DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

V••••• P•••• C•••••••••

CRD 160664

PARSIPPANY, NJ

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Search this name across graphsid dfx:ria:2cb76e5b-247b-f690-5440-0398ec8cbb94

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 1
On other graphs: 1
Observed: Jun 24, 2014 to Mar 30, 2026
15 observations

Across DFX

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

Venture Capitalidentity

V••••• P•••• C•••••••••

Venture 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=1.0
Regulatory AUM: $151M••• Locked
Discretionary RAUM: $151M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
S•••••• A•• A••••••••• L••	Hedge Fund	$44.4M	Mar 29, 2024	6	Mar 22, 2012	reported	n/a
0••	Hedge Fund	$29.0M	Mar 29, 2024

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
F••••••• E••••• J••	Trustee	F	yes	01/2022	Jun 24, 2014	Mar 29, 2024
H•••••• A••••••• B•••	Trustee	F	yes	01/2022	Jun 24, 2014	Mar 29, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
L••••••• B•••• S••••••	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
2025

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	$151M	$156M	-3.1%	$170M	-3.9%	2	2	0	0

Relationships

Advises (8)

→ 004Private fundHedge Fund, IA
Mar 22, 2012 to presentfactForm ADV
→ S•••••• I••••••••• P••••••••• I•• L•Private fundHedge Fund, IA
Mar 22, 2012 to presentfactForm ADV
→ 001Private fundHedge Fund, IA
Mar 22, 2012 to presentfactForm ADV
→ 003Private fundHedge Fund, IA

Dated events

Occurred
Jun 24, 2014
First Form ADV filing
V••••• P•••• C••••••••• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2cb76e5b-247b-f690-5440-0398ec8cbb94
First observed: Jun 24, 2014
Last observed: Mar 30, 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.