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A••••• I••••••••• P•••••••• L•• ••••• M•••• D•••••••••: fund on the private equity graph | DFX Data Factory

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Private equityFundunknownprivate equity fund

A••••• I••••••••• P•••••••• L•• ••••• M•••• D•••••••••

managed by A••••• Investment & Advisory

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Search this name across graphsid dfx:pe:7136a24b-8298-4eca-8e8b-12cadf9ccf03

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
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

A••••• I••••••••• P•••••••• L•• ••••• M•••• D•••••••••

Private fund · shared adv fund id

Facts

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

Manager: A••••• Investment & Advisory
Vintage: 2023 (adv_first_reported)derived
Strategy: ADV 7.B.(1) fund of funds = Y
ADV gross asset value: $1.6Mas of 2023-08-02
Peak reported GAV: $1.6M
Reporting years: 1
ADV first reported: Mar 31, 2023
LPs disclosed: 0
Placement agents: 1

Reporting history

Report year	Filed	ADV fund type	GAV	Owners
2023	Aug 2, 2023	Private Equity Fund	$1.6M	8

Relationships

Audits (1)

← Pricewaterhouse CoopersFirm
factForm ADV

Manages (1)

← A••••• Investment & AdvisoryFirmPrivate Equity Fund
Mar 31, 2023 to presentfactForm ADV

Placement agent of (1)

← A••••• Wealth Management LLCIntermediaryRelated person
Jan 1, 2023 to presentfactForm ADV

Dated events

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

Show 1 bookkeeping events

Occurred
Mar 31, 2023
A••••• I••••••••• P•••••••• L•• ••••• M•••• D••••••••• first reported on Form ADV by A••••• Investment & Advisory (Private Equity Fund), GAV $1,571,456

Provenance

Graph: Private Equity
Canonical id: dfx:pe:7136a24b-8298-4eca-8e8b-12cadf9ccf03
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.