DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

R•••• A••••••••• I••••••••• L•••

CRD 295692

CHATTANOOGA, TN

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Search this name across graphsid dfx:ria:05d1c55e-92b5-60dd-78c2-79976283d1e6

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 0
On other graphs: 2
Observed: Aug 11, 2025 to Mar 27, 2026
3 observations

Across DFX

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

Private Equityidentity

R•••• A••••••••• I••••••••• L•••

Private equity manager · shared crd

Independent Sponsorsidentity

R•••• A••••••••• I••••••••• 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: $815M••• Locked
Discretionary RAUM: $815M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 18

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
R•••• V••• L•	Private Equity Fund	$492M	Mar 27, 2026	54	Mar 28, 2018	reported	021-281409
R•••• V•••• L•	Private Equity Fund	$323M	Mar 27, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••• J••••• B•••••	SENIOR PARTNER	Na	yes	12/2016	Mar 27, 2026	Mar 27, 2026
B••••• W••••••• C••••	VICE PRESIDENT / SECRETARY / LIMITED PARTNER	B	yes	12/2016	Mar 27, 2026	Mar 27, 2026

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$815M	$815M	18	13	0	2	n/a

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	$815M	n/a	n/a	n/a	n/a	18	n/a	0	n/a

Relationships

Advises (2)

→ R•••• V•••• L•Private fundPrivate Equity Fund, IA
Mar 27, 2023 to presentfactForm ADV
→ R•••• V••• L•Private fundPrivate Equity Fund, IA
Mar 28, 2018 to presentfactForm ADV

Controls (10)

← P••••••• G•••••• H••••• P•••••OwnerVICE PRESIDENT / LIMITED PARTNER, ownership code B, individual
Mar 27, 2026 to presentfactForm ADV
← J••••• J•••• M•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:05d1c55e-92b5-60dd-78c2-79976283d1e6
First observed: Aug 11, 2025
Last observed: Mar 27, 2026 6 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.