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E•• P••••••• A••••••• L•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

E•• P••••••• A••••••• L•••

CRD 321653

HOUSTON, TX

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Search this name across graphsid dfx:ria:029c426c-8b7d-a8e3-4f27-cac1e54fbce5

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 4
On other graphs: 2
Observed: Mar 2, 2023 to Mar 31, 2026
5 observations

Across DFX

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

Private Equityidentity

E•• P••••••• A••••••• L•••

Private equity manager · shared crd

Independent Sponsorsidentity

E•• P••••••• A••••••• L•••

Capital provider to sponsors · 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: $2.4BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.4B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
E•• P••••••• F••• • C• L•••	Private Equity Fund	$351M	Mar 28, 2024	2	Jun 7, 2022	reported	021-439647
E•• P••••••• C•••••••• F••• • V• L•	Private Equity Fund	$104M

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
E••••• O••••••••• C•••••• P••••••• L••	GENERAL PARTNER	Na	yes	03/2022	Mar 2, 2023	Mar 28, 2024
F•••••• N•••••••• C•••••••	MANAGING MEMBER	F	yes	03/2022	Mar 2, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
E•• P••••••• C•••••••• G• • B• L•	n/a	n/a	n/a	N	yes	n/a
E•• P••••••• C•••••••• G• • D• L•	n/a	n/a	n/a	N	yes	n/a
E•• P••••••• C•••••••• G• • N• L•

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.4B	$1.5B	53.5%	n/a	n/a	7	6	0	0

Relationships

Advises (9)

→ E•• P••••••• C•••••••• F••• • S• L•Private fundPrivate Equity Fund, IA
Mar 2, 2023 to presentfactForm ADV
→ E•• P••••••• F••• • C• L•••Private fundPrivate Equity Fund, IA
Jun 7, 2022 to presentfactForm ADV
→ E•• P••••••• F••• • G• L•Private fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ E•• P••••••• C•••••••• F••• • V• L•

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
E•• P••••••• A••••••• L••• reported RAUM $2.4B, up 53% from $1.5B (2025-03-27 to 2026-03-31)
Form ADVobserved 7 days ago
$825M
Occurred
Mar 27, 2025
Regulatory AUM changed
E•• P••••••• A••••••• L••• reported RAUM $1.5B, up 53% from $1.0B (2024-03-28 to 2025-03-27)
Form ADVobserved 7 days ago
$534M
Occurred
Mar 28, 2024
Regulatory AUM changed
E•• P••••••• A••••••• L••• reported RAUM $1.0B, up 151% from $402.1M (2023-08-23 to 2024-03-28)
Form ADVobserved 7 days ago
$607M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:029c426c-8b7d-a8e3-4f27-cac1e54fbce5
First observed: Mar 2, 2023
Last observed: Mar 31, 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.