DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

S••••• V• C•••••• M••••••••• L•

CRD 316649

AUSTIN, TX

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Search this name across graphsid dfx:ria:e122e81c-5ec6-9a3e-8d21-7f27cfe9fd7a

Data as of Aug 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 1
Observed: Jun 28, 2023 to Aug 4, 2026
9 observations

Across DFX

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

Venture Capitalidentity

S••••• V• C•••••• M••••••••• L•

Venture manager · 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=true bd_reps=0.0
Regulatory AUM: $793M••• Locked
Discretionary RAUM: $793M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $793Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
X••••••• •••• T•••	n/a	AUSTIN, TX	3	14	n/a	no

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
S••••• V• C•••••• L•	Hedge Fund	$223M	Apr 17, 2024	32	Feb 23, 2022	reported	021-414309
B•••••••• P••••••• L•• • S••••• A•	Hedge Fund	$178M	Apr 17, 2024

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
E••••••• D••••••• K••••	CHIEF COMPLIANCE OFFICER	Na	yes	05/2023	Jun 28, 2023	Apr 17, 2024
T•••• X•••••••• ••••	MANAGING MEMBER	E	yes	09/2023	Jun 28, 2023	Apr 17, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
S••••• V• C•••••• G• L••	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 27, 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	$793M	$424M	87.0%	n/a	n/a	6	4	0	0

Relationships

Advises (2)

→ S••••• V• C•••••• L•Private fundHedge Fund, IA
Feb 23, 2022 to presentfactForm ADV
→ B•••••••• P••••••• L•• • S••••• A•Private fundHedge Fund, IA
Feb 23, 2022 to presentfactForm ADV

Registered with (1)

← X••••••• •••• T•••Advisorregistration: current employment
Jul 28, 2023 to presentfactForm ADV

Controls (2)

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$369M
Occurred
Mar 27, 2024
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$134M
Occurred
Oct 13, 2023
Succession filed (Item 4)
••• Locked
Form ADVobserved 7 days ago
Occurred
Jun 28, 2023
First Form ADV filing

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e122e81c-5ec6-9a3e-8d21-7f27cfe9fd7a
First observed: Jun 28, 2023
Last observed: Aug 4, 2026 49 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.