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

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

E•••••• I••••••••• N•••• A•••••• L•••

CRD 313007

MIAMI, FL

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Search this name across graphsid dfx:ria:209054d5-800e-a94e-0819-89f67741948b

Data as of Mar 30, 2023 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 5
On other graphs: 0
Observed: Oct 29, 2021 to Mar 30, 2023
5 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: $199M••• Locked
Discretionary RAUM: $199M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9
Advisory employees

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••••• A••••• P••••••	CHIEF INVESTMENT OFFICER	Na	yes	04/2022	May 5, 2022	Mar 30, 2023
C•••••••• H•••• B•••••••	CHIEF EXECUTIVE OFFICER	Na	yes	04/2022	May 5, 2022	Mar 30, 2023

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
T•• A•••• M••••••••• L•••	n/a	Asset manager	$6.4B	Y	yes	n/a
T••••••• F•••••••• M••••••••• L•	n/a	Asset manager	$4.3B	N	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 30, 2023

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$199M	$121M	64.8%	n/a	n/a	9	3	0	0

Relationships

Affiliated with (2)

→ T••••••• PARTNERS L.P.Registered adviserother investment adviser, bank, pooled vehicle sponsor, control, common control
factForm ADV
→ T••••••• F•••••••• M••••••••• L•Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV

Controls (13)

← T•• A•••• M••••••••• L•••OwnerSHAREHOLDER, ownership code E, foreign entity
Oct 29, 2021 to presentfactForm ADV
← C•••••••• H•••• B•••••••

Dated events

Occurred
Aug 9, 2022
Control person left
Brooke Larissa Benbow (Chief Operating Officer) no longer on Schedule A of E•••••• I••••••••• N•••• A•••••• L••• (listed 2022-05-05, absent 2022-08-09)
Form ADVobserved 7 days ago
Occurred
May 5, 2022
Control person joined
Barnabas Hugh Crossley (Chief Executive Officer) appeared on Schedule A of E•••••• I••••••••• N•••• A•••••• L•••
Form ADVobserved 7 days ago
Occurred
May 5, 2022
Control person joined
Prakash Achal Bhuwania (Chief Investment Officer) appeared on Schedule A of E•••••• I••••••••• N•••• A•••••• L•••
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:209054d5-800e-a94e-0819-89f67741948b
First observed: Oct 29, 2021
Last observed: Mar 30, 2023 42 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.