DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

V•••••• C•••••• F••• M••••••••• L•••••

CRD 157123

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fccbd5cc-f5c3-1ab8-8ecb-f226af12a54a

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 60
Dated events: 22
On other graphs: 4
Observed: Feb 13, 2012 to Mar 31, 2026
23 observations

Across DFX

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

Private Equityidentity

V•••••• C•••••• F••• M••••••••• L•••••

Private equity manager · cited, key crd, key sfn adviser, shared crd

Independent Sponsorsidentity

V•••••• C•••••• F••• M••••••••• L•••••

Capital provider to sponsors · cited, key crd, key sfn adviser, shared crd

Allocatorsidentity

V•••••• C•••••• F••• M••••••••• L•••••

Manager with allocator commitments · cited, key crd, key sfn adviser, shared crd

Private Credit

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=true related_bank=true bd_reps=20.0
Regulatory AUM: $54B••• Locked
Discretionary RAUM: $54B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 146

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
T•• V•••••• C•••••• F••• V•••• L•••	Private Equity Fund	$14B	Mar 31, 2026	333	Mar 27, 2023	reported	021-437207
T•• V•••••• C•••••• F••• I•• L•••	Private Equity Fund	$13B

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
E••••• H•••• D••••	MANAGING PARTNER	Na	yes	12/2014	Feb 13, 2012	Mar 28, 2024
M•••••••• R••••• S••••	Member	D	yes	10/2020	Feb 13, 2012	Mar 28, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
F••••• G• L••	n/a	n/a	n/a	N	yes	n/a
G••••••• G• L••	n/a	n/a	n/a	N	yes	n/a
H•• G• L••	n/a

Regulatory AUM by fiscal year

••• Locked

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

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	$54B	$39B	38.4%	$44B	7.0%	146	140	0	0

Relationships

Advises (50)

→ C••• H••••••• L••Private fundPrivate Equity Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ C•••• H••••••• L•••Private fundPrivate Equity Fund, IA
Mar 27, 2023 to presentfactForm ADV
→ T•• V•••••• C•••••• F••• I•• L•••Private fundPrivate Equity Fund, IA
Feb 13, 2012 to presentfactForm ADV
→ T•• V•••••• C•••••• F••• I•• L•••

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$14.9B
Occurred
Mar 31, 2026
Ria private fund assets change
••• Locked
Form ADVobserved today
$13.5B
Occurred
Mar 31, 2026
Ria indirect owner change
••• Locked
Form ADVobserved today
Occurred
Mar 31, 2026

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fccbd5cc-f5c3-1ab8-8ecb-f226af12a54a
First observed: Feb 13, 2012
Last observed: Mar 31, 2026 5 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.