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Firms / R•• D••• W••••• M••••••••• L••

R•• D••• W••••• M••••••••• L••

Fund of funds · probableLower middle marketMemphis, TNr•••••••••.comSEC registered investment adviser

R•• D••• W••••• M••••••••• financial advisors provide comprehensive, personalized wealth management in Memphis and the Mid-South. Let us help you meet your family's goals.

Classification
Class
Fund of fundsprobable, confidence 75%
Basis
R1: 3 of 3 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
Size band
Lower middle marketdefined by: proxy: $0.07bn Private Equity Fund GAV on the Form ADV filed 2024-11-14
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%, cls-pe-1)
    R1: 3 of 3 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 11, 2014 to Nov 14, 2024
RAUM
$1.8Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
3
PE fund GAV, latest filing
$69.6Mreported gross assets (Form ADV), not fund size
All private fund GAV
$109Mevery private fund type, latest filing
2024 PE fund GAV
$69.6Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
60%
Fund type mix
filed 2024-11-14, latest gav Hedge Fund $39.6M, Private Equity Fund $69.6M, latest counts Hedge Fund 1, Private Equity Fund 3, lifetime distinct Hedge Fund 1, Real Estate Fund 1, Private Equity Fund 3
Employees
14
Headquarters
Memphis, TN
Office address
965 RIDGE LAKE BLVD, SUITE 105, Memphis, TN, 38120
Business phone
901-681-0018
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
not stated or not yet read
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
not stated or not yet read
Thesis
not stated or not yet read
Observed from deals on record

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds
3 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
R•• D••• I•• F••• L••
ADV: Private Equity Fund
Fund of funds2024
first reported on Form ADV
$30.0M
as of Nov 14, 2024
no Form DUnknown
R•• D••• E••••••
ADV: Private Equity Fund
Fund of funds2023
first reported on Form ADV
$26.4M
as of Nov 14, 2024
no Form DUnknown
R•• D••• L•• L••
ADV: Private Equity Fund
Fund of funds2021
first reported on Form ADV
$13.2M
as of Nov 14, 2024
no Form DUnknown
Team
26 current, 0 former
Partner (8)
Platform (7)
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
3 most recent
  1. Sep 17, 2026
    Red D••• Advises JIT-EX on Its Sale to Alabama Motor Express Red D••• Strategic Advisory (“Red D•••”) recently advised JIT-EX, LLC (“JIT-EX” or the “Company”), a Memphis, Tennessee-based, high-service,...
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Jul 31, 2026
    R•• D••• W••••• M••••••••• L••: Private Equity Funds on Form ADV 3 (2024 extract) -> 5 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  3. Mar 11, 2014
    R•• D••• W••••• M••••••••• L•• first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

R•• D••• W••••• M••••••••• L•• is the same institution as 5 records in Family Offices, Independent Sponsors, Venture Capital, RIA and Wealth and Real Estate Funds.

Family Offices1Independent Sponsors1Venture Capital1RIA and Wealth1Real Estate Funds1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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