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P••••••••• I••••••••• M•••••••••

Other adviserSEC-registered2 private funds· New York, New Yorkwebsite

Other adviser, based in New York, New York, reporting $583M of regulatory assets.

Composed from this adviser's Form ADV classification, location and filed figures.

As of 2026-03-24 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Regulatory AUM: $583M
Advisors: 0
RAUM change, 1 year: -16%
Private clients: 0.0%

See where advisers went See teams that moved

Advisors Where the RAUM sits

As of 2026-03-24 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Nothing material in the last 180 days. Last change: 24 Mar 2026, RAUM $694M to $583M (-15.9%) on the Form ADV filed 24 Mar 2026.

Every filed figure, and the identifiersCRD 137980 · SEC 801-66042 · 15 filingsShow

CRD 137980SEC 801-66042Legal name P••••••••• I••••••••• M••••••••• C••••••• L••First filing on the tape Mar 26, 2012, latest Mar 24, 2026SEC status approved since Jan 27, 2006IAPD

RAUM

$583M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

Not computed

derived; firm RAUM over IAPD count

Employees

7 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

15 filings and snapshots on the tape

RAUM -22% a year over three years · the tape starts Mar 26, 2012

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow

RAUM$583M as of Mar 24, 2026

Mar 26, 2012$854M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Mar 24, 2026

Mar 26, 20120 then

Employees (5.A)11 as of Mar 24, 2026

Mar 27, 20138 then

Private funds2 as of Mar 24, 2026

Mar 26, 20122 then

RAUM -16% over the last fiscal year-22% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Mar 24, 2026; every figure names its basis

The rule behind each archetype, and every derived figureShow

RAUM per advisor: unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: unknownderivedHNW RAUM over HNW clients
Average account: $72.9MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: unknownderivedItem 5.A over advisors
Advisors per office: unknownderived1 office incl. principal (1.F.5)
RAUM growth, one year: -16%derivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assets, performance-basedreportedItem 5.E
Advisory activities: portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
Custody: yesreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

has discretionary authority over which securities are bought or sold (8.C.1)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

100% pooled investment vehicles

The breakdown by client type, and the client counts1 client typesShow

Pooled investment vehicles$187M100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 8reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $0 for 0 clientsreported
Compensation: % of AUM, performancereported
Class basis: RAUM: 0% private clients, 32% pooled funds, 0% institutions; no related broker-dealer; no related bankderived

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Advisors registered through the firm

0 on IAPD today; the longest tenured first

No representative is registered through this CRD on IAPD.

Private funds

3 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
P••••••••• S•••••••• S••••••• O••••••••• F•••• L•	Hedge Fund	$107M	13	Mar 30, 2023
P••••••••• S•••••••• O••••••••• F•••• L•	Hedge Fund	$80.1M	10	Mar 26, 2012
P••••••••• S•••••••• O••••••••• O••••••• M••••• F•••• L•••	Hedge Fund	$6.6M	3	Mar 26, 2012

Owners and control persons

Schedule A and B, latest filing

O•••• K••••• S••• · Managing Membercontrol
since 02/2004 · owns 50% to 75%
S••••• J•••• R•••• · Chief Operating And Financial Officer And Chief Compliance Officercontrol
since 02/2004 · owns less than 5%
U•••• P••••• J••••• · Managing Membercontrol
since 02/2004 · owns 50% to 75%

Related persons

Schedule D 7.A

P••••••••• A•••••••• L••
pooled vehicle sponsorn
P••••••••• S••••••• A•••••••• L••
pooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Accounts · 10 to 8
Mar 26, 2025 to Mar 24, 2026
Discretionary RAUM · $694M to $583M
Mar 26, 2025 to Mar 24, 2026
Pooled vehicle RAUM · $186M to $187M
Mar 26, 2025 to Mar 24, 2026
RAUM · $694M to $583M
Mar 26, 2025 to Mar 24, 2026
Accounts · 12 to 10
Mar 26, 2024 to Mar 26, 2025

Full history · 77 changes

Employees · 12 to 11
Mar 26, 2024 to Mar 26, 2025
Financial planning clients · unset to
Mar 26, 2024 to Mar 26, 2025
Discretionary RAUM · $898M to $694M
Mar 26, 2024 to Mar 26, 2025
Pooled vehicle RAUM · $148M to $186M
Mar 26, 2024 to Mar 26, 2025
RAUM · $898M to $694M
Mar 26, 2024 to Mar 26, 2025
Accounts · 22 to 12
Mar 30, 2023 to Mar 26, 2024
Pooled vehicle clients · 5 to 3
Mar 30, 2023 to Mar 26, 2024
Employees · 14 to 12
Mar 30, 2023 to Mar 26, 2024
Private funds · 3 to 2
Mar 30, 2023 to Mar 26, 2024
Discretionary RAUM · $1.2B to $898M
Mar 30, 2023 to Mar 26, 2024
Pooled vehicle RAUM · $161M to $148M
Mar 30, 2023 to Mar 26, 2024
RAUM · $1.2B to $898M
Mar 30, 2023 to Mar 26, 2024
Accounts · 23 to 22
Mar 29, 2022 to Mar 30, 2023
Business name · P••••••••• I••••••••• M••••••••• C••••••• L•• to P••••••••• I••••••••• M•••••••••
Mar 29, 2022 to Mar 30, 2023
Pooled vehicle clients · 3 to 5
Mar 29, 2022 to Mar 30, 2023
Employees · 13 to 14
Mar 29, 2022 to Mar 30, 2023
Private funds · 2 to 3
Mar 29, 2022 to Mar 30, 2023
Discretionary RAUM · $2.0B to $1.2B
Mar 29, 2022 to Mar 30, 2023
Pooled vehicle RAUM · $196M to $161M
Mar 29, 2022 to Mar 30, 2023
RAUM · $2.0B to $1.2B
Mar 29, 2022 to Mar 30, 2023
Accounts · 26 to 23
Mar 31, 2021 to Mar 29, 2022
Discretionary RAUM · $2.2B to $2.0B
Mar 31, 2021 to Mar 29, 2022
Pension RAUM · 124619819.0 to unset
Mar 31, 2021 to Mar 29, 2022
Pooled vehicle RAUM · $189M to $196M
Mar 31, 2021 to Mar 29, 2022
RAUM · $2.2B to $2.0B
Mar 31, 2021 to Mar 29, 2022
Accounts · 35 to 26
Mar 27, 2020 to Mar 31, 2021
Employees · 14 to 13
Mar 27, 2020 to Mar 31, 2021
Discretionary RAUM · $2.0B to $2.2B
Mar 27, 2020 to Mar 31, 2021
Pension RAUM · $125M to $125M
Mar 27, 2020 to Mar 31, 2021
Pooled vehicle RAUM · $193M to $189M
Mar 27, 2020 to Mar 31, 2021
RAUM · $2.0B to $2.2B
Mar 27, 2020 to Mar 31, 2021
Advisory employees · 6 to 7
Mar 29, 2019 to Mar 27, 2020
Employees · 11 to 14
Mar 29, 2019 to Mar 27, 2020
Discretionary RAUM · $1.6B to $2.0B
Mar 29, 2019 to Mar 27, 2020
Pension RAUM · $116M to $125M
Mar 29, 2019 to Mar 27, 2020
Pooled vehicle RAUM · $158M to $193M
Mar 29, 2019 to Mar 27, 2020
RAUM · $1.6B to $2.0B
Mar 29, 2019 to Mar 27, 2020
Accounts · 30 to 35
Mar 30, 2018 to Mar 29, 2019
Discretionary RAUM · $1.5B to $1.6B
Mar 30, 2018 to Mar 29, 2019
Pension RAUM · $123M to $116M
Mar 30, 2018 to Mar 29, 2019
Pooled vehicle RAUM · $127M to $158M
Mar 30, 2018 to Mar 29, 2019
RAUM · $1.5B to $1.6B
Mar 30, 2018 to Mar 29, 2019
Accounts · 25 to 30
Mar 28, 2017 to Mar 30, 2018
Pooled vehicle clients · unset to 3.0
Mar 28, 2017 to Mar 30, 2018
Assets in custody · unset to 0.0
Mar 28, 2017 to Mar 30, 2018
Custody of client assets · false to true
Mar 28, 2017 to Mar 30, 2018
Employees · 10 to 11
Mar 28, 2017 to Mar 30, 2018
Other offices · unset to 0.0
Mar 28, 2017 to Mar 30, 2018
Discretionary RAUM · $1.3B to $1.5B
Mar 28, 2017 to Mar 30, 2018
Pension RAUM · unset to 122643323.0
Mar 28, 2017 to Mar 30, 2018
Pooled vehicle RAUM · unset to 127376378.0
Mar 28, 2017 to Mar 30, 2018
RAUM · $1.3B to $1.5B
Mar 28, 2017 to Mar 30, 2018
Accounts · 31 to 25
Mar 16, 2016 to Mar 28, 2017
Advisory employees · 5 to 6
Mar 16, 2016 to Mar 28, 2017
Employees · 9 to 10
Mar 16, 2016 to Mar 28, 2017
Discretionary RAUM · $1.2B to $1.3B
Mar 16, 2016 to Mar 28, 2017
RAUM · $1.2B to $1.3B
Mar 16, 2016 to Mar 28, 2017
Accounts · 26 to 31
Mar 27, 2015 to Mar 16, 2016
Discretionary RAUM · $1.3B to $1.2B
Mar 27, 2015 to Mar 16, 2016
RAUM · $1.3B to $1.2B
Mar 27, 2015 to Mar 16, 2016
Accounts · 27 to 26
Mar 19, 2014 to Mar 27, 2015
Discretionary RAUM · $1.4B to $1.3B
Mar 19, 2014 to Mar 27, 2015
RAUM · $1.4B to $1.3B
Mar 19, 2014 to Mar 27, 2015
Accounts · 28 to 27
Mar 27, 2013 to Mar 19, 2014
Employees · 8 to 9
Mar 27, 2013 to Mar 19, 2014
Discretionary RAUM · $1.1B to $1.4B
Mar 27, 2013 to Mar 19, 2014
RAUM · $1.1B to $1.4B
Mar 27, 2013 to Mar 19, 2014
Accounts · 24 to 28
Mar 26, 2012 to Mar 27, 2013
Advisory employees · unset to 5.0
Mar 26, 2012 to Mar 27, 2013
Employees · unset to 8.0
Mar 26, 2012 to Mar 27, 2013
Discretionary RAUM · $854M to $1.1B
Mar 26, 2012 to Mar 27, 2013
RAUM · $854M to $1.1B
Mar 26, 2012 to Mar 27, 2013

Signals

3 dated events

••• Locked
Mar 26, 2024 · RAUM change · derived
••• Locked
Mar 30, 2023 · RAUM change · derived
••• Locked
Mar 27, 2020 · RAUM change · derived

Across DFX

shared identifiers only, never a name match

P••••••••• I••••••••• M••••••••• · Family Offices
same CRD · office

How to reach

public business contact points only, each with its source

Website: ••• Lockedreportedpublic record, Form ADV, Mar 24, 2026
Principal office phone: ••• Lockedreportedpublic record, Form ADV, Mar 24, 2026

Provenance

Sources, class rule and load dateForm ADV and IAPD, loaded Sep 14, 2026Show

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Other adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor: Not computedderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026

Across the graphs

P••••••••• I••••••••• M••••••••• is the same institution as 1 record in Family Offices.

Family Offices1

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.

Checking your plan…

Not yet on record: net advisor flow, 12 months.