A••••• A•••• M••••••••• L••

Private Equity

New York, NY

••• Locked

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:42d0827c-85e0-48d6-9499-f37c68d192b9

Data as of Sep 21, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 23, 2026, 4:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 40
On other graphs: 2
Observed: Sep 13, 2026 to Sep 21, 2026
20 observations

Across DFX

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

Independent Sponsorsidentity

A••••• A•••• M••••••••• L••

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

A••••• A•••• M••••••••• L••

Registered 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: $144M
Investments: 0
Active investments: 0
Size band: UNSIZEDderived••• Locked
Latest ADV filing: Feb 19, 2026
Website: ••• Locked

Relationships

Employs (12)

→ P•••••• M••••••PersonChief Executive Officer/Executive Chairman
factThe subject's own site
→ D•••• B•••••PersonCo-Founder, Principal, Head of Investment Banking
factThe subject's own site
→ R••••••• G•••••••••PersonChief Operating Officer/Chief Risk Officer
factThe subject's own site
→ C•••• K••••PersonChief Financial Officer

Dated events

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

Show 40 bookkeeping events

First seen by DFX
Sep 17, 2026
date not stated
••• Locked
First seen by DFX
Sep 17, 2026
date not stated
••• Locked
First seen by DFX
Sep 17, 2026
date not stated
••• Locked
First seen by DFX
Sep 17, 2026
date not stated
••• Locked
First seen by DFX
Sep 17, 2026
date not stated
••• Locked
First seen by DFX
Sep 17, 2026
date not stated
••• Locked

Provenance

Graph: Private Equity
Canonical id: dfx:pe:42d0827c-85e0-48d6-9499-f37c68d192b9
First observed: Sep 13, 2026
Last observed: Sep 21, 2026 33 h ago
Source families: Federal regulator filings, Firm and issuer disclosures
2 registered feeds 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.

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 work email (firm website) · as of 2026-09-17

P•••••• M••••••
Chief Executive Officer/Executive Chairman · Revealable: 1 professional profile (firm website)
D•••• B•••••
Co-Founder, Principal, Head of Investment Banking · Revealable: 1 professional profile (firm website)
R••••••• G•••••••••
Chief Operating Officer/Chief Risk Officer · Revealable: 1 professional profile (firm website)
C•••• K••••
Chief Financial Officer · Revealable: 1 professional profile (firm website)
J••• V••••••
Chief Compliance Officer/Executive Vice President · Revealable: 1 professional profile (firm website)
J•••• K•••••
President · Revealable: 1 professional profile (firm website)
T•••••• C••••••
Chief Administrative Officer · Revealable: 1 professional profile (firm website)
B••••••• P•••
General Counsel · Revealable: 1 professional profile (firm website)
T••••• M• D••••••
Head of Wealth Management · Revealable: 1 professional profile (firm website)
E••• S•••••••••
National Sales Manager · Revealable: 1 professional profile (firm website)
S•••••• C•••••••
Chief Investment Officer · Revealable: 1 professional profile (firm website)
A••• Y•••••••
Director of Global Trading · Revealable: 1 professional profile (firm website)

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan