DFX Intelligence

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

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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 10b 100b

M•••••• A•••••••• L••

CRD 308960

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:c5fcb9b2-7272-c731-faf5-4422a3c0bfa8

Data as of Aug 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 13
On other graphs: 0
Observed: May 7, 2020 to Aug 21, 2026
27 observations

Across DFX

owners resolved from Schedule A/B to their own records, measured by hand

Venture Capitalowner

A••••••••• H••••••• F••• V• L•••

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Facts

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

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=2.0
Regulatory AUM: $18B••• Locked
Discretionary RAUM: $0
Private client RAUM: $23.2Mderived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $2.6Bderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
D•••• R••• G••••••••	n/a	SAN FRANCISCO, CA	2	12	1	yes
C••••• J•••••• B••••	n/a	Sunset Beach, CA \| SAN FRANCISCO, CA	2	11

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••••• I••••	Shareholder	C	yes	10/2019	May 7, 2020	Dec 18, 2024
A•••••• I••••	Ceo	Na	yes	10/2019	May 7, 2020	Dec 18, 2024
A••••••••• H••••••• F••• V• L•••

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
M•••••• I••••••••• S••••••• 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	Apr 22, 2026

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	1	1	14.3%	0	0	0	5	1

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	$18B	$11B	62.0%	$1.9B	110.3%	7	7	0	0

Relationships

Registered with (8)

← A••• L••••• C•••••••Advisorregistration: current employment
Sep 8, 2026 to presentfactForm ADV
← R•••• S••••Advisorregistration: current employment
May 8, 2026 to presentfactForm ADV
← V••••• V•••Advisorregistration: current employment
Apr 3, 2026 to presentfactForm ADV
← J•••••••• J• M••••••••

Dated events

Occurred
Oct 17, 2025
Advisor changed firm
Emiliano Rios Caban left M•••••• A•••••••• L•• for Autopilot (registered 2026-01-29)
Form ADVobserved 7 days ago
Occurred
Oct 15, 2025
Regulatory AUM changed
M•••••• A•••••••• L•• reported RAUM $15.4B, up 39% from $11.1B (2025-03-21 to 2025-10-15)
Form ADVobserved 7 days ago
$4.3B
Occurred
Mar 21, 2025
Regulatory AUM changed
M•••••• A•••••••• L•• reported RAUM $11.1B, up 73% from $6.4B (2024-12-18 to 2025-03-21)
Form ADVobserved 7 days ago
$4.7B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c5fcb9b2-7272-c731-faf5-4422a3c0bfa8
First observed: May 7, 2020
Last observed: Aug 21, 2026 32 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.