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P••• C•••••• P•••••••• L••: 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•••••••• L••

CRD 335156

NORTH MIAMI BEACH, FL

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Search this name across graphsid dfx:ria:60a7bf0c-8252-0d26-c70a-a05e1d0ed905

Data as of Jun 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 0
On other graphs: 2
Observed: Jun 26, 2026 to Jun 26, 2026
1 observations

Across DFX

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

Private Equityidentity

P••• C•••••• P•••••••• L••

Private equity manager · shared crd

Independent Sponsorsidentity

P••• C•••••• P•••••••• L••

Capital provider to sponsors · 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: $169MItem 5.F on the latest filing (2026-06-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $169M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Relationships

No published relationship touches this entity yet.

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:60a7bf0c-8252-0d26-c70a-a05e1d0ed905
First observed: Jun 26, 2026
Last observed: Jun 26, 2026 2 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.