DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

O•• P••• L••••••

CRD 284472

WANCHAI

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Search this name across graphsid dfx:ria:cd570960-c001-1c45-279b-eac41d3ba3e5

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 17
On other graphs: 0
Observed: Jul 7, 2017 to Apr 30, 2026
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

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: $1.3B••• Locked
Discretionary RAUM: $1.3B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 10

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
O• M••••• F••• L•••	Hedge Fund	$407M	Apr 30, 2026	6	Aug 22, 2016	reported	021-266473
P•• L•	Hedge Fund	$278M	Apr 30, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
M•••••• C•••••••••	MANAGING MEMBER	F	yes	06/2016	Jul 7, 2017	Oct 9, 2024
M••••• M••••••• W••••••	Director	Na	yes	07/2023	Mar 25, 2024	Oct 9, 2024

Affiliates (Item 7.A)

••• Locked

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

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private 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	$1.3B	$876M	51.6%	$715M	22.9%	10	7	0	0

Relationships

Advises (5)

→ P•••• J•••• V•••• F••• L•Private fundHedge Fund, IA
Mar 25, 2021 to presentfactForm ADV
→ O• M••••• F••• L•••Private fundHedge Fund, IA
Aug 22, 2016 to presentfactForm ADV
→ P•• L•Private fundHedge Fund, IA
Mar 25, 2021 to presentfactForm ADV
→ S•••• C••• F••• L•Private fund

Dated events

Occurred
Apr 30, 2026
Ria private fund assets change
••• Locked
Form ADVobserved today
$457M
Occurred
Apr 30, 2026
Private fund gav change
••• Locked
Form ADVobserved today
$155M
Occurred
Apr 30, 2026
Private fund gav change
••• Locked
Form ADVobserved today
$121M
Occurred
Apr 30, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cd570960-c001-1c45-279b-eac41d3ba3e5
First observed: Jul 7, 2017
Last observed: Apr 30, 2026 4 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.