Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
F•• P•••••• I••••••••• L••
FEG is a dedicated investment management firm, offering tailored solutions for institutions, focusing on mission-driven goals and resilient portfolio management in a complex market landscape.
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 6 of 6 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.19bn P•••••• Equity Fund GAV on the Form ADV filed 2024-03-27
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 6 of 6 admitted vehicles carry the sworn fund-of-funds flag
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 29, 2012 to Mar 27, 2024
- RAUM
- $1.2Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $189Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.2Bevery private fund type, latest filing
- 2024 PE fund GAV
- $189Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 22%
- Fund type mix
- filed 2024-03-27, latest gav Other Private Fund $1.0B, Private Equity Fund $189M, latest counts Other Private Fund 18, Private Equity Fund 4, lifetime distinct Other Private Fund 18, Private Equity Fund 5
- Employees
- 21
- Headquarters
- Cincinnati, OH
- Office address
- 201 E. FIFTH STREET, SUITE 1600, Cincinnati, OH, 45202
- Business phone
- 513-977-4400
- 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
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| F•• P•••••• O••••••••• F•••• V• L•••• S••••• B• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $51.0M as of Mar 27, 2024 | no Form D | Early deployment | |
| F•• P•••••• O••••••••• F••• V• L••• S••••• B• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $56.7M as of Mar 27, 2024 | no Form D | Unknown | |
| F•• P•••••• O••••••••• F••• I•• L••• S••••• B• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $54.0M as of Mar 27, 2024 | no Form D | Unknown | |
| F•• P•••••• O••••••••• F••• I••• L••• S••••• B• ADV: P•••••• Equity Fund | Fund of funds | 2016 first reported on Form ADV | $26.8M as of Mar 27, 2024 | no Form D | Mature | |
| F•• P•••••• O••••••••• F••• I•• L••• ADV: P•••••• Equity Fund | Fund of funds | 2014 first reported on Form ADV | $190M as of Aug 27, 2015 | no Form D | Wound down | |
| F•• P•••••• O••••••••• F•••• L•• ADV: Other P•••••• Fund | Fund of funds | unknown | $77.1M as of Mar 27, 2024 | no Form D | Harvest |
- J• A••• L••••••• C••• C••• · Chief Executive Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• R•••••• C•• · President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• E•••••••• F•••• · President · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W•••••• G••••• · President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• D•••••••• · Reporting Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• R•••••• P•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• D••••••• C••• C••• · Head of Research, Chief Investment Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• W••••• · Microsoft Platforms & Data Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• W•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• M••••• C••• C••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••• C••••••••• W••••• · Managing Director, Portfolio Management - P•••••• Capital · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•••• B•••• C••• C••• · Head of Portfolio Management, Chief Investment Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••••• D•••• · Office Services Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• M••••••• · Administrative Services Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W• Q••••• B•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• H•••••• C•• · Director of Global Equity · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••••• S•••• B••••• · Director of Research - Real Assets · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G• S•••• T••••• C••• · Director of Research - P•••••• Equity · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• H•••••• C••• C••• · Director of Research · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• B•••• B••••• · Director of Research - Global Fixed Income · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• C•••••• C••• C••• · Director of Research - Diversified Strategies · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• G•••••••• · Director, Segment Lead · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• M•••••••• · Director of Research - Diversified Strategies · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• H•••••• C••• C••• · Director, Segment Lead · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• B•••••• C•• · Senior Vice President, Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• Z•••• C••• · Senior Vice President, Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• U•••• · Associate Vice President, Proposals · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••••• S••••••• · Vice President, Research - Equities · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• B•••• C•• · Vice President, Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• L••••• · Associate Vice President, Research - P•••••• Equity · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• T••••• · VP, Financial Planning & Analysis · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• G•••••• · Vice President, Institutional Portfolio Analysis · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• L••••• · Vice President, Operational Due Diligence · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• C•••••• C•• · Associate Vice President, Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• W••••••• C•• · Senior Vice President, Operational Due Diligence · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••••• H•••••• · Vice President, Institutional Portfolio Analysis · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• C•••• · Vice President, Advisor Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• R•••••• P•••• · Executive Vice President · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••••• D••••• C••• C••• · Senior Vice President, Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• O••••••• C••• C••• · Associate Vice President, Research - Real Assets · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• M••••••• · Associate Vice President, Research - P•••••• Equity · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• M•••••• · Vice President, Proposals · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• J••• ••• B••••••• C•• · Senior Vice President, Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• S•••••• · Senior Vice President, Institutional Portfolio Analysis · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• V••••• C•• · Senior Vice President, Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• A•••••• C••• C••• · Senior Vice President, Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• B••••••• · Associate Vice President, Data Solutions Implementation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• C•••••• C•• · Senior Vice President, Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• F•••••• C••• C••• · Senior Vice President, Portfolio Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• P•• · Vice President, Technical Platforms and Infrastructure · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• D••••• · Associate Vice President, Systems & Business Intelligence · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• V•• D•• B••••• C••• C••• · Senior Vice President, Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• H••••• · Associate Vice President, Institutional Portfolio Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• N••••••• C••• · Senior Vice President, Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• W••••••• · Vice President, Philanthropic Strategist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• J•••••• · Vice President, OCIO Strategy & Solutions · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• H••••• · Vice President, Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• L•• S••••••• H••••••• · Executive Vice President · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••••• M••••••• · Vice President, OCIO Client Experience · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••••• O••••••••• C••• · Senior Vice President, Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•• M•••••• · Vice President, Institutional Sales · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• H••••• · Senior Vice President, Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• S•••••••• · Senior Advisory Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• C••• · Senior Trading Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• W•••••••• · Senior Portfolio Management Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• M••••• · Senior Institutional Portfolio Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•• M•••••• · Proposal Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• M•••• · Institutional Portfolio Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• K••••• · Performance Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• H••••• · Investment Data Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• D••••• · Senior Institutional Portfolio Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• D•••• · Reporting Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••••• C•••••••• · Senior Portfolio Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• F•••••• · Senior Performance Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• D••• · Research Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F••••• A•••••• · Research Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• C•• · Research Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• F••••••• · Senior Institutional Portfolio Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• C••• · Senior Institutional Portfolio Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• B••••••••• · Senior Portfolio Management Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• M•••• · Senior performance Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• K•••• · Senior Institutional Portfolio Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•• Y••• · Institutional Portfolio Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• P•••••• · Senior Client Development Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• G••••• · Senior Proposal Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• B•••••• · Research Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• D•••••• · Research Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• H•••• · Senior Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•• B••• · Senior Product & Performance Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• T••••• · Senior Portfolio Management Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• S••• · Senior Institutional Portfolio Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• W••••••• · Vice President, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• B•••• · Vice President, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• B•••••••• · Vice President, Client Service Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• B•••••• · Client Service Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• M••••• · Client Service Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• H••••••• · Associate Vice President, Client Service Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• L•••••• · Client Service Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• M••••••••• · Vice President, Client Service Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• A••••• · Senior Client Service Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• H•••• C•• · Investment Advisory Board Member · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• C•••••• · Investment Advisory Board Member · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• H•••••••• · Member of FEG's Board of Directors · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• W••• · Chairwoman of FEG's Board of Directors · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• D•••••• C•• · Investment Advisory Board Member · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• H•••••• · Member of FEG's Board of Directors · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•• S•••••• C•• · Investment Advisory Board Member · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• D••••• · Associate Vice President, Fund Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••• L•••• F•••• · Chief Operating Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• G•••••• · Senior Trading Operations Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•• F••••• · Senior Marketing & Communications Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• Y•••• · Senior Compliance Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• D••••••• · Associate Vice President, Compliance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• B• T•••••••• · Assistant Secretary · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- G••••• B• T•••••••• · General Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• A••••• · Senior Fund Operations Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• D•••••• · Chief Technology Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• F•••••• L••••••• · Secretary · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• T•••••• T••••• · Chief Compliance Officer · since Nov 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• H••••• · Security Operations Engineer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••••• W••••• · Senior Associate, Alternative Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• S•••• · Accounting Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• P•••••• · Vice President, Data Engineering and Business Intelligence · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• K•••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• C•••••• · Senior Vice President, Fund Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• S•••• K•••••• · Treasurer, Chief Financial Officer, And Chief Operating Officer · since Feb 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••• S••••••• · Chief Development Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• D••••• J••••••• · Chief Operating Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••••• B••• · Senior Fund Operations Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• S••••• · Senior Vice President, Information Technology · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V••••• G••• · Vice President, Marketing & Communications · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• W••••• · Client Development Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• T•••••• · Office Services Administrator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H••••• L••••••••• · Client Experience Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••••• B•••••• · Office Services Administrator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
12 former (kept with end dates)
- C•••••••• S•••• B••••• · Member · Feb 1, 2011 to Oct 13, 2017 Inference
- K•••• B•••• B••••• · Member · Feb 1, 2011 to Oct 13, 2017 Inference
- N••••• C••••••••• W••••• · Member · Feb 1, 2011 to Oct 13, 2017 Inference
- A•••••• L•••• F•••• · Chief Operating Officer · Feb 1, 2011 to Mar 30, 2017 Inference
- K••••• M••••• M•••• · Treasurer And Chief Financial Officer · Jan 1, 2021 to Mar 27, 2023 Inference
- M••• T••••• B••••• · Treasurer And Chief Financial Officer · Feb 1, 2011 to Mar 9, 2021 Inference
- M•••••• K•• K••••••••• · Vice President And Chief Compliance Officer · Feb 1, 2011 to Aug 27, 2015 Inference
- R••• S•••• W•••••• · Director Of Operations · Sep 1, 2016 to Mar 27, 2018 Inference
- R••••• D••••• J••••••• · Director Of Client Services · Sep 1, 2005 to Mar 27, 2018 Inference
- C••••••••• M••••• M•••• · Executive Vice President · Feb 1, 2011 to Jun 10, 2015 Inference
- R••••• D••••• J••••••• · Executive Vice President · Mar 1, 2018 to Mar 9, 2021 Inference
- S•••• B•••• H•••• · Executive Vice President · Feb 1, 2011 to Mar 27, 2019 Inference
- Jun 23, 2026FEG Community Foundation Survey Highlights Evolving Investment Priorities Across the Nonprofit Sector (opens in new tab)
- Jun 22, 2026FEG Investment Advisors M•••• Next Phase of Institutional Growth and Evolution (opens in new tab)
- Mar 20, 2026F•• P•••••• I••••••••• L••: P•••••• Equity Funds on Form ADV 4 (2024 extract) -> 5 (roster 2026-09-01)
- Mar 4, 2026FEG Investment Advisors Appoint New Chief Technology Officer (opens in new tab)
- Mar 29, 2012F•• P•••••• I••••••••• L•• first filed Form ADV in the extract (IA)
F•• P•••••• I••••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Real Estate Funds.
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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