DFX Intelligence

C•• D••••••••• I•• L••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundprivate equity fund3(c)(1)

C•• D••••••••• I•• L••

advised by C••••••••• M•••••• P••••••• G•• L•

Texas, United States

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Search this name across graphsid dfx:ria:52c20269-c3b9-6150-4961-4611d6058467

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 2
Observed: Mar 29, 2024 to Mar 31, 2026
2 observations

Across DFX

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

Private Equityidentity

C•• D••••••••• I•• L••

Private equity fund · key adv fund id, key sfn formd adv, shared adv fund id, shared cik

Family Officesidentity

C•• D••••••••• I•• L••

Family investment vehicle · key adv fund id, key sfn formd adv, shared adv fund id, shared cik

Facts

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

Adviser: C••••••••• M•••••• P••••••• G•• L•CRD 162202
Fund type: Private Equity Fund
Latest reported GAV: $23.5M••• Locked
Peak reported GAV: $23.5M
Beneficial owners: 51
Minimum investment: $50,000
Owned by the adviser: 1700%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 31, 2026	$23.5M	51	$50,000

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
P••••••••• B•••	P••••••••• B•••	WICHITA FALLS	Texas	United States	no	n/a

Relationships

Advises (1)

← C••••••••• M•••••• P••••••• G•• L•Registered adviserPrivate Equity Fund, ERA
Mar 29, 2024 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:52c20269-c3b9-6150-4961-4611d6058467
First observed: Mar 29, 2024
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
1 registered feed 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.