DFX Intelligence

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

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

M•••• C•••••• C••••

CRD 24142

CHICAGO, IL

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Search this name across graphsid dfx:ria:42dd1699-c51c-f777-ba4c-3082d8f3cc48

Data as of May 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 4
Observed: May 24, 2026 to May 24, 2026
1 observations

Across DFX

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

Venture Capitalidentity

M•••• C•••••• L••••••

Venture manager · key crd, shared crd

Independent Sponsorsidentity

M•••• C•••••• C•••

Intermediary · key crd, shared crd

Private Equityidentity

M•••• C•••••• C••••

Intermediary · key crd, shared crd

Real Estate Fundsidentity

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
Regulatory AUM: $82.4M••• Locked
Discretionary RAUM: $0
Private client RAUM: $82.4Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 4
Advisory employees: 4

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
R•••••• J•• R•••	n/a	SKOKIE, IL \| Skokie, IL	28	35	n/a	yes
H••••• M•••••• F••••••	n/a	HIGHLAND PARK, IL \| Skokie, IL	6	29

Relationships

Registered with (5)

← S••••• V•••••Advisorregistration: current employment
Feb 23, 2021 to presentfactForm ADV
← H••••• M•••••• F••••••Advisorregistration: current employment
Apr 23, 2020 to presentfactForm ADV
← R•••••• J•• R•••Advisorregistration: current employment
Oct 29, 1997 to presentfactForm ADV
← R•••••• C••••••• S••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:42dd1699-c51c-f777-ba4c-3082d8f3cc48
First observed: May 24, 2026
Last observed: May 24, 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.