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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

J••••• G••••• A•••• M••••••••• L••

CRD 169571

MIAMI, FL

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Search this name across graphsid dfx:ria:e0e38d48-8050-cfc4-7b21-ee6e5d9c11d1

Data as of Jun 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 8
On other graphs: 2
Observed: Feb 3, 2015 to Jun 30, 2026
23 observations

Across DFX

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

Private Equityidentity

J••••• G••••• A•••• M••••••••• L••

Private equity manager · shared crd

Independent Sponsorsidentity

J••••• G••••• A•••• M••••••••• L••

Capital provider to sponsors · shared crd

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=1.0
Regulatory AUM: $313MItem 5.F on the latest filing (2026-06-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $313M
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

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
J••• I• L•••••••• A••••••••• L•	Private Equity Fund	$198M	Mar 21, 2024	8	Mar 25, 2016	reported	n/a
J••••• R••• E••••• P••••••• I• L••	Private Equity Fund

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
C•••••••• J••••• R••••• W•••••	CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	Na	yes	01/2022	Apr 6, 2022	Mar 21, 2024
G••••••••• G•••• R•••••	MANAGING MEMBER	C	yes	01/2014	Feb 3, 2015

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
J•• G•• L••	n/a	n/a	n/a	N	yes	n/a
J••• G•• L••	n/a	n/a	n/a	N	yes	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
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

G•••••

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	$313M	$607M	-48.4%	$410M	-8.6%	7	10	0	3

Relationships

Advises (5)

→ J••••• P••••••• A••• L•••Private fundPrivate Equity Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ J••• I• B••••• A••••••••• L•Private fundPrivate Equity Fund, IA
Mar 29, 2019 to presentfactForm ADV
→ J••••• R••• E••••• P••••••• I• L••Private fundPrivate Equity Fund, IA
Mar 29, 2018 to presentfactForm ADV
→ J••• I• L•••••••• A••••••••• L•

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
J••••• G••••• A•••• M••••••••• L•• reported RAUM $375.2M, down 38% from $607.3M (2025-04-29 to 2026-03-31)
Form ADVobserved 7 days ago
$-232M
Occurred
Apr 6, 2022
Control person joined
R••••• W••••• J•••• C••••••• (Chief Financial Officer And Chief Compliance Officer) appeared on Schedule A of J••••• G••••• A•••• M••••••••• L••
Form ADVobserved 7 days ago
Occurred
Apr 6, 2022
Control person left
Alan Bruce Wolfson (General Counsel And Chief Compliance Officer) no longer on Schedule A of J••••• G••••• A•••• M••••••••• L•• (listed 2022-03-25, absent 2022-04-06)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e0e38d48-8050-cfc4-7b21-ee6e5d9c11d1
First observed: Feb 3, 2015
Last observed: Jun 30, 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.