DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

N•• W•••• C••••••• L•••

CRD 226608

BOCA RATON, FL

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Search this name across graphsid dfx:ria:535dc117-326e-4751-7799-ba42ad2a4b6d

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 1
On other graphs: 3
Observed: May 15, 2015 to Mar 27, 2026
16 observations

Across DFX

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

Private Equityidentity

N•• W•••• C••••••• L•••

Private equity manager · cited, shared crd

Independent Sponsorsidentity

N•• W•••• C••••••• L•••

Capital provider to sponsors · cited, shared crd

Allocatorsidentity

N•• W•••• C••••••• L•••

Manager with allocator commitments · cited, 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: $454M••• Locked
Discretionary RAUM: $454M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 12

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
N•• W•••• C•••••• P••••••• A••• L•••	Private Equity Fund	$109M	Apr 1, 2024	41	Mar 29, 2019	reported	n/a
N•• W•••• C•••••• P••••••• I•• L•••	Private Equity Fund	$86.3M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
M••••• G•••••• B••••	Partner	D	yes	05/2015	May 15, 2015	Apr 1, 2024
N••••••• J••••• H•••••	MANAGING PARTNER	D	yes	05/2014	May 15, 2015	Apr 1, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
N•• P••••••• G• A••• L•••	n/a	n/a	n/a	N	yes	n/a
N•• P••••••• G• I•• L•••	n/a	n/a	n/a	N	yes	n/a
N•• P••••••• G•• L•••	n/a

Regulatory AUM by fiscal year

••• Locked

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

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	$454M	$357M	27.4%	$406M	3.8%	12	12	0	0

Relationships

Advises (9)

→ N•• W•••• C•••••• P••••••• A••• L•••Private fundPrivate Equity Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ N•• W•••• C•••••• P••••••• I•••• L•••Private fundPrivate Equity Fund, IA
Apr 1, 2024 to presentfactForm ADV
→ N•• W•••• C•••••• P••••••• I•• L•••Private fundPrivate Equity Fund, IA
Apr 1, 2024 to presentfactForm ADV
→ N•• A••• L•••

Dated events

Occurred
May 15, 2015
First Form ADV filing
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:535dc117-326e-4751-7799-ba42ad2a4b6d
First observed: May 15, 2015
Last observed: Mar 27, 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.