DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

J••• P••••••• M••••••••• L•

CRD 292832

NEW YORK, NY

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Search this name across graphsid dfx:ria:93b688ff-53af-f958-a3d4-acc5d7bd29a1

Data as of May 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 9
On other graphs: 1
Observed: Sep 15, 2023 to May 29, 2026
9 observations

Across DFX

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

Private Creditidentity

J••• P••••••• M••••••••• L•

Private credit manager · key 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=true bd_reps=0.0
Regulatory AUM: $2.3B••• Locked
Discretionary RAUM: $2.3B
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
J••• S•••••••• I••••••••• B•••••••• M••••• F•••• L•••	Hedge Fund	$1.8B	May 29, 2026	114	Mar 28, 2018	reported	021-304716
J• I•• L•	Hedge Fund	$242M	May 29, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C••••• H•••••••• I•••	Member	E	yes	11/2017	Mar 21, 2024	Oct 22, 2024
F•••••••• J•••••••	PARTNER, CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER \| LIMITED PARTNER	A	yes	01/2021	Sep 15, 2023	Oct 22, 2024

Affiliates (Item 7.A)

••• Locked

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

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
PALM BEACH	FL	United States	2	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 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	$2.3B	$2.4B	-4.2%	n/a	n/a	19	20	1	1

Relationships

Advises (7)

→ J••• S•••••• S••••••••• I••••••••• I•• L••Private fundHedge Fund, IA
Mar 28, 2018 to presentfactForm ADV
→ J••• S•••••••• I••••••••• B•••••••• M••••• F•••• L•••Private fundHedge Fund, IA
Mar 28, 2018 to presentfactForm ADV
→ J••• S•••••• S••••••••• I••••••••• L••Private fundHedge Fund, IA
Mar 28, 2018 to presentfactForm ADV
→ J• I•• L•

Dated events

Occurred
May 29, 2026
Ria indirect owner change
••• Locked
Form ADVobserved today
Occurred
May 29, 2026
Ria indirect owner change
••• Locked
Form ADVobserved today
Occurred
May 29, 2026
Ria ownership band change
••• Locked
Form ADVobserved today
Occurred
May 29, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:93b688ff-53af-f958-a3d4-acc5d7bd29a1
First observed: Sep 15, 2023
Last observed: May 29, 2026 3 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.