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Private Equity

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Data as of Sep 21, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 23, 2026, 5:42 PM UTC and rebuilt at most every 15 minutes.

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

Across DFX

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

RIA / Wealth Managementidentity

T••••••• F•••

Registered adviser · key_crd, 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: $217M
Investments: 0
Active investments: 0
Size band: UNSIZEDderived••• Locked
Latest ADV filing: Jul 30, 2026
Website: ••• Locked

Relationships

Firm member (1)

→ T••••••• F•••Firmadviser
factDFX's own graph

Dated events

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

Show 1 bookkeeping event

Occurred
Jun 26, 2026
••• Locked

Provenance

Graph: Private Equity
Canonical id
First observed: Sep 13, 2026
Last observed: Sep 21, 2026 41 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.