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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

P•• M•••••• L••

CRD 311756

YARDLEY, PA

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Search this name across graphsid dfx:ria:d73dab56-2cab-6351-803c-87eb48ed6353

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 51
Dated events: 7
On other graphs: 1
Observed: Apr 19, 2021 to Sep 16, 2026
22 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand; an owner is a different entity, resolved from Schedule A/B

Real Estate Fundsidentity

P•• M•••••• L••

Real estate fund manager · shared crd

Private Equityowner

O••••••••• P••••••• P••••••• L••

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Private Equityowner

O••••••••• P••••••• M••••••••• L••

schedule ab owner name equals pe organization name · confidence 50%

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: $1.1BItem 5.F on the latest filing (2026-09-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $445M
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; showing 25 of 36

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
P•• T•• 2••• L••	Real Estate Fund	$125M	Sep 3, 2024	2	Mar 28, 2024	reported	n/a
P•• K•• I• L••	Real Estate Fund	$122M

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
B••••• J••••• J•••	PRESIDENT AND CFO	Na	yes	09/2024	Apr 19, 2021	Sep 3, 2024
D•••••• B•••••••• E•••••••• S••••	Cco	Na	yes	09/2024	Sep 3, 2024

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; showing 5 of 6

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	$1.1B	$946M	20.0%	$582M	25.0%	17	20	0	0

Relationships

Advises (36)

→ PSC TGA NOTTINGHAM MF (TX) LLCPrivate fundReal Estate Fund, IA
Mar 28, 2022 to presentfactForm ADV
→ P•• P••••••• M•••••• ••• L••Private fundReal Estate Fund, IA
Mar 27, 2023 to presentfactForm ADV
→ PPI MIDDLE ISLAND (NY) LLCPrivate fundReal Estate Fund, IA
Mar 28, 2022 to presentfactForm ADV
→ P•• B••••••• ••• L••

Dated events

Occurred
Sep 3, 2024
Control person joined
D•••• J••••• S•••••• (Chief Accounting Officer) appeared on Schedule A of P•• M•••••• L••
Form ADVobserved 7 days ago
Occurred
Sep 3, 2024
Control person joined
Elizabeth Sarah Bridghet Donato (Cco) appeared on Schedule A of P•• M•••••• L••
Form ADVobserved 7 days ago
Occurred
Jul 2, 2024
Control person joined
Eric Neil Goldfarb (Managing Partner) appeared on Schedule A of P•• M•••••• L••
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d73dab56-2cab-6351-803c-87eb48ed6353
First observed: Apr 19, 2021
Last observed: Sep 16, 2026 6 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.

Controls (13)

← H••••• D••••• B••••OwnerCO-FOUNDER, ownership code NA, individual
Apr 19, 2021 to Sep 3, 2024factForm ADV
← G•••••••• A•••• S•••OwnerMANAGING PARTNER, ownership code D, individual
Jul 2, 2024 to Sep 3, 2024factForm ADV
← D•••••• B•••••••• E•••••••• S••••OwnerCCO, ownership code NA, individual
Sep 3, 2024 to Sep 3, 2024factForm ADV
← G•••••••• N•••• E•••OwnerMANAGING PARTNER, ownership code D, individual
Jul 2, 2024 to Sep 3, 2024factForm ADV
← K•••• F••••••••• N•••••••OwnerMANAGING DIRECTOR, ownership code NA, individual
Apr 19, 2021 to Sep 3, 2024factForm ADV
← B••••• J••••• J•••OwnerPRESIDENT AND CFO, ownership code NA, individual
Apr 19, 2021 to Sep 3, 2024factForm ADV
← J••••••• E•••••• A••••••OwnerCEO, ownership code NA, individual
Apr 19, 2021 to Sep 3, 2024factForm ADV
← S••••••• J•••••• D••••OwnerCHIEF ACCOUNTING OFFICER, ownership code NA, individual
Sep 3, 2024 to Sep 3, 2024factForm ADV
← J• I•••••••OwnerINDIRECT OWNER, ownership code E, domestic entity
Jul 2, 2024 to Sep 3, 2024factForm ADV
← O••••••••• P••••••• M••••••••• L••OwnerM••••••, ownership code F, domestic entity
Jul 2, 2024 to Sep 3, 2024factForm ADV
← O••••••••• P••••••• P••••••• L••OwnerM•••••, ownership code C, domestic entity
Mar 28, 2022 to Sep 3, 2024factForm ADV
← O••••••••• P•• H•••••• L••OwnerM•••••, ownership code E, domestic entity
Apr 19, 2021 to Sep 3, 2024factForm ADV
← P•••••••• S••••• C•••••• L••OwnerMANAGING M•••••, ownership code E, domestic entity
May 4, 2022 to Sep 3, 2024factForm ADV