P•••• C•••••• M••••••••• 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

asset managerderivedprivate_client_share=0.06 fund_share=0.74 institutional_share=0.17 related_bd=false related_bank=false bd_reps=35.0

Regulatory AUM

$24B••• Locked

Discretionary RAUM

$24B

Private client RAUM

$1.4Bderived••• Locked

Private client share

6%derivedprivate client RAUM over total RAUM

Advisors on IAPD

7

RAUM per advisor

$3.4Bderived

• Occurred

  Mar 30, 2026
  Regulatory AUM changed

  P•••• C•••••• M••••••••• L•• reported RAUM $24.1B, down 36% from $37.7B (2026-01-27 to 2026-03-30)

  Form ADVobserved 7 days ago
  $-13.6B
• Occurred

  Mar 30, 2026
  Advisor changed firm

  Gregory Moro left P•••• C•••••• M••••••••• L•• for J.P. Morgan Securities Llc (registered 2026-07-14)

  Form ADVobserved 7 days ago
• Occurred

  Mar 30, 2026
  Advisor changed firm

  Benjamin Anthony Menconi left P•••• C•••••• M••••••••• L•• for Pgim Investments Llc (registered 2026-04-21)

  Form ADVobserved 7 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d72d1bff-c36d-c825-796b-114855c5d88d

First observed

Mar 30, 2012

Last observed

May 4, 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.