DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

P••••••••• C••••••

P••••••••• C•••••• ADVISORS, LLC, CRD 304859

MIAMI, FL

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Search this name across graphsid dfx:ria:530931f9-d0dc-2246-d30c-ccf41a9520b9

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 8
On other graphs: 1
Observed: Oct 8, 2021 to Mar 24, 2026
13 observations

Across DFX

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

Real Estate Fundsidentity

P••••••••• C••••••

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: $166M••• Locked
Discretionary RAUM: $166M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
P••••••••• C•••••• G••••• M••••• F•••• L•	Real Estate Fund	$144M	Mar 27, 2024	144	Oct 8, 2021	reported	n/a
P•••••••• M•• E••• L•••••• L••	Other Private Fund	$93.8M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A••••••• A••••••• M••••	CHIEF COMPLIANCE OFFICER	Na	yes	01/2022	Mar 29, 2022	Mar 27, 2024
K••••• D•••••• N••	Manager	E	yes	05/2018	Oct 8, 2021	Mar 27, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
P••••••••• C•••••• P•••••• I•••• L••	n/a	n/a	n/a	N	yes	n/a
P••••••••• C•••••• P••••••• U•• L••	n/a	n/a	n/a	N	yes	n/a
P••••••••• R• H••••••• P•••••• L••

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026

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	$166M	$171M	-2.9%	$242M	-11.7%	9	12	0	0

Relationships

Advises (4)

→ P••••••••• C•••••• F••• I• L•Private fundReal Estate Fund, IA
Oct 8, 2021 to presentfactForm ADV
→ P••••••••• C•••••• G••••• M••••• F•••• L•Private fundReal Estate Fund, IA
Oct 8, 2021 to presentfactForm ADV
→ P•••••••• M•• E••• L•••••• L••Private fundOther Private Fund, IA
Mar 29, 2022 to presentfactForm ADV
→ P••••••••• C•••••• L••••••••• S••• S•• S•••••••••

Dated events

Occurred
Mar 27, 2024
Control person left
Charles Matthew Fuller (Chief Investment Officer) no longer on Schedule A of P••••••••• C•••••• (listed 2023-10-17, absent 2024-03-27)
Form ADVobserved 7 days ago
Occurred
Sep 7, 2023
Control person joined
Charles Matthew Fuller (Chief Investment Officer) appeared on Schedule A of P••••••••• C••••••
Form ADVobserved 7 days ago
Occurred
Sep 7, 2023
Control person left
Nmn Bernard Wasserman (President) no longer on Schedule A of P••••••••• C•••••• (listed 2023-04-25, absent 2023-09-07)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:530931f9-d0dc-2246-d30c-ccf41a9520b9
First observed: Oct 8, 2021
Last observed: Mar 24, 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.