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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM under $100M

P••••••• C••••• R••• A••••••• L••

CRD 331345

WEST PALM BEACH, FL

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Search this name across graphsid dfx:ria:37ed37e3-61c5-d077-fe16-6a51c73fe8b0

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 29, 2024 to Mar 25, 2026
3 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: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=9.0
Regulatory AUM: $42.6MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $42.6M
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

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
B••••• J•••• F••••••	Member	E	yes	10/2004	Apr 29, 2024	Apr 29, 2024
B••••• J•••• F••••••	CHAIRMAN AND CEO	Na	yes	01/2024	Apr 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
P••••••• C•••••• M••••••••• L•••	n/a	Asset manager	$6.6B	Y	yes	n/a
P••••••• S••••• S•••••• I••••• M••••••••• L••	n/a	Asset manager	$479M	N	yes

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	35	no
Darien	Ct	United States	5	no

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
2025

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	$42.6M	$3.0M	1316.4%	n/a	n/a	59	29	2	2

Relationships

Affiliated with (2)

→ P••••••• C•••••• M••••••••• L•••Registered adviserother investment adviser, control, common control
factForm ADV
→ P••••••• S••••• S•••••• I••••• M••••••••• L••Registered adviserother investment adviser, common control
factForm ADV

Controls (3)

← P••••••• C•••••• M••••••••• L•••OwnerMANAGING MEMBER, ownership code E, domestic entity
Apr 29, 2024 to Apr 29, 2024factForm ADV
← B••••• J•••• F••••••Owner

Dated events

Occurred
Apr 29, 2024
First Form ADV filing
Pcream filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:37ed37e3-61c5-d077-fe16-6a51c73fe8b0
First observed: Apr 29, 2024
Last observed: Mar 25, 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.