DFX Intelligence

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

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

W••••••••• P••• C••••••• L•••

CRD 174848

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Search this name across graphsid dfx:ria:8658dd05-5fb6-16db-364e-8245570c7867

Data as of Apr 23, 2025 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 23, 2025 to Apr 23, 2025
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Offices: 0Schedule D 1.F, beyond the principal office
SEC number: 802-108201
CRD: 174848
Filings on the tape: 1
First filed: Apr 23, 2025
Latest filed: Apr 23, 2025

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
W••••••••• P••• C••••••• L••	Hedge Fund	$800,000	Feb 9, 2015	1	Jan 28, 2015	dropped	n/a
I•••••••• P•••••••• L••	Hedge Fund	$700,000

Relationships

Advises (2)

→ I•••••••• P•••••••• L••Private fundHedge Fund, ERA
Feb 12, 2015 to presentfactForm ADV
→ W••••••••• P••• C••••••• L••Private fundHedge Fund, ERA, no longer reported
Jan 28, 2015 to Feb 9, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8658dd05-5fb6-16db-364e-8245570c7867
First observed: Apr 23, 2025
Last observed: Apr 23, 2025 17 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.