DFX Intelligence

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

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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 10b 100b

P••••••• C•••••• I••••••••• G••••• L••

CRD 120663

BOSTON, MA

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Search this name across graphsid dfx:ria:3ba40235-29df-1633-6465-785aeb1c5609

Data as of Aug 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 113
Dated events: 9
On other graphs: 4
Observed: Mar 27, 2012 to Aug 13, 2026
42 observations

Across DFX

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

Venture Capitalidentity

P••••••• C•••••• I••••••••• G••••• L••

Venture manager · shared crd

Independent Sponsorsidentity

P••••••• C•••••• I••••••••• G••••• L••

Capital provider to sponsors · shared crd

Private Equityidentity

P••••••• C•••••• I••••••••• G••••• L••

Private equity manager · shared crd

Real Estate Fundsidentity

Facts

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

Firm class: other adviserderivedprivate_client_share=0.12 fund_share=0.39 institutional_share=0.48 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $51B••• Locked
Discretionary RAUM: $31B
Private client RAUM: $6.2Bderived••• Locked
Private client share: 12%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $51Bderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
W•••••• W••••• F••	n/a	BOSTON, MA	16	23	n/a	no

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
T•• M••••• P•••••••• •• S••• S•••••••••	Hedge Fund	$3.3B	Aug 27, 2024	301	Mar 27, 2012	reported	021-146215
P••••••• C•••••• P•••••• F••• I• L•• • D••••••••• I••••• F•••	Private Equity Fund	$2.5B

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C•••••••• G••••••• P•••••	MEMBER OF A COMMITTEE THAT SERVES AS THE MANAGER	F	yes	03/2024	Aug 27, 2024	Aug 27, 2024
D•••••••• P•••• A•••••	G•••••• PARTNER, SENIOR PARTNER	Na	yes	01/2002	Mar 27, 2012	Aug 27, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
P••••••• C•••••• 1• D•••••• C••••• G•• L•••	n/a	n/a	n/a	Y	no	n/a
P••••••• C•••••• A•• G• S•• R•••	n/a	n/a	n/a	Y	no	n/a
P••••••• C•••••• A••• L••••••	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
London	n/a	United Kingdom	59	no
NEW YORK	NY	United States	15	no
SAN FRANCISCO	CA	United States	11	no
Downtown	n/a	Singapore	10	no
Paris	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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	$51B	$41B	21.8%	$30B	18.6%	190	163	3	7

Relationships

showing 80 of 113

Advises (63)

→ P••••••• C•••••• C••••• FUND VII, L.P.Private fundPrivate Equity Fund, IA
Mar 25, 2014 to presentfactForm ADV
→ P••••••• C•••••• K•••••• FUND, L.P. - S••••• SPrivate fundHedge Fund, IA
Apr 22, 2019 to presentfactForm ADV
→ P••••••• C•••••• RED K••• FUND I, L.P.Private fundPrivate Equity Fund, IA
Aug 26, 2022 to presentfactForm ADV
→ P••••••• C•••••• H•••••• F••• ••• L•••

Dated events

Occurred
Aug 27, 2024
Control person joined
Pierre Gabriel Caillaux (Member Of A Committee That Serves As The Manager) appeared on Schedule A of P••••••• C•••••• I••••••••• G••••• L••
Form ADVobserved 7 days ago
Occurred
Aug 27, 2024
Control person joined
Emiliano Martin Escobari Lifchitz (Member Of A Committee That Serves As The Manager) appeared on Schedule A of P••••••• C•••••• I••••••••• G••••• L••
Form ADVobserved 7 days ago
Occurred
Aug 27, 2024
Control person joined
Edward William Ford (Member Of A Committee That Serves As The Manager) appeared on Schedule A of P••••••• C•••••• I••••••••• G••••• L••
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3ba40235-29df-1633-6465-785aeb1c5609
First observed: Mar 27, 2012
Last observed: Aug 13, 2026 40 days 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.