DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
P•••••••• C•••••• A•••••••• L••
Latest filing May 26, 2026
First filing on the tape Feb 14, 2012 · 32 filings
SEC status approved since Mar 30, 2012
RAUM
$2.7B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
9
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
34
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$2.7B as of May 26, 2026
Mar 21, 2013$1.6B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 26, 2026
Mar 21, 20130 then
Employees (5.A)9 as of May 26, 2026
Mar 21, 201310 then
Private funds34 as of May 26, 2026
Mar 21, 201310 then
RAUM +17% over the last fiscal year+9.1% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 26, 2026; every figure names its basis
- 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
- $64.0MderivedRAUM 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 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%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 pooled vehicles, pension consultingreportedItem 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
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- 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
- Pooled investment vehicles$2.7B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 42reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=3.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
38 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S•••••• O••••••••• F••• V•• L• | Private Equity Fund | $318M | 259 | Mar 29, 2018 |
| A••••••••• P•••••••• L••• | Private Equity Fund | $274M | 0 | Mar 30, 2023 |
| P•• O••••••••• F••• 2•••• L••• | Private Equity Fund | $197M | 0 | Mar 30, 2023 |
| S•••••• O••••••••• F••• 2•••• L••• | Private Equity Fund | $165M | 236 | Mar 31, 2020 |
| S•••••• O••••••••• F••• V• L• | Private Equity Fund | $160M | 281 | Mar 31, 2014 |
| P•• A••••••••• P•••••••• L••• | Private Equity Fund | $138M | 37 | Mar 29, 2021 |
| S•••••• O••••••••• F••• V••• L••• | Private Equity Fund | $93.7M | 73 | Mar 29, 2019 |
| P•• G••••• C•••••• F•••• L••• | Venture Capital Fund | $89.5M | 139 | Mar 21, 2013 |
| P•• G••••• S•••••••• F•••• L••• | Private Equity Fund | $83.8M | 89 | Mar 29, 2019 |
| S•••••• O••••••••• F••• I• P•••••• E•••••• L••• | Private Equity Fund | $56.8M | 221 | Feb 14, 2012 |
| P•• M••••• M••••• S•••••••• F•••• L••• | Private Equity Fund | $55.0M | 79 | Mar 31, 2017 |
| P•• G••••• C•••••• F••• I•• L• | Venture Capital Fund | $51.1M | 97 | Mar 31, 2016 |
| S•••••• O••••••••• F••• R••• E•••••• L••• | Real Estate Fund | $43.3M | 73 | Mar 29, 2019 |
| P•• E••••• P•••••••• L• | Private Equity Fund | $34.9M | 75 | Mar 31, 2015 |
| S•••••• O••••••••• F••• E•••••• L• | Private Equity Fund | $34.6M | 65 | Mar 31, 2015 |
| D••••••• B••• A•••• B•••• S•••••• O••••••••• F••• L•• | Private Equity Fund | $28.8M | 252 | Feb 14, 2012 |
| S•••••• O••••••••• F••• A•••• L••• | Private Equity Fund | $26.6M | 111 | Feb 14, 2012 |
| S•••••• O••••••••• F••• A••• I••• L• | Private Equity Fund | $24.2M | 56 | Mar 31, 2016 |
| S•••••• O••••••••• F••• S•••••••• A••••••••• L••• | Private Equity Fund | $22.6M | 45 | Mar 31, 2017 |
| S•••••• O••••••••• F••• I•• L••• | Private Equity Fund | $21.3M | 169 | Feb 14, 2012 |
| A••••••••• P•••••••• P•••••••• L• | Private Equity Fund | $17.5M | 0 | Mar 29, 2024 |
| P•• E••••• P••••••• I•• L• | Private Equity Fund | $16.5M | 30 | Mar 29, 2018 |
| P•• C••••••••• I• L•• | Private Equity Fund | $15.5M | 0 | Mar 30, 2023 |
| S•••••• O••••••••• F••• I• P•••••• E••••• •••••••• L••• | Private Equity Fund | $11.7M | 35 | Feb 14, 2012 |
| P•• S••••• M•••••••• L•••no longer reported | Hedge Fund | $10.2M | 9 | Feb 14, 2012 |
| P••• C••••••••• I••• L••no longer reported | Other Private Fund | $8.1M | 2 | Mar 29, 2018 |
| P••• C••••••••• I••••• L••no longer reported | Other Private Fund | $8.0M | 19 | Mar 29, 2018 |
| P•• O••••••••• F••• 2••• | Private Equity Fund | $7.8M | 0 | Mar 29, 2024 |
| P••• C••••••••• I•• L••no longer reported | Other Private Fund | $7.7M | 22 | Mar 31, 2017 |
| P••• C••••••••• I• L••no longer reported | Other Private Fund | $6.1M | 15 | Mar 31, 2016 |
| P••• C••••••••• V•• L•• | Private Equity Fund | $5.2M | 7 | Mar 30, 2023 |
| P••• C••••••••• V• L••no longer reported | Other Private Fund | $5.2M | 26 | Mar 31, 2020 |
| S•••••• O••••••••• F••• I• •••••••• L••• | Private Equity Fund | $4.5M | 37 | Feb 14, 2012 |
| P••• C••••••••• I•• L•• | Other Private Fund | $2.7M | 7 | Mar 31, 2020 |
| P•• C••••••••• I•• L•• | Private Equity Fund | $1.0M | 0 | Mar 30, 2023 |
| S•••••• O••••••••• F••• I••• L•• | Private Equity Fund | $264,603 | 457 | Feb 14, 2012 |
| S•••••• O••••••••• F••• I•• L•• | Private Equity Fund | $170,474 | 296 | Feb 14, 2012 |
| P•••••••• P•••••• I••••••••• I• L••no longer reported | Other Private Fund | $0 | 33 | Mar 31, 2015 |
Owners and control persons
Schedule A and B, latest filing
- K••••••••• A••• E••••••• · Trustee Of T•• 2••• T••• K•••••••• G•••••• T••••controlsince 12/2016 · owns 25% to 50%
- K••••••••• T•••• N•• · Managing Membercontrolsince 03/2004 · owns 25% to 50%
- L••••••• G•••• M•••• · Managing Member & Trustee Of T•• 2••• T••• K•••••••• G•••••• T••••controlsince 03/2004 · owns 50% to 75%
- L••••••• S••••••• A•••••• · Trustee Of T•• G••• L•••••• 2••• D•••••• T••••controlsince 10/2012 · owns 25% to 50%
- S•••••••• A•••••• N•• · Chief Financial Officer & Chief Operating Officercontrolsince 09/2018 · owns less than 5%
- T••••••••• S•••••••• L••••••• · Chief Compliance Officercontrolsince 07/2024 · owns less than 5%
- K••••••••• A••• E••••••• · Trustee Of T•• 2••• T••• K•••••••• G•••••• T••••controlsince 12/2016 · owns F of T•• 2••• T••• K•••••••• G•••••• T••••
- L••••••• G•••• M•••• · Trustee Of T•• 2••• T••• K•••••••• G•••••• T••••controlsince 12/2016 · owns F of T•• 2••• T••• K•••••••• G•••••• T••••
- L••••••• S••••••• A•••••• · Trustee Of T•• G••• L•••••• 2••• D•••••• T••••controlsince 10/2012 · owns F of T•• G••• L•••••• 2••• D•••••• T••••
Entity owners
- J••••• J• M••••• T•••• C•••••• O• D••••••• · Trustee Of T•• G••• L•••••• 2••• D•••••• T••••direct · owns 25% to 50% · public reporting company
- T•• 2••• T••• K•••••••• G•••••• T•••• · Non-Managing Memberdirect · owns 25% to 50%
- T•• G••• L•••••• 2••• D•••••• T•••• · Non-Managing Memberdirect · owns 25% to 50%
- J••••• J• M••••• T•••• C•••••• O• D••••••• · Trustee Of T•• G••• L•••••• 2••• D•••••• T••••indirect · owns F of T•• G••• L•••••• 2••• D•••••• T•••• · public reporting company
Related persons
Schedule D 7.A
- A••••••••• C•••••• M•• L••pooled vehicle sponsorn
- P•• C•••••• S••••••••• L••broker-dealern
- P•• G••••• S•••••••• F••• G•• L•••pooled vehicle sponsorn
- P••• P••••••• I•• L••pooled vehicle sponsorn
- P••• P••••••• L••pooled vehicle sponsorn
- P•••••••• C•••••• 2••• G•• L•••pooled vehicle sponsorn
- P•••••••• C•••••• A••• I••• L••pooled vehicle sponsorn
- P•••••••• C•••••• E••••• P••••••• I•• L•pooled vehicle sponsorn
- P•••••••• C•••••• E••••• P•••••••• L•••pooled vehicle sponsorn
- P•••••••• C•••••• E••••• •••••••• L•••pooled vehicle sponsorn
- P•••••••• C•••••• E•••••• L•pooled vehicle sponsorn
- P•••••••• C•••••• G••••• C•••••• I•• L•pooled vehicle sponsorn
- P•••••••• C•••••• G••••• C••••••• L•••pooled vehicle sponsorn
- P•••••••• C•••••• M••• L••pooled vehicle sponsorn
- P•••••••• C•••••• R••• E••••• •••••••• L•••pooled vehicle sponsorn
- P•••••••• C•••••• R••• E•••••• L•••pooled vehicle sponsorn
- P•••••••• C•••••• S•••••••• F••• G•• L•pooled vehicle sponsorn
- P•••••••• C•••••• S•••••• G•• L•••pooled vehicle sponsorn
- P•••••••• C•••••• S•••••••• A••••••••• L•pooled vehicle sponsorn
- P•••••••• C•••••• V• •••••••• L•••pooled vehicle sponsorn
- P•••••••• C•••••• V• L•••pooled vehicle sponsorn
- P•••••••• C•••••• V• •••••••• L•••pooled vehicle sponsorn
- P•••••••• C•••••• V•• L•pooled vehicle sponsorn
- P•••••••• C•••••• V•• G•• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 37 to 42Feb 20, 2026 to Mar 31, 2026
- Pension plan clients · 1.0 to unsetFeb 20, 2026 to Mar 31, 2026
- Pooled vehicle clients · 25 to 42Feb 20, 2026 to Mar 31, 2026
- Assets in custody · $1.8B to $0Feb 20, 2026 to Mar 31, 2026
- Employees · 8 to 9Feb 20, 2026 to Mar 31, 2026
- Private funds · 31 to 34Feb 20, 2026 to Mar 31, 2026
- Discretionary RAUM · $2.2B to $2.7BFeb 20, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $74.0M to $0Feb 20, 2026 to Mar 31, 2026
- Pension RAUM · 74000000.0 to unsetFeb 20, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $2.2B to $2.7BFeb 20, 2026 to Mar 31, 2026
- RAUM · $2.3B to $2.7BFeb 20, 2026 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to May 23, 2025
- Accounts · 32 to 37Jan 23, 2025 to Mar 31, 2025
- Pooled vehicle clients · 31 to 25Jan 23, 2025 to Mar 31, 2025
- Assets in custody · $2.0B to $1.8BJan 23, 2025 to Mar 31, 2025
- Discretionary RAUM · $2.0B to $2.2BJan 23, 2025 to Mar 31, 2025
- Non-discretionary RAUM · $85.1M to $74.0MJan 23, 2025 to Mar 31, 2025
- Pension RAUM · $85.1M to $74.0MJan 23, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $2.0B to $2.2BJan 23, 2025 to Mar 31, 2025
- RAUM · $2.1B to $2.3BJan 23, 2025 to Mar 31, 2025
- Accounts · 30 to 32Mar 30, 2023 to Mar 29, 2024
- Pooled vehicle clients · 29 to 31Mar 30, 2023 to Mar 29, 2024
- Assets in custody · $1.7B to $2.0BMar 30, 2023 to Mar 29, 2024
- Private funds · 29 to 31Mar 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $2.0B to $2.0BMar 30, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $83.3M to $85.1MMar 30, 2023 to Mar 29, 2024
- Pension RAUM · $83.3M to $85.1MMar 30, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $2.0B to $2.0BMar 30, 2023 to Mar 29, 2024
- RAUM · $2.1B to $2.1BMar 30, 2023 to Mar 29, 2024
- Pooled vehicle clients · 25 to 29May 26, 2022 to Mar 30, 2023
- Assets in custody · $976M to $1.7BMay 26, 2022 to Mar 30, 2023
- Employees · 7 to 8May 26, 2022 to Mar 30, 2023
- Financial planning clients · 0 to unsetMay 26, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.8B to $2.0BMay 26, 2022 to Mar 30, 2023
- Non-discretionary RAUM · $85.4M to $83.3MMay 26, 2022 to Mar 30, 2023
- Pension RAUM · $85.4M to $83.3MMay 26, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $1.8B to $2.0BMay 26, 2022 to Mar 30, 2023
- RAUM · $1.9B to $2.1BMay 26, 2022 to Mar 30, 2023
- Accounts · 28 to 30Nov 2, 2021 to Mar 31, 2022
- Pooled vehicle clients · 27 to 25Nov 2, 2021 to Mar 31, 2022
Signals
11 dated events
- L••••••• S••••••• T••••••••• (Chief Compliance Officer) appeared on Schedule A of P•••••••• C•••••• A•••••••• L••Aug 15, 2024 · Control person joined · fact
- Charles Elie Wurtman (Member Of Pico Holdings Management, Llc) no longer on Schedule A of P•••••••• C•••••• A•••••••• L•• (listed 2024-03-29, absent 2024-08-15)Aug 15, 2024 · Control person left · inference
- Yitzchak Avram Katz (Trustee Of T•• 2••• T••• K•••••••• G•••••• T••••) no longer on Schedule A of P•••••••• C•••••• A•••••••• L•• (listed 2024-03-29, absent 2024-08-15)Aug 15, 2024 · Control person left · inference
- P•••••••• C•••••• A•••••••• L•• reported RAUM $1.9B, up 35% from $1.4B (2021-11-02 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Charles Elie Wurtman (Member Of Pico Holdings Management, Llc) appeared on Schedule A of P•••••••• C•••••• A•••••••• L••Apr 14, 2021 · Control person joined · fact
- E••••••• Amy K•••••••• (Trustee Of T•• 2••• T••• K•••••••• G•••••• T••••) appeared on Schedule A of P•••••••• C•••••• A•••••••• L••Apr 14, 2021 · Control person joined · fact
- Anthony Stephen Laversa (Trustee Of T•• G••• L•••••• 2••• D•••••• T••••) appeared on Schedule A of P•••••••• C•••••• A•••••••• L••Apr 14, 2021 · Control person joined · fact
- Yitzchak Avram Katz (Trustee Of T•• 2••• T••• K•••••••• G•••••• T••••) appeared on Schedule A of P•••••••• C•••••• A•••••••• L••Apr 14, 2021 · Control person joined · fact
- Alexei Sokolsky (Chief Financial Officer, Chief Operating Officer & Chief Compliance Officer) appeared on Schedule A of P•••••••• C•••••• A•••••••• L••Mar 29, 2019 · Control person joined · fact
- David Cohen (Chief Financial Officer, Chief Operating Officer & Chief Compliance Officer) no longer on Schedule A of P•••••••• C•••••• A•••••••• L•• (listed 2018-03-29, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- P•••••••• C•••••• A•••••••• L•• reported RAUM $1.4B, up 27% from $1.1B (2017-03-31 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- P•••••••• C•••••• A•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- P•••••••• C•••••• A•••••••• L•• · Private Equityshared crd · organization
- P•••••••• C•••••• A•••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/precision-capital/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212 476-9300reportedpublic record, Form ADV, May 26, 2026
Provenance
- 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
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
P•••••••• C•••••• A•••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real 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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