N••• I• •••••••• L•••

managed by S••••••• A•••• M••••••••• I•••

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Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
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

N•• E••••••• M•••••• O••••••••• F••• I• L•••

Private fund · same ADV private fund id

Facts

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

Manager: S••••••• A•••• M••••••••• I•••
Vintage: 2014 (first reported on Form ADV)derived
ADV gross asset value: $32.8Mas of 2021-03-30
Peak reported GAV: $37.0M
Reporting years: 8
ADV first reported: Mar 31, 2014
LPs disclosed: 0
Placement agents: 2
Attributed investments: 0

Reporting history

Report year	Filed	ADV fund type	GAV	Owners
2021	Mar 30, 2021	Private Equity Fund	$32.8M	20
2020	Jun 24, 2020	Private Equity Fund	$4.7M	20
2019	Nov 12, 2019	Private Equity Fund	$9.2M	20
2018	Mar 27, 2018	Private Equity Fund

Relationships

Manages (1)

← S••••••• A•••• M••••••••• I•••FirmPrivate Equity Fund
Mar 31, 2014 to presentfactForm ADV

Placement agent of (2)

← S•••• S••••• G••••• A••••••• L••••••IntermediaryRelated person
Jan 1, 2014 to presentfactForm ADV
← I•••• C••••••IntermediaryThird party
Jan 1, 2014 to presentfactForm ADV

Dated events

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

Order

Only bookkeeping events name this entity; they are folded below.

Show 2 bookkeeping events

Occurred
Mar 31, 2022
••• Locked
Occurred
Mar 31, 2014
••• Locked

Provenance

Graph: Private Equity
Canonical id
First observed: n/a
Last observed: Sep 13, 2026 10 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.