DFX Intelligence

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

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RIA / WealthRegistered adviserAsset managerSEC registeredRAUM 1b 10b

O• I••••••••• P•••••••• L•••

CRD 291435

BLOOMFIELD HILLS, MI

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Data as of Apr 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 20
On other graphs: 2
Observed: Jun 26, 2020 to Apr 29, 2026
16 observations

Across DFX

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

Private Equityidentity

O• I••••••••• P•••••••• L•••

Private equity manager · key_cik, key_crd, key_sfn_adviser, shared_crd

Independent Sponsorsidentity

O• I••••••••• P•••••••• L•••

Capital provider to sponsors · key_cik, key_crd, key_sfn_adviser, 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: $1.8B••• Locked
Discretionary RAUM: $1.8B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 30

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
O• I••••••••• P••••••• F••• V••• L•••	Private Equity Fund	$430M	Apr 29, 2026	39	Apr 29, 2026	reported	021-566533
O• I••••••••• P••••••• F••• I•••• L•••	Private Equity Fund	$259M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
F•••• T•••• M••••••	GENERAL PARTNER AND LIMITED PARTNER	D	yes	07/2022	Jun 26, 2020	Mar 28, 2024
P•••••••• L•••• K•••••	GENERAL PARTNER AND LIMITED PARTNER	D	yes	07/2022	Mar 29, 2022	Mar 28, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
O• 1• E• M•••••• L••	n/a	n/a	n/a	N	yes	n/a
O• I••••••••• P••••••• F••• I•• G•• L•••	n/a	n/a	n/a	N	yes	n/a
O• I••••••••• P••••••• F••• I• G•• L•••

Regulatory AUM by fiscal year

••• Locked

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

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	$1.8B	$1.2B	51.4%	$1.1B	16.4%	30	26	0	0

Relationships

Advises (18)

→ O• I••••••••• P••••••• F••• I••••• L•••Private fundPrivate Equity Fund, IA
Jun 26, 2020 to presentfactForm ADV
→ O• I••••••••• P••••••• F••• I•••• L•••Private fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ O• I••••••••• P••••••• F••• I•• L•••Private fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ O• I••••••••• P••••••• O••••• F•••• L•••

Dated events

Order

Occurred
29 Apr 2026
Private fund first reported3 events
Private fund first reported: 3 on 29 Apr 2026
$13.5M to $430M
- ••• Locked$430M
- ••• Locked$230M
- ••• Locked$13.5M
Occurred
29 Apr 2026
Ria private fund assets change
••• Locked
Form ADV
$726M
Occurred
29 Apr 2026
Ria ownership band change2 events
O• I••••••••• P•••••••• L•••: ria ownership band change, 2 events, on 29 Apr 2026
- ••• Locked
- ••• Locked
Occurred
31 Mar 2026
Regulatory AUM changed
••• Locked
Form ADV
$619M
Occurred
29 Apr 2026
Private fund no longer reported2 events
Private fund no longer reported: 2 on 29 Apr 2026
$440K to $27.5M
- ••• Locked$27.5M
- ••• Locked$440K

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 26, 2020
Last observed: Apr 29, 2026 4 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.

All 18 rows

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
O• V• I•••••••• L••	Private Equity Fund	$27.5M	Mar 28, 2024	15	Mar 29, 2022	dropped	n/a
O• I••••••••• P••••••• F••• I••••• L•••	Private Equity Fund	$27.0M	Apr 29, 2026	2	Jun 26, 2020	reported	n/a
O• I••••••••• P••••••• O••••• F••• I• C•••••••• S••• L•••	Private Equity Fund	$21.7M	Apr 29, 2026	66	Mar 29, 2022	reported	021-265209
O• I••••••••• P••••••• F••• V• L•••	Private Equity Fund	$13.5M	Apr 29, 2026	15	Apr 29, 2026	reported	021-574831
O••••••• I••••••••• I•••••••• L••	Private Equity Fund	$10.7M	Apr 28, 2021	11	Jun 26, 2020	dropped	n/a
O• I••••••••• P••••••• F••• I•••• L•••	Private Equity Fund	$9.0M	Apr 29, 2026	17	Mar 31, 2023	reported	n/a
O•••••• I••••••••• I•••••••• L••	Private Equity Fund	$3.8M	Apr 28, 2021	11	Jun 26, 2020	dropped	n/a
O• S•• C••••••••• L••	Private Equity Fund	$440,000	Mar 28, 2024	2	Mar 31, 2023	dropped	n/a