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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

A•• C•••••• M••••••••• L••

CRD 299674

MOORPARK, CA

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Search this name across graphsid dfx:ria:32f795f6-c8ed-51e2-a155-dc0c6a748ed8

Data as of Mar 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Oct 15, 2019 to Mar 21, 2026
9 observations

Across DFX

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

Real Estate Fundsidentity

A•• C•••••• M••••••••• L••

Real estate fund 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: $109MItem 5.F on the latest filing (2026-03-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $4.1M
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
T••••••••• H•••••• F•••• L•••	Real Estate Fund	$4.0M	Mar 29, 2024	3	Jun 26, 2019	reported	021-324472

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
C••••••• M••••••• D•••	PRESIDENT, CCO	D	yes	10/2014	Oct 15, 2019	Mar 29, 2024

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	$109M	$120M	-9.9%	$142M	-8.5%	1	1	0	0

Relationships

Advises (1)

→ T••••••••• H•••••• F•••• L•••Private fundReal Estate Fund, IA
Jun 26, 2019 to presentfactForm ADV

Controls (1)

← C••••••• M••••••• D•••OwnerPRESIDENT, CCO, ownership code D, individual
Oct 15, 2019 to Mar 29, 2024factForm ADV

Dated events

Occurred
Oct 15, 2019
First Form ADV filing
A•• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:32f795f6-c8ed-51e2-a155-dc0c6a748ed8
First observed: Oct 15, 2019
Last observed: Mar 21, 2026 6 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.