DFX Intelligence

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

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

M••••••• T••••• L••

CRD 323685

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Search this name across graphsid dfx:ria:40eb58e4-9e08-bf62-9011-33869b7c1f82

Data as of Feb 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Feb 9, 2026 to Feb 9, 2026
1 observations

Across DFX

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

Real Estate Fundsidentity

M••••••• T••••• 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: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Offices: 0Schedule D 1.F, beyond the principal office
SEC number: 802-127109
CRD: 323685
Filings on the tape: 1
First filed: Feb 9, 2026
Latest filed: Feb 9, 2026

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
A••••••••• P••••• I••••••••• ••••••• L••••••	Real Estate Fund	$33.0M	Mar 7, 2024	2	Nov 29, 2022	reported	n/a

Relationships

Advises (1)

→ A••••••••• P••••• I••••••••• ••••••• L••••••Private fundReal Estate Fund, ERA
Nov 29, 2022 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:40eb58e4-9e08-bf62-9011-33869b7c1f82
First observed: Feb 9, 2026
Last observed: Feb 9, 2026 7 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.