DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

R••• P••• C••••••

R••• P••• C•••••• M••••••••• LP, CRD 304990

PLYMOUTH, MN

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Search this name across graphsid dfx:ria:acc08e94-5273-1514-c7b6-f5ea3b5d5e36

Data as of Jun 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 9
On other graphs: 4
Observed: Jun 30, 2022 to Jun 25, 2026
13 observations

Across DFX

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

Venture Capitalidentity

R••• P••• C••••••

Venture manager · shared crd

Independent Sponsorsidentity

R••• P••• C••••••

Capital provider to sponsors · shared crd

Private Equityidentity

R••• P••• C••••••

Private equity manager · shared crd

Private Creditidentity

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=false bd_reps=0.0
Regulatory AUM: $1.4B••• Locked
Discretionary RAUM: $462M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 21

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
R•• M•• I••••••••• F••• I• L•	Hedge Fund	$742M	Jun 25, 2026	5	Mar 31, 2022	reported	n/a
R•• M•• I••••••••• F••• I• L• • S••••• 1•	Hedge Fund	$432M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••• C••••••••• B••••	MANAGING DIRECTOR	Na	yes	06/2022	Mar 28, 2024	Aug 13, 2024
F••••• C••••	HEAD OF MSR INVESTMENTS; LIMITED PARTNER	A	yes	03/2021	Jun 30, 2022	Aug 13, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
R•• G• I• L••	n/a	n/a	n/a	Y	yes	n/a
R•• G• I• L••	n/a	n/a	n/a	Y	yes	n/a
R••• M•• G• I• L••	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
SAINT PAUL	Mn	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026

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	$1.4B	$1.2B	11.1%	$706M	24.8%	21	21	2	2

Relationships

Advises (4)

→ R•• R••••••••• C••••• H••••••• L••Private fundPrivate Equity Fund, IA
Sep 24, 2020 to presentfactForm ADV
→ R•• V••••••• F••• I• L•Private fundVenture Capital Fund, IA
Sep 24, 2020 to presentfactForm ADV
→ R•• M•• I••••••••• F••• I• L•Private fundHedge Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ R•• V••••••• F••• I• L•

Dated events

Occurred
Jun 25, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$432M
Occurred
Jun 25, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$5.8M
Occurred
Jun 25, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$238M
Occurred
Mar 28, 2025

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:acc08e94-5273-1514-c7b6-f5ea3b5d5e36
First observed: Jun 30, 2022
Last observed: Jun 25, 2026 3 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.