DFX Intelligence

N••• • P•••• L••• A•••••••: company on the private equity graph | DFX Data Factory

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Private equityCompanyadd-on

N••• • P•••• L••• A•••••••

financial_services

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Search this name across graphsid dfx:pe:1a581c9e-fd90-4ab6-99ba-f12b0a9099a5

Data as of Sep 19, 2026 (this record's last observation) from Sworn filings; Announcements; Limited partners. Page built Sep 22, 2026, 7:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 4
On other graphs: 0
Observed: Sep 17, 2026 to Sep 19, 2026
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Owners: L•••, L•••
Owned since: Dec 6, 2024
Industry: financial_services
Add-ons on file: 0••• Locked
Transactions: 4
Investors: 2

Transactions

Announced	Type	Headline	EV	Basis
Dec 6, 2024	Add on acquisition	N••• • P•••• L••• A••••••• Announces Partnership with A••••• W••••• M•••••••••, a Southern California RIA Specializing in Multigenerational Families	n/a	n/a
Oct 13, 2024	Exit strategic sale	N••• • P•••• L••• A••••••• Joins Forces with Platte River Wealth Advisors, Expanding Mountain Region Presence & UHNW Offering	n/a	n/a

Investors

Investor	Class	Role	Control	Invested	Status
L•••	Fund of funds	Add on	control	Dec 6, 2024	active
L•••	Fund of funds	unknown	unknown	Dec 6, 2024	active

Relationships

Invested in (1)

← L•••FirmAdd on
Dec 6, 2024 to presentfactNews and newswire

Add on of (1)

→ A••••• W••••• M••••••••• L••Firm
Dec 6, 2024 to presentfactNews and newswire

Dated events

Occurred
Dec 6, 2024
Transaction announced
N••• • P•••• L••• A••••••• Announces Partnership with A••••• W••••• M•••••••••, a Southern California RIA Specializing in Multigenerational Families
L•••News and newswireobserved 5 days ago
Occurred
Dec 6, 2024
Add-on acquired
N••• • P•••• L••• A••••••• Announces Partnership with A••••• W••••• M•••••••••, a Southern California RIA Specializing in Multigenerational Families
News and newswireobserved 5 days ago
Occurred
Oct 13, 2024
Transaction announced
N••• • P•••• L••• A••••••• Joins Forces with Platte River Wealth Advisors, Expanding Mountain Region Presence & UHNW Offering

Provenance

Graph: Private Equity
Canonical id: dfx:pe:1a581c9e-fd90-4ab6-99ba-f12b0a9099a5
First observed: Sep 17, 2026
Last observed: Sep 19, 2026 3 days ago
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.