DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

Z••••• P•••••••• L•

CRD 165684

NEW YORK, NY

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Search this name across graphsid dfx:ria:63b49a4b-90c8-8e44-f9b3-4953b7726930

Data as of Apr 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 4
On other graphs: 1
Observed: Nov 7, 2012 to Apr 6, 2026
31 observations

Across DFX

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

Real Estate Fundsidentity

Z••••• P•••••••• L•

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=0.87 institutional_share=0.13 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $5.2B••• Locked
Discretionary RAUM: $5.2B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 32

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
Z• M••••• U•••••• F•••• L•••	Hedge Fund	$5.9B	Mar 27, 2024	122	Feb 13, 2012	reported	021-354984
Z• E••••• F•••• L•••	Hedge Fund	$525M	Mar 29, 2022

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••• B••••••• J•••••	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	Na	yes	09/2012	Nov 7, 2012	Mar 27, 2024
P•••••••• M•••••••• B•••	CHIEF FINANCIAL OFFICER	Na	yes	01/2013	Feb 15, 2013	Mar 27, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
A••••••• S•••••••• I•••••••• C••••••	n/a	n/a	n/a	N	yes	n/a
S•••••••• R••••••••• C•••••• L••••••	n/a	n/a	n/a	N	yes	n/a
S•••••••• T••••• N•• F••• G•• L••

Regulatory AUM by fiscal year

••• Locked

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

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	$5.2B	$7.9B	-33.7%	$8.2B	-14.0%	32	37	0	0

Relationships

Advises (9)

→ S•••••••• T••••• N•• F•••• L•Private fundReal Estate Fund, IA
Mar 29, 2022 to presentfactForm ADV
→ Z••••• M••••• I••••••••• F•••• L•••Private fundHedge Fund, IA
Aug 9, 2016 to presentfactForm ADV
→ Z• M••••• U•••••• F•••• L•••Private fundHedge Fund, IA
Feb 13, 2012 to presentfactForm ADV
→ Z• M••••• M••••• F•••• L•••

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$-2.7B
Occurred
Sep 21, 2020
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$2.6B
Occurred
Aug 10, 2018
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$2.8B
Occurred
Nov 7, 2012
First Form ADV filing

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:63b49a4b-90c8-8e44-f9b3-4953b7726930
First observed: Nov 7, 2012
Last observed: Apr 6, 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.