DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

T•••••• C•••••• P••••••• L••

CRD 293282

NEW YORK, NY

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Search this name across graphsid dfx:ria:ed0711e7-5e89-f157-1dd7-0d69368aba8f

Data as of May 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 5
On other graphs: 3
Observed: Jun 15, 2018 to May 21, 2026
15 observations

Across DFX

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

Private Equityidentity

T•••••• C•••••• P••••••• L••

Private equity manager · shared crd

Independent Sponsorsidentity

T•••••• C•••••• P••••••• L••

Capital provider to sponsors · shared crd

Real Estate Fundsidentity

T•••••• C•••••• P••••••• L••

Real estate fund 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=false bd_reps=0.0
Regulatory AUM: $1.4B••• Locked
Discretionary RAUM: $1.1B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 24

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
T•••••• C•••••• R• C•••••• F•••• L•	Real Estate Fund	$260M	May 21, 2024	20	Mar 31, 2023	reported	021-464285
T•••••• C•••••• H•• I••••••••• L•	Private Equity Fund	$105M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C••••••• B••••••• H••••••••	MANAGING PARTNER	Na	yes	04/2014	Jun 15, 2018	May 21, 2024
C••••••• B••••••• H••••••••	Member	C	yes	06/2021	Jun 15, 2018	May 21, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
T• E•• L••	n/a	n/a	n/a	N	yes	n/a
T•••••• C•••••• A• I••••••••• G•• L••	n/a	n/a	n/a	N	yes	n/a
T•••••• C•••••• C• I••••••••• G•• L••	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

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	$1.4B	$1.2B	17.4%	$1.1B	11.2%	24	22	0	0

Relationships

Advises (16)

→ T•••••• C•••••• H•• I••••••••• L•Private fundPrivate Equity Fund, IA
Jun 15, 2018 to presentfactForm ADV
→ T•••••• C•••••• R• C•••••• F•••• L•Private fundReal Estate Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ T•••••• C•••••• R• I••••••••• L•Private fundPrivate Equity Fund, IA
Mar 31, 2022 to presentfactForm ADV
→ T•••••• C•••••• R• O••• F•••• L•

Dated events

Occurred
Mar 31, 2023
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$219M
Occurred
Mar 31, 2022
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$273M
Occurred
Mar 27, 2020
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$350M
Occurred
Mar 29, 2019
Regulatory AUM changed

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ed0711e7-5e89-f157-1dd7-0d69368aba8f
First observed: Jun 15, 2018
Last observed: May 21, 2026 4 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.