DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

A••• F•• C•••••• M••••••••• L••

CRD 295816

FORT WORTH, TX

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Search this name across graphsid dfx:ria:5db90ad4-36a9-3007-37b6-6e8f8bce6ba6

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 6
On other graphs: 1
Observed: May 14, 2021 to Mar 31, 2026
14 observations

Across DFX

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

Venture Capitalidentity

A••• F•• C•••••• M••••••••• L••

Venture 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: $821M••• Locked
Discretionary RAUM: $821M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
A••• F•• O••••••••• F•••• L•	Hedge Fund	$426M	May 8, 2024	82	May 14, 2020	reported	021-310567
A••• F•• S•• 3• L•	Hedge Fund	$32.3M	Jan 3, 2023

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
H••••• P••••••• C•••••	MANAGING MEMBER, FOUNDER	E	yes	04/2018	May 14, 2021	May 8, 2024
Z•••• R•••••• L•••••••	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER	Na	yes	11/2022	Nov 9, 2022	May 8, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
A••• 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	Mar 31, 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	$821M	$564M	45.7%	$339M	34.3%	8	8	1	0

Relationships

Advises (4)

→ A••• F•• O••••••••• F•••• L•Private fundHedge Fund, IA
May 14, 2020 to presentfactForm ADV
→ A••• F•• S•• 2• L•Private fundOther Private Fund, IA
Mar 30, 2022 to presentfactForm ADV
→ A••• F•• S•• 3• L•Private fundHedge Fund, IA, no longer reported
Mar 30, 2022 to Jan 3, 2023factForm ADV
→ A••• F•• S•• 1• L•Private fund

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$258M
Occurred
Apr 29, 2025
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$126M
Occurred
Jan 3, 2023
Control person left
••• Locked
Form ADVobserved 7 days ago
Occurred
Nov 9, 2022
Control person joined

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5db90ad4-36a9-3007-37b6-6e8f8bce6ba6
First observed: May 14, 2021
Last observed: Mar 31, 2026 5 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.