DFX Intelligence

C•••••••• R••••• P•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

C•••••••• R••••• P•••••••

C•••••••• F••• I• M••••••• L••, CRD 315665

AUSTIN, TX

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Search this name across graphsid dfx:ria:012c8438-8899-322c-6e6a-077135aa7ad9

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 2
Observed: Jun 28, 2022 to Mar 30, 2026
8 observations

Across DFX

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

Venture Capitalidentity

C•••••••• R••••• P•••••••

Venture manager · shared crd

Real Estate Fundsidentity

C•••••••• R••••• P•••••••

Real estate fund manager · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $206M••• Locked
Discretionary RAUM: $206M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 15

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
S•••• P••••••• I• L•	Real Estate Fund	$229M	Mar 29, 2024	16	Mar 31, 2022	reported	021-414511
S•••• P••••••• I•• L•	Real Estate Fund	$21.8M	Mar 29, 2024

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C•••••••• P••••••• P••	SOLE MEMBER	E	yes	11/2020	Jun 28, 2022	Mar 29, 2024
M••••••• J•••• A•	Partner	D	yes	04/2007	Jun 28, 2022	Mar 29, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
C•••••••• F••• I• M••••••• L••	n/a	ASSET_M••••••	$206M	Y	yes	n/a
C•••••••• S•••• F••• I• G•• L••	n/a	n/a	n/a	Y	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
SAN DIEGO	CA	United States	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$206M	$264M	-21.9%	$306M	-12.3%	15	17	1	1

Relationships

Affiliated with (1)

→ C•••••••• R••••• P•••••••Registered adviserother investment adviser, pooled vehicle sponsor, control, common control
factForm ADV

Advises (4)

→ S•••• P••••••• I•• L•Private fundReal Estate Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ C•••••••• S••••• I••••• M••••••••• A••••• Q• F••• I• L•Private fundReal Estate Fund, IA
Mar 31, 2022 to presentfactForm ADV

Dated events

Occurred
Jun 28, 2022
First Form ADV filing
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:012c8438-8899-322c-6e6a-077135aa7ad9
First observed: Jun 28, 2022
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
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.