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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

S•• P•••••••

S•• P••••••• LP, CRD 325761

NEW YORK, NY

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Search this name across graphsid dfx:ria:ada00f14-6f1f-9768-7f78-76256e5c465b

Data as of Jul 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 2
Observed: Mar 15, 2023 to Jul 8, 2026
9 observations

Across DFX

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

Private Equityidentity

S•• P•••••••

Private equity manager · shared crd

Independent Sponsorsidentity

S•• P•••••••

Capital provider to sponsors · 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=false bd_reps=3.0
Regulatory AUM: $646MItem 5.F on the latest filing (2026-07-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $646M
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
S•• C•• ••• L•	Private Equity Fund	$783M	Aug 23, 2024	2	Aug 11, 2023	reported	021-478992

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
S•••••••• E•••• S•••••	Member	C	yes	10/2021	Mar 15, 2023	Aug 23, 2024
S•••••••• E•••• S•••••	Partner	C	yes	10/2020	Mar 15, 2023

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
A•• A••••••••• L••	n/a	n/a	n/a	N	yes	n/a
S•• C•• 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	$646M	$814M	-20.6%	n/a	n/a	5	6	0	0

Relationships

Advises (1)

→ S•• C•• ••• L•Private fundPrivate Equity Fund, IA
Aug 11, 2023 to presentfactForm ADV

Controls (4)

← S•••••••• E•••• S•••••OwnerMEMBER, ownership code C, individual
Mar 15, 2023 to Aug 23, 2024factForm ADV
← W••••• A••••••• F••••••••OwnerMEMBER, ownership code C, individual
Mar 15, 2023 to Aug 23, 2024factForm ADV
← S••••••• J•••••• L•••••OwnerMEMBER, ownership code C, individual

Dated events

Occurred
Mar 15, 2023
First Form ADV filing
S•• P••••••• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ada00f14-6f1f-9768-7f78-76256e5c465b
First observed: Mar 15, 2023
Last observed: Jul 8, 2026 2 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.