DFX Intelligence

H••••••••• R••••••••• A••••••• I•: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

H••••••••• R••••••••• A••••••• I•

H••••••••• R••••••••• A••••••• I• L.P., CRD 341198

BOSTON, MA

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Search this name across graphsid dfx:ria:9c9a324f-ac26-5acd-4040-85d59d497991

Data as of Mar 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 6, 2026 to Mar 6, 2026
1 observations

Across DFX

owners resolved from Schedule A/B to their own records, measured by hand

Private Equityowner

H••••••••• P•••••••• L••

owned by this firm per Schedule A (the owner's CRD) · confidence 90% · family precision 100%

Facts

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

Firm class: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=21.0
Regulatory AUM: $0••• Locked
Discretionary RAUM: $0
Private client RAUM: $0derived••• Locked
Advisors on IAPD: 0
Employees: 1,204
Advisory employees: 296
Offices: 0Schedule D 1.F, beyond the principal office

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
D••••• P••••• N•••••	GENERAL COUNSEL	Na	yes	02/2026	Mar 6, 2026	Mar 6, 2026
H••••••••• P••••••• L•••	LIMITED PARTNER	E	yes	02/2026	Mar 6, 2026	Mar 6, 2026

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 6, 2026	$0	$0	1,204	296	0	n/a	n/a

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	$0	n/a	n/a	n/a	n/a	1,204	n/a	0	n/a

Relationships

Owns (2)

← F•••••••• A•••• J••••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 6, 2026 to presentfactForm ADV
← M••••••• R•••••• A••••OwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 6, 2026 to presentfactForm ADV

Controls (3)

← H••••••••• P•••••••• L••OwnerGENERAL PARTNER, ownership code NA, domestic entity
Mar 6, 2026 to presentfactForm ADV
← T•••••• J•••• M••••••OwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9c9a324f-ac26-5acd-4040-85d59d497991
First observed: Mar 6, 2026
Last observed: Mar 6, 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.