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

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

P••••••• F•••••••• P•••••••••

CRD 127960

TUCSON, AZ

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Search this name across graphsid dfx:ria:22ecd60e-f64d-d754-3259-c22122d3372f

Data as of Aug 7, 2020 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 1
Observed: Feb 9, 2012 to Aug 7, 2020
5 observations

Across DFX

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

Allocatorsidentity

P••••••• F•••••••• P•••••••••

Investment consultant · shared crd

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: $126MItem 5.F on the latest filing (2020-08-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $126M
Private client RAUM: $94.5MderivedItem 5.D individuals plus high net worth individuals
Private client share: 75%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

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
M•••••• B••••• M••••••	CHIEF COMPLIANCE OFFICER, OWNER	E	yes	06/1998	Feb 9, 2012	Aug 7, 2020

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 9, 2012	$55.0M	$6.3M	n/a	n/a	n/a	n/a	n/a

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
2011	$126M	n/a	n/a	n/a	n/a	6	n/a	0	n/a

Relationships

Controls (1)

← M•••••• B••••• M••••••OwnerCHIEF COMPLIANCE OFFICER, OWNER, ownership code E, individual
Feb 9, 2012 to presentfactForm ADV

Registered with (7)

← B•••• M•••••• M•••••Advisorregistration: previous registration
Sep 16, 2003 to Dec 31, 2020factForm ADV
← Blake Stuart DavelaarAdvisorregistration: previous registration
Jul 26, 2016 to Dec 31, 2020factForm ADV
← ARTHUR JOHN THIELEN

Dated events

Occurred
Aug 7, 2020
First Form ADV filing
P••••••• F•••••••• P••••••••• filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:22ecd60e-f64d-d754-3259-c22122d3372f
First observed: Feb 9, 2012
Last observed: Aug 7, 2020 74 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.