DFX Intelligence

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

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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

P••••• P•••••• E••••• ••••••• L••••••

CRD 318769

EDINBURGH

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Search this name across graphsid dfx:ria:3f887755-b33d-ac58-79f3-9597ddc5f0f3

Data as of May 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 4
On other graphs: 1
Observed: Jul 13, 2023 to May 12, 2026
11 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand; an owner is a different entity, resolved from Schedule A/B

Private Equityidentity

P••••• P•••••• E••••• ••••••• L••••••

P•••••• equity manager · shared crd

Private Equityowner

P••••• F•••••• L••••••

schedule ab owner name equals pe organization name · confidence 50%

Facts

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

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.57 institutional_share=0.41 related_bd=true related_bank=true bd_reps=0.0
Regulatory AUM: $8.0B••• Locked
Discretionary RAUM: $7.9B
P•••••• client RAUM: $0derived••• Locked
P•••••• client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 70

P•••••• funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
A••••••• S••••••• S•• I• L•	P•••••• Equity Fund	$521M	Sep 27, 2024	47	Mar 30, 2020	reported	021-34566
A••••••• A••• F•••• O• F•••• P••	P•••••• Equity Fund	$69.0M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••• J••••• R••••••	Director	Na	yes	12/2021	Jul 13, 2023	Sep 27, 2024
M••••• M••••••• J••••	Director	Na	yes	06/2022	Jul 13, 2023	Sep 27, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
P••••• C•••••• P••••••• L••	n/a	Asset manager	$3.3B	Y	yes	n/a
A•• ••••••• P•••••• S•• I•• L••••••	n/a	n/a	n/a	N	yes	n/a
A•• ••• E• G•• L••••••

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Boston	Ma	United States	1	yes
London	n/a	United Kingdom	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	P•••••• funds	Fund GAV
2025	Mar 30, 2026

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	$8.0B	$6.9B	15.3%	n/a	n/a	70	70	2	2

Relationships

Affiliated with (1)

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

Advises (5)

→ A••••••• A••• F•••• O• F•••• P••Private fundP•••••• Equity Fund, IA
Mar 12, 2013 to presentfactForm ADV
→ A••••••• D•••••• H••••••• I• L••••••Private fundP•••••• Equity Fund, IA
Mar 28, 2012 to presentfactForm ADV
→

Dated events

Occurred
Mar 28, 2025
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$6.3B
Occurred
May 30, 2024
Control person left
••• Locked
Form ADVobserved 7 days ago
Occurred
Mar 28, 2024
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$-1.7B
Occurred
Jul 13, 2023
First Form ADV filing

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3f887755-b33d-ac58-79f3-9597ddc5f0f3
First observed: Jul 13, 2023
Last observed: May 12, 2026 4 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.