DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

J• A•••• M••••••••• L••

CRD 160805

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Search this name across graphsid dfx:ria:921fcaa9-52b9-7508-4fc3-352d390a8e9d

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 8
On other graphs: 2
Observed: Jun 27, 2013 to Mar 20, 2026
23 observations

Across DFX

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

Private Equityidentity

J• A•••• M••••••••• L••

Private equity manager · shared crd

Venture Capitalidentity

J• A•••• M••••••••• L••

Venture manager · 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: $477M••• Locked
Discretionary RAUM: $477M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
J• P•••••••• L•	Hedge Fund	$345M	Mar 20, 2026	65	Feb 13, 2012	reported	021-150452
J• O••••••••• F••• L••	Hedge Fund	$127M	Mar 20, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
W•••• J••••• G••••••	MANAGING MEMBER	E	yes	01/2003	Jun 27, 2013	Mar 22, 2024
K••••••••• J••••• E•••	Cfo	Na	no	01/2006	Jun 27, 2013	Mar 22, 2024

Affiliates (Item 7.A)

••• Locked

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

Regulatory AUM by fiscal year

••• Locked

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

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	$477M	$394M	21.0%	$568M	-5.7%	6	7	0	0

Relationships

Advises (8)

→ J• O••••••••• F••• L••Private fundHedge Fund, IA
Mar 25, 2014 to presentfactForm ADV
→ J• G••••• F•••• L••Private fundHedge Fund, IA
Mar 25, 2020 to presentfactForm ADV
→ J• P•••••••• L•Private fundHedge Fund, IA
Feb 13, 2012 to presentfactForm ADV
→ I•••••• W••••••• F•••• L••Private fund

Dated events

Occurred
Mar 20, 2026
Private fund no longer reported
••• Locked
Form ADVobserved today
$21.3M
Occurred
Mar 20, 2026
Private fund no longer reported
••• Locked
Form ADVobserved today
$120M
Occurred
Mar 28, 2023
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$-599M
Occurred
Mar 30, 2022

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:921fcaa9-52b9-7508-4fc3-352d390a8e9d
First observed: Jun 27, 2013
Last observed: Mar 20, 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.