DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC adviserNot on rosterRAUM 1b 10b

J••• P••••••• L••

CRD 151318

NEW YORK, NY

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Data as of Mar 30, 2023 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 4
On other graphs: 0
Observed: Mar 30, 2012 to Mar 30, 2023
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

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: $1.3B••• Locked
Discretionary RAUM: $1.3B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 21
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
J••• M••••• F•••• L•••	Hedge Fund	$1.6B	May 8, 2019	392	Mar 30, 2012	dropped	021-128898
J••• N•••••• F•••• L•••	Hedge Fund	$317M	Mar 28, 2013

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
D••••••••• D••••• M••••	Partner	B	yes	04/2011	Mar 30, 2012	Mar 30, 2023
F•••••••• J•••••••	PARTNER, CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER	Na	yes	03/2019	Mar 28, 2019	Mar 30, 2023

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
J••• P••••••• C••••••• 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
2022

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$1.3B	$1.6B	-19.4%	$2.2B	-15.9%	21	20	0	0

Relationships

Advises (13)

→ J••• S•••••••• I••••••••• F••• V• L•Private fundHedge Fund, IA
Mar 30, 2017 to presentfactForm ADV
→ J•• B•••••••• S•• I• L•Private fundHedge Fund, IA
Aug 24, 2018 to presentfactForm ADV
→ J••• S•••••••• I••••••••• F••• V•• L•Private fundHedge Fund, IA
Mar 30, 2017 to presentfactForm ADV
→ J••• S•••••••• I••••••••• F••• V••• L•

Dated events

Order

Occurred
30 Mar 2021
Control person left
••• Locked
Form ADV
Occurred
20 Feb 2020
Regulatory AUM changed
••• Locked
Form ADV
$-1.4B
Occurred
28 Mar 2019
Regulatory AUM changed
••• Locked
Form ADV
$-1.8B
Occurred
28 Mar 2018
Regulatory AUM changed
••• Locked
Form ADV
$-3.2B

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 30, 2012
Last observed: Mar 30, 2023 42 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.

All 13 rows

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
J••• S•••••••• I••••••••• F••• V•• L•	Hedge Fund	$13.5M	Mar 30, 2022	2	Mar 30, 2017	reported	n/a
J••• S•••••••• I••••••••• F••• V• L•	Hedge Fund	$7.9M	Mar 30, 2023	2	Mar 30, 2017	reported	n/a
J••• P•••••• M••••• F•••• L•••	Other Private Fund	$6.0M	Dec 6, 2012	99	Mar 30, 2012	dropped	021-128919

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2012	Feb 1, 2013	$5.3B	$5.3B	45	15	n/a	4	$3.3B
2011	Mar 30, 2012	$4.2B	$4.2B	n/a	n/a	n/a	6	$2.9B