DFX Intelligence

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

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

P•••••• C•••••• S••••••••

P•••••• C•••••• S••••••••, LLC, CRD 309274

POTOMAC, MD

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Search this name across graphsid dfx:ria:66ce7c28-d1b3-68ed-b681-c4988a292262

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 2
Observed: Mar 27, 2026 to Mar 27, 2026
1 observations

Across DFX

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

Private Equityidentity

P•••••• C•••••• S••••••••

Private equity manager · shared crd

Independent Sponsorsidentity

P•••••• C•••••• S••••••••

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Offices: 1Schedule D 1.F, beyond the principal office
SEC number: 802-118854
CRD: 309274
Filings on the tape: 1
First filed: Mar 27, 2026
Latest filed: Mar 27, 2026

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
P••••••••• C•••••••• L•••	Private Equity Fund	$26.5M	Mar 28, 2024	10	May 5, 2020	reported	021-361807
R•••••• T••• H•••••••• L••	Private Equity Fund	$2.0M	Mar 28, 2024

Relationships

Advises (4)

→ R•••••• T••• H•••••••• L••Private fundPrivate Equity Fund, ERA
May 5, 2020 to presentfactForm ADV
→ L•••• E••••• P•••••••• L••Private fundPrivate Equity Fund, ERA
May 5, 2020 to presentfactForm ADV
→ L••• E••••• P•••••••• L••Private fundPrivate Equity Fund, ERA
May 5, 2020 to presentfactForm ADV
→ P••••••••• C•••••••• L•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:66ce7c28-d1b3-68ed-b681-c4988a292262
First observed: Mar 27, 2026
Last observed: Mar 27, 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.