DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

O•• H•••••• P••••••• M••••••••• L•

CRD 316961

AUSTIN, TX

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Search this name across graphsid dfx:ria:128fb5a7-8e8f-9ef0-6ab5-3a498aeed3cc

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 2
Observed: Jun 24, 2025 to Mar 31, 2026
3 observations

Across DFX

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

Private Equityidentity

O•• H•••••• P••••••• M••••••••• L•

Private equity manager · shared crd

Independent Sponsorsidentity

O•• H•••••• P••••••• M••••••••• 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: $366M••• Locked
Discretionary RAUM: $366M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 10

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
O•• H•••••• P••••••• F••• I• L•	Private Equity Fund	$138M	Feb 29, 2024	240	Jun 23, 2022	reported	021-449129

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••• A•••• C••••••	MANAGING PARTNER	Na	yes	09/2021	Mar 31, 2026	Mar 31, 2026
M••••••••• T••••	LIMITED PARTNER	E	yes	09/2021	Mar 31, 2026	Mar 31, 2026

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$366M	$366M	10	8	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	$366M	n/a	n/a	n/a	n/a	10	n/a	0	n/a

Relationships

Controls (4)

← W••••••• K•••• R•••••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 31, 2026 to presentfactForm ADV
← B•••• A•••• C••••••OwnerMANAGING PARTNER, ownership code NA, individual
Mar 31, 2026 to presentfactForm ADV
← M••••••••• T••••OwnerLIMITED PARTNER, ownership code E, domestic entity
Mar 31, 2026 to presentfactForm ADV
← O•• H•••••• M••••••••• G•• L••OwnerGENERAL PARTNER, ownership code NA, domestic entity
Mar 31, 2026 to presentfact

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:128fb5a7-8e8f-9ef0-6ab5-3a498aeed3cc
First observed: Jun 24, 2025
Last observed: Mar 31, 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.