224.6 million in regulatory assets under management on its Form ADV.

How many private funds does Wl Ross & Co. LLC manage?

Wl Ross & Co. LLC manages 3 private funds with combined gross assets of $224.6 million.

How many employees does Wl Ross & Co. LLC have?

Wl Ross & Co. LLC reports 9 employees.

Where is Wl Ross & Co. LLC located?

Wl Ross & Co. LLC is based in Dallas, TX and has been SEC-registered since 2007.

Does Wl Ross & Co. LLC disclose fund performance?

Wl Ross & Co. LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2300 North Field Street, Suite 1200, Dallas, TX 75201
Phone972-715-7400
Office hours9:00a.m. To 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyYes

Regulatory AUM

$224.6M▼ 50%
Mar '25 — $450.8MApr '25 — $450.8MMay '25 — $450.8MJun '25 — $450.8MJul '25 — $450.8MAug '25 — $450.8MSep '25 — $450.8MOct '25 — $450.8MNov '25 — $450.8MDec '25 — $450.8MJan '26 — $450.8MFeb '26 — $450.8MMar '26 — $224.6MApr '26 — $224.6MMay '26 — $224.6MJun '26 — $224.6M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
AUM vs fund managersTop 83%
Larger than 17% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 43%
More than 57% of 16,825 advisers

Assets under management

$224.6Mregulatory AUM
Discretionary $224.6M

Service providers

Auditor