Form D · Other Investment Fund

WIC Managed Volatility & Income Fund QP, LP

Gainesville, GA · CIK 0001668635

Offering snapshot reported Feb 5, 2026 · SEC filing

Reported sold
$62.2M
Indefinite offering
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 5, 2026Amendment$62,210,143No comparisonNot reportedSEC filing
Feb 5, 2025Amendment$58,910,096$0vs Feb 7, 202411SEC filing
Feb 7, 2024Amendment$58,910,096$1,553,853vs Feb 7, 202312SEC filing
Feb 7, 2023Amendment$57,356,243$1,825,216vs Feb 9, 202212SEC filing
Feb 9, 2022Amendment$55,531,027$25,998,484vs Feb 10, 202136SEC filing
Feb 10, 2021Amendment$29,532,543$4,646,715vs Feb 12, 202018SEC filing
Feb 12, 2020Amendment$24,885,828-$2,033,276vs Feb 12, 201917SEC filing
Feb 12, 2019Amendment$26,919,104-$2,296,919vs Feb 14, 201817SEC filing
Feb 14, 2018Amendment$29,216,023$9,224,021vs Feb 16, 201716SEC filing
Feb 16, 2017Amendment$19,992,002$13,992,002vs Mar 8, 201623SEC filing
Mar 8, 2016Initial$6,000,000No comparison3SEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-258825

Source: Form D, filed Feb 5, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

WIC MANAGED VOLATILITY AND INCOME FUND QP, L.P.

Investment adviser: WILLIS INVESTMENT COUNSEL INC

Gross asset value
$28.8M
Beneficial owners
12
ADV minimum commitment
$1M

Reported in Form ADV on Apr 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator BATES CARTER & CO., P.C. GAINESVILLE, Georgia, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor BAKERTILLY PEACHTREE CORNERS, Georgia, United States
Custodian PERSHING LLC NEW JERSEY, New York, United States Related to adviser: No
Prime broker PERSHING LLC NEW JERSEY, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BAKERTILLY
PCAOB 23

PERSHING LLC
SEC 8-17574 · LEI ZI8Q1A8EI8LQFJNM0D94

PERSHING LLC
CRD 7560 · SEC 8-17574

Filing source

Form ADV 2101994 · Apr 30, 2026 · Schedule D 7.B.(1), fund 805-9995335238

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
James J Kilroy Promoter
Peter D Miller Promoter
Brett M Slattery Promoter
Robert Thomas Willis Jr Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Willis Investment Counsel, Inc 710 Green Street Ne
Gainesville, GA, 30501