G••••• C••••••• L••

P•••••• Equity

Atlanta, GA

••• 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:5f0a0f73-bd78-4852-b270-f843f56b8b28

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 22, 2026, 8:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 74
Dated events: 21
On other graphs: 1
Observed: Sep 13, 2026 to Sep 17, 2026
24 observations

Across DFX

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

RIA / Wealth Managementidentity

G••••• C••••••• L••

Registered adviser · shared crd

Facts

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

Funds: 6
PE funds: 6
Vintages: 2017 to 2022
PE GAV, 2024 filing: $141M••• Locked
Regulatory AUM: $2.7B
Investments: 35
Active investments: 0
Size band: LOWER MIDDLE MARKETderived••• Locked
Stated sectors: financial_services

Funds

Fund	Vintage	L•••cycle	ADV type	Form D sold	GAV	LPs
T•••••••• I••••• Q•• L•	2022	Early deployment	P•••••• Equity Fund	n/a	$16.7M	0
T•••••••• G•••••• L•	2022	Unknown	P•••••• Equity Fund	n/a	$20.4M	0

Investments

Company	State	Role	Control	Invested	Exited	Status
F•••••••• p•••••••	n/a	unknown	unknown	n/a	n/a	unknown
I••••••••• M•••••••••	n/a	unknown	unknown	n/a	n/a	unknown

Relationships

Employs (22)

→ J•••• A•••••••PersonSenior Wealth Advisor
factThe subject's own site
→ R•••• A•••••••PersonSenior Wealth Advisor
factThe subject's own site
→ G•••••• A••••••PersonRegional Vice President
factThe subject's own site
→ J••••••• A••••PersonSenior Wealth Advisor

Dated events

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

Occurred
Sep 14, 2026
Firm news
••• Locked
The subject's own siteobserved 5 days ago
Occurred
May 31, 2024
Person left
••• Locked
Form ADVobserved 9 days ago
Occurred
Feb 1, 2023
Person joined
••• Locked
Form ADVobserved 9 days ago
Occurred
Dec 13, 2022

Provenance

Graph: Private Equity
Canonical id: dfx:pe:5f0a0f73-bd78-4852-b270-f843f56b8b28
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 5 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 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 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

J•••• A•••••••
Senior Wealth Advisor · Revealable: 1 professional profile (firm website)
R•••• A•••••••
Senior Wealth Advisor · Revealable: 1 professional profile (firm website)
G•••••• A••••••
Regional Vice President · Revealable: 1 professional profile (firm website)
J••••••• A••••
Senior Wealth Advisor · Revealable: 1 professional profile (firm website)
R••••• A•••••
Associate Wealth Advisor · Revealable: 1 professional profile (firm website)
N•••••• A••••••
Manager, Client Service · Revealable: 1 professional profile (firm website)
K•••• A••••
Senior Wealth Advisor · Revealable: 1 professional profile (firm website)
J••• A•••••••
Senior Wealth Advisor · Revealable: 1 professional profile (firm website)
K•••••• A••••
Client Service S••••••ist · Revealable: 1 professional profile (firm website)
D••••• A•••••••
Client Service S••••••ist · Revealable: 1 professional profile (firm website)
W••• A••••
Associate Wealth Advisor · Revealable: 1 professional profile (firm website)
J••••••• A••••
Senior Wealth Advisor · Revealable: 1 professional profile (firm website)
W••• A••••
Senior Wealth Advisor · Revealable: 1 professional profile (firm website)

Also named here, with no published line of their own (reach them through the firm): N••• D•••• C••••••• (President), T••• S• J•••• (Chief Investment Officer), H••• a• M•••••• (Managing Director), A••••• E••• C••••••• (Chief O•••••••• Officer / Chief Compliance Officer).

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