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P••• V••••• I••••••••• LIMITED LIABILITY COMPANY, CRD 173995
MARLTON, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| M•••••• R••• M••••• | n/a | WILLIAMSTOWN, NJ | MARLTON, NJ | 11 | 14 | 2 | no |
| R••••• A•••• M•••• | n/a | MARLTON, NJ | 10 | 24 |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| M••••••• F•••• L• | Hedge Fund | $69.6M | Mar 30, 2026 | 98 | Mar 30, 2026 | reported | 021-544967 |
| P• O••••••••• F•••• S••••• I• L•• | Hedge Fund | $54.5M | Mar 30, 2026 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| D•••••• J•••••• B•••• | Member | C | yes | 02/2015 | Mar 30, 2026 | Mar 30, 2026 |
| M••••• H••••• E••••• | MANAGING MEMBER | C | yes | 11/2014 | Mar 30, 2026 | Mar 30, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| P••• V••••• P••••••• | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 1 | 0 | 0 | 6 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.7B | $2.2B | 22.5% | $965M | 40.5% | 37 | 37 | 1 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | 3 | Jul 5, 2023 | Oct 10, 2023 | MOUNT LAUREL, NJ | Team lift out | Wirehouse to RIA | 0.0% |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | 2 | Oct 9, 2018 |
| yes |
| J••••• B•••• D••••• | n/a | MARLTON, NJ | 9 | 20 | 1 | no |
| C••••••••• M••• B•••• | n/a | MARLTON, NJ | 8 | 23 | 4 | no |
| J••••••• D•••• M••••• | n/a | MARLTON, NJ | 7 | 39 | 3 | yes |
| H•••• E••••• M•••• | n/a | Naples, FL | MARLTON, NJ | 7 | 13 | 1 | no |
| F•••••• F•••••••• | n/a | MARLTON, NJ | 7 | 18 | 4 | no |
| J••••• F••••••••• | n/a | MARLTON, NJ | 6 | 10 | 1 | no |
| V••••••• A••••• C••••••••• | n/a | MARLTON, NJ | 5 | 10 | n/a | no |
| T••••• J• C••••••• | n/a | MARLTON, NJ | 5 | 29 | 3 | no |
| K••••••• Q•••••• F•• | Certified Financial Planner | MARLTON, NJ | 5 | 27 | 3 | no |
| A•••••• A• V••••• | n/a | MARLTON, NJ | 5 | 10 | 2 | no |
| J••• A• M••••• | n/a | MARLTON, NJ | 5 | 14 | n/a | no |
| M•••••• L•••• W••••• | n/a | MARLTON, NJ | 4 | 12 | 1 | no |
| S•••• A•••• L•••••• | n/a | MARLTON, NJ | 4 | 23 | 4 | no |
| T••••• M••••••• | n/a | MARLTON, NJ | 4 | 10 | 1 | no |
| N••••••• L•••••• | n/a | MARLTON, NJ | 4 | 28 | 1 | no |
| C••••••••• J• O•••••• | Chartered Financial Analyst | MARLTON, NJ | 4 | 17 | n/a | no |
| K•••• P•••• | n/a | MARLTON, NJ | 4 | 14 | n/a | no |
| D•••• K••••• | Chartered Financial Consultant | MARLTON, NJ | 3 | 10 | 3 | no |
| I•••• D•••••• J•••• | n/a | MARLTON, NJ | 3 | 13 | 3 | no |
| M••• D••••• M••••••• | n/a | San Antonio, TX | MARLTON, NJ | 3 | 16 | 3 | no |
| N••• J•••• M••••• | n/a | MARLTON, NJ | 3 | 11 | 1 | no |
| J•••• T••• V••• | n/a | MARLTON, NJ | 3 | 26 | 2 | no |
| J•••• L••••• B••••• | Certified Financial Planner | MARLTON, NJ | WINTER GARDEN, FL | 3 | 25 | 4 | yes |
| 83 |
| Mar 7, 2022 |
| reported |
| 021-468482 |
| Partner |
| D |
| yes |
| 10/1996 |
| Jul 8, 2015 |
| Mar 28, 2024 |
| S••••••• N•••••• | Partner | D | yes | 10/1996 | Jul 8, 2015 | Mar 28, 2024 |
| L••••••• N••••••• | MEMBER (01/2025) AND CHIEF STRATEGY OFFICER | A | no | 02/2022 | Mar 30, 2026 | Mar 30, 2026 |
| M•••••• M••••••• R••• | MEMBER (01/2025) & CHIEF FINANCIAL OFFICER | B | no | 02/2022 | Mar 30, 2026 | Mar 30, 2026 |
| O••••••• C••••••••• J• | MEMBER (01/2025) AND CHIEF INVESTMENT OFFICER | A | no | 02/2022 | Mar 30, 2026 | Mar 30, 2026 |
| S•••••••• M••• L•••• | CHIEF COMPLIANCE OFFICER | Na | no | 11/2025 | Mar 30, 2026 | Mar 30, 2026 |
| A••••••••• A•••• J••• | CHIEF COMPLIANCE OFFICER | Na | no | 03/2023 | Mar 31, 2023 | Mar 28, 2024 |
| H• S•••••• F••••• L•• P••••••••• | Owner | A | no | 02/2015 | Jul 8, 2015 | Mar 28, 2024 |
| $2.7B |
| $2.7B |
| 37 |
| 31 |
| 1 |
| 2 |
| n/a |
| 2024 | Mar 19, 2025 | $2.2B | $2.2B | 37 | 30 | 0 | 1 | n/a |
| 2023 | Mar 28, 2024 | $1.7B | $1.7B | 35 | 30 | 0 | 1 | $37.3M |
| 2022 | Mar 31, 2023 | $965M | $965M | 27 | 24 | 0 | 1 | $33.0M |
| 2021 | Mar 31, 2022 | $1.3B | $1.0B | 21 | 19 | 0 | 1 | $0 |
| 2020 | Mar 31, 2021 | $1.0B | $795M | 13 | 11 | 0 | n/a | n/a |
| 2019 | Mar 24, 2020 | $567M | $467M | 10 | 8 | 0 | n/a | n/a |
| 2018 | Mar 26, 2019 | $424M | $424M | 9 | 7 | 0 | n/a | n/a |
| 2017 | Feb 23, 2018 | $220M | $180M | 6 | 4 | 0 | n/a | n/a |
| 2016 | Mar 13, 2017 | $190M | $160M | 6 | 2 | n/a | n/a | n/a |
| 2015 | Jan 20, 2016 | $125M | $105M | 6 | 2 | n/a | n/a | n/a |
| MOUNT LAUREL, NJ |
| Team lift out |
| Wirehouse to RIA |
| 0.0% |
| U•••••• I••••••••• I••• | 2 | Mar 27, 2015 | Jun 8, 2021 | KING OF PRUSSIA, PA | Team lift out | Other | 50.0% |