DFX Intelligence

Data Factory

P•••• A••••••• L••: 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 100m 1b

P•••• A••••••• L••

CRD 300404

DALLAS, TX

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:9cc5265e-d9a3-9308-f159-d4167240ade8

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 0
Observed: Nov 22, 2024 to Mar 31, 2026
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

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: $474MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $474M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
P•••• I••••••••• M••••• F••• L•	Hedge Fund	$251M	Nov 22, 2024	38	Feb 6, 2019	reported	021-332212
P•••• S•••••• S••••••••• F••• I• L•	Hedge Fund	$6.0M

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
I• H••••••• L••	MANAGING MEMBER	E	yes	10/2021	Nov 22, 2024	Nov 22, 2024
I• H••••••• L••	LIMITED PARTNER	E	yes	10/2021	Nov 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

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

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$474M	$259M	82.9%	n/a	n/a	5	4	2	0

Relationships

Advises (3)

→ P•••• I••••••••• M••••• F••• L•Private fundHedge Fund, ERA
Feb 6, 2019 to presentfactForm ADV
→ P•••• S•••••• S••••••••• F••• I• L•Private fundHedge Fund, IA
Nov 22, 2024 to presentfactForm ADV
→ P•••• S•••••• S••••••••• F••• I• L•Private fundHedge Fund, ERA
Mar 15, 2024 to presentfactForm ADV

Controls (6)

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
P•••• A••••••• L•• reported RAUM $474.1M, up 83% from $259.2M (2025-01-31 to 2026-03-31)
Form ADVobserved 7 days ago
$215M
Occurred
Nov 22, 2024
First Form ADV filing
P•••• A••••••• L•• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9cc5265e-d9a3-9308-f159-d4167240ade8
First observed: Nov 22, 2024
Last observed: Mar 31, 2026 5 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.