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C•• 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

C•• P• A•••••••• L••

CRD 338119

WEST PALM BEACH, FL

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Search this name across graphsid dfx:ria:052a5cb9-5132-62f1-e9a1-04b924026925

Data as of Jul 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 2
Observed: Dec 19, 2025 to Jul 23, 2026
4 observations

Across DFX

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

Private Equityidentity

C•• P• A•••••••• L••

Private equity manager · shared crd

Independent Sponsorsidentity

C•••••• 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=true bd_reps=0.0
Regulatory AUM: $1.9BItem 5.F on the latest filing (2026-07-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.9B
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

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
C•••••• M••••••• K••••	MANAGING PARTNER	Na	yes	01/2018	Jul 23, 2026	Jul 23, 2026
R••••••••• C••••••• M•••••	CHIEF FINANCIAL OFFICER CHAIRMAN	Na	yes	05/2006	Jul 23, 2026

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
2025	Mar 31, 2026	$1.9B	$1.9B	23	19	0	10	n/a

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	$1.9B	n/a	n/a	n/a	n/a	23	n/a	0	n/a

Relationships

Owns (1)

← H••••••••• J•••••• A•••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 23, 2026 to presentfactForm ADV

Controls (3)

← R••••••••• C••••••• M•••••OwnerCHIEF FINANCIAL OFFICER CHAIRMAN, ownership code NA, individual
Jul 23, 2026 to presentfactForm ADV
← C•••••• M••••••• K••••OwnerMANAGING PARTNER, ownership code NA, individual
Jul 23, 2026 to presentfactForm ADV
← V••••••• C•••••• P•••••••• L•OwnerMANAGING MEMBER, ownership code E, domestic entity

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:052a5cb9-5132-62f1-e9a1-04b924026925
First observed: Dec 19, 2025
Last observed: Jul 23, 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.