fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point
Firm class
state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM
$0derivedItem 5.D individuals plus high net worth individuals
Offices
0Schedule D 1.F, beyond the principal office
SEC number
802-135445
CRD
340049
Filings on the tape
1
First filed
Jan 29, 2026
Latest filed
Jan 29, 2026
Organised
Limited Liability Company, DE
Relationships
No published relationship touches this entity yet.
Dated events
No dated event names this entity yet.
Provenance
Graph
RIA / Wealth Management
Canonical id
dfx:ria:a545dd82-cbdd-bfa5-32a0-1342fd6ae988
First observed
Jan 29, 2026
Last observed
Jan 29, 2026
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.