DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

D•••••• C•••••• P••••••• L•

CRD 305221

BETHESDA, MD

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Search this name across graphsid dfx:ria:0316cc35-cf56-45f0-ba19-9312d61d726a

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 5
On other graphs: 0
Observed: Sep 5, 2019 to Jul 1, 2026
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

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=true bd_reps=0.0
Regulatory AUM: $18B••• Locked
Discretionary RAUM: $18B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 49

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
D•••••• C•••••• M••••• F••• L•	Hedge Fund	$15B	Oct 14, 2024	661	Feb 11, 2020	reported	021-352251
D•••••• C•••••• O••••••••• F••• L•	Hedge Fund	$1.5B	Oct 14, 2024

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••••• M••••••• F••••	CHIEF OPERATING OFFICER	Na	yes	07/2020	Mar 31, 2021	Oct 14, 2024
D•• •••• L•	LIMITED PARTNER	C	yes	07/2021	Aug 4, 2021	Oct 14, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
D•••••• C•••••• A••••••••• L••	n/a	n/a	n/a	N	yes	n/a
D•••••• C•••••• O••••••••• F••• G• L••	n/a	n/a	n/a	N	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

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	$18B	$18B	-3.1%	$14B	8.8%	49	46	1	1

Relationships

Advises (2)

→ D•••••• C•••••• M••••• F••• L•Private fundHedge Fund, IA
Feb 11, 2020 to presentfactForm ADV
→ D•••••• C•••••• O••••••••• F••• L•Private fundHedge Fund, IA
Mar 31, 2021 to presentfactForm ADV

Owns (1)

← A•••• • C•••••• L••OwnerLIMITED PARTNER, ownership code B, domestic entity
Sep 5, 2019 to Oct 14, 2024factForm ADV

Controls (9)

Dated events

Occurred
May 2, 2022
Control person joined
L•••••• E••••••••• (Member) appeared on Schedule A of D•••••• C•••••• P••••••• L•
Form ADVobserved 7 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
D•••••• C•••••• P••••••• L• reported RAUM $18.0B, up 30% from $13.8B (2021-10-08 to 2022-03-31)
Form ADVobserved 7 days ago
$4.2B
Occurred
Mar 31, 2021
Regulatory AUM changed
D•••••• C•••••• P••••••• L• reported RAUM $13.8B, up 129% from $6.0B (2020-11-18 to 2021-03-31)
Form ADVobserved 7 days ago
$7.8B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0316cc35-cf56-45f0-ba19-9312d61d726a
First observed: Sep 5, 2019
Last observed: Jul 1, 2026 2 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.