DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM over $100B

H••••••••• P•••••••• L••

CRD 109846

BOSTON, MA

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Search this name across graphsid dfx:ria:95056747-03a3-6191-7f00-2d2fc4919276

Data as of Jul 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 332
Dated events: 14
On other graphs: 6
Observed: Mar 29, 2012 to Jul 16, 2026
55 observations

Across DFX

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

Private Equityidentity

H••••••••• P•••••••• L••

Private equity manager · cited, shared crd

Independent Sponsorsidentity

H••••••••• P•••••••• L••

Capital provider to sponsors · cited, shared crd

Allocatorsidentity

H••••••••• P••••••• L•

Manager with allocator commitments · cited, shared crd

Venture Capitalidentity

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=21.0
Regulatory AUM: $191B••• Locked
Discretionary RAUM: $159B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 1,204

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
D•••• S••••• X• L•••	Private Equity Fund	$9.8B	Oct 30, 2024	466	Mar 30, 2019	reported	021-335301
D•••• S••••• X• L•••	Private Equity Fund	$8.9B	Oct 30, 2024

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A••••••••• D••••• A•••••	MANAGING D•••••OR	Na	yes	01/2012	Mar 30, 2021	Oct 30, 2024
D• R•• D• B••••••• C•••••••	MANAGING D•••••OR	Na	yes	11/2014	Mar 30, 2021	Oct 30, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
A••••••• H• A••••••••• L•••	n/a	n/a	n/a	Y	yes	n/a
C•••••• L•••• M••••• M••••• A••••••••• L•••	n/a	n/a	n/a	Y	yes	n/a
C•••••• L•••• M••••• M••••• V•• A••••••••• L•••

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	$191B	$173B	10.4%	$135B	12.4%	1,204	1,157	1	0

Relationships

showing 80 of 332

Affiliated with (1)

← H••••••••• REGISTERED ADVISERSRegistered adviserother investment adviser, control, common control
factForm ADV

Advises (79)

→ H••••••••• P••••••• IX-CREDIT OPPORTUNITIES FUND L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ CALIFORNIA COMMUNITY VENTURE FUND, LLCPrivate fundPrivate Equity Fund, IA
Mar 31, 2017 to presentfactForm ADV

Dated events

Occurred
Oct 30, 2024
Control person left
George Peter Wilson (Managing Director) no longer on Schedule A of H••••••••• P•••••••• L•• (listed 2024-04-29, absent 2024-10-30)
Form ADVobserved 7 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
H••••••••• P•••••••• L•• reported RAUM $124.3B, up 37% from $90.9B (2022-01-14 to 2022-03-31)
Form ADVobserved 7 days ago
$33.4B
Occurred
Mar 31, 2022
Control person left
Marie Kathleen Bacon (Senior Advisor) no longer on Schedule A of H••••••••• P•••••••• L•• (listed 2022-01-14, absent 2022-03-31)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:95056747-03a3-6191-7f00-2d2fc4919276
First observed: Mar 29, 2012
Last observed: Jul 16, 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.