DFX Intelligence

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

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RIA / WealthRegistered adviserAsset managerSEC registeredRAUM 100m 1b

C•••••••• P•••••••

C•••••••• P••••••• LP, CRD 338398

NEW YORK, NY

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Data as of Jun 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 6:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 9
On other graphs: 2
Observed: Jun 29, 2026 to Jun 29, 2026
1 observation

Across DFX

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

Private Equityidentity

C•••••••• P•••••••

Private equity manager · same CRD

Independent Sponsorsidentity

C•••••••• P•••••••

Capital provider to sponsors · same CRD

Facts

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

Firm class: asset managerderived••• Locked
Regulatory AUM: $184M••• Locked
Discretionary RAUM: $184M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
C•••• I•••• L••	Private Equity Fund	$93.0M	Jun 29, 2026	1	Jun 29, 2026	reported	n/a
C•••• A••• L••	Private Equity Fund	$62.0M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C•••••••• P••••••• U•• L••	GENERAL PARTNER	Na	yes	04/2021	Jun 29, 2026	Jun 29, 2026
U••••••••• A••••••	MANAGING PARTNER	D	yes	04/2021	Jun 29, 2026	Jun 29, 2026

Relationships

Advises (8)

→ C•••••••• A••••••• L••Private fundPrivate Equity Fund, IA
Jun 29, 2026 to presentfactForm ADV
→ C•••• I•••• L••Private fundPrivate Equity Fund, IA
Jun 29, 2026 to presentfactForm ADV
→ C• P••••••• F••• I•• L•Private fundPrivate Equity Fund, IA
Jun 29, 2026 to presentfactForm ADV
→ C• F••• L••Private fund

Dated events

Order

Occurred
29 Jun 2026
Private fund first reported8 events
Private fund first reported: 8 on 29 Jun 2026
$650K to $93.0M
- ••• Locked$93.0M
- ••• Locked$62.0M
- ••• Locked$16.2M
Occurred
29 Jun 2026
First Form ADV filing
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 29, 2026
Last observed: Jun 29, 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.