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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

P••••••••• I••••••••• M••••••••• L•

CRD 129848

P•••••••••, RI

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Search this name across graphsid dfx:ria:e6ffcf26-4551-468f-c2e0-f9a93b9b0c8b

Data as of Mar 30, 2017 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Feb 14, 2012 to Mar 30, 2017
10 observations

Across DFX

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.

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $3.1BItem 5.F on the latest filing (2017-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.1B
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
P••••••••• M•• M••••• F•••• L••	Hedge Fund	$3.1B	Mar 30, 2017	102	Feb 14, 2012	reported	021-1291380
P••••••••• M•• F•••• L••	Hedge Fund	$500M

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
J••••••• R••••••• J•••••	MANAGING MEMBER	E	yes	11/2003	Feb 14, 2012	Mar 30, 2017
G••••••• F••••••	CHIEF COMPLIANCE OFFICER	Na	no	02/2010	Feb 14, 2012

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

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
2016	$3.1B	$1.6B	89.8%	$6.3B	-21.2%	20	20	n/a	n/a

Relationships

Advises (6)

→ P••••••••• M•• M••••• F•••• L••Private fundHedge Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ P••••••••• M•• F•••• L••Private fundHedge Fund, IA, no longer reported
Feb 14, 2012 to Jan 11, 2016factForm ADV
→ P••••••••• M•• F•••• L•Private fundHedge Fund, IA, no longer reported
Feb 14, 2012 to Jan 11, 2016factForm ADV
→ P••••••••• S•••••• S••••••••• F•••• L••

Dated events

Occurred
Feb 5, 2015
Succession filed (Item 4)
P••••••••• I••••••••• M•••••••••, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e6ffcf26-4551-468f-c2e0-f9a93b9b0c8b
First observed: Feb 14, 2012
Last observed: Mar 30, 2017 115 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.