DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

A•••••• C•••••• P•••••••

A•••••• C•••••• P••••••• MANAGEMENT CO., LLC, CRD 285607

BOSTON, MA

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Search this name across graphsid dfx:ria:c68bd496-706e-fa64-0319-7ef1f0b3037d

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 2
Observed: Mar 30, 2022 to Mar 26, 2026
7 observations

Across DFX

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

Private Equityidentity

A•••••• C•••••• P•••••••

Private equity manager · shared crd

Independent Sponsorsidentity

A•••••• C•••••• P•••••••

Capital provider to sponsors · 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: $442M••• Locked
Discretionary RAUM: $442M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 16

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
A•••••• C•••••• P••••••• I••• L•••	Private Equity Fund	$208M	Dec 16, 2024	49	Mar 31, 2021	reported	021-386087
A•••••• C•••••• P••••••• I•• L•••	Private Equity Fund	$43.8M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
H•••••• P••••• A••••••••	PARTNER & CHAIR	E	yes	01/2010	Mar 30, 2022	Dec 16, 2024
M••••••• L•••••• M•••••••	CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER	Na	no	01/2022	Mar 30, 2022	Dec 16, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
A•••••• C•••••• A••••••••• I•• L••	n/a	n/a	n/a	N	yes	n/a
A•••••• C•••••• A••••••••• I••• L••	n/a	n/a	n/a	N	yes	n/a
A•••••• C•••••• A••••••••• I•• L••

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 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	$442M	$294M	50.4%	$224M	25.5%	16	13	0	0

Relationships

Advises (4)

→ A•••••• C•••••• P••••••• I••• L•••Private fundPrivate Equity Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ A•••••• C•••••• P••••••• I•• L•••Private fundPrivate Equity Fund, IA
Jun 1, 2018 to presentfactForm ADV
→ A•••••• C•••••• P••••••• I•• L•••Private fundPrivate Equity Fund, IA
Dec 16, 2024 to presentfactForm ADV
→ A•••••• C•••••• P••••••• I• L•••

Dated events

Occurred
Mar 26, 2026
Regulatory AUM changed
A•••••• C•••••• P••••••• reported RAUM $441.5M, up 50% from $293.6M (2025-04-29 to 2026-03-26)
Form ADVobserved 7 days ago
$148M
Occurred
Mar 30, 2022
First Form ADV filing
A•••••• C•••••• P••••••• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c68bd496-706e-fa64-0319-7ef1f0b3037d
First observed: Mar 30, 2022
Last observed: Mar 26, 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.