DFX Intelligence

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

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RIA / WealthRegistered adviserAsset managerSEC registeredRAUM under $100M

M••• I••••••••• L••

CRD 153913

LOS ANGELES, CA

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Data as of Sep 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jun 13, 2021 to Sep 10, 2026
16 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= related_bank= bd_reps=0.0
Regulatory AUM: $46.1M••• Locked
Discretionary RAUM: $46.1M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $23.1Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
A••• Z•••••• E••••••	Chartered Financial Analyst	LOS ANGELES, CA	16	23	n/a	no
T•• T••••••	n/a	LOS ANGELES, CA	8	11

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
B••• O••••••••• F•••• L•	Hedge Fund	$27.6M	Sep 10, 2026	40	Jun 13, 2021	reported	021-220893
M••• F•••• F•••• L•	Hedge Fund	$9.8M	Sep 10, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
E••••••• A•••• Z••••••	MANAGING MEMBER	E	yes	04/2010	Jun 13, 2021	Apr 15, 2024
T••••••• T••	CCO & COO	Na	no	01/2016	Jun 13, 2021	Apr 15, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 3, 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
0	0	0	0.0%	0	0	0	0	0

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	$46.1M	$127M	-63.8%	$112M	-25.5%	3	3	0	0

Relationships

Advises (2)

→ M••• F•••• F•••• L•Private fundHedge Fund, IA
Jun 13, 2021 to presentfactForm ADV
→ B••• O••••••••• F•••• L•Private fundHedge Fund, IA
Jun 13, 2021 to presentfactForm ADV

Registered with (2)

← T•• T••••••Advisorregistration: current employment
Apr 20, 2018 to presentfactForm ADV
←

Dated events

Occurred
Jun 13, 2021
First Form ADV filing
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 13, 2021
Last observed: Sep 10, 2026 13 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.