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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

P••••••• T••••••••• M••••••••• I•••

CRD 161345

LITTLE ROCK, AR

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Search this name across graphsid dfx:ria:b03b0a81-4d36-e393-f491-af3854d355eb

Data as of Mar 25, 2020 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Feb 14, 2012 to Mar 25, 2020
11 observations

Across DFX

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

Real Estate Fundsidentity

P••••••• T••••••••• M••••••••• I•••

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $88.3MItem 5.F on the latest filing (2020-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $88.3M
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•• T••••••••• I• L•	Real Estate Fund	$98.9M	Mar 14, 2024	2	Feb 14, 2012	reported	n/a

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
B••••• B••••• L• •• O••••	PRESIDENT/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER	D	yes	09/2008	Feb 14, 2012	Mar 25, 2020
P•••• H••••• H• •• O••••	VICE PRESIDENT/MANAGING DIRECTOR	D	yes	09/2008	Feb 14, 2012

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••••••• F••••• I••••••••• L••	n/a	n/a	n/a	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

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

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
2019	$88.3M	$92.7M	-4.8%	$120M	-9.8%	2	2	1	1

Relationships

Advises (1)

→ P•• T••••••••• I• L•Private fundReal Estate Fund, ERA
Feb 14, 2012 to presentfactForm ADV

Controls (2)

← B••••• B••••• L• •• O••••OwnerPRESIDENT/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Feb 14, 2012 to presentfactForm ADV
← P•••• H••••• H• •• O••••OwnerVICE PRESIDENT/MANAGING DIRECTOR, ownership code D, individual
Feb 14, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b03b0a81-4d36-e393-f491-af3854d355eb
First observed: Feb 14, 2012
Last observed: Mar 25, 2020 79 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.