DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

S••••• C••••••• L••

CRD 314493

MERIDIAN, ID

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Search this name across graphsid dfx:ria:73bba96a-fcc3-f02a-11dc-0eb6a8c0f0cf

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 9
On other graphs: 3
Observed: Jun 29, 2023 to Sep 17, 2026
8 observations

Across DFX

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

Venture Capitalidentity

S••••• C••••••• L••

Venture manager · shared crd

Independent Sponsorsidentity

S••••• C••••••• L••

Capital provider to sponsors · shared crd

Private Equityidentity

S••••• C••••••• L••

Private equity 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: $304M••• Locked
Discretionary RAUM: $304M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 13

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
S••••• C•••••• F••• I•• L•	Private Equity Fund	$136M	Sep 17, 2026	134	Mar 31, 2022	reported	021-428398
S••••• C•••••• F••• I• L•••	Private Equity Fund	$67.4M	Sep 17, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
F•••••••• M••••••• A•••	CO-FOUNDER AND MANAGING MEMBER	Na	yes	03/2020	Jun 29, 2023	May 14, 2024
F•••••••• M••••••• A•••	Member	C	yes	01/2022	Jun 29, 2023	May 14, 2024

Affiliates (Item 7.A)

••• Locked

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

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 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	$304M	$318M	-4.4%	n/a	n/a	13	12	5	5

Relationships

Advises (12)

→ S••••• C•••••• F••• I•• L•Private fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ S••••• S•• I• L••Private fundOther Private Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ S••••• C•••••• F••• I• L•••Private fundPrivate Equity Fund, IA
May 17, 2021 to presentfactForm ADV
→ S••••• S•• I•• L••Private fund

Dated events

Occurred
Sep 17, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$39.3M
Occurred
Sep 17, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$15.2M
Occurred
Sep 17, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$2.6M
Occurred
Sep 17, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:73bba96a-fcc3-f02a-11dc-0eb6a8c0f0cf
First observed: Jun 29, 2023
Last observed: Sep 17, 2026 6 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.