A•• I• L•••

managed by S•••••••• C•••••• M••••••••• ••••••••• A•

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:f149734a-c051-454a-b485-bf776572ea6c

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:21 AM 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

A•• I• L•••

Private fund · shared adv fund id

Facts

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

Manager: S•••••••• C•••••• M••••••••• ••••••••• A•
Strategy: ADV 7.B.(1) fund of funds = Y
ADV gross asset value: $15.7Mas of 2024-11-25
Peak reported GAV: $44.3M
Reporting years: 9
ADV first reported: Nov 25, 2024
LPs disclosed: 0
Placement agents: 0
Attributed investments: 0

Reporting history

Report year	Filed	ADV fund type	GAV	Owners
2024	Nov 25, 2024	Private Equity Fund	$15.7M	2
2023	Nov 8, 2023	Private Equity Fund	$14.8M	2
2022	Jul 21, 2022	Private Equity Fund	$28.1M	2
2021	Aug 3, 2021	Private Equity Fund

Relationships

Audits (1)

← E•••• • Y•••• L••Firm
factForm ADV

Manages (2)

← S•••••••• C•••••• M••••••••• ••••••••• A•FirmPrivate Equity Fund
Nov 25, 2024 to presentfactForm ADV
← S•••••••• C•••••• M••••••••• ••• I•••FirmPrivate Equity Fund
Mar 23, 2016 to presentfactForm ADV

Dated events

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

Show 1 bookkeeping events

Occurred
Mar 23, 2016
••• Locked

Provenance

Graph: Private Equity
Canonical id: dfx:pe:f149734a-c051-454a-b485-bf776572ea6c
First observed: n/a
Last observed: Sep 13, 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.