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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

P•••••• C••••••

P•••••• C•••••• MANAGEMENT, LP, CRD 157532

CHARLOTTE, NC

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Search this name across graphsid dfx:ria:856e8953-16c8-6e22-9d00-71791530be1f

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 35
Dated events: 5
On other graphs: 2
Observed: Feb 15, 2012 to Mar 27, 2026
20 observations

Across DFX

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

Private Equityidentity

P•••••• C••••••

Private equity manager · shared crd

Independent Sponsorsidentity

P•••••• C••••••

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: $5.3BItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $5.3B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
P•••••• C•••••• I•• L•••	Private Equity Fund	$1.2B	Mar 28, 2024	62	Mar 23, 2018	reported	021-274932
P•••••• C•••••• V• L•	Private Equity Fund	$1.0B

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C••••••• T•••••• M••••••	CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER	Na	yes	03/2010	Feb 15, 2012	Mar 28, 2024
C••••••••• S•••••• M••••••••	CHIEF OPERATING OFFICER	Na	yes	09/2018	Mar 29, 2019

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

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

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$5.3B	$4.5B	18.7%	$3.4B	15.7%	41	40	0	0

Relationships

Advises (18)

→ P•••••• C•••••• V• E•••••••• F•••• L•••Private fundPrivate Equity Fund, IA
Mar 28, 2022 to presentfactForm ADV
→ P•••••• C•••••• I•• C••••••••• F•••• L•••Private fundPrivate Equity Fund, IA
Mar 28, 2024 to presentfactForm ADV
→ P•••••• C•••••• I•• L•••Private fundPrivate Equity Fund, IA
Mar 23, 2018 to presentfactForm ADV
→ P•••••• C•••••• V• L•

Dated events

Occurred
Mar 27, 2025
Regulatory AUM changed
P•••••• C•••••• reported RAUM $4.5B, up 31% from $3.4B (2024-03-28 to 2025-03-27)
Form ADVobserved 7 days ago
$1.1B
Occurred
Jul 20, 2022
Control person joined
James Eric Wilkins (Partner) appeared on Schedule A of P•••••• C••••••
Form ADVobserved 7 days ago
Occurred
Mar 28, 2022
Regulatory AUM changed
P•••••• C•••••• reported RAUM $3.7B, up 99% from $1.9B (2021-03-25 to 2022-03-28)
Form ADVobserved 7 days ago
$1.8B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:856e8953-16c8-6e22-9d00-71791530be1f
First observed: Feb 15, 2012
Last observed: Mar 27, 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.