DFX Intelligence

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

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

V• C•••••• M••••••••• L•

CRD 170504

NEWTON, MA

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Search this name across graphsid dfx:ria:357e74f4-927b-1d82-1745-cd9167d67e44

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 27, 2026 to Mar 27, 2026
1 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Offices: 0Schedule D 1.F, beyond the principal office
SEC number: 802-79281
CRD: 170504
Filings on the tape: 1
First filed: Mar 27, 2026
Latest filed: Mar 27, 2026

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
V• C•••••• M••••• F•••• L•	Hedge Fund	$146M	Mar 26, 2021	3	Feb 24, 2014	dropped	n/a
V• C•••••• P•••••••• L•	Hedge Fund	$80.1M	Mar 20, 2024

Relationships

Advises (3)

→ V• C•••••• P•••••••• L•Private fundHedge Fund, ERA
Feb 24, 2014 to presentfactForm ADV
→ V• C•••••• I••••••••• L•••Private fundHedge Fund, ERA, no longer reported
Feb 24, 2014 to Mar 26, 2021factForm ADV
→ V• C•••••• M••••• F•••• L•Private fundHedge Fund, ERA, no longer reported
Feb 24, 2014 to Mar 26, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:357e74f4-927b-1d82-1745-cd9167d67e44
First observed: Mar 27, 2026
Last observed: Mar 27, 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.