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

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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 10b 100b

J••• M••••• P•••••• W••••• A••••••• L••

CRD 108559

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:8b159b37-f059-bb77-13eb-4da4f4b8f523

Data as of Jan 10, 2025 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1,160
Dated events: 40
On other graphs: 5
Observed: Dec 20, 2011 to Jan 10, 2025
90 observations

Across DFX

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

Private Equityidentity

J••• M••••• P•••••• W••••• A••••••• L••

P•••••• equity manager · shared crd

Venture Capitalidentity

J••• M••••• P•••••• W••••• A••••••• L••

Venture manager · shared crd

Allocatorsidentity

J••• M••••• P•••••• W••••• A••••••• L••

Investment consultant · shared crd

Private Creditidentity

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $86BItem 5.F on the latest filing (2025-01-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $83B
P•••••• client RAUM: $67BderivedItem 5.D individuals plus high net worth individuals
P•••••• client share: 77%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

P•••••• funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 107

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
A••••• C••••••••• R••• E••••• L•••••• F•••• L••	Real Estate Fund	$257M	Jan 25, 2019	484	Mar 31, 2015	dropped	021-230230
E•••• • W•••••• S•••••••• O••••••• I• A••••• F•••• L•••	P•••••• Equity Fund

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
B••••• A•••••• C•	Manager	Na	yes	01/2021	Mar 26, 2021	Nov 20, 2024
G•••••• N••••••• R••••	Manager	Na	yes	07/2010	Dec 20, 2011

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
J••• M••••• I••••••••• M••••••••• I•••	n/a	Asset manager	$3519B	N	yes	n/a
J••••••• A•••• M••••••••• ••• L••••••	n/a	Asset manager	$484B	N	yes

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	151	yes
SAN FRANCISCO	CA	United States	104	yes
LOS ANGELES	CA	United States	68	yes
Boston	Ma	United States	62	yes
Bellevue	Wa

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	P•••••• 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
2024	$86B	$86B	0.0%	$137B	-14.2%	690	690	32	32

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction; showing 20 of 61

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
J••• M••••• S••••••••• L••	2	Feb 10, 2025	Sep 6, 2023	SAN FRANCISCO, CA	Channel change	Ibd to wirehouse	0.6%
J••• M••••• S••••••••• L••	4	Feb 10, 2025

Teams in

teams that arrived here from one firm together; showing 20 of 71

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
M••••• S••••••	6	Mar 24, 2023	Mar 3, 2023	LOS ANGELES, CA	Team lift out	Wirehouse to ibd	0.0%
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	8	Jan 17, 2023

Relationships

showing 80 of 1,160

Affiliated with (10)

← J••• M••••• I••••••••• M••••••••• I•••Registered adviserother investment adviser, bank, common control
factForm ADV
← J••• M••••• S••••••••• L••Registered adviserother investment adviser, bank, common control
factForm ADV
→ J••• M••••• I••••••••• I•••••••••Registered adviserbroker-dealer, common control
factForm ADV
→ J••• M••••• I••••••••• M••••••••• I•••

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
May 2, 2025
Left the SEC roster
J••• M••••• P•••••• W••••• A••••••• L•• no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $86.3B)
Form ADVobserved 6 days ago
$86.3B
Occurred
Mar 25, 2025
Advisor departed, no destination yet
Jeffrey O Kuhlman no longer registered at J••• M••••• P•••••• W••••• A••••••• L••; no later IA registration on IAPD
Form ADVobserved 6 days ago
Occurred
Mar 21, 2025
Advisor changed firm
Jeffrey Blair Harwood left J••• M••••• P•••••• W••••• A••••••• L•• for Ubs Financial Services Inc. (registered 2025-05-05)
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8b159b37-f059-bb77-13eb-4da4f4b8f523
First observed: Dec 20, 2011
Last observed: Jan 10, 2025 20 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.

2024	Jan 10, 2025	$86B	$83B	690	603	32	3	n/a
2023	Mar 26, 2024	$86B	$83B	690	603	32	95	$5.3B
2022	Mar 27, 2023	$140B	$106B	1,165	720	37	94	$4.9B
2021	Mar 30, 2022	$137B	$105B	838	542	32	72	$6.7B
2020	Mar 26, 2021	$106B	$80B	788	384	27	63	$6.0B
2019	Mar 27, 2020	$87B	$65B	641	331	27	56	$5.6B
2018	Mar 29, 2019	$78B	$56B	604	283	20	62	$6.0B
2017	Mar 28, 2018	$74B	$52B	495	215	17	59	$6.3B
2016	Mar 31, 2017	$58B	$40B	422	191	n/a	55	$6.0B
2015	Mar 22, 2016	$47B	$34B	401	202	n/a	50	$5.4B
2014	Mar 31, 2015	$35B	$22B	328	125	n/a	48	$4.5B
2013	Mar 28, 2014	$26B	$18B	305	120	n/a	38	$2.6B
2012	Mar 26, 2013	$19B	$14B	268	100	n/a	31	$2.3B
2011	Mar 19, 2012	$8.0B	$6.7B	n/a	n/a	n/a	n/a	n/a