DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

L••••••••• L••

CRD 313715

MIAMI, FL

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Search this name across graphsid dfx:ria:66e14003-9e54-b64f-8fd8-2525844391c6

Data as of Jul 13, 2022 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 1
Observed: Jun 29, 2022 to Jul 13, 2022
2 observations

Across DFX

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

Venture Capitalidentity

L••••••••• L••

Venture manager · shared crd

Facts

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: $269M••• Locked
Discretionary RAUM: $269M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
L••••••••• D•••••• A•••• O••••••••• M••••• F••• L•	Hedge Fund	$269M	Jul 13, 2022	15	Mar 31, 2022	reported	n/a
L••••••••• D•••••• A•••• O••••••••• F••• L••	Hedge Fund	$130M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••••• S•••••• B•••••••	President	D	yes	04/2019	Jun 29, 2022	Jul 13, 2022
J•• V•• Z•••••• J•••••••• B•••••	CHIEF TECHNOLOGY OFFICER	Na	yes	09/2017	Jun 29, 2022	Jul 13, 2022

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	1	no

Relationships

Advises (2)

→ L••••••••• D•••••• A•••• O••••••••• M••••• F••• L•Private fundHedge Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ L••••••••• D•••••• A•••• O••••••••• F••• L••Private fundHedge Fund, ERA, no longer reported
Apr 13, 2021 to Apr 13, 2021factForm ADV

Controls (6)

← T•••• S•••••••OwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Jun 29, 2022 to presentfactForm ADV
←

Dated events

Occurred
Jun 29, 2022
First Form ADV filing
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:66e14003-9e54-b64f-8fd8-2525844391c6
First observed: Jun 29, 2022
Last observed: Jul 13, 2022 51 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.