DFX Intelligence

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Private equityFirmhybrid manager · probableunsized

W••••• A•••• F•••••• M••••••••• L••

Private Equity

Coconut Creek, FL

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Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 1
On other graphs: 2
Observed: Sep 13, 2026 to Sep 14, 2026
8 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

W••••• A•••• F•••••• M••••••••• L••

Capital provider to sponsors · key_crd, key_sfn_adviser, shared_crd

RIA / Wealth Managementidentity

W••••• A•••• F•••••• M••••••••• L••

Registered adviser · key_crd, key_sfn_adviser, shared_crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 0
PE funds: 0
Regulatory AUM: $349M
Investments: 0
Active investments: 0
Size band: UNSIZEDderived••• Locked
Latest ADV filing: Mar 30, 2026

Relationships

No published relationship touches this entity yet.

Dated events

Order

Occurred
17 Dec 2025
New adviser on SEC roster
••• Locked
Form ADV

Provenance

Graph: Private Equity
Canonical id
First observed: Sep 13, 2026
Last observed: Sep 14, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.