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•••••• R••••• P•••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Feb 14, 2012 · 21 filings
SEC status approved since Jun 1, 2012
RAUM
$112M
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
30
22 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
6
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$112M as of Mar 30, 2026
Apr 1, 2013$946M then
HNW client RAUM$0 as of Mar 30, 2026
Mar 20, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Apr 1, 20130 then
Employees (5.A)30 as of Mar 30, 2026
Apr 1, 201330 then
Private funds6 as of Mar 30, 2026
Apr 1, 20136 then
RAUM -20% over the last fiscal year-19% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
- $14.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 11%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- -20%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
- $112M, 8 clientsreportedItem 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$99.4M89%
- State and municipal entities$12.6M11%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $112M for 8 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.89 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0derived
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
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| P•••••• R••••• L•••• A•••••• I•••••••• I••••• L• | Real Estate Fund | $87.3M | 3 | Apr 1, 2013 |
| P•••••• R••••• L•••• A•••••• I•••••••• V• L• | Real Estate Fund | $69.8M | 3 | Mar 29, 2016 |
| W•••••• E• S•••• • S••• R••••• P•••••••• L••• | Real Estate Fund | $37.5M | 30 | Feb 14, 2012 |
| P•••••• R••••• L•••• A•••••• I•••••••• I••• L••• | Real Estate Fund | $13.7M | 44 | Feb 14, 2012 |
| V•••• W••• I••••••••• L••no longer reported | Real Estate Fund | $9.8M | 37 | Feb 14, 2012 |
| P•••••• R••••• L•••• A•••••• I•••••••• I•• L••• | Real Estate Fund | $5.0M | 35 | Feb 14, 2012 |
| P•••••• R••••• L•••• V• ••••••••• C••••••••• V••••••• L• | Real Estate Fund | $4.6M | 5 | Mar 28, 2019 |
| P•••••• R••••• B••••• I•••••••• I••• L• | Real Estate Fund | $1.4M | 117 | Feb 14, 2012 |
| P•••••• R••••• Y• C••••••••• L•no longer reported | Real Estate Fund | $62,000 | 2 | Apr 1, 2013 |
Owners and control persons
Schedule A and B, latest filing
- G••••••• F••••••••• A•••• · Managing Director And Chief Operating Officer Of P•••••• R••••• P•••••••• L••controlsince 02/2015 · owns less than 5%
- L••••• R••••••• D•••• · Managing Director And Chief Investment Officer Of P•••••• R••••• P•••••••• L••controlsince 02/2015 · owns less than 5%
- R••••• R••••••• J••• D• S•••• · Managing Director Of P•••••• R••••• P•••••••• L••controlsince 02/2015 · owns less than 5%
- W••••• J••••• R••••• · Chairman And Chief Executive Officer And Chief Compliance Officer Of P•••••• R••••• P•••••••• L••controlsince 10/2015 · owns less than 5%
- G••••••• F••••••••• A•••• · Managing Director, Chief Operating Officer, Executive Committee Member And M•••••• And Membercontrolsince 02/2015 · owns 25% to 50% of P•••••• R••••• M••••••••• L••
- W••••• J••••• R••••• · Chairman, Chief Executive Officer, Chief Compliance Officer, Executive Committee Member And M•••••• And Membercontrolsince 10/2015 · owns F of P•••••• R••••• M••••••••• L••
- L•••••• M••••••• B•••• · Member Of P•••••• R••••• P•••••••• L••since 03/2014 · owns 5% to 10%
Entity owners
- P•••••• R••••• M••••••••• L•• · M•••••• Of P•••••• R••••• P•••••••• L••direct · owns 75% or more
- P•••••• R••••• M••••••••• L•• · M•••••• And Memberindirect · owns F of P•••••• R••••• M••••••••• L••
Related persons
Schedule D 7.A
- P•••••• R••••• B••••• I•• •••• M••••••• L••pooled vehicle sponsory
- P•••••• R••••• B••••• I•• G• ••••• L••pooled vehicle sponsory
- P•••••• R••••• B••••• I•• G• •••••• L••pooled vehicle sponsory
- P•••••• R••••• B••••• I•• G•• L••pooled vehicle sponsory
- P•••••• R••••• I• G•• L••pooled vehicle sponsory
- P•••••• R••••• I•• G•• L••pooled vehicle sponsory
- P•••••• R••••• I•••• G•• L••pooled vehicle sponsory
- P•••••• R••••• L•••• V• C••••••••• G•• L••pooled vehicle sponsory
- P•••••• R••••• V• C•••••••• L••pooled vehicle sponsory
- P•••••• R••••• V• G•• L••pooled vehicle sponsory
- P•••••• R•••••• L••pooled vehicle sponsory
- W•••••• E• S•••• • S••• R••••••••• L•••••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Sao Paulo, Brazil6 employees
- Bogota, Colombia4 employees
- Colonia Granada Mexico, Mexico3 employees
- Lima, Peru1 employees
What changed
consecutive filings, newest first
- Advisory employees · 16 to 22Mar 23, 2025 to Mar 30, 2026
- Assets in custody · $140M to $112MMar 23, 2025 to Mar 30, 2026
- Employees · 24 to 30Mar 23, 2025 to Mar 30, 2026
- Discretionary RAUM · $140M to $112MMar 23, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $131M to $99.4MMar 23, 2025 to Mar 30, 2026
- RAUM · $140M to $112MMar 23, 2025 to Mar 30, 2026
- Assets in custody · $181M to $140MMar 25, 2024 to Mar 23, 2025
- Employees · 22 to 24Mar 25, 2024 to Mar 23, 2025
- Financial planning clients · unset to Mar 25, 2024 to Mar 23, 2025
- HQ city · unset to Mar 25, 2024 to Mar 23, 2025
- HQ state · unset to Mar 25, 2024 to Mar 23, 2025
- Other offices · 4 to 3Mar 25, 2024 to Mar 23, 2025
- Discretionary RAUM · $181M to $140MMar 25, 2024 to Mar 23, 2025
- Pooled vehicle RAUM · $167M to $131MMar 25, 2024 to Mar 23, 2025
- RAUM · $181M to $140MMar 25, 2024 to Mar 23, 2025
- Accounts · 9 to 8Apr 17, 2023 to Mar 25, 2024
- Pooled vehicle clients · 8 to 7Apr 17, 2023 to Mar 25, 2024
- Assets in custody · $208M to $181MApr 17, 2023 to Mar 25, 2024
- Employees · 24 to 22Apr 17, 2023 to Mar 25, 2024
- HQ city · LOS ANGELES to unsetApr 17, 2023 to Mar 25, 2024
- HQ state · CA to unsetApr 17, 2023 to Mar 25, 2024
- Private funds · 7 to 6Apr 17, 2023 to Mar 25, 2024
- Discretionary RAUM · $208M to $181MApr 17, 2023 to Mar 25, 2024
- Pooled vehicle RAUM · $198M to $167MApr 17, 2023 to Mar 25, 2024
- RAUM · $208M to $181MApr 17, 2023 to Mar 25, 2024
- Assets in custody · $264M to $208MJun 22, 2022 to Mar 21, 2023
- Discretionary RAUM · $264M to $208MJun 22, 2022 to Mar 21, 2023
- Pooled vehicle RAUM · $255M to $198MJun 22, 2022 to Mar 21, 2023
- RAUM · $264M to $208MJun 22, 2022 to Mar 21, 2023
- Accounts · 10 to 9Mar 30, 2021 to Mar 30, 2022
- Pooled vehicle clients · 9 to 8Mar 30, 2021 to Mar 30, 2022
- Assets in custody · $275M to $264MMar 30, 2021 to Mar 30, 2022
- Private funds · 8 to 7Mar 30, 2021 to Mar 30, 2022
- Discretionary RAUM · $275M to $264MMar 30, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $264M to $255MMar 30, 2021 to Mar 30, 2022
- RAUM · $275M to $264MMar 30, 2021 to Mar 30, 2022
- Assets in custody · $369M to $275MApr 3, 2020 to Mar 30, 2021
- Discretionary RAUM · $369M to $275MApr 3, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $355M to $264MApr 3, 2020 to Mar 30, 2021
- RAUM · $369M to $275MApr 3, 2020 to Mar 30, 2021
Signals
3 dated events
- Alejandro Krell (Managing Director Of P•••••• R••••• P•••••••• L••) no longer on Schedule A of P•••••• R••••• P•••••••• L•• (listed 2023-04-17, absent 2024-03-25)Mar 25, 2024 · Control person left · inference
- Santiago Gil (Managing Director Of P•••••• R••••• P•••••••• L••) no longer on Schedule A of P•••••• R••••• P•••••••• L•• (listed 2022-06-22, absent 2023-03-21)Mar 21, 2023 · Control person left · inference
- P•••••• R••••• P•••••••• L•• reported RAUM $394.0M, down 27% from $540.6M (2018-03-20 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- P••••••RP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 310-433-5203reportedpublic record, Form ADV, Mar 30, 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•••••• R••••• P•••••••• 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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