fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point
Firm class
former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM
$500MItem 5.F on the latest filing (2026-08-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM
$500M
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
2
Advisory employees
1
Offices
0Schedule D 1.F, beyond the principal office
Accounts
1
SEC number
801-137179
CRD
343482
Filings on the tape
1
First filed
Aug 13, 2026
Latest filed
Aug 13, 2026
Organised
Limited Partnership, DE
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:668f1f08-026d-4ba9-2d97-a5b48a111107
First observed
Aug 13, 2026
Last observed
Aug 13, 2026
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.