N••••• I••••••••• L••

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.

Firm class

other adviserderivedprivate_client_share=0.14 fund_share=0.45 institutional_share=0.34 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$984M••• Locked

Discretionary RAUM

$984M

Private client RAUM

$141Mderived••• Locked

Private client share

14%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$328Mderived

• Occurred

  Jan 26, 2026
  Regulatory AUM changed

  N••••• I••••••••• L•• reported RAUM $984.3M, down 65% from $2.8B (2025-07-23 to 2026-01-26)

  Form ADVobserved 7 days ago
  $-1.9B
• Occurred

  Dec 31, 2025
  Advisor changed firm

  Rositsa Angelova Esenberg left N••••• I••••••••• L•• for Veta Investment Partners, Llc (registered 2026-01-26)

  Form ADVobserved 7 days ago
• Occurred

  Oct 1, 2025
  Advisor changed firm

  Jennifer Lynn Mcbee left N••••• I••••••••• L•• for Ae Wealth Management, Llc (registered 2025-10-22)

  Form ADVobserved 7 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d1667961-7425-b910-56d9-2d4919409ce7

First observed

Dec 20, 2011

Last observed

Jul 1, 2026 2 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.