DFX Intelligence

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

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RIA / WealthRegistered adviserAsset managerSEC registeredRAUM 1b 10b

D••••••• A•••• M••••••••• ••• L••

CRD 334286

LONDON

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Search this name across graphs

Data as of Jun 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 12:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 6
On other graphs: 0
Observed: Dec 20, 2024 to Jun 29, 2026
4 observations

Right now

one signal names this record (all ria / wealth signals)

#1NewDerived metricAdvisor Recruiting Intelligence

••• Locked

Dated 2026-06-29 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJun 29, 2026 · seen 9 days ago

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: asset managerderived••• Locked
Regulatory AUM: $1.7B••• Locked
Discretionary RAUM: $1.7B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 25
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
D••••••• D••••••••• O••••••••• M••••• F••• L••••••	Hedge Fund	$1.7B	Jun 29, 2026	41	Jun 13, 2025	reported	021-1537124

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••••• S••••• P••• G•••••	PARTNER, SENIOR PORTFOLIO MANAGER	Na	yes	03/2024	Dec 20, 2024	Dec 20, 2024
D••••••• A•••• M••••••••• L••••••	DESIGNATED MEMBER	Na	yes	11/2023	Dec 20, 2024	Dec 20, 2024

Relationships

Advises (1)

→ D••••••• D••••••••• O••••••••• M••••• F••• L••••••Private fundHedge Fund, IA
Jun 13, 2025 to presentfactForm ADV

Controls (7)

← H•••••• M••••••OwnerDOF PORTFOLIO MANAGER, FOUNDER, CEO, ownership code E, individual
Dec 20, 2024 to Dec 20, 2024factForm ADV
← B••••••••• S••••• P••• G•••••OwnerPARTNER, SENIOR PORTFOLIO MANAGER, ownership code NA, individual
Dec 20, 2024 to Dec 20, 2024factForm ADV
← T•••••••• A••••••••• J•••••••Owner

Dated events

4 bookkeeping events (roster, classification and holdings changes) folded below

Order

Occurred
29 Jun 2026
Regulatory AUM changed
••• Locked
Form ADV
$483M
Occurred
20 Dec 2024
First Form ADV filing
••• Locked
Form ADV

Show 4 bookkeeping events

Occurred
Jun 29, 2026
••• Locked
Occurred
Jun 29, 2026
••• Locked
Occurred
Jun 29, 2026
••• Locked
Occurred
Jun 29, 2026
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 20, 2024
Last observed: Jun 29, 2026 2 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.