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••••••• I••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Dec 7, 2011 · 31 filings
SEC status approved since Jan 5, 2012
RAUM
$1.7B
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
38
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
28
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$1.7B as of Mar 31, 2026
Mar 25, 2013$208M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 25, 20132 then
Employees (5.A)38 as of Mar 31, 2026
Mar 25, 201316 then
Private funds28 as of Mar 31, 2026
Mar 25, 20135 then
RAUM -0.7% over the last fiscal year+8.4% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $59.2MderivedRAUM 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
- -0.7%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, fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.7B, 32 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
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.7B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 28reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.7B for 32 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 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
46 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| P••••••• T•••• F••• I• L•• | Real Estate Fund | $192M | 1 | Mar 31, 2023 |
| P••••••• V••••••• R••• E••••• S••••••••• V• L•• | Real Estate Fund | $182M | 29 | Mar 27, 2020 |
| P• R•• V• V•• H••••••• I••••••••• L•• | Real Estate Fund | $120M | 16 | Mar 31, 2022 |
| P• H••••• L• | Real Estate Fund | $104M | 22 | Mar 29, 2019 |
| M•••••• R••••••••• R••••••• F•••• L•• | Real Estate Fund | $79.4M | 27 | Mar 30, 2015 |
| P• • V• L•••••• • F•• L•• | Real Estate Fund | $64.4M | 80 | Mar 31, 2021 |
| M•••••• R••• E••••• P••••••• I•• L•• | Real Estate Fund | $60.8M | 64 | Mar 30, 2015 |
| P••••••• V••••••• R••• E••••• S••••••••• V• B• L•• | Real Estate Fund | $58.9M | 39 | Mar 27, 2020 |
| P••••••• I• Q••• H••••••• • R• I••••••••• L•• | Real Estate Fund | $58.8M | 12 | Mar 27, 2020 |
| P••••••• R•• V• B•• C•••••••• I•• L•• | Real Estate Fund | $45.1M | 7 | Mar 31, 2023 |
| M•••••• R••••••••• R••••••• F••• A• L••no longer reported | Real Estate Fund | $44.1M | 84 | Mar 28, 2014 |
| P••••••• V••••••• O••••••••• Z••• F••• I• L• | Real Estate Fund | $42.8M | 81 | Mar 27, 2020 |
| B•••• 1•• L•• | Real Estate Fund | $38.1M | 4 | Mar 31, 2022 |
| P• 1••• E••••••• F••• I•• | Real Estate Fund | $33.4M | 47 | Mar 31, 2021 |
| B•••• 1•• H•••••••• L•• | Real Estate Fund | $30.0M | 3 | Mar 29, 2024 |
| P••••••• I• Q••• H••••••• • S•••••• H••••••• L•• | Real Estate Fund | $28.4M | 10 | Mar 27, 2020 |
| P••••••• R•• V• B•• C••••••••• L•• | Real Estate Fund | $22.0M | 12 | Mar 31, 2023 |
| P••••••• V••••••• R••• E••••• S••••••••• V• A• L•• | Real Estate Fund | $21.4M | 6 | Mar 27, 2020 |
| M••• B•• H•••••••• L•• | Real Estate Fund | $20.4M | 40 | Mar 30, 2015 |
| M••• P••• 2•••• L••no longer reported | Real Estate Fund | $15.4M | 66 | Mar 29, 2019 |
| R• 2••••• I••••••••• L•••no longer reported | Real Estate Fund | $12.8M | 65 | Jun 6, 2016 |
| R• 2••••• I••••••••• L••• | Real Estate Fund | $12.6M | 39 | Jun 6, 2016 |
| P••••••• V••••••• O••••••••• Z••• F••• I• C• L• | Real Estate Fund | $11.9M | 30 | Mar 27, 2020 |
| P• 4••• P•••• I••••••••• L•• | Real Estate Fund | $11.2M | 13 | Mar 27, 2020 |
| P••• R• 3••• W••••••• B••••••••• L•• | Real Estate Fund | $11.0M | 51 | Mar 31, 2022 |
| P••••••• V••••••• O••••••••• Z••• F••• I• A• L• | Real Estate Fund | $8.4M | 30 | Mar 27, 2020 |
| 2••• P••• P•••• H•••••••• L••no longer reported | Real Estate Fund | $8.4M | 66 | Mar 27, 2020 |
| S•••••• R••••••• J•• L•• | Real Estate Fund | $8.0M | 15 | Mar 31, 2021 |
| R• 2•••••• I••••••••• L••• | Real Estate Fund | $7.9M | 4 | Jun 6, 2016 |
| 1••• X•••••• T•••• I• | Real Estate Fund | $5.9M | 17 | Mar 29, 2019 |
| M•••••• R••• E••••• P••••••• I• A• L•• | Real Estate Fund | $5.8M | 68 | Mar 30, 2015 |
| P• S••••• V•• H•••••••• L•• | Real Estate Fund | $5.2M | 9 | Mar 31, 2023 |
| P• R•• V• F•••••• L•• | Real Estate Fund | $4.5M | 1 | Mar 31, 2022 |
| M•••••• R••• E••••• P•••••••• L••no longer reported | Real Estate Fund | $4.4M | 84 | Dec 7, 2011 |
| P••••••• I• Q••• • S•••••• H•••••• I•• L••• | Real Estate Fund | $4.1M | 7 | Mar 31, 2021 |
| P••••••• O• G• I• L•• | Real Estate Fund | $4.1M | 1 | Mar 27, 2020 |
| M••• W••••••••• L•• | Real Estate Fund | $3.4M | 4 | Mar 31, 2017 |
| M•••••• R••• E••••• P••••••• I•• L••no longer reported | Real Estate Fund | $2.8M | 38 | Dec 7, 2011 |
| M••• L••••• L••no longer reported | Real Estate Fund | $2.2M | 64 | Mar 31, 2017 |
| M••• F•••••• I••••••••• L•• | Real Estate Fund | $2.1M | 12 | Mar 29, 2016 |
Owners and control persons
Schedule A and B, latest filing
- A•••••••• R•••• K••••• · Co-President & Directorcontrolsince 07/2008 · owns less than 5%
- A•••••••• T•••••••• D••••• · Co-President & Directorcontrolsince 07/2008 · owns less than 5%
- B••••• C••••• D•••• · Directorcontrolsince 10/2018 · owns less than 5%
- B•••••••• T•••• R••••• · Chief Investment Officercontrolsince 05/2015 · owns less than 5%
- G••••••• E•••• J••• · Chief Compliance Officercontrolsince 10/2019 · owns less than 5%
- S••••• K•••• N••••••• · Directorcontrolsince 10/2018 · owns less than 5%
- S••••••••• G••••••• S••• · Chief Legal Officercontrolsince 03/2018 · owns less than 5%
- A•••••••• R•••• K••••• · Ownercontrolsince 07/2008 · owns 50% to 75% of A••• H•••••••• L••
- A•••••••• T•••••••• D••••• · Ownercontrolsince 07/2008 · owns 50% to 75% of A••• H•••••••• L••
Entity owners
- P••••••• V•••••••• L•• · Managing Memberdirect · owns 75% or more
- A••• H•••••••• L•• · Ownerindirect · owns 75% or more of P••••••• V•••••••• L••
Related persons
Schedule D 7.A
- A••• R••• E••••• A•••••••• L••investment companyn
- M•••••• R•• I•• L••pooled vehicle sponsory
- M••• T•••• M••••••• L••pooled vehicle sponsory
- P••••••• B•• P••••••••• P•••• L••pooled vehicle sponsory
- P••••••• R•• V• L••pooled vehicle sponsory
- P••••••• T•••• M•••••• I• L••pooled vehicle sponsory
- P• 4••• P•••• F••• M••••••• L••pooled vehicle sponsory
- P• H•••• G•• L••pooled vehicle sponsory
- P• V••• L••pooled vehicle sponsory
- R• 2•••••• I•••••••• G•• L••pooled vehicle sponsory
- R• 2••••• I•••••••• G•• L••pooled vehicle sponsory
- R• P•••••• S••••••••• L••broker-dealern
- S••••••••• H••••• L••pooled vehicle sponsorn
- S•••••• R••••••• J• M••••••• L••pooled vehicle sponsory
Advisers that list P••••••• I••••••••• L•• as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 32 to 28Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 32 to 28Mar 31, 2025 to Mar 31, 2026
- Employees · 40 to 38Mar 31, 2025 to Mar 31, 2026
- Private funds · 32 to 28Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.7B to $1.7BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.7B to $1.7BMar 31, 2025 to Mar 31, 2026
- RAUM · $1.7B to $1.7BMar 31, 2025 to Mar 31, 2026
- Accounts · 31 to 32Mar 29, 2024 to Mar 31, 2025
- Advisory employees · 9 to 8Mar 29, 2024 to Mar 31, 2025
- BD registered reps · 3 to 0Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 31 to 32Mar 29, 2024 to Mar 31, 2025
- Assets in custody · $1.5B to $1.7BMar 29, 2024 to Mar 31, 2025
- Employees · 38 to 40Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Private funds · 31 to 32Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.5B to $1.7BMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.5B to $1.7BMar 29, 2024 to Mar 31, 2025
- RAUM · $1.5B to $1.7BMar 29, 2024 to Mar 31, 2025
- Related broker-dealer · true to falseMar 29, 2024 to Mar 31, 2025
- Accounts · 38 to 31Jun 12, 2023 to Mar 29, 2024
- Advisory employees · 10 to 9Jun 12, 2023 to Mar 29, 2024
- BD registered reps · 4 to 3Jun 12, 2023 to Mar 29, 2024
- Pooled vehicle clients · 38 to 31Jun 12, 2023 to Mar 29, 2024
- Assets in custody · $1.3B to $1.5BJun 12, 2023 to Mar 29, 2024
- Private funds · 36 to 31Jun 12, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.3B to $1.5BJun 12, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.3B to $1.5BJun 12, 2023 to Mar 29, 2024
- RAUM · $1.3B to $1.5BJun 12, 2023 to Mar 29, 2024
- Assets in custody · $1.3B to $1.3BMar 31, 2023 to Apr 28, 2023
- Discretionary RAUM · $1.3B to $1.3BMar 31, 2023 to Apr 28, 2023
- Pooled vehicle RAUM · $1.3B to $1.3BMar 31, 2023 to Apr 28, 2023
- RAUM · $1.3B to $1.3BMar 31, 2023 to Apr 28, 2023
- Accounts · 32 to 38May 2, 2022 to Mar 31, 2023
- Advisory employees · 11 to 10May 2, 2022 to Mar 31, 2023
- Pooled vehicle clients · 32 to 38May 2, 2022 to Mar 31, 2023
- Assets in custody · $1.1B to $1.3BMay 2, 2022 to Mar 31, 2023
- Employees · 40 to 38May 2, 2022 to Mar 31, 2023
- Private funds · 32 to 36May 2, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.1B to $1.3BMay 2, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.1B to $1.3BMay 2, 2022 to Mar 31, 2023
Signals
4 dated events
- P••••••• I••••••••• L•• reported RAUM $1.1B, up 42% from $753.5M (2021-06-21 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- P••••••• I••••••••• L•• reported RAUM $753.5M, up 39% from $542.9M (2020-07-23 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- J••• E••• G•••••• (Chief Compliance Officer) appeared on Schedule A of P••••••• I••••••••• L••Mar 27, 2020 · Control person joined · fact
- D•••• C•••• B•••• (Director) appeared on Schedule A of P••••••• I••••••••• L••Mar 29, 2019 · Control person joined · fact
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
- Firm profile
- LINKEDIN.COM/COMPANY/P•••••••-VENTURESreportedpublic record, Form ADV, Sep 18, 2026
- Website
- P•••••••V.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 816-285-3872reportedpublic record, Form ADV, Mar 31, 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••••••• I••••••••• 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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