DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

E••••• R••••••• I••••••••• L••

CRD 161186

CAMBRIDGE, MA

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Search this name across graphsid dfx:ria:451794c8-38f7-7f6b-d594-1ee0f8e03a57

Data as of May 14, 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: 141
Dated events: 9
On other graphs: 2
Observed: Feb 16, 2012 to May 14, 2026
37 observations

Across DFX

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

Private Equityidentity

E••••• R••••••• I••••••••• L••

Private equity manager · shared crd

Real Estate Fundsidentity

E••••• R••••••• I••••••••• 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: $1.3B••• Locked
Discretionary RAUM: $1.3B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 27

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
E••••• R••••••• F••• A• 2••• L••	Real Estate Fund	$310M	Jul 18, 2024	256	Dec 14, 2021	reported	021-427143
E••••• R••••••• F••• 2••• L••	Real Estate Fund	$254M	Jul 18, 2024

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C•••••• P•••• G•••••	MANAGING MEMBER	B	yes	02/2020	Mar 25, 2020	Jul 18, 2024
D••••••••• E•••••	MANAGING MEMBER	C	yes	10/2002	Feb 16, 2012	Jul 18, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
E•• F••• 2••• G• L••	n/a	n/a	n/a	N	yes	n/a
E•• F••• 2••• G• L••	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

••• Locked

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

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	$1.3B	$1.3B	1.0%	$1.4B	-1.0%	27	25	0	0

Relationships

showing 80 of 141

Advises (80)

→ Q.A. IV HOLDINGS LLCPrivate fundReal Estate Fund, IA
Mar 30, 2015 to presentfactForm ADV
→ CHP094 HOLDINGS LLCPrivate fundReal Estate Fund, IA
Dec 14, 2021 to presentfactForm ADV
→ EQUITY R••••••• LEXINGTON FUND LPPrivate fundReal Estate Fund, IA
Feb 16, 2012 to presentfactForm ADV
→ TABER MILL HOLDINGS LLC

Dated events

Occurred
Jan 26, 2024
Control person left
Gordon Bryn Zeckhauser (Managing Member) no longer on Schedule A of E••••• R••••••• I••••••••• L•• (listed 2023-07-24, absent 2024-01-26)
Form ADVobserved 7 days ago
Occurred
Jan 26, 2024
Control person joined
Renfrew Kurt Spring (Managing Member) appeared on Schedule A of E••••• R••••••• I••••••••• L••
Form ADVobserved 7 days ago
Occurred
Oct 27, 2022
Control person left
Michael Bruce Quinn (Managing Member) no longer on Schedule A of E••••• R••••••• I••••••••• L•• (listed 2022-09-09, absent 2022-10-27)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:451794c8-38f7-7f6b-d594-1ee0f8e03a57
First observed: Feb 16, 2012
Last observed: May 14, 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.