DFX Intelligence

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

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RIA / WealthRegistered adviserAsset managerSEC registeredRAUM 100m 1b

3• C•••••• M••••••••• L•

CRD 300098

DALLAS, TX

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Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 1
Observed: Jun 29, 2021 to Mar 27, 2026
7 observations

Across DFX

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

Venture Capitalidentity

3• C•••••• M••••••••• L•

Venture manager · key_crd, key_sfn_adviser, 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=false related_bank=false bd_reps=0.0
Regulatory AUM: $246M••• Locked
Discretionary RAUM: $246M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B••• R••• F••• Q•• L•••	Hedge Fund	$163M	Mar 27, 2026	107	Feb 27, 2019	reported	021-329121
B••• R••• F•••• L•••	Hedge Fund	$69.2M	Mar 27, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
3• M••••••••• G•• L••	GENERAL PARTNER	Na	yes	09/2018	Jun 29, 2021	Mar 31, 2024
B••••••• C•••• Y•	MANAGING MEMBER	D	yes	09/2018	Jun 29, 2021	Mar 31, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
3• C•••••• G•• L•	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 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	$246M	$236M	4.2%	$206M	6.1%	3	2	0	0

Relationships

Advises (3)

→ B••• R••• F•••• L•••Private fundHedge Fund, IA
Feb 27, 2019 to presentfactForm ADV
→ B••• R••• F••• Q•• L•••Private fundHedge Fund, IA
Feb 27, 2019 to presentfactForm ADV
→ B••• R••• O• F•••• L•••Private fundHedge Fund, IA
Mar 31, 2021 to presentfactForm ADV

Controls (3)

← B••••••• C•••• Y•

Dated events

Order

Occurred
31 Mar 2022
Ria registration change
••• Locked
Form ADV
Occurred
29 Jun 2021
First Form ADV filing
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 29, 2021
Last observed: Mar 27, 2026 6 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.