DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

P•••••• C•••••• P•••••••• L••

CRD 285635

ALPHARETTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:659a13f6-b74b-d7c9-88e6-8920394e0e08

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 6
On other graphs: 2
Observed: Jun 18, 2021 to Apr 1, 2026
13 observations

Across DFX

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

Venture Capitalidentity

P•••••• C•••••• P•••••••• L••

Venture manager · shared crd

Real Estate Fundsidentity

P•••••• C•••••• 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=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=7.0
Regulatory AUM: $191M••• Locked
Discretionary RAUM: $191M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
P•••••• O••••••••• I• L••	Hedge Fund	$117M	Dec 23, 2024	80	Jun 11, 2019	reported	021-235777
P•••••• S••••• H•••••• R••••••• F••• L•	Real Estate Fund	$29.9M	Dec 23, 2024

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C•••• C•••••• L••	GENERAL PARTNER	F	yes	02/2011	Jun 18, 2021	Dec 23, 2024
H•••• W••••••• H••••	CEO AND MANAGING PARTNER	C	yes	12/2014	Jun 18, 2021	Dec 23, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
P•••••• I••••••••• A•••••••• L••	n/a	Former SEC adviser	$1.2B	N	yes	n/a
F••• L••	n/a	Mixed wealth	$138M	N	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 1, 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	$191M	$164M	16.8%	$175M	3.1%	7	8	0	0

Relationships

Affiliated with (7)

← F••• L••Registered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ F••• L••Registered adviserother investment adviser, common control
factForm ADV
→ P•••••• I••••••••• A•••••••• L••Registered adviserother investment adviser, common control
factForm ADV
→ P••• M••••••••• L••Registered adviserother investment adviser, pooled vehicle sponsor, common control

Dated events

Occurred
Dec 20, 2024
Control person left
John Mathew Calabro (Interim Cco) no longer on Schedule A of P•••••• C•••••• P•••••••• L•• (listed 2024-11-11, absent 2024-12-20)
Form ADVobserved 7 days ago
Occurred
Dec 20, 2024
Control person joined
Taylor Brent Williams (Chief Compliance Officer) appeared on Schedule A of P•••••• C•••••• P•••••••• L••
Form ADVobserved 7 days ago
Occurred
Nov 11, 2024
Control person joined
John Mathew Calabro (Interim Cco) appeared on Schedule A of P•••••• C•••••• P•••••••• L••
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:659a13f6-b74b-d7c9-88e6-8920394e0e08
First observed: Jun 18, 2021
Last observed: Apr 1, 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.