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N•••• W••••• M••••••••• L••: firm on the private equity graph | DFX Data Factory

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Private equityFirmfund of funds · probablelower middle market

N•••• W••••• M••••••••• L••

Private Equity

North Andover, MA

At F••••, we offer a personalized approach to wealth management, built around your goals, your values, and the life you're building.

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:a5faf5b7-3175-4774-b35b-739982337cca

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 22, 2026, 7:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 68
Dated events: 6
On other graphs: 1
Observed: Sep 13, 2026 to Sep 17, 2026
24 observations

Across DFX

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

RIA / Wealth Managementidentity

N•••• W••••• M••••••••• L••

Registered adviser · shared crd

Facts

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

Funds: 2
PE funds: 2
Vintages: 2021 to 2021
Regulatory AUM: $899M
Investments: 35
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.03bn Private Equity Fund GAV on the Form ADV filed 2023-09-27
Stated sectors: financial_services
Latest ADV filing: Sep 27, 2023

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
T••••••• C•••••• P••••••• •••• L•••	2021	Unknown	Private Equity Fund	n/a	$33.9M	0
T••••••• C•••••• P•••••••• L•••	2021	Wound down	Private Equity Fund	n/a	$17.0M	0

Investments

Company	State	Role	Control	Invested	Exited	Status
F•••••••• p•••••••	n/a	unknown	unknown	n/a	n/a	unknown
I••••••••• M•••••••••	n/a	unknown	unknown	n/a	n/a	unknown

Relationships

Firm member (1)

→ SCS CapitalFirmadviser
factDFX's own graph

Employs (19)

→ Roger AlbrechtPersonSenior Wealth Advisor
factThe subject's own site
→ Garrett AlabadoPersonRegional Vice President
factThe subject's own site
→ Jonathan AhaltPerson

Dated events

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

Occurred
Sep 14, 2026
Firm news
F•••• Named to Kansas City B••••••• Journal’s Investment Advisers List
The subject's own siteobserved 4 days ago
Occurred
Mar 1, 2023
Person joined
John C. Stelley joined Schedule A of N•••• W••••• M••••••••• L•• as Compliance Officer
Form ADVobserved 8 days ago
Occurred
Mar 1, 2023
Person joined
Molly Lynn Bennard joined Schedule A of N•••• W••••• M••••••••• L•• as Chief Executive Officer, Connectus
Form ADVobserved 8 days ago

Provenance

Graph: Private Equity
Canonical id: dfx:pe:a5faf5b7-3175-4774-b35b-739982337cca
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 4 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 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

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Roger Albrecht
Senior Wealth Advisor · Revealable: 1 professional profile (firm website)
Garrett Alabado
Regional Vice President · Revealable: 1 professional profile (firm website)
Jonathan Ahalt
Senior Wealth Advisor · Revealable: 1 professional profile (firm website)
Robert Adorno
Associate Wealth Advisor · Revealable: 1 professional profile (firm website)
Will Aaron
Associate Wealth Advisor · Revealable: 1 professional profile (firm website)
Jonathan Abner
Senior Wealth Advisor · Revealable: 1 professional profile (firm website)
Will Abram
Senior Wealth Advisor · Revealable: 1 professional profile (firm website)
Janet Acheatel
Senior Wealth Advisor · Revealable: 1 professional profile (firm website)
Debbie Ackelson
Client Service S••••••ist · Revealable: 1 professional profile (firm website)
Kathryn Adair
Client Service S••••••ist · Revealable: 1 professional profile (firm website)
John Adamczyk
Senior Wealth Advisor · Revealable: 1 professional profile (firm website)
Natalie Adamski
Manager, Client Service · Revealable: 1 professional profile (firm website)
Kelli Adams
Senior Wealth Advisor · Revealable: 1 professional profile (firm website)

Also named here, with no published line of their own (reach them through the firm): Molly Lynn Bennard (Chief Executive Officer, Connectus), John C. Stelley (Compliance Officer), Christopher James Wilde (Chief Operating Officer), Brian Christopher Pirri (Principal), Robert Michael Cowles (Chief Compliance Officer), Nicholas John Giacoumakis (President).

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