DFX Intelligence

N•••••• W••••• G••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

N•••••• W••••• G••••• L••

CRD 171952

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0b444c79-8730-2ef3-f9b9-1762bc138c8a

Data as of May 23, 2017 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 1
On other graphs: 0
Observed: Jun 27, 2014 to May 23, 2017
25 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $282M••• Locked
Discretionary RAUM: $282M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 17
Advisory employees

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
O••••••• M••••••• A••••	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	C	yes	04/2014	Jun 27, 2014	May 23, 2017
W•••• P•••• E•••••	MANAGING MEMBER	C	yes	04/2014	Jun 27, 2014	May 23, 2017

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Augusta	Ks	United States	n/a	no
EL DORADO	Ks	United States	n/a	no
OVERLAND PARK	Ks	United States	n/a	no
OVERLAND PARK	Ks	United States	n/a	no
OVERLAND PARK	Ks	United States

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016	Feb 3, 2017

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2016	$282M	$220M	28.2%	n/a	n/a	17	16	n/a	n/a

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
I•• W••••• M••••••••• L••	12	Dec 31, 2017	Feb 6, 2018	OVERLAND PARK, KS	Firm absorbed	Other	92.3%
I•• W••••• M••••••••• L••	2	Dec 6, 2017	Oct 13, 2017

Relationships

Controls (3)

← W•••••• D••••• T•••OwnerMANAGING MEMBER, ownership code C, individual
Jun 27, 2014 to presentfactForm ADV
← O••••••• M••••••• A••••OwnerMANAGING MEMBER / CHIEF COMPLIANCE OFFICER, ownership code C, individual
Jun 27, 2014 to presentfactForm ADV
← W•••• P•••• E•••••OwnerMANAGING MEMBER, ownership code C, individual
Jun 27, 2014 to presentfactForm ADV

Moved with (1)

→ I•• W••••• M••••••••• L••Registered adviser

Dated events

Occurred
Jun 27, 2014
First Form ADV filing
Shadowstone Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0b444c79-8730-2ef3-f9b9-1762bc138c8a
First observed: Jun 27, 2014
Last observed: May 23, 2017 113 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.