DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

T••••• P•••••• M••••••• L••

CRD 300786

MALVERN, PA

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Search this name across graphsid dfx:ria:891db689-39bf-a94a-f308-cc803fca92d6

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 5
On other graphs: 2
Observed: Aug 30, 2022 to Mar 19, 2026
5 observations

Across DFX

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

Private Equityidentity

T••••• P•••••• M••••••• L••

P•••••• equity manager · shared crd

Independent Sponsorsidentity

T••••• P•••••• M••••••• L••

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: $509M••• Locked
Discretionary RAUM: $509M
P•••••• client RAUM: $0derived••• Locked
P•••••• client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9

P•••••• funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
T••••• P•••••• M•••••• F••• I•• L•••	P•••••• Equity Fund	$212M	Mar 19, 2026	45	Aug 30, 2022	reported	021-448640
T••••• P•••••• M•••••• F••• I••• L•••	P•••••• Equity Fund	$185M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C•••••••• K••••• P••••••	CO-FOUNDER & MANAGING GENERAL PARTNER	D	yes	06/2018	Aug 30, 2022	Mar 11, 2024
W•••••••• E•••• A•••••	CO-FOUNDER & MANAGING GENERAL PARTNER	D	yes	06/2018	Aug 30, 2022	Mar 11, 2024

Affiliates (Item 7.A)

••• Locked

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

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	P•••••• funds	Fund GAV
2025	Mar 19, 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	$509M	$324M	57.1%	$270M	23.5%	9	7	0	0

Relationships

Advises (4)

→ T••••• P•••••• M•••••• F••• I••• L•••Private fundP•••••• Equity Fund, IA
Mar 19, 2026 to presentfactForm ADV
→ T••••• P•••••• M•••••• F••• I•• L•••Private fundP•••••• Equity Fund, IA
Aug 30, 2022 to presentfactForm ADV
→ T••••• P•••••• M•••••• F•••• L•••Private fundP•••••• Equity Fund, IA
Mar 6, 2019 to presentfactForm ADV
→ T••••• P•••••• M•••••• E•••• F••••• F•••• L•••

Dated events

Occurred
Mar 19, 2026
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$185M
Occurred
Mar 19, 2026
Ria p•••••• fund assets change
••• Locked
Form ADVobserved today
$185M
Occurred
Mar 19, 2026
P•••••• fund first reported
••• Locked
Form ADVobserved today
$185M
Occurred
Mar 24, 2023

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:891db689-39bf-a94a-f308-cc803fca92d6
First observed: Aug 30, 2022
Last observed: Mar 19, 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.