DFX Intelligence

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

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RIA / WealthRegistered adviserAsset managerSEC registeredRAUM 100m 1b

Z•••••• E••••• L••

CRD 288820

HOUSTON, TX

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Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 5:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 3
On other graphs: 2
Observed: Sep 6, 2017 to Mar 31, 2026
13 observations

Across DFX

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

Private Equityidentity

Z•••••• E••••• L••

Private equity manager · same CRD, same SEC file number

Independent Sponsorsidentity

Z•••••• E••••• L••

Capital provider to sponsors · same CRD, same SEC file number

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderived••• Locked
Regulatory AUM: $423M••• Locked
Discretionary RAUM: $423M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $423Mderived

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
Z•••••• I••••• L•••	Private Equity Fund	$258M	Mar 31, 2026	66	Sep 6, 2017	reported	021-1716294
Z•••••• I•••• L•••	Private Equity Fund	$79.3M	Mar 31, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
J••••••• M••••••• S•••••	VICE PRESIDENT	Na	yes	12/2014	Sep 6, 2017	Mar 29, 2024
M•••••••• K••••••• S•••••	MANAGING MEMBER	E	yes	09/2010	Sep 6, 2017	Mar 29, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
T•• S•••••• Z•••••• E••••• F••• G•• L•••	n/a	Asset manager	$264M	Y	no	n/a

Regulatory AUM by fiscal year

••• Locked

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

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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	$423M	$410M	3.1%	$363M	5.2%	102	102	0	0

Relationships

Affiliated with (2)

→ T•• S•••••• Z•••••• E••••• F••• G•• L•••Registered adviserother investment adviser, pooled vehicle sponsor, control
factForm ADV
← T•• S•••••• Z•••••• E••••• F••• G•• L•••Registered adviserother investment adviser, pooled vehicle sponsor, control
factForm ADV

Advises (5)

→ Z•••••• I•••• L•••Private fundPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV
→

Dated events

Order

Occurred
30 Mar 2020
Control person left
••• Locked
Form ADV
Occurred
12 Dec 2018
Regulatory AUM changed
••• Locked
Form ADV
$257M
Occurred
6 Sep 2017
First Form ADV filing
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 6, 2017
Last observed: Mar 31, 2026 5 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.