DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

V••••• C•••••• P•••••••

V••••• C•••••• P••••••• M••••••••• LP, CRD 317369

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:842a5dc6-8481-a065-1c4c-143b9f87d733

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 14
On other graphs: 2
Observed: Feb 22, 2022 to Apr 1, 2026
8 observations

Across DFX

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

Private Equityidentity

V••••• C•••••• P•••••••

Private equity manager · shared crd

Independent Sponsorsidentity

V••••• C•••••• P•••••••

Capital provider to sponsors · 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: $2.4B••• Locked
Discretionary RAUM: $2.4B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 18

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
V••••• C•••••• P••••••• F••• I• L•	Private Equity Fund	$705M	Apr 1, 2026	108	Mar 28, 2023	reported	021-444252
V••••• C•••••• P••••••• F••• I•• L•	Private Equity Fund	$485M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
D•••••• M••••••• P••••••	CHIEF COMPLIANCE OFFICER, PARTNER	Na	yes	01/2022	Feb 22, 2022	Mar 29, 2024
L•••••• R•••••• O•••••••	Member	D	yes	10/2021	Feb 22, 2022	Mar 29, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
V••••• C•••••• P••••••• F••• I• G• L•	n/a	n/a	n/a	N	yes	n/a
V••••• C•••••• P••••••• F••• I• U•• 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
2025	Apr 1, 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	$2.4B	$1.3B	87.1%	$291M	102.7%	18	15	3	4

Relationships

Advises (6)

→ V••••• C•••••• P••••••• F••• I•• L•Private fundPrivate Equity Fund, IA
Mar 28, 2023 to presentfactForm ADV
→ S•••••• O••••••••• L•Private fundPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ V••••• C•••••• P••••••• F••• I• L•Private fundPrivate Equity Fund, IA
Mar 28, 2023 to presentfactForm ADV
→ S•••••• O••••••••• L•

Dated events

Occurred
Apr 1, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$78.8M
Occurred
Apr 1, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$11.3M
Occurred
Apr 1, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$323M
Occurred
Apr 1, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:842a5dc6-8481-a065-1c4c-143b9f87d733
First observed: Feb 22, 2022
Last observed: Apr 1, 2026 5 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.