DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

O••••••• A•••••••

O••••••• A•••••••, LLC, CRD 282057

LOS ANGELES, CA

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Search this name across graphsid dfx:ria:03bee1e2-f60b-ba0a-881e-66d89b5c5906

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 38
Dated events: 11
On other graphs: 2
Observed: Nov 18, 2015 to Mar 30, 2026
23 observations

Across DFX

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

Private Equityidentity

O••••••• A•••••••

Intermediary · shared crd

Real Estate Fundsidentity

O••••••• A•••••••

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: $1.2B••• Locked
Discretionary RAUM: $1.2B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $1.2Bderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J•••••• L•• N•	n/a	LOS ANGELES, CA	0	13	n/a	no

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
O••••••• R••• E••••• F••• X••• L•	Real Estate Fund	$93.4M	Mar 28, 2024	307	Mar 30, 2020	reported	021-350427
M••••••• R••• E••••• F••• I•• L•	Real Estate Fund	$32.2M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C•••••• N••••• K••••	BOARD MEMBER	Na	yes	12/2022	Mar 30, 2023	Mar 28, 2024
G••••••• R••••••• D••••••	CHIEF EXECUTIVE OFFICER, PRESIDENT, AND BOARD MEMBER	C	yes	06/2018	Jul 27, 2018	Mar 28, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
M••••••• C•••••• M••••••••• L••	n/a	State registered	$87.8M	N	yes	n/a
A•• G•• L••	n/a	n/a	n/a	N	yes	n/a
G•••••• F••• O• F•••• G•• L••

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Pasadena	CA	United States	2	no

Regulatory AUM by fiscal year

••• Locked

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

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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	$1.2B	$1.2B	1.2%	$1.4B	-4.0%	14	10	1	1

Relationships

Affiliated with (1)

→ M••••••• C•••••• M••••••••• L••Registered adviserother investment adviser, common control
factForm ADV

Registered with (1)

← J•••••• L•• N•Advisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV

Advises (28)

→ M••••••• R••• E••••• F••• V• L•Private fundReal Estate Fund, IA
Mar 30, 2023 to presentfactForm ADV

Dated events

Occurred
Mar 30, 2023
Control person joined
Sylvan Stanley Itskowitch (Member) appeared on Schedule A of O••••••• A•••••••
Form ADVobserved 7 days ago
Occurred
Mar 30, 2023
Control person joined
Kit Chuck Ng (Chief Operating Officer And Board Member) appeared on Schedule A of O••••••• A•••••••
Form ADVobserved 7 days ago
Occurred
Mar 30, 2023
Control person joined
Kumar Nitin Chexal (Board Member) appeared on Schedule A of O••••••• A•••••••
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:03bee1e2-f60b-ba0a-881e-66d89b5c5906
First observed: Nov 18, 2015
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.