DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

D••••• P•••••••

D••••• ADVISORS LLC, CRD 321820

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:93114c0f-fddc-c3c0-a04b-90be4a66ef18

Data as of Jul 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 29
Dated events: 13
On other graphs: 2
Observed: Aug 17, 2022 to Jul 23, 2026
10 observations

Across DFX

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

Private Equityidentity

D••••• P•••••••

Private equity manager · shared crd

Independent Sponsorsidentity

D••••• P•••••••

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: $5.3B••• Locked
Discretionary RAUM: $5.1B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 19

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
D••••• S•••••••• P••••••• B•• L•	Private Equity Fund	$2.1B	Jul 23, 2026	2	Jan 12, 2023	reported	021-468394
D••••• P•••••••• B•• L•	Private Equity Fund	$972M	Jul 23, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••• J••••• M•••••	FOUNDING PARTNER	Na	yes	12/2021	Aug 17, 2022	Jul 2, 2024
B•••••• J••••• M•••••	ELECTED MANAGER	F	yes	06/2022	Aug 17, 2022	Jul 2, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
D••••• C•••• C••••••••• G• L•	n/a	n/a	n/a	N	yes	n/a
D••••• C••••••••• V•• •••• G• S•• R•••	n/a	n/a	n/a	N	yes	n/a
D••••• C••••••••• V•• G• L•	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 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	$5.3B	$4.0B	30.0%	$2.1B	35.0%	19	15	0	0

Relationships

Advises (10)

→ D••••• S•••••••• P••••••• B•• O••••••• L•Private fundPrivate Equity Fund, IA
Mar 27, 2024 to presentfactForm ADV
→ D••••• S•••••••• P••••••• B•• O•••••• L•Private fundPrivate Equity Fund, IA
Mar 27, 2024 to presentfactForm ADV
→ D••••• P•••••••• B•• L•Private fundPrivate Equity Fund, IA
Jan 12, 2023 to presentfactForm ADV
→ D••••• P•••••••• B•• L•

Dated events

Occurred
Jul 23, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$33.1M
Occurred
Jul 23, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$61.5M
Occurred
Jul 23, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$518M
Occurred
Jul 23, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:93114c0f-fddc-c3c0-a04b-90be4a66ef18
First observed: Aug 17, 2022
Last observed: Jul 23, 2026 2 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.