DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM none

I•••••• I••••••••• R•••••••

I•••••• I••••••••• R••••••• LLP, CRD 168324

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Search this name across graphs

Data as of Jun 19, 2025 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 2
On other graphs: 0
Observed: Aug 27, 2013 to Jun 19, 2025
17 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: $0••• Locked
Discretionary RAUM: $0
Private client RAUM: $0derived••• Locked
Advisors on IAPD: 0
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
R•••••• P••••• C•••••	Partner	E	yes	06/2013	Aug 27, 2013	Jul 2, 2024
C•••••• T•••••• P••••	Director	Na	no	04/2014	May 5, 2014	Jul 2, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Jul 2, 2024	n/a	n/a	3	2	0	n/a	n/a
2023	Jul 18, 2023

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$0	n/a	n/a	n/a	n/a	3	3	0	0

Relationships

Controls (1)

← R•••••• P••••• C•••••OwnerPARTNER, ownership code E, individual
Aug 27, 2013 to Jul 2, 2024factForm ADV

Owns (1)

← C•••••• T•••••• P••••OwnerDIRECTOR, ownership code NA, individual
May 5, 2014 to Jul 2, 2024factForm ADV

Dated events

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

Order

Occurred
27 Aug 2013
First Form ADV filing
••• Locked
Form ADV

Show 1 bookkeeping event

Occurred
Sep 1, 2026
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 27, 2013
Last observed: Jun 19, 2025 15 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.