DFX Intelligence

A•• I••••••••• 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•• I••••••••• P•••••••• L••

CRD 322109

ATLANTA, GA

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Search this name across graphsid dfx:ria:24aedaf6-6511-8619-619e-689241954a14

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 2
Observed: Jul 26, 2022 to Apr 30, 2026
8 observations

Across DFX

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

Private Equityidentity

A•• I••••••••• P•••••••• L••

Private equity manager · shared crd

Independent Sponsorsidentity

A•• I••••••••• P•••••••• L••

Capital provider to sponsors · 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: $186M••• Locked
Discretionary RAUM: $186M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 10

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
A•• D•••••• V•• L•	Private Equity Fund	$186M	Apr 30, 2026	89	Jul 26, 2022	reported	021-441473

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C••••• K••••••••• Q••••	CHIEF COMPLIANCE OFFICER; VICE PRESIDENT OF FINANCE	Na	yes	02/2022	Jul 26, 2022	May 10, 2024
H•••••• A•••••• S••••	MANAGING PARTNER	D	yes	02/2022	Jul 26, 2022	May 10, 2024

Affiliates (Item 7.A)

••• Locked

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

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 30, 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	$186M	n/a	n/a	$135M	11.3%	10	n/a	0	n/a

Relationships

Advises (1)

→ A•• D•••••• V•• L•Private fundPrivate Equity Fund, IA
Jul 26, 2022 to presentfactForm ADV

Controls (3)

← H•••••• M••••••• L•••••OwnerPARTNER; CHIEF INVESTMENT OFFICER, ownership code C, individual
Jul 26, 2022 to May 10, 2024factForm ADV
← C••••• K••••••••• Q••••OwnerCHIEF COMPLIANCE OFFICER; VICE PRESIDENT OF FINANCE, ownership code NA, individual
Jul 26, 2022 to May 10, 2024factForm ADV
← H•••••• A•••••• S••••Owner

Dated events

Occurred
Jul 26, 2022
First Form ADV filing
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:24aedaf6-6511-8619-619e-689241954a14
First observed: Jul 26, 2022
Last observed: Apr 30, 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.