A••••• P••••••• B•••

Member, Chief Client Officer, Member Board Of Managers Member, C• W••••• A••••••• L••

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Search this name across graphsid dfx:pe:a825f217-adc4-4ddd-bc38-ca1c48f1ed28

Data as of Sep 13, 2026 (this record's last observation) from Sworn filings; Announcements; Limited partners. Page built Sep 22, 2026, 10:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 1
On other graphs: 1
Observed: n/a to Sep 13, 2026

Across DFX

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

RIA / Wealth Managementidentity

A••••• P••••••• B•••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current organization: C• W••••• A••••••• L••
Title: ••• Locked
Current roles: 1
Past roles: 0
Attributed transactions: 0
Confirmed attributions: 0
Board seats: 0

Relationships

Employs (1)

← C• W••••• A••••••• L••FirmMember, Chief Client Officer, Member Board Of Managers Member
Jan 1, 2024 to presentfactForm ADV

Dated events

Occurred
Jan 1, 2024
Person joined
••• Locked
C• W••••• A••••••• L••Form ADVobserved 9 days ago

Provenance

Graph: Private Equity
Canonical id: dfx:pe:a825f217-adc4-4ddd-bc38-ca1c48f1ed28
First observed: n/a
Last observed: Sep 13, 2026 9 days 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.