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Tax Planning & Strategy

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:742235d2-c1f7-42d9-84da-828eea9aaadc

Data as of Sep 17, 2026 (this record's last observation) from Sworn filings; Announcements; Limited partners. Page built Sep 18, 2026, 11:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 17, 2026 to Sep 17, 2026
5 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Owners: Neirg Wealth Management, LLC, Kovitz Investment Group, LLC, Interocean Capital, LLC, The Colony Group, LLC, Gratus Capital, LLC
Add-ons on file: 0add-on transactions linked to this company on the graph
Transactions: 0
Investors: 5

Investors

Investor	Class	Role	Control	Invested	Status
Neirg Wealth Management, LLC	Fund of funds	unknown	unknown	n/a	unknown
Kovitz Investment Group, LLC	Candidate PE	unknown	unknown	n/a	unknown
Interocean Capital, LLC	Buyout	unknown	unknown	n/a	unknown
The Colony Group, LLC	Fund of funds	unknown	unknown	n/a	unknown
Gratus Capital, LLC	Fund of funds	unknown	unknown	n/a	unknown

Relationships

Invested in (5)

← Interocean Capital, LLCFirmunknown
factThe subject's own site
← Kovitz Investment Group, LLCFirmunknown
factThe subject's own site
← Neirg Wealth Management, LLCFirmunknown
factThe subject's own site
← Gratus Capital, LLCFirmunknown
factThe subject's own site
← The Colony Group, LLCFirmunknown
factThe subject's own site

Dated events

No dated event names this entity yet.

Provenance

Graph: Private Equity
Canonical id: dfx:pe:742235d2-c1f7-42d9-84da-828eea9aaadc
First observed: Sep 17, 2026
Last observed: Sep 17, 2026 33 h ago
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.

Tax Planning & Strategy

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:742235d2-c1f7-42d9-84da-828eea9aaadc

Data as of Sep 17, 2026 (this record's last observation) from Sworn filings; Announcements; Limited partners. Page built Sep 18, 2026, 11:52 PM UTC and rebuilt at most every 15 minutes.

Investor

Class

Role

Control

Invested

Status

Neirg Wealth Management, LLC

Fund of funds

unknown

n/a

unknown

Kovitz Investment Group, LLC

Candidate PE

unknown

n/a

unknown

Interocean Capital, LLC

Buyout

unknown

n/a

unknown

The Colony Group, LLC

Fund of funds

unknown

n/a

unknown

Gratus Capital, LLC

Fund of funds

unknown

n/a

unknown