A••• C•••••• H•••••••• L•

managed by P••••• E••••• P••••••• M••••••••• C••••••• L••

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Search this name across graphsid dfx:pe:d84c84fd-11c5-408e-afa1-f6307c4c7107

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
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

P••••• E••••• P•••••••• L•

Private fund · shared adv fund id

Facts

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

Manager: P••••• E••••• P••••••• M••••••••• C••••••• L••
ADV gross asset value: $22.4Mas of 2024-03-27
Peak reported GAV: $33.0M
Reporting years: 10
ADV first reported: Aug 31, 2015
LPs disclosed: 0
Placement agents: 1
Attributed investments: 0

Reporting history

Report year	Filed	ADV fund type	GAV	Owners
2024	Mar 27, 2024	Private Equity Fund	$22.4M	24
2023	Apr 6, 2023	Private Equity Fund	$22.4M	24
2022	Nov 4, 2022	Private Equity Fund	$22.4M	24
2021	Jun 22, 2021	Private Equity Fund

Relationships

Audits (1)

← AprioFirm
factForm ADV

Manages (1)

← P••••• E••••• P••••••• M••••••••• C••••••• L••FirmPrivate Equity Fund
Aug 31, 2015 to presentfactForm ADV

Placement agent of (1)

← Independent Brokerage Solutions LLCIntermediaryThird party
Jan 1, 2015 to presentfactForm ADV

Dated events

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

Show 1 bookkeeping events

Occurred
Aug 31, 2015
A••• C•••••• H•••••••• L• first reported on Form ADV by P••••• E••••• P••••••• M••••••••• C••••••• L•• (Private Equity Fund), GAV $26,378,000

Provenance

Graph: Private Equity
Canonical id: dfx:pe:d84c84fd-11c5-408e-afa1-f6307c4c7107
First observed: n/a
Last observed: Sep 13, 2026 8 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.