U•••• L••• P• P••••••• L••

managed by L••••••• D•••• M••••••••• L••

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:0d21f829-8542-40c3-84f9-c7848fd051cf

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:10 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

U•••• L••• P• P••••••• L••

Private fund · shared adv fund id

Facts

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

Manager: L••••••• D•••• M••••••••• L••
ADV gross asset value: $21.9Mas of 2024-03-20
Peak reported GAV: $21.9M
Reporting years: 3
ADV first reported: Mar 10, 2022
LPs disclosed: 0
Placement agents: 0
Attributed investments: 0

Reporting history

Report year	Filed	ADV fund type	GAV	Owners
2024	Mar 20, 2024	Private Equity Fund	$21.9M	17
2023	May 1, 2023	Private Equity Fund	$21.7M	17
2022	Mar 10, 2022	Private Equity Fund	$10.2M	17

Relationships

Audits (1)

← Forvis LLPFirm
factForm ADV

Manages (1)

← L••••••• D•••• M••••••••• L••FirmPrivate Equity Fund
Mar 10, 2022 to presentfactForm ADV

Dated events

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

Show 1 bookkeeping events

Occurred
Mar 10, 2022
U•••• L••• P• P••••••• L•• first reported on Form ADV by L••••••• D•••• M••••••••• L•• (Private Equity Fund), GAV $10,225,000

Provenance

Graph: Private Equity
Canonical id: dfx:pe:0d21f829-8542-40c3-84f9-c7848fd051cf
First observed: n/a
Last observed: Sep 13, 2026 8 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.