DFX Intelligence

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

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RIA / WealthRegistered adviserAsset managerSEC registeredRAUM under $100M

P••• P••••••• L••

CRD 309242

MIAMI, FL

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Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 3
On other graphs: 1
Observed: Jul 6, 2023 to Mar 31, 2026
9 observations

Across DFX

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

Real Estate Fundsidentity

P••• P••••••• L••

Real estate fund manager · key_crd, key_sfn_adviser, 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: $66.9M••• Locked
Discretionary RAUM: $66.9M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 20

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
P•••••••• A••••••••• R••• E••••• L•	Real Estate Fund	$47.1M	Mar 31, 2026	78	Aug 19, 2020	reported	n/a
P••• S•••••• C•••••••• L••	Real Estate Fund	$10.1M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A••• L••	Member	D	yes	05/2017	Jul 6, 2023	Apr 2, 2024
D••••• H•••••• L••	Member	D	yes	05/2017	Jul 6, 2023	Apr 2, 2024
P•••••••• J••••• N••

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
P••• P••••••• I• L••	n/a	Asset manager	$210M	N	yes	n/a
P••• M••••••••• L••	n/a	n/a	n/a	N	yes	n/a
P•••••••• I• P•••••••

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Montevideo	n/a	Uruguay	3	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026

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	$66.9M	$61.4M	9.0%	n/a	n/a	20	21	1	1

Relationships

Affiliated with (2)

→ P••• P••••••• I• L••Registered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← P••• P••••••• I• L••Registered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Advises (5)

→ P••• S••••• M•••• L••Private fundReal Estate Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ P••• S••••• M••••• B•••• L••

Dated events

Order

Occurred
26 Mar 2024
Control person joined
••• Locked
Form ADV
Occurred
14 Jul 2023
Ria registration change
••• Locked
Form ADV
Occurred
6 Jul 2023
First Form ADV filing
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 6, 2023
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.