DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

P••••• C•••••• M••••••••• L••••••

CRD 163930

HAMILTON

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Search this name across graphsid dfx:ria:2bbc543b-6027-9ab1-03a7-f81ad251f735

Data as of Jun 1, 2023 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 10
On other graphs: 1
Observed: Jun 24, 2014 to Jun 1, 2023
22 observations

Across DFX

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

Venture Capitalidentity

P••••• C•••••• M••••••••• L••••••

Venture manager · 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: $3.2B••• Locked
Discretionary RAUM: $3.2B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 22
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
J•••••••• I•••••••• O••••••••• F••• L••••••	Hedge Fund	$3.0B	Mar 23, 2026	99	Mar 26, 2019	reported	021-218628
O•••••••• F••• L••••••	Hedge Fund	$750M	Mar 27, 2018

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••••••• C•••••••••	Shareholder	E	yes	12/2012	Jun 24, 2014	Jun 1, 2023
B•••••••• H•••••••• I•••	Shareholder	E	yes	10/2022	Oct 26, 2022	Jun 1, 2023

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
J• R• L•••• A• B•••••• S••••••••• A••••••• I•••••••• C••••••	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022

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	$3.2B	$2.4B	33.3%	$1.6B	26.9%	22	19	0	0

Relationships

Advises (6)

→ P••••• S•••••••• F••• P••••••• L•••••• I•• P••••• T• F•••Private fundHedge Fund, ERA
Nov 26, 2019 to presentfactForm ADV
→ J•••••••• I•••••••• O••••••••• F••• L••••••Private fundHedge Fund, ERA
Mar 26, 2019 to presentfactForm ADV
→ P••••• S•••••••• F••• P••••••• L•••••• I•• P••••• E••• F•••Private fundHedge Fund, ERA
Jul 27, 2020 to presentfactForm ADV
→ P••••• V•••• F••• L••••••

Dated events

Occurred
Mar 23, 2026
Ria principal change
••• Locked
Form ADVobserved today
Occurred
Mar 23, 2026
Control person joined
••• Locked
Form ADVobserved today
Occurred
Mar 23, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$52.6M
Occurred
Mar 28, 2024

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2bbc543b-6027-9ab1-03a7-f81ad251f735
First observed: Jun 24, 2014
Last observed: Jun 1, 2023 40 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.