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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

A•• P••••••• L••

CRD 283146

NEW YORK, NY

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Search this name across graphsid dfx:ria:1a313125-712d-4906-b0e6-4407187e64ec

Data as of May 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 32
Dated events: 6
On other graphs: 4
Observed: Jul 1, 2020 to May 4, 2026
18 observations

Across DFX

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

Family Officesidentity

A•• P••••••• L••

Family office · shared crd

Independent Sponsorsidentity

A•• P••••••• L••

Capital provider to sponsors · shared crd

Venture Capitalidentity

A•• P••••••• L••

Venture manager · shared crd

Private Equityidentity

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=true related_bank=false bd_reps=0.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-05-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
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

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
A•• O••••••••• M••••• F••• I•• L•••	Private Equity Fund	$213M	Dec 12, 2024	100	Mar 31, 2022	reported	021-430974
F• V••••••• V••••••• L••	Private Equity Fund	$71.9M

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
N••••••••• C••••	CHIEF COMPLIANCE OFFICER	Na	yes	11/2020	Nov 11, 2020	Dec 12, 2024
P••••••• K••••• S•••	MANAGING MEMBER	C	yes	01/2016	Jul 1, 2020

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•• S••• M••••••••• L••	n/a	Asset manager	$85.4M	N	yes	n/a
S••• M••••••••• M••••••••• L••	n/a	Asset manager	$55.9M	N	yes

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 6 of 7

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	$1.2B	$581M	98.0%	$450M	36.8%	16	14	0	0

Relationships

Affiliated with (4)

→ A•• S••• M••••••••• L••Registered adviserother investment adviser, common control
factForm ADV
→ S••• M••••••••• M••••••••• L••Registered adviserother investment adviser, common control
factForm ADV
← A•• S••• M••••••••• L••Registered adviserother investment adviser, common control
factForm ADV
← S••• M••••••••• M••••••••• L••Registered adviserother investment adviser, common control

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
A•• P••••••• L•• reported RAUM $1.2B, up 98% from $581.1M (2025-03-31 to 2026-03-31)
Form ADVobserved 7 days ago
$569M
Occurred
Mar 31, 2023
Regulatory AUM changed
A•• P••••••• L•• reported RAUM $449.8M, up 43% from $314.6M (2023-01-03 to 2023-03-31)
Form ADVobserved 7 days ago
$135M
Occurred
Oct 21, 2021
Control person left
Miguel Jorge Fernandez Bianchi (Partner) no longer on Schedule A of A•• P••••••• L•• (listed 2021-05-25, absent 2021-10-21)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1a313125-712d-4906-b0e6-4407187e64ec
First observed: Jul 1, 2020
Last observed: May 4, 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.