DFX Intelligence

Data Factory

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

C••••••• C••• P•••••• E•••••• L••

CRD 319169

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4bc84c0a-7876-9a33-82bc-94bb2158617a

Data as of Mar 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 2, 2026 to Mar 2, 2026
1 observations

Across DFX

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

Private Equityidentity

C••••••• C••• P•••••• E••••• L••

P•••••• equity 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
P•••••• client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Offices: 0Schedule D 1.F, beyond the principal office
SEC number: 802-123603
CRD: 319169
Filings on the tape: 1
First filed: Mar 2, 2026
Latest filed: Mar 2, 2026

P•••••• funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
C••••••• C••• K••• L••	P•••••• Equity Fund	$53.4M	Mar 28, 2024	3	Mar 2, 2022	reported	021-434590

Relationships

Advises (1)

→ C••••••• C••• K••• L••Private fundP•••••• Equity Fund, ERA
Mar 2, 2022 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4bc84c0a-7876-9a33-82bc-94bb2158617a
First observed: Mar 2, 2026
Last observed: Mar 2, 2026 6 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.