I••••• C•••••••• L•••

managed by P•••••• I••••••••• A••••••• L••••••

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Search this name across graphsid dfx:pe:072c6796-c1c9-47f3-b7a0-1c8979fd43df

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: n/a to Sep 13, 2026

Across DFX

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

RIA / Wealth Managementidentity

I••••• C•••••••• L•••

Private fund · key adv fund id, key sfn formd adv, shared adv fund id

Facts

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

Manager: P•••••• I••••••••• A••••••• L••••••
Strategy: C••••••••
ADV gross asset value: $38.6Mas of 2024-11-26
Peak reported GAV: $129M
Reporting years: 7
ADV first reported: Mar 30, 2018
LPs disclosed: 0
Placement agents: 0
Attributed investments: 0

Reporting history

Report year	Filed	ADV fund type	GAV	Owners
2026	Apr 1, 2026	Private Equity Fund	$56.2M	10
2024	Nov 26, 2024	Private Equity Fund	$38.6M	10
2023	Jul 20, 2023	Private Equity Fund	$21.6M	10
2022	Sep 16, 2022	Private Equity Fund

Relationships

Audits (1)

← P••••••••• C• L••Firm
factForm ADV

Manages (1)

← P•••••• I••••••••• A••••••• L••••••FirmPrivate Equity Fund
Mar 30, 2018 to presentfactForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Mar 30, 2018
••• Locked

Provenance

Graph: Private Equity
Canonical id: dfx:pe:072c6796-c1c9-47f3-b7a0-1c8979fd43df
First observed: n/a
Last observed: Sep 13, 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.