R•• I••••••••• L••

Private Equity

Dallas, TX

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:9d8c1b50-a5b9-4a64-8884-31710b2cac52

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 1
On other graphs: 1
Observed: Sep 13, 2026 to Sep 14, 2026
8 observations

Across DFX

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

RIA / Wealth Managementidentity

R•• I••••••••• L••

Registered adviser · 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: $171M
Investments: 0
Active investments: 0
Size band: UNSIZEDderived••• Locked
Latest ADV filing: May 7, 2026

Relationships

Firm member (1)

→ L•••••••• P•••••••Firmadviser
factDFX's own graph

Dated events

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

Show 1 bookkeeping events

Occurred
May 13, 2026
••• Locked

Provenance

Graph: Private Equity
Canonical id: dfx:pe:9d8c1b50-a5b9-4a64-8884-31710b2cac52
First observed: Sep 13, 2026
Last observed: Sep 14, 2026 9 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.