DFX Intelligence

2•• A•••• M•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

2•• A•••• M•••••••••

2•• A•••• M••••••••• LLC, CRD 323898

NEW YORK, NY

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Search this name across graphsid dfx:ria:c4058924-96d4-9b79-a64f-604125a56b14

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 1
Observed: Jul 11, 2023 to Mar 25, 2026
5 observations

Across DFX

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

Private Creditidentity

2•• A•••• M•••••••••

Private credit manager · 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=0.0
Regulatory AUM: $293M••• Locked
Discretionary RAUM: $293M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 11

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
2•• M•••• C••••• M••••• F•••• L•	Hedge Fund	$189M	Mar 27, 2024	30	Mar 22, 2023	reported	n/a

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••• M••••••	CCO/CFO	Na	yes	10/2022	Jul 11, 2023	Mar 27, 2024
D••••••••• D•••••• M••••••	Partner	C	yes	02/2022	Jul 11, 2023	Mar 27, 2024

Affiliates (Item 7.A)

••• Locked

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

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 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	$293M	$484M	-39.4%	n/a	n/a	11	10	0	0

Relationships

Advises (1)

→ 2•• M•••• C••••• M••••• F•••• L•Private fundHedge Fund, IA
Mar 22, 2023 to presentfactForm ADV

Controls (4)

← B•••• M••••••OwnerCCO/CFO, ownership code NA, individual
Jul 11, 2023 to Mar 27, 2024factForm ADV
← D•••• B••••• L••••OwnerCIO, ownership code C, individual
Jul 11, 2023 to Mar 27, 2024factForm ADV
← D••••••••• D•••••• M••••••OwnerPARTNER, ownership code C, individual

Dated events

Occurred
Jul 9, 2025
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$-126M
Occurred
Mar 14, 2025
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$224M
Occurred
Mar 27, 2024
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$134M
Occurred
Jul 11, 2023
First Form ADV filing

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c4058924-96d4-9b79-a64f-604125a56b14
First observed: Jul 11, 2023
Last observed: Mar 25, 2026 6 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.