AUMdb

Wsc & Company, Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 289138 · SEC file 801-128198 · Charlotte, NC · WWW.WSCANDCOMPANY.COM
☆ Save with Pro ADV data as of May 07, 2026
Regulatory AUM
$320M
Discretionary
$320M
Clients
4
Avg AUM / client
$80.1M
Accounts
4
Employees
6

AUM over time

$192M $320M
May 20, 2023 May 7, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of May 07, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 4 $320M 100.0%

Private funds (5)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $204M combined gross assets

FundTypeDomicileGross assetsOwners
Wsc Search & Acquire Fund Ii, Lp Private Equity Fund Delaware $110M 73
Wsc Search & Acquire Fund I, Lp Private Equity Fund Delaware $80.6M 53
Wsc Heritage I, Llc Private Equity Fund Delaware $8.7M 29
Laurel Ridge Two, Llc Private Equity Fund Delaware $3.3M 8
Laurel Ridge One, Llc Private Equity Fund Delaware $1.5M 1

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Carroll, Macon, Thomas Manager & Cco May 2017 (9y) 50% – 75%
Stone, Howard, B Manager May 2017 (9y) 50% – 75%

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (5, $204M gross assets)

FundTypeGross assetsMin. investmentOwners
Wsc Search & Acquire Fund Ii, Lp Private Equity Fund $110M $1.0M 73
Wsc Search & Acquire Fund I, Lp Private Equity Fund $80.6M $1.0M 53
Wsc Heritage I, Llc Private Equity Fund $8.7M $0 29
Laurel Ridge Two, Llc Private Equity Fund $3.3M $0 8
Laurel Ridge One, Llc Private Equity Fund $1.5M $0 1

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/07/2026 1.84 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 07, 2026.

View current Form ADV (SEC/IAPD) ↗