DFX Intelligence

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

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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 10b 100b

O• P•••••• C••••••

O••••• A••••• P•••••• CAPITAL, LLC, CRD 282516

GRAND RAPIDS, MI

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Search this name across graphsid dfx:ria:b2636a58-6642-2035-f50a-a57e757a92fc

Data as of Aug 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 42
Dated events: 26
On other graphs: 2
Observed: Dec 24, 2015 to Aug 28, 2026
26 observations

Across DFX

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

Private Equityidentity

O• P•••••• C••••••

P•••••• equity manager · key crd, key sfn adviser, shared crd

Independent Sponsorsidentity

O• P•••••• C••••••

Capital provider to sponsors · key crd, key sfn adviser, shared crd

Facts

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

Firm class: mixed wealth managerderivedprivate_client_share=0.26 fund_share=0.74 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $23B••• Locked
Discretionary RAUM: $17B
P•••••• client RAUM: $5.9Bderived••• Locked
P•••••• client share: 26%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 91

P•••••• funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
O• G• F•••• L•	P•••••• Equity Fund	$3.5B	Aug 28, 2026	35	Aug 28, 2026	reported	021-562513
O••••• A••••• F••• V•• L•	P•••••• Equity Fund	$1.6B	Aug 28, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
D••••••• R••••••• S••••	PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF EXECUTIVE OFFICER	Na	yes	04/2021	Aug 28, 2026	Aug 28, 2026
R•••••••• D••••• S••••••	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER	Na	yes	03/2021	Aug 28, 2026	Aug 28, 2026

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
O• A•••• P••••••• G•• L••	n/a	n/a	n/a	N	yes	n/a
O• G• V••• L••	n/a	n/a	n/a	N	yes	n/a
O• G•••••• G•• L••	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	P•••••• funds	Fund GAV
2025

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	$23B	$20B	12.5%	$17B	9.6%	91	84	0	0

Relationships

Advises (35)

→ O• G••••••• L•Private fundP•••••• Equity Fund, IA
Mar 30, 2024 to presentfactForm ADV
→ O••••• A••••• D• F••• V•• L•Private fundP•••••• Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ O••••• A••••• F••• 2•••• L•Private fundP•••••• Equity Fund, IA
Mar 31, 2017 to presentfactForm ADV
→ O••••• A••••• F••• 2•••• L•

Dated events

Occurred
Aug 28, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$3.5B
Occurred
Aug 28, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$378M
Occurred
Aug 28, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$355M
Occurred
Aug 28, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b2636a58-6642-2035-f50a-a57e757a92fc
First observed: Dec 24, 2015
Last observed: Aug 28, 2026 26 days 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.