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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

P••• C••••••• P•••••••

FIRST ENDOWMENT DEVELOPMENT CORP, CRD 105335

HOUSTON, TX

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Search this name across graphsid dfx:ria:fb5c4a7f-4001-a9c3-115a-041506ecb156

Data as of May 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 5
On other graphs: 1
Observed: Mar 16, 2012 to May 22, 2026
68 observations

Across DFX

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

Private Equityidentity

P••• C••••••• P•••••••

Intermediary · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.81 fund_share=0.0 institutional_share=0.19 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.8BItem 5.F on the latest filing (2026-05-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $260M
Private client RAUM: $2.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 81%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 13
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
P••• L••• C•••••••	Chartered Financial Consultant	HOUSTON, TX	29	45	n/a	no
S•••••• C•••••••• B•••••	Chartered Financial Analyst	HOUSTON, TX	27	28

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A••••• C••••••• M••• S•••••••	Owner	D	yes	03/2018	May 22, 2026	May 22, 2026
C•••••••• P•••• L•••	DIRECTOR, RELATIONSHIP MANAGER	C	yes	03/2018	May 22, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 17

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

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.8B	$2.2B	25.1%	$2.9B	-0.7%	16	17	0	0

Relationships

Registered with (21)

← J•••• A••••• C•••••••Advisorregistration: current employment
May 20, 2026 to presentfactForm ADV
← J••• A•••••• A•••••Advisorregistration: current employment
Apr 1, 2026 to presentfactForm ADV
← M•••••• K••• M•••••Advisorregistration: current employment
Feb 26, 2026 to presentfactForm ADV
← M••• D••••• S••••••••

Dated events

Occurred
Mar 20, 2026
Regulatory AUM changed
P••• C••••••• P••••••• reported RAUM $2.8B, up 25% from $2.2B (2026-01-16 to 2026-03-20)
Form ADVobserved 7 days ago
$561M
Occurred
Mar 20, 2024
Regulatory AUM changed
P••• C••••••• P••••••• reported RAUM $2.0B, down 29% from $2.9B (2024-01-31 to 2024-03-20)
Form ADVobserved 7 days ago
$-826M
Occurred
Feb 6, 2023
Advisor changed firm
David Edgar Carbajal left P••• C••••••• P••••••• for Raymond J•••• Financial Services Advisors, Inc (registered 2023-02-02)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fb5c4a7f-4001-a9c3-115a-041506ecb156
First observed: Mar 16, 2012
Last observed: May 22, 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.

2025	Apr 15, 2026	$2.8B	$260M	15	10	0	n/a	n/a
2024	Apr 16, 2025	$2.2B	$60.6M	17	9	0	n/a	n/a
2023	Mar 20, 2024	$2.0B	$3.3M	14	6	0	n/a	n/a
2022	Mar 13, 2023	$2.9B	$214,817	14	6	0	n/a	n/a
2021	Feb 28, 2022	$3.4B	$0	14	6	0	n/a	n/a
2020	Mar 30, 2021	$2.8B	$7.5M	14	6	0	n/a	n/a
2019	Mar 27, 2020	$2.5B	$7.5M	9	8	0	n/a	n/a
2018	Mar 27, 2019	$2.2B	$6.0M	8	8	0	n/a	n/a
2017	Mar 23, 2018	$2.2B	$3.4M	7	7	0	n/a	n/a
2016	Mar 10, 2017	$2.1B	$0	7	6	n/a	n/a	n/a
2015	Mar 14, 2016	$2.3B	$0	6	6	n/a	n/a	n/a
2014	Mar 11, 2015	$2.4B	$0	8	7	n/a	n/a	n/a
2013	Mar 17, 2014	$2.1B	$0	8	7	n/a	n/a	n/a
2012	Mar 18, 2013	$1.8B	$0	8	7	n/a	n/a	n/a
2011	Mar 16, 2012	$1.6B	$0	n/a	n/a	n/a	n/a	n/a