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R•• A•••• M••••••••• G•••• 3• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

R•• A•••• M••••••••• G•••• 3• L••

CRD 312212

STUDIO CITY, CA

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Search this name across graphsid dfx:ria:de53938b-67dc-873a-7612-8f760fc274a5

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 1
On other graphs: 1
Observed: Mar 26, 2024 to Mar 31, 2026
6 observations

Across DFX

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

Real Estate Fundsidentity

R•• A•••• M••••••••• G•••• 3• L••

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $0Item 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 9
Advisory employees: 5
Offices

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
R•••• S••••• C•••••• F••• 3• L•	Real Estate Fund	$58.4M	Mar 31, 2023	16	Apr 9, 2021	dropped	n/a

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
L••••• R•••• P••••••	Trustee	F	yes	06/2012	Mar 26, 2024	Sep 27, 2024
L••••• R•••• P••••••	CO-CEO	Na	yes	06/2018	Mar 26, 2024

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
R•• A•••• M••••••••• G••••• L••	n/a	ASSET_M••••••	$129M	N	yes	n/a
R•• A•••• M••••••••• G•••• 4• L••	n/a	No RAUM reported	$0	N	yes

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Denver	Co	United States	2	no
n/a	n/a	n/a	1	no

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
2025

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	$0	$0	n/a	n/a	n/a	9	9	2	2

Relationships

Affiliated with (5)

→ R•• A•••• M••••••••• G••••• L••Registered adviserother investment adviser, common control
factForm ADV
→ R•• I••••••••• A•••• M••••••••• G•••• 2• L••Registered adviserother investment adviser, common control
factForm ADV
→ R•• A•••• M••••••••• G•••• 4• L••Registered adviserother investment adviser, common control
factForm ADV
← R•• A•••• M••••••••• G••••• L••Registered adviser

Dated events

Occurred
Mar 26, 2024
First Form ADV filing
R•• A•••• M••••••••• G•••• 3• L•• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:de53938b-67dc-873a-7612-8f760fc274a5
First observed: Mar 26, 2024
Last observed: Mar 31, 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.