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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

P••••••• A•••• M••••••••• L•••

CRD 126487

NEW YORK, NY

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Search this name across graphsid dfx:ria:259270b1-62b0-b593-d83b-d15274ddd27b

Data as of Aug 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 32
Dated events: 3
On other graphs: 1
Observed: Mar 30, 2012 to Aug 4, 2026
35 observations

Right now

one signal names this record (all ria / wealth signals)

#1NewDerived metricAdvisor Recruiting Intelligence

P••••••• A•••• M••••••••• L••• reported RAUM $6.2B, down 30% from $8.9B (2026-03-31 to 2026-07-30)

Dated 2026-07-30 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJul 30, 2026 · seen 7 days ago

Across DFX

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

Private Equityidentity

P••••••• A•••• M••••••••• L•••

Private equity manager · 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: $6.2BItem 5.F on the latest filing (2026-08-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $6.2B
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
P••••••• N•••••• R••••••••• L•••	Hedge Fund	$2.7B	Mar 29, 2024	112	Mar 30, 2012	reported	021-133176
W••••••• Q•••• P••••••• I••• • G••••••• F•••	Hedge Fund	$2.7B

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
F•••••• T••••••• P••••	CHIEF COMPLIANCE OFFICER/VICE PRESIDENT OF FINANCE	Na	yes	01/2008	Mar 30, 2012	Mar 29, 2024
G••••••• R•••••• B• •• O••••	Trustee	F	yes	09/1991	Jul 31, 2012

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
P••••••• A••••••••• G•• L••	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Nantucket	Ma	United States	3	no
Aspen	Co	United States	2	no
VERO BEACH	FL	United States	2	no
SAINT LOUIS	Mo	United States	0	no

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

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	$6.2B	$8.8B	-29.1%	$7.4B	-5.7%	23	23	4	4

Relationships

Affiliated with (1)

← M•••••• P•••• PARTNERS LLCRegistered adviserother investment adviser, pooled vehicle sponsor
factForm ADV

Advises (11)

→ P••••••• S•• O•• C••••••••• L••Private fundHedge Fund, IA
Mar 1, 2019 to presentfactForm ADV
→ P••••••• N•••••• R••••••••• L•••Private fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→

Dated events

Occurred
Jul 30, 2026
Regulatory AUM changed
P••••••• A•••• M••••••••• L••• reported RAUM $6.2B, down 30% from $8.9B (2026-03-31 to 2026-07-30)
Form ADVobserved 7 days ago
$-2.7B
Occurred
Mar 31, 2023
Regulatory AUM changed
P••••••• A•••• M••••••••• L••• reported RAUM $7.4B, up 28% from $5.8B (2022-07-05 to 2023-03-31)
Form ADVobserved 7 days ago
$1.6B
Occurred
Jan 20, 2022
Regulatory AUM changed
P••••••• A•••• M••••••••• L••• reported RAUM $5.8B, up 55% from $3.7B (2021-11-02 to 2022-01-20)
Form ADVobserved 7 days ago
$2.0B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:259270b1-62b0-b593-d83b-d15274ddd27b
First observed: Mar 30, 2012
Last observed: Aug 4, 2026 49 days 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.

2025	Mar 31, 2026	$8.9B	$8.9B	23	10	4	13	n/a
2024	Mar 28, 2025	$8.8B	$8.8B	23	11	4	12	n/a
2023	Mar 29, 2024	$8.0B	$8.0B	21	8	4	11	$9.5B
2022	Mar 31, 2023	$7.4B	$7.4B	20	8	4	10	$7.1B
2021	Mar 31, 2022	$5.8B	$5.8B	19	8	3	9	$3.6B
2020	Mar 30, 2021	$3.7B	$3.4B	18	8	3	9	$2.2B
2019	Mar 30, 2020	$3.3B	$2.9B	18	8	2	7	$1.9B
2018	Mar 31, 2019	$3.0B	$2.7B	18	8	2	7	$1.8B
2017	Mar 30, 2018	$2.9B	$2.5B	18	8	2	4	$1.9B
2016	Mar 31, 2017	$3.6B	$3.0B	21	9	n/a	4	$2.7B
2015	Mar 30, 2016	$3.7B	$3.7B	22	10	n/a	4	$3.7B
2014	Mar 31, 2015	$3.8B	$3.8B	21	11	n/a	4	$3.8B
2013	Mar 31, 2014	$2.8B	$2.8B	21	10	n/a	4	$2.8B
2012	Apr 1, 2013	$2.7B	$2.7B	21	10	n/a	4	$2.7B
2011	Mar 30, 2012	$2.2B	$2.2B	n/a	n/a	n/a	4	$2.2B