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.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0

Regulatory AUM

$189MItem 5.F on the latest filing (2026-01-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$189M

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

1

RAUM per advisor

$189Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1

Individual clients

0

High net worth clients

0

SEC number

801-114640

CIK

1727398

CRD

297134

Filings on the tape

17

First filed

Jun 14, 2018

Latest filed

Jan 26, 2026

Organised

Limited Liability Company, DE

Website

procuream.com

• Occurred

  Dec 3, 2020
  Control person left

  Francis Michael Hogan (Chief Compliance Officer) no longer on Schedule A of Procure Etfs (listed 2020-02-04, absent 2020-12-03)

  Form ADVobserved 6 days ago
• Occurred

  Jun 14, 2018
  First Form ADV filing

  Procuream filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f4add23f-0baa-7d93-1ce7-84c984576ba5

First observed

Jun 14, 2018

Last observed

Jan 26, 2026 7 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.