DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

P••••• C••••••

P••••• MANAGEMENT LLC, CRD 148269

NEW YORK, NY

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Search this name across graphsid dfx:ria:2db01f87-de1b-47b4-725b-1f4074813532

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 102
Dated events: 15
On other graphs: 2
Observed: Mar 29, 2012 to Mar 31, 2026
38 observations

Across DFX

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

Private Equityidentity

P••••• C••••••

Private equity manager · shared crd

Independent Sponsorsidentity

P••••• C••••••

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=0.87 institutional_share=0.13 related_bd=true related_bank=true bd_reps=0.0
Regulatory AUM: $15B••• Locked
Discretionary RAUM: $15B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 41

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
P••••• C•••••• X• L•••	Private Equity Fund	$5.8B	Mar 31, 2026	149	Nov 11, 2021	reported	021-371506
P••••• C•••••• X•• L•••	Private Equity Fund	$2.9B	Mar 31, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
G••••••• M••••••• D•	MANAGING PRINCIPAL	Na	yes	01/1994	Mar 29, 2012	Sep 9, 2024
J••••• F••••••• N•	MANAGING PRINCIPAL	Na	yes	01/1994	Mar 29, 2012	Sep 9, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
V••• I••••••••• M••••••••• C•• L••	n/a	ASSET_M••••••	$275B	N	yes	n/a
V••• I••••••••• L••	n/a	ASSET_M••••••	$59B	N	yes	n/a

Regulatory AUM by fiscal year

••• Locked

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

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	$15B	$13B	15.3%	$12B	7.5%	41	38	0	0

Relationships

showing 80 of 102

Affiliated with (18)

← V••• F•••••••• A•••••••• I•••Registered adviserother investment adviser, common control
factForm ADV
→ V••• I••••••••• M••••••••• C•• L••Registered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ V••• A••••••••• A•••• M••••••••• L••Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ V••• I••••••••• M••••••••• L••

Dated events

Occurred
Mar 31, 2026
P•••••• fund no longer reported
••• Locked
Form ADVobserved today
$6,388
Occurred
Mar 31, 2026
P•••••• fund no longer reported
••• Locked
Form ADVobserved today
$2.6M
Occurred
Mar 31, 2026
P•••••• fund no longer reported
••• Locked
Form ADVobserved today
$275M
Occurred

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2db01f87-de1b-47b4-725b-1f4074813532
First observed: Mar 29, 2012
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.