DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

P••••••• P•••••• M••••••••• L••

CRD 324639

SEATTLE, WA

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Search this name across graphsid dfx:ria:737b7c55-c17c-8478-42a4-ad0f5d6792a7

Data as of Sep 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 1
On other graphs: 1
Observed: Oct 27, 2023 to Sep 9, 2026
8 observations

Across DFX

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

Real Estate Fundsidentity

P••••••• P•••••• M••••••••• L••

Real estate fund manager · 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: $287M••• Locked
Discretionary RAUM: $287M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $144Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
B•••• M••••••• B•••••	n/a	SEATTLE, WA \| Newport Beach, CA	2	13	n/a	no
N•••• A•••••	n/a	Newport Beach, CA	1	10

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
P••••••• P••••••• O••••••••• Z••• F••• V••• L•	Real Estate Fund	$67.1M	May 14, 2024	99	Oct 27, 2023	reported	021-428402
R•••••• O• L••	Real Estate Fund	$41.3M	May 14, 2024

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••• L••• M•••••••	CO-MANAGER	D	yes	12/2018	Oct 27, 2023	May 14, 2024
F••••••••• J••••••• H••••	CO-MANAGER, CHIEF COMPLIANCE OFFICER	D	yes	12/2018	Oct 27, 2023	May 14, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
P••••••• O• 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
2024	Mar 29, 2025

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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	$287M	$224M	28.5%	n/a	n/a	6	6	0	0

Relationships

Registered with (2)

← N•••• A•••••Advisorregistration: current employment
Jul 31, 2025 to presentfactForm ADV
← B•••• M••••••• B•••••Advisorregistration: current employment
Mar 27, 2024 to presentfactForm ADV

Advises (10)

→ P••••••• B••••••• S•••••• H•••••• O• L••Private fundReal Estate Fund, IA
Oct 27, 2023 to presentfactForm ADV
→

Dated events

Occurred
Oct 27, 2023
First Form ADV filing
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:737b7c55-c17c-8478-42a4-ad0f5d6792a7
First observed: Oct 27, 2023
Last observed: Sep 9, 2026 14 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.