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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

A•• C•••••• P•••••••• L••

CRD 152121

BALTIMORE, MD

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Search this name across graphsid dfx:ria:14776c9e-ac86-5c02-82f3-89b4469fcb37

Data as of May 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 79
Dated events: 16
On other graphs: 2
Observed: Mar 30, 2012 to May 12, 2026
47 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand; an owner is a different entity, resolved from Schedule A/B

Private Equityidentity

A•••• B•••• R•••••• L••

Intermediary · shared crd

Real Estate Fundsidentity

A•• C•••••• P•••••••• L••

Real estate fund manager · shared crd

Private Equityowner

K•••••••• I••••••••• F••• L••

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

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=true bd_reps=0.0
Regulatory AUM: $487MItem 5.F on the latest filing (2026-05-12); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $468M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 53

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
A•• P••••••••• V• 2•••• L••	Real Estate Fund	$204M	Sep 25, 2024	49	Jun 29, 2021	reported	n/a
A•• P••••••••• V•• L••	Real Estate Fund	$105M

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••• D•••••• J••••	CFO AND MANAGING DIRECTOR	Na	yes	12/2021	Jan 26, 2022	Sep 25, 2024
B••• J•• P••• L••	Trustee	F	yes	12/2018	Jun 28, 2019

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
A•• A••••••••• C••••••••• G• L••	n/a	n/a	n/a	Y	yes	n/a
A•• C••••••••• I•••••••• I• G• L••	n/a	n/a	n/a	Y	yes	n/a
A•• C••••••••• I•••••••• V•• G• L••

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
CHEVY CHASE	Md	United States	3	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 15

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

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$487M	$422M	15.5%	$335M	13.3%	26	27	5	4

Relationships

Advises (53)

→ ABR P••••••••• IV, LLCPrivate fundReal Estate Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ C••••••••• V, INC.Private fundHedge Fund, IA
Jun 29, 2017 to presentfactForm ADV
→ C••••••••• INVESTMENTS IV L•••••• P•••••••••Private fundReal Estate Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ C••••••••• I••••••••• V• L•••••• P•••••••••

Dated events

Occurred
Sep 25, 2024
Control person joined
James Daniel Reynolds (Managing Director) appeared on Schedule A of A•• C•••••• P•••••••• L••
Form ADVobserved 7 days ago
Occurred
Jul 4, 2023
Control person left
Marie Kathleen Flynn (Managing Director) no longer on Schedule A of A•• C•••••• P•••••••• L•• (listed 2023-04-28, absent 2023-07-04)
Form ADVobserved 7 days ago
Occurred
Nov 1, 2022
Control person left
Michael Timothy Gisriel (Managing Director) no longer on Schedule A of A•• C•••••• P•••••••• L•• (listed 2022-07-14, absent 2022-11-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:14776c9e-ac86-5c02-82f3-89b4469fcb37
First observed: Mar 30, 2012
Last observed: May 12, 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.

Controls (23)

← R•••••••• D•••••• J••••OwnerMANAGING DIRECTOR, ownership code NA, individual
Sep 25, 2024 to Sep 25, 2024factForm ADV
← W•••••• K•••• R••••••OwnerMEMBER OF BOARD OF M••••••S, ownership code NA, individual
Jun 29, 2022 to Sep 25, 2024factForm ADV
← B•••••• T•••••• R••••••OwnerSENIOR MANAGING DIRECTOR, CIO, AND MEMBER OF BOARD OF M••••••S, ownership code B, individual
Mar 30, 2012 to Sep 25, 2024factForm ADV
← G•••••••• J•••• S••••••••OwnerMEMBER OF BOARD OF M••••••S, ownership code NA, individual
Mar 30, 2012 to Sep 25, 2024factForm ADV
← S••••••• N•••• M•••OwnerMEMBER OF BOARD OF M••••••S, ownership code NA, individual
Jun 29, 2022 to Sep 25, 2024factForm ADV
← H•••••• R•••••• D•••• H••••••OwnerMEMBER OF BOARD OF M••••••S, ownership code NA, individual
Apr 7, 2016 to Sep 25, 2024factForm ADV
← C•••••• S••••OwnerPRESIDENT, ownership code F, individual
Jun 29, 2017 to Sep 25, 2024factForm ADV
← N•••••••• E•••••• P••••OwnerSENIOR MANAGING DIRECTOR AND MEMBER OF BOARD OF M••••••S, ownership code B, individual
Jun 29, 2018 to Sep 25, 2024factForm ADV
← B••••••• G•••••• L••••OwnerMEMBER, BOARD OF M••••••S, ownership code F, individual
Mar 30, 2012 to Sep 25, 2024factForm ADV
← W••••• D••••• E••••OwnerMANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL, ownership code NA, individual
Mar 30, 2012 to Sep 25, 2024factForm ADV
← B••••••• M•••• G••••••OwnerMEMBER OF BOARD OF M••••••S, ownership code NA, individual
Feb 13, 2013 to Sep 25, 2024factForm ADV
← C••••••• L•••••••• E••••OwnerMANAGING DIRECTOR, ownership code NA, individual
Jun 28, 2013 to Sep 25, 2024factForm ADV
← I••••• K••••• D•••OwnerCEO, ownership code F, individual
Jun 28, 2013 to Sep 25, 2024factForm ADV
← B••••• D•••••• J••••OwnerCFO AND MANAGING DIRECTOR, ownership code NA, individual
Jan 26, 2022 to Sep 25, 2024factForm ADV
← B••• J•• P••• L••OwnerTRUSTEE, ownership code F, domestic entity
Jun 28, 2019 to Sep 25, 2024factForm ADV
← H•••••• C• S•••••••OwnerTRUSTEE, ownership code F, domestic entity
Jul 14, 2022 to Sep 25, 2024factForm ADV
← K•••••••• I••••••••• A•••••••• L••OwnerMANAGING MEMBER, ownership code F, domestic entity
Jun 29, 2017 to Sep 25, 2024factForm ADV
← K•••••••• I••••••••• F••• L••OwnerMEMBER, ownership code C, domestic entity
Jun 29, 2018 to Sep 25, 2024factForm ADV
← L•• 2••• T••••OwnerMEMBER, ownership code C, domestic entity
Jul 14, 2022 to Sep 25, 2024factForm ADV
← M••• C•••••••• B•••••• G•• E•••••••• T••••OwnerMEMBER, ownership code E, domestic entity
Jun 28, 2019 to Sep 25, 2024factForm ADV
← S••••••• C•••••• P••••••• L••OwnerM••••••, ownership code F, domestic entity
Jul 14, 2022 to Sep 25, 2024factForm ADV
← W•• F••••• I••••••••• I• L••OwnerMEMBER, ownership code D, domestic entity
Jul 14, 2022 to Sep 25, 2024factForm ADV
← W•• F••••• O••••• L••OwnerM••••••, ownership code F, domestic entity
Jul 14, 2022 to Sep 25, 2024factForm ADV

2025	Mar 30, 2026	$491M	$472M	26	17	5	23	n/a
2024	Mar 28, 2025	$422M	$382M	27	18	4	23	n/a
2023	Mar 30, 2024	$375M	$335M	29	18	4	27	$902M
2022	Mar 31, 2023	$335M	$335M	29	18	5	26	$847M
2021	Jun 29, 2021	$318M	$318M	28	18	5	26	$781M
2020	Jun 25, 2020	$337M	$337M	28	15	3	20	$656M
2019	Jun 28, 2019	$303M	$303M	28	14	2	28	$627M
2018	Jun 29, 2018	$456M	$456M	26	12	1	33	$981M
2017	Jun 29, 2017	$646M	$645M	30	14	n/a	33	$1.3B
2016	Jun 29, 2016	$649M	$645M	33	16	n/a	31	$1.4B
2015	Jun 29, 2015	$522M	$518M	35	18	n/a	27	$1.2B
2014	Jun 27, 2014	$567M	$564M	35	17	n/a	29	$1.3B
2013	Jun 28, 2013	$610M	$595M	35	17	n/a	29	$1.4B
2012	Jun 28, 2012	$482M	$458M	n/a	n/a	n/a	26	$1.1B