DFX Intelligence

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

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

G•• P••••••• M••••••••• L••

CRD 315395

SAUSALITO, CA

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Search this name across graphsid dfx:ria:c50f3564-fe81-37d9-f7ca-a78d48290abe

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 2
Observed: Mar 31, 2026 to Mar 31, 2026
1 observations

Across DFX

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

Venture Capitalidentity

G••••••••• C•••••• M••••••••• L••

Venture manager · shared crd

Private Creditidentity

G•• P••••••• M••••••••• L••

Private credit manager · shared crd

Facts

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Offices: 0Schedule D 1.F, beyond the principal office
SEC number: 802-122459
CRD: 315395
Filings on the tape: 1
First filed: Mar 31, 2026
Latest filed: Mar 31, 2026

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
G••••••••• C•••••• P••••••• F••• I• L•	Other Private Fund	$8.8M	Nov 15, 2024	28	Mar 31, 2022	reported	n/a
G••••••••• C••••• O••••••••• F••• I• L••	Other Private Fund	$3.6M

Relationships

Advises (7)

→ G••••••••• C••••• O••••••••• F••• I• L••Private fundOther Private Fund, ERA
Mar 31, 2023 to presentfactForm ADV
→ G••••••••• C•••••• P••••••• S•••••• F••• I• L•Private fundOther Private Fund, ERA
Mar 31, 2022 to presentfactForm ADV
→ G••••••••• E••••••••• F••• V••• L••Private fundOther Private Fund, ERA
Mar 31, 2023 to presentfactForm ADV
→ G••••••••• C•••••• P••••••• F••• I• L•

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c50f3564-fe81-37d9-f7ca-a78d48290abe
First observed: Mar 31, 2026
Last observed: Mar 31, 2026 5 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.