DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

A•••••• E••••• P•••••••

A•••••• E••••• P•••••••, LLC, CRD 338602

PITTSBURGH, PA

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Search this name across graphsid dfx:ria:3aa06233-fd34-c454-f2c0-ec6326d0954e

Data as of Jan 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 5
On other graphs: 2
Observed: Jan 23, 2026 to Jan 23, 2026
1 observations

Across DFX

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

Private Equityidentity

A•••••• E••••• P•••••••

Private equity manager · shared crd

Independent Sponsorsidentity

A•••••• E••••• P•••••••

Capital provider to sponsors · 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: $173M••• Locked
Discretionary RAUM: $173M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
A•••••• S•••••••• E••••• I•• L•••	Private Equity Fund	$31.4M	Jan 23, 2026	51	Jan 23, 2026	reported	021-518879
T••• 2•••• L•••	Private Equity Fund	$30.1M	Jan 23, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••• J•••••• L•••••	Partner	C	yes	11/2023	Jan 23, 2026	Jan 23, 2026
B••••• M••••••• K•	Partner	C	yes	11/2023	Jan 23, 2026	Jan 23, 2026

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 23, 2026	$173M	$173M	7	6	0	11	n/a

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$173M	n/a	n/a	n/a	n/a	7	n/a	0	n/a

Relationships

Controls (3)

← B••••• M••••••• K•OwnerPARTNER, ownership code C, individual
Jan 23, 2026 to presentfactForm ADV
← B••••••• J•••••• L•••••OwnerPARTNER, ownership code C, individual
Jan 23, 2026 to presentfactForm ADV
← C•••• P•••OwnerPARTNER, ownership code C, individual
Jan 23, 2026 to presentfactForm ADV

Owns (1)

← G•••••••• N••••• M••••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual

Dated events

Occurred
Jan 23, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$17.6M
Occurred
Jan 23, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$4.1M
Occurred
Jan 23, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$2.7M
Occurred
Jan 23, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3aa06233-fd34-c454-f2c0-ec6326d0954e
First observed: Jan 23, 2026
Last observed: Jan 23, 2026 8 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.