DFX Intelligence

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

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RIA / WealthRegistered adviserAsset managerSEC registeredRAUM 1b 10b

G•••••••• P•••••••

G•••••••• P••••••• LP, CRD 300919

BELLEVUE, WA

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Search this name across graphs

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 10:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 11
On other graphs: 2
Observed: Sep 17, 2019 to Mar 25, 2026
13 observations

Across DFX

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

Private Equityidentity

G•••••••• P•••••••

Private equity manager · same CRD, same SEC file number

Independent Sponsorsidentity

G•••••••• P•••••••

Capital provider to sponsors · same CRD, same SEC file number

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderived••• Locked
Regulatory AUM: $2.1B••• Locked
Discretionary RAUM: $2.1B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
G•••••••• C•••••••• I•••• L••	Private Equity Fund	$1.7B	Mar 25, 2026	9	Mar 30, 2022	reported	021-438026
G•••••••• C•••••••• I• L•	Private Equity Fund	$318M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C••••••• S•••• R••••••	MANAGING PARTNER	D	yes	03/2022	Sep 17, 2019	Apr 15, 2024
C••••••• S•••• R••••••	MANAGING PARTNER	D	yes	07/2018	Sep 17, 2019	Apr 15, 2024

Affiliates (Item 7.A)

••• Locked

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

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	$2.1B	$2.1B	1.7%	$1.7B	7.6%	8	8	1	1

Relationships

Advises (10)

→ G•••••••• C•••••••• I••••• L•Private fundPrivate Equity Fund, IA
Mar 25, 2026 to presentfactForm ADV
→ G•••••••• C•••••••• I•• L•Private fundPrivate Equity Fund, IA
Mar 24, 2021 to presentfactForm ADV
→ G•••••••• C•••••••• I•••••••• L•Private fundPrivate Equity Fund, IA
Mar 25, 2026 to presentfactForm ADV
→ G•••••••• C•••••••• I••••• L•

Dated events

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

Order

Occurred
25 Mar 2026
Private fund first reported2 events
G•••••••• P•••••••: private fund first reported, 2 counterparties, on 25 Mar 2026
$8.2M to $13.6M
- ••• Locked$13.6M
- ••• Locked$8.2M
Occurred
17 Jul 2025
Ria hq relocated
••• Locked
Form ADV
Occurred
30 Mar 2023
Regulatory AUM changed
••• Locked
Form ADV
$540M
Occurred
28 Apr 2022
Succession filed (Item 4)
••• Locked
Form ADV
Occurred
30 Mar 2022
Control person joined
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 17, 2019
Last observed: Mar 25, 2026 6 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.