DFX Intelligence

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

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

A•••• A•••• M••••••••• L••

CRD 315764

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Search this name across graphsid dfx:ria:06250746-0ef2-382d-3d5f-20814038a98d

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 0
On other graphs: 1
Observed: Mar 27, 2026 to Mar 27, 2026
1 observations

Across DFX

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

Private Equityidentity

A•••• A•••• M••••••••• L••

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Offices: 0Schedule D 1.F, beyond the principal office
SEC number: 802-122156
CRD: 315764
Filings on the tape: 1
First filed: Mar 27, 2026
Latest filed: Mar 27, 2026

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
A•••• T••• S••••• F••• L•• • S••••• I•	Private Equity Fund	$7.3M	Mar 20, 2024	0	Mar 31, 2023	reported	021-434489
R••••• 7• L••	Private Equity Fund	$5.9M	Mar 20, 2024

Relationships

Advises (12)

→ R••••• 7• L••Private fundPrivate Equity Fund, ERA
Mar 13, 2022 to presentfactForm ADV
→ A•••• T••• S••••• F••• I• L•• • S••••• I•Private fundPrivate Equity Fund, ERA
Jul 23, 2021 to presentfactForm ADV
→ R••••• 6• L••Private fundPrivate Equity Fund, ERA
Jul 23, 2021 to presentfactForm ADV
→ R••••• 5• L••Private fund

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:06250746-0ef2-382d-3d5f-20814038a98d
First observed: Mar 27, 2026
Last observed: Mar 27, 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.