DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

F••• P•••• C••••••

F••• P•••• C••••••, LLC, CRD 164067

BOSTON, MA

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Search this name across graphsid dfx:ria:84787379-f112-3d4a-2b1a-73d22bb12543

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 4
On other graphs: 3
Observed: Jun 24, 2020 to Mar 24, 2026
10 observations

Across DFX

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

Private Equityidentity

F••• P•••• C••••••

Private equity manager · key crd, key sfn adviser, shared crd

Independent Sponsorsidentity

F••• P•••• C••••••

Capital provider to sponsors · key crd, key sfn adviser, shared crd

Allocatorsidentity

F••• P•••• C••••••

Manager with allocator commitments · key crd, key sfn adviser, 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: $523M••• Locked
Discretionary RAUM: $523M
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
F•• S•••• C•• F••• I••• L•••	Private Equity Fund	$312M	Mar 24, 2026	385	Mar 24, 2023	reported	021-453891
F•• S•••• C•• F••• I•• L•••	Private Equity Fund	$115M	Mar 24, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A••••• B•••••• W••••••	Member	D	yes	11/2010	Jun 24, 2020	Apr 15, 2024
L•••••• P•••• A•••	Member	D	yes	11/2010	Jun 24, 2020	Apr 15, 2024

Affiliates (Item 7.A)

••• Locked

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

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 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	$523M	$660M	-20.8%	$657M	-7.3%	18	15	0	0

Relationships

Advises (5)

→ F•• S•••• C•• F••• I•••• L•••Private fundPrivate Equity Fund, IA
Mar 27, 2020 to presentfactForm ADV
→ F•• S•••• C•• F••• I••••• L•••Private fundPrivate Equity Fund, IA
Mar 24, 2023 to presentfactForm ADV
→ F•• S•••• C•• F••• I• L•••Private fundPrivate Equity Fund, IA
Apr 27, 2012 to presentfactForm ADV
→ F•• S•••• C•• F••• I••• L•••

Dated events

Occurred
Mar 24, 2023
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$327M
Occurred
Mar 24, 2023
Control person joined
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 29, 2021
Ria registration change
••• Locked
Form ADVobserved today
Occurred
Jun 24, 2020
First Form ADV filing

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:84787379-f112-3d4a-2b1a-73d22bb12543
First observed: Jun 24, 2020
Last observed: Mar 24, 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.