E••••••• P•••••••• L•••

Private Equity

New York, NY

••• Locked

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Search this name across graphs

Data as of Sep 21, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 24, 2026, 6:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 31
Dated events: 2
On other graphs: 2
Observed: Sep 13, 2026 to Sep 21, 2026
22 observations

Across DFX

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

RIA / Wealth Managementidentity

E••••••• P•••••••• L•••

Registered adviser · same CRD, same SEC file number

Independent Sponsorsidentity

E••••••• P•••••••• L•••

Capital provider to sponsors · same CRD, same SEC file number

Facts

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

Funds: 0
PE funds: 0
Regulatory AUM: $950M
Investments: 7
Active investments: 7
Size band: UNSIZEDderived••• Locked
Stated sectors: Real estate
Latest ADV filing: Mar 27, 2026
Website: ••• Locked

Investments

Company	State	Role	Control	Invested	Exited	Status
C•••••••	n/a	unknown	unknown	n/a	n/a	active
E••••••• S•••	n/a	unknown	unknown	n/a	n/a	active

Relationships

Employs (24)

→ B•••• R•••PersonCEO & Chair of the Board
factThe subject's own site
→ A••• B•••••PersonAccounting Manager
factThe subject's own site
→ M•••••• B•••••••PersonAssociate, Investments
factThe subject's own site
→ P••• C•••PersonManaging Director, Data Science & AI

Dated events

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

Order

Occurred
4 Mar 2025
New adviser on SEC roster
••• Locked
Form ADV

Show 1 bookkeeping event

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

Provenance

Graph: Private Equity
Canonical id
First observed: Sep 13, 2026
Last observed: Sep 21, 2026 2 days 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

B•••• R•••
CEO & Chair of the Board · Revealable: 1 professional profile (firm website)
A••• B•••••
Accounting Manager · Revealable: 1 professional profile (firm website)
M•••••• B•••••••
Associate, Investments · Revealable: 1 professional profile (firm website)
P••• C•••
Managing Director, Data Science & AI · Revealable: 1 professional profile (firm website)
K••••• C••••••
Associate, Investments · Revealable: 1 professional profile (firm website)
D•••• C••••
Managing Director, Investments · Revealable: 1 professional profile (firm website)
M••••• C•••••
Associate, Investments · Revealable: 1 professional profile (firm website)
J•••••• G••••••
Executive Advisor, Finance, Strategy & Operations · Revealable: 1 professional profile (firm website)
J•••••• G•••••••
Administrative Assistant · Revealable: 1 professional profile (firm website)
J••••• G••••
Principal, Investments · Revealable: 1 professional profile (firm website)
N••• G••••
Senior Associate, Investments · Revealable: 1 professional profile (firm website)
S••••• K•••••
Receptionist / Office Manager · Revealable: 1 professional profile (firm website)
S••••••• L•••••
Director, Executive Operations & Strategic Initiatives · Revealable: 1 professional profile (firm website)
M••••• O••••
Managing Director, Finance, Strategy & Operations · Revealable: 1 professional profile (firm website)
L•••• O•••••
Senior Associate, Investments · Revealable: 1 professional profile (firm website)
H•••••• P•••••••
Managing Director, Investor Relations · Revealable: 1 professional profile (firm website)
M•••••• P•••••
Managing Director, Legal & Compliance · Revealable: 1 professional profile (firm website)
G••• R••••
Executive Advisor, Investments · Revealable: 1 professional profile (firm website)
K•••• S•••••
Principal, Investments · Revealable: 1 professional profile (firm website)
C•••••• C••••• S••••
Executive Advisor, Human Capital · Revealable: 1 professional profile (firm website)
D•••• S••••••
Managing Director, Investments · Revealable: 1 professional profile (firm website)
S•••• S••••••
Executive Advisor, Investor Relations · Revealable: 1 professional profile (firm website)
J••• T••••••••
Senior Associate, Investor Relations · Revealable: 1 professional profile (firm website)
A••••• Z••••
Principal, Investments · 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