DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

F••••••••• C•••••• M••••••••• L•

CRD 309334

LOS ANGELES, CA

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Search this name across graphsid dfx:ria:5c4f742f-5cdd-cee4-1297-f119de3aa1c8

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 7
On other graphs: 1
Observed: Aug 14, 2020 to Mar 26, 2026
11 observations

Across DFX

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

Allocatorsidentity

F••••••••• C•••••• M••••••••• L•

Manager with allocator commitments · key 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: $2.1B••• Locked
Discretionary RAUM: $2.1B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 11

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
F••••••••• C•••••• M••••• F••• L•	Hedge Fund	$2.1B	Mar 26, 2026	104	Aug 14, 2020	reported	021-376797

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
D•••• B••••••• R•••••	MANAGING MEMBER	E	yes	09/2019	Aug 14, 2020	Mar 28, 2024
D•••• B••••••• R•••••	LIMITED PARTNER, CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER	E	yes	09/2019	Aug 14, 2020	Mar 28, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
F••••••••• C•••••• F••• G• L••	n/a	n/a	n/a	N	yes	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	$2.1B	$1.9B	11.0%	$784M	39.6%	11	11	0	0

Relationships

Advises (1)

→ F••••••••• C•••••• M••••• F••• L•Private fundHedge Fund, IA
Aug 14, 2020 to presentfactForm ADV

Owns (2)

← V••••••• J•••••• D••••OwnerCHIEF STRATEGY OFFICER, ownership code NA, individual
Aug 14, 2020 to Mar 28, 2024factForm ADV
← L••••••••• M•••• N•••••••OwnerCHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 14, 2020 to Mar 28, 2024factForm ADV

Controls (2)

Dated events

Occurred
Mar 26, 2026
Ria private fund assets change
••• Locked
Form ADVobserved today
$884M
Occurred
Mar 26, 2026
Private fund gav change
••• Locked
Form ADVobserved today
$884M
Occurred
Mar 26, 2025
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$673M
Occurred
Mar 28, 2024

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5c4f742f-5cdd-cee4-1297-f119de3aa1c8
First observed: Aug 14, 2020
Last observed: Mar 26, 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.