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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

J•• F••• A•••••••• L••

CRD 283677

WACO, TX

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Search this name across graphsid dfx:ria:d0e56374-3272-19cf-6097-075058c5e17f

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 2
On other graphs: 3
Observed: Jun 21, 2019 to Mar 30, 2026
12 observations

Across DFX

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

Venture Capitalidentity

J•• F••• A•••••••• L••

Venture manager · shared crd

Independent Sponsorsidentity

J•• F••• A•••••••• L••

Capital provider to sponsors · shared crd

Private Equityidentity

J•• F••• A•••••••• L••

Private equity 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: $156MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $156M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
J•• M••••• F••• I•• B• L•	Private Equity Fund	$98.1M	Mar 29, 2024	60	Mar 25, 2019	reported	021-320746
J•• M••••• F••• I•• C• L•	Private Equity Fund	$26.8M

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
E••••• G••••••• F••••••	PRESIDENT AND ASSISTANT SECRETARY, CHIEF OPERATING OFFICER, INVESTMENT COMMITTEE	Na	yes	02/2016	Jun 21, 2019	Mar 29, 2024
G•••••••• C•••••• C•••	Member	C	yes	11/2013	Jun 21, 2019

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
A••••• C•••••• H•••••••• L•••	n/a	Asset manager	$6.7B	N	yes	n/a
A•• H•••••••• L•••	n/a	Former SEC adviser	$116M	N	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$156M	$181M	-13.6%	$190M	-6.2%	11	12	0	0

Relationships

Affiliated with (2)

→ A••••• HEALTHCARE PARTNERSRegistered adviserother investment adviser, common control
factForm ADV
→ A••••• ENERGY CAPITALRegistered adviserother investment adviser, common control
factForm ADV

Advises (6)

→ J•• C•••••• F••• I•• L•••Private fundPrivate Equity Fund, IA
May 4, 2016 to presentfactForm ADV
→ J•• M••••• F••• I•• C• L•

Dated events

Occurred
Mar 23, 2021
Control person left
W Jimmy Moore (Executive Vice President, Secretary & Treasurer, Investment Committee) no longer on Schedule A of J•• F••• A•••••••• L•• (listed 2020-03-20, absent 2021-03-23)
Form ADVobserved 7 days ago
Occurred
Jun 21, 2019
First Form ADV filing
J•• F••• A•••••••• L•• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d0e56374-3272-19cf-6097-075058c5e17f
First observed: Jun 21, 2019
Last observed: Mar 30, 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.