DFX Intelligence

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

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

P•••••••• C•••••• M••••••••• L••

CRD 309243

DELAFIELD, WI

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Search this name across graphsid dfx:ria:eaef0fef-879b-fc92-a674-6bb1d9d9a55f

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Mar 25, 2026 to Mar 25, 2026
1 observations

Across DFX

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

Independent Sponsorsidentity

P•••••••• C•••••• 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: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Offices: 0Schedule D 1.F, beyond the principal office
SEC number: 802-118887
CRD: 309243
Filings on the tape: 1
First filed: Mar 25, 2026
Latest filed: Mar 25, 2026

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
P•••••••• C•••••• A••••••••• F•••• I••••• F•••• L••	Other Private Fund	$41.8M	Mar 28, 2024	88	May 11, 2020	reported	021-34044204
P•••••••• C•••••• A••••••••• F•••• I••••• F••• I•• L••	Other Private Fund	$0

Relationships

Advises (2)

→ P•••••••• C•••••• A••••••••• F•••• I••••• F•••• L••Private fundOther Private Fund, ERA
May 11, 2020 to presentfactForm ADV
→ P•••••••• C•••••• A••••••••• F•••• I••••• F••• I•• L••Private fundOther Private Fund, ERA, no longer reported
May 11, 2020 to Mar 31, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eaef0fef-879b-fc92-a674-6bb1d9d9a55f
First observed: Mar 25, 2026
Last observed: Mar 25, 2026 6 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.