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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

R• C•••••• M••••••••• L••

CRD 314175

WESTON, FL

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Search this name across graphsid dfx:ria:a013af5d-b842-c89f-49fa-6ea8c791f0d8

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 5
On other graphs: 1
Observed: Apr 12, 2024 to Mar 30, 2026
6 observations

Across DFX

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

Venture Capitalidentity

R• C•••••• M••••••••• L••

Venture manager · 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=true bd_reps=0.0
Regulatory AUM: $1.7BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.7B
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
N•••• C••••••• P•••••• C•••••• L•	Hedge Fund	$449M	Jul 26, 2024	5	Jan 31, 2024	reported	n/a
R• T••• L•	Hedge Fund	$302M

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
A•••••• J•••••• R•••••	MANAGING PARTNER/CCO	E	yes	03/2016	Apr 12, 2024	Jul 26, 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
N••• 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	$1.7B	$1.4B	21.9%	n/a	n/a	9	9	0	0

Relationships

Advises (3)

→ R• T••• L•Private fundHedge Fund, IA
Apr 6, 2021 to presentfactForm ADV
→ R• C•••••• P••••••• L•Private fundHedge Fund, IA
Apr 6, 2021 to presentfactForm ADV
→ N•••• C••••••• P•••••• C•••••• L•Private fundHedge Fund, IA
Jan 31, 2024 to presentfactForm ADV

Controls (1)

← A•••••• J•••••• R•••••

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
R• C•••••• M••••••••• L•• reported RAUM $1.7B, down 64% from $4.7B (2025-06-02 to 2026-03-30)
Form ADVobserved 7 days ago
$-3.0B
Occurred
Jun 2, 2025
Regulatory AUM changed
R• C•••••• M••••••••• L•• reported RAUM $4.7B, up 234% from $1.4B (2025-03-13 to 2025-06-02)
Form ADVobserved 7 days ago
$3.3B
Occurred
Mar 13, 2025
Regulatory AUM changed
R• C•••••• M••••••••• L•• reported RAUM $1.4B, up 45% from $975.5M (2024-07-26 to 2025-03-13)
Form ADVobserved 7 days ago
$435M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a013af5d-b842-c89f-49fa-6ea8c791f0d8
First observed: Apr 12, 2024
Last observed: Mar 30, 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.