DFX Intelligence

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

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RIA / WealthRegistered adviserState registeredState registeredRAUM none

M•••• W•••••• L••

CRD 341087

ST. JOHNS BAY

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Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 2
On other graphs: 1
Observed: Apr 1, 2026 to Apr 1, 2026
1 observations

Across DFX

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

Private Equityidentity

M•••• W•••••• L••

Private equity manager · key_crd, shared_crd

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: 1Schedule D 1.F, beyond the principal office
SEC number: 802-136158
CRD: 341087
Filings on the tape: 1
First filed: Apr 1, 2026
Latest filed: Apr 1, 2026

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
I•••••• M••••• S••••• L•• • S••• C•• V•	Private Equity Fund	$3.9M	Apr 1, 2026	26	Apr 1, 2026	reported	n/a
I•••••• M••••• S••••• L••••••• C•• I•	Private Equity Fund	$2.8M

Relationships

Advises (2)

→ I•••••• M••••• S••••• L•• • S••• C•• V•Private fundPrivate Equity Fund, ERA
Apr 1, 2026 to presentfactForm ADV
→ I•••••• M••••• S••••• L••••••• C•• I•Private fundPrivate Equity Fund, ERA
Apr 1, 2026 to presentfactForm ADV

Dated events

Order

Occurred
1 Apr 2026
Private fund first reported2 events
Private fund first reported: 2 on 1 Apr 2026
$2.8M to $3.9M
- ••• Locked$3.9M
- ••• Locked$2.8M

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 1, 2026
Last observed: Apr 1, 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.