DFX Intelligence
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SEC-registered adviser
P•••• B•••• C•••••• M••••••••• L••
Latest filing May 8, 2026
First filing on the tape Jul 2, 2012 · 21 filings
SEC status approved since Jul 10, 2012
RAUM
$2.0B
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
11
11 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
1
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$2.0B as of May 8, 2026
Mar 28, 2013$335M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 8, 2026
Mar 28, 20130 then
Employees (5.A)11 as of May 8, 2026
Mar 28, 20132 then
Private funds1 as of May 8, 2026
Mar 28, 20131 then
RAUM +26% over the last fiscal year+2.9% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 8, 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
- $2.0BderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +26%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- fixed fees, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $2.0B, 1 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)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.0B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.0B for 1 clientsreported
- Compensation
- fixedreported
- 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| P•••• B•••• C•••••• L• | Hedge Fund | $1.6B | 48 | Jul 2, 2012 |
Owners and control persons
Schedule A and B, latest filing
- C••••••• C••••• G•••••• · Portfolio Manager / Manager / Chief Compliance Officersince 03/2017 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 10 to 11Mar 28, 2025 to Mar 30, 2026
- Assets in custody · unset to 2038408736.0Mar 28, 2025 to Mar 30, 2026
- Custody of client assets · false to trueMar 28, 2025 to Mar 30, 2026
- Employees · 10 to 11Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.6B to $2.0BMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $1.6B to $2.0BMar 28, 2025 to Mar 30, 2026
- RAUM · $1.6B to $2.0BMar 28, 2025 to Mar 30, 2026
- Advisory employees · 11 to 10Mar 28, 2024 to Mar 28, 2025
- Employees · 11 to 10Mar 28, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.6B to $1.6BMar 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $1.6B to $1.6BMar 28, 2024 to Mar 28, 2025
- RAUM · $1.6B to $1.6BMar 28, 2024 to Mar 28, 2025
- Advisory employees · 10 to 11Mar 30, 2023 to Mar 28, 2024
- Employees · 10 to 11Mar 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.9B to $1.6BMar 30, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $1.9B to $1.6BMar 30, 2023 to Mar 28, 2024
- RAUM · $1.9B to $1.6BMar 30, 2023 to Mar 28, 2024
- Other offices · 0 to 1Mar 25, 2022 to Mar 30, 2023
- Discretionary RAUM · $2.5B to $1.9BMar 25, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $2.5B to $1.9BMar 25, 2022 to Mar 30, 2023
- RAUM · $2.5B to $1.9BMar 25, 2022 to Mar 30, 2023
- Advisory employees · 12 to 10May 12, 2021 to Mar 25, 2022
- Employees · 12 to 10May 12, 2021 to Mar 25, 2022
- Discretionary RAUM · $2.9B to $2.5BMay 12, 2021 to Mar 25, 2022
- Pooled vehicle RAUM · $2.9B to $2.5BMay 12, 2021 to Mar 25, 2022
- RAUM · $2.9B to $2.5BMay 12, 2021 to Mar 25, 2022
- Advisory employees · 4 to 12Mar 24, 2020 to Mar 31, 2021
- Employees · 5 to 12Mar 24, 2020 to Mar 31, 2021
- Discretionary RAUM · $2.4B to $2.9BMar 24, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $2.4B to $2.9BMar 24, 2020 to Mar 31, 2021
- RAUM · $2.4B to $2.9BMar 24, 2020 to Mar 31, 2021
- Employees · 4 to 5Mar 25, 2019 to Mar 24, 2020
- Discretionary RAUM · $1.7B to $2.4BMar 25, 2019 to Mar 24, 2020
- Pooled vehicle RAUM · $1.7B to $2.4BMar 25, 2019 to Mar 24, 2020
- RAUM · $1.7B to $2.4BMar 25, 2019 to Mar 24, 2020
- Advisory employees · 3 to 4Mar 28, 2018 to Mar 25, 2019
- Discretionary RAUM · $1.4B to $1.7BMar 28, 2018 to Mar 25, 2019
- Pooled vehicle RAUM · $1.4B to $1.7BMar 28, 2018 to Mar 25, 2019
- RAUM · $1.4B to $1.7BMar 28, 2018 to Mar 25, 2019
Signals
5 dated events
- P•••• B•••• C•••••• M••••••••• L•• reported RAUM $2.0B, up 26% from $1.6B (2025-03-28 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- Alexandre Perez (Portfolio Manager / Managing Member) no longer on Schedule A of P•••• B•••• C•••••• M••••••••• L•• (listed 2021-03-31, absent 2021-05-12)May 12, 2021 · Control person left · inference
- P•••• B•••• C•••••• M••••••••• L•• reported RAUM $2.4B, up 44% from $1.7B (2019-03-25 to 2020-03-24)Mar 24, 2020 · RAUM change · derived
- P•••• B•••• C•••••• M••••••••• L•• reported RAUM $1.4B, up 94% from $713.7M (2017-03-30 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
- P•••• B•••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jul 2, 2012 · First SEC registration · 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
- Website
- P••••B••••CM.COMreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 786-226-8211reportedpublic record, Form ADV, May 8, 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