DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

A••••• I••••••••• L•••

CRD 105673

BOSTON, MA

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Search this name across graphsid dfx:ria:6d4bdeaf-f4fd-d551-b880-bec94f230807

Data as of Aug 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 268
Dated events: 40
On other graphs: 5
Observed: Mar 29, 2012 to Aug 14, 2026
30 observations

Across DFX

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

Venture Capitalidentity

A••••• I••••••••• L•••

Venture manager · cited, shared crd

Independent Sponsorsidentity

A••••• I••••••••• L•••

Capital provider to sponsors · cited, shared crd

Private Equityidentity

A••••• I••••••••• L•••

Private equity manager · cited, shared crd

Allocatorsidentity

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=true bd_reps=0.0
Regulatory AUM: $92B••• Locked
Discretionary RAUM: $92B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 262

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
A••••• I••••••••• G•• X• L•••••• P•••••••••	Private Equity Fund	$12B	Aug 14, 2026	217	Mar 31, 2023	reported	021-431321
A••••• I••••••••• G•• I• L•••••• P•••••••••	Private Equity Fund	$8.8B

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A••••• I••••••••• G•• L••	GENERAL PARTNER	F	yes	07/2023	Jul 13, 2023	Mar 30, 2024
A••••• I••••••••• G•• L••	GENERAL PARTNER	Na	yes	07/2023	Jul 13, 2023	Mar 30, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
A••••• G••••• O••••••••• M••••••••• L••	n/a	ASSET_M••••••	$2.0B	Y	yes	n/a
2•••••• C••••••••• G•• L••	n/a	n/a	n/a	Y	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	21	no
PALO ALTO	CA	United States	16	no
L•••••••••	n/a	Luxembourg	4	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

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	$92B	$83B	11.0%	$92B	-0.0%	262	267	2	2

Relationships

showing 80 of 268

Affiliated with (1)

→ A••••• G••••• O••••••••• M••••••••• L••Registered adviserother investment adviser, bank, control, common control
factForm ADV

Advises (79)

→ A••••• L•••• A••••••• P•••••• E••••• F••• I• D• L•••••• P•••••••••Private fundPrivate Equity Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ A••••• I••••••••• G•• V•• L•••••• P•••••••••Private fundPrivate Equity Fund, IA
Apr 1, 2013 to presentfactForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 14, 2026
P•••••• fund first reported
••• Locked
Form ADVobserved today
$2.4B
Occurred
Aug 14, 2026
P•••••• fund first reported
••• Locked
Form ADVobserved today
$3.2B
Occurred
Aug 14, 2026
P•••••• fund no longer reported
••• Locked
Form ADVobserved today
$41.6M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6d4bdeaf-f4fd-d551-b880-bec94f230807
First observed: Mar 29, 2012
Last observed: Aug 14, 2026 40 days 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.