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B•••• R••• C••••••• I•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

B•••• R••• C••••••• I•••

CRD 161781

MINNETONKA, MN

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Search this name across graphsid dfx:ria:e8703888-026f-3b7e-3c10-b3ee7bc8388d

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 2
Observed: Mar 30, 2026 to Mar 30, 2026
1 observations

Across DFX

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

Private Equityidentity

B•••• R••• C••••••• I•••

Private equity manager · shared crd

Independent Sponsorsidentity

B•••• R••• C••••••• I•••

Capital provider to sponsors · shared crd

Facts

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Offices: 0Schedule D 1.F, beyond the principal office
SEC number: 802-74602
CRD: 161781
Filings on the tape: 1
First filed: Mar 30, 2026
Latest filed: Mar 30, 2026

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
W•••••• C•••••• P•••••••• L•••	Private Equity Fund	$36.1M	Mar 11, 2024	61	Feb 21, 2019	reported	021-156487
R•• F••• I• A•• L•	Private Equity Fund	$7.9M

Relationships

Advises (4)

→ P•••• L••••••••• T••••Private fundPrivate Equity Fund, ERA
Mar 11, 2024 to presentfactForm ADV
→ W•••••• C•••••• P•••••••• L•••Private fundPrivate Equity Fund, ERA
Feb 21, 2019 to presentfactForm ADV
→ R•• F••• I• A•• L•Private fundPrivate Equity Fund, ERA
Mar 14, 2012 to presentfactForm ADV
→ R••••••• C•••••• P•••••••• L•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e8703888-026f-3b7e-3c10-b3ee7bc8388d
First observed: Mar 30, 2026
Last observed: Mar 30, 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.