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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

P••••••• R••••

P••••••• R•••• ADVISORS, LLC, CRD 299594

NEW YORK, NY

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Search this name across graphsid dfx:ria:399525f9-be2c-badc-483e-68eb068ac964

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 29
Dated events: 10
On other graphs: 2
Observed: Nov 20, 2018 to Mar 31, 2026
9 observations

Across DFX

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

Private Creditidentity

P••••••• R••••

Private credit manager · shared crd

Real Estate Fundsidentity

P••••••• R••••

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: $5.8BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $5.7B
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
P••••••• R•••• U••• R••• E••••• P••••••• I•• L•••	Real Estate Fund	$1.4B	Mar 27, 2024	48	Mar 30, 2020	reported	021-340987
A• P• R••• E••••• E••••• P••• F••• L•••	Hedge Fund	$550M

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••••• A••• B•••	CHIEF FINANCIAL OFFICER	Na	yes	05/2023	Mar 27, 2024	Mar 27, 2024
C•••••• B••••• S•••••	Partner	C	yes	07/2018	Nov 20, 2018

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••••••• R•••• A•• G• L••	n/a	n/a	n/a	N	yes	n/a
P••••••• R•••• B•••• J•••• V•••••• G••• L•••	n/a	n/a	n/a	N	yes	n/a
P••••••• R•••• H••• C•••••••• G••• L•••

Offices

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

City	State	Country	Employees	Also broker-dealer
SAN FRANCISCO	CA	United States	5	no
Brentwood	Tn	United States	1	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

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	$5.8B	$5.4B	7.0%	$4.0B	13.5%	44	40	2	2

Relationships

Advises (15)

→ A• P• Q•• I• L•••Private fundReal Estate Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ A• P• P••••••• Q•• I• L•••Private fundReal Estate Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ A• P• Q•• I•• L•••Private fundReal Estate Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ P••••••• R•••• W• C•••••••• L•••Private fund

Dated events

Occurred
Mar 27, 2025
Regulatory AUM changed
P••••••• R•••• reported RAUM $5.4B, up 49% from $3.6B (2024-03-27 to 2025-03-27)
Form ADVobserved 7 days ago
$1.8B
Occurred
Mar 27, 2024
Control person joined
Beth Amy Boyle (Chief Financial Officer) appeared on Schedule A of P••••••• R••••
Form ADVobserved 7 days ago
Occurred
Mar 27, 2024
Control person left
John Jason Tighe (Chief Financial Officer) no longer on Schedule A of P••••••• R•••• (listed 2023-03-29, absent 2024-03-27)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:399525f9-be2c-badc-483e-68eb068ac964
First observed: Nov 20, 2018
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.