# WGI DM, LLC

WGI DM, LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 334219
- Type: SEC-registered investment adviser
- SEC file number: 801-131865
- Location: ONE FINANCIAL CENTER, SUITE 1620, BOSTON, MA, 02111
- Phone: 617-428-4040
- Latest filing: 2026-03-27
- Regulatory AUM: $7.8B
- Discretionary AUM: $7.8B
- Clients: 6
- Accounts: 33

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| [Nina Mathur](https://search.stillhousedata.com/person/667341) | CHIEF COMPLIANCE OFFICER | Boston, MA |
| [Joshua Levering Byrne](https://search.stillhousedata.com/person/695933) | OWNER | — |
| [Jarrod James Pelletier](https://search.stillhousedata.com/person/695934) | OWNER | — |
| [MATHUR NINA](https://search.stillhousedata.com/person/857372) | CHIEF COMPLIANCE OFFICER | — |
| [PELLETIER JARROD JAMES](https://search.stillhousedata.com/person/884361) | PRINCIPAL | — |
| [BYRNE JOSHUA LEVERING](https://search.stillhousedata.com/person/884362) | PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/334219/brochure
- Similar advisers: https://search.stillhousedata.com/firm/334219/similar
- Related entities: https://search.stillhousedata.com/firm/334219/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/334219

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.