DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

J••••• C••••••• L•

CRD 291946

STAMFORD, CT

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Search this name across graphsid dfx:ria:4088c467-863b-5a61-1ce9-381005fb76b3

Data as of Jun 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 36
Dated events: 15
On other graphs: 1
Observed: Apr 26, 2018 to Jun 2, 2026
17 observations

Across DFX

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

Real Estate Fundsidentity

J••••• C••••••• L•

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: $3.0B••• Locked
Discretionary RAUM: $2.9B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 23

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
J••••• R••• E••••• F••• I• L•	Real Estate Fund	$288M	Mar 29, 2024	18	Apr 26, 2018	reported	021-313137
J••••• R••• E••••• F••• I•• P••• L•	Real Estate Fund	$188M	Mar 29, 2024

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A••• K•••••• 2••• F••••• T•••• D•••• 1•••••••••	LIMITED PARTNER	C	yes	08/2019	Mar 29, 2024	Mar 29, 2024
C••••• J•••••• S••••	SOLE MEMBER	E	yes	06/2017	Apr 26, 2018	Mar 29, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
J••••• C••••••• L••	n/a	n/a	n/a	Y	yes	n/a
J••••• I• C•••••••• I• G•• L••	n/a	n/a	n/a	Y	yes	n/a
J••••• L• C••••••••• I• G•• L••	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	8	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

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	$3.0B	$2.4B	25.9%	$1.0B	42.7%	23	17	1	1

Relationships

Advises (13)

→ J••••• R••• E••••• F••• I• P••• L•Private fundReal Estate Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ J••••• U• H••••••• L••Private fundReal Estate Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ J••••• R••• E••••• F••• I••• L•Private fundReal Estate Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ J••••• L• C••••••••• I• L•

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
J••••• C••••••• L• reported RAUM $3.0B, up 26% from $2.4B (2026-02-24 to 2026-03-31)
Form ADVobserved 7 days ago
$624M
Occurred
Mar 31, 2025
Regulatory AUM changed
J••••• C••••••• L• reported RAUM $2.4B, up 95% from $1.2B (2024-03-29 to 2025-03-31)
Form ADVobserved 7 days ago
$1.2B
Occurred
Mar 29, 2024
Control person joined
Farrokh Aman Kapadia (Limited Partner) appeared on Schedule A of J••••• C••••••• L•
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4088c467-863b-5a61-1ce9-381005fb76b3
First observed: Apr 26, 2018
Last observed: Jun 2, 2026 3 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.