DFX Intelligence

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SEC-registered adviser

Q•• A•••••••

Asset manager (funds and pooled vehicles)San Francisco, CaliforniaCRD 288357SEC 801-110989website IAPD

Legal name Q•• L••

Latest filing Mar 18, 2026

First filing on the tape Jul 11, 2017 · 23 filings

SEC status approved since Aug 15, 2017

RAUM

$1.1B

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

n/a

derived; firm RAUM over IAPD count

Employees

5 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

23 filings and snapshots on the tape

RAUM$1.1B as of Mar 18, 2026

Mar 26, 2018$112M then

HNW client RAUM$0 as of Mar 18, 2026

Mar 26, 2018$0 then

State-registered IARs (5.B.3)0 as of Mar 18, 2026

Mar 26, 20180 then

Employees (5.A)7 as of Mar 18, 2026

Mar 26, 20183 then

Private funds2 as of Mar 18, 2026

Mar 26, 20181 then

RAUM +189% over the last fiscal year+1.1% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Mar 18, 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: $126MderivedRAUM 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: +189%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 vehiclesreportedItem 5.G
Custody: $13,445, 2 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)
has custody of client securities (9.A.1.b)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$1.1B100%

Individual clients: 0reported
HNW clients: 0reported
Pension plan clients: 0reported
Charitable clients: 0reported
Accounts: 9reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $13,445 for 2 clientsreported
Compensation: % of AUM, 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

Every departure Every arrival

Private funds

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

Fund	Type	Gross assets	Owners	First reported
P•• M•••••• F•••• S•• • S••••••••• P•••••••• 2••	Hedge Fund	$258M	4	Jul 11, 2017
Q•• A••••••• R••••• F••• L•	Hedge Fund	$90.7M	20	Apr 29, 2021
Q•• E••• C•••••••• F••• L•	Hedge Fund	$0	4	Mar 29, 2022
Q•• C•••••••• F••• L•no longer reported	Hedge Fund	$0	2	Mar 23, 2020

Owners and control persons

Schedule A and B, latest filing

E•••••• B•••••••• P•••••• · Managing Membercontrol
since 05/2017 · owns 75% or more
T•••••• S••••• S•••••• · Chief Compliance Officer, Director Of Operationscontrol
since 05/2017 · owns less than 5%
H••• B••••• D•••• · Sole Membercontrol
since 06/2011 · owns 75% or more of T••••••••• C••••••
C•••• L•••• E••••• · Member
since 07/2017 · owns 5% to 10%

Entity owners

T••••••••• C•••••• · Member
direct · owns 5% to 10%

Related persons

Schedule D 7.A

No related person reported.

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

RAUM up 50 %Change between filings · filing Mar 18, 2026
RAUM (Item 5.F) moved from $391,359,024 to $1,129,999,106 (+189.0%) between the annual amendments of 2025-04-10 and 2026-03-18; the peer median change was +11.0% (1367 comparable advisers, 97.0th percentile of changes)
peers: ASSET_M••••••, $1B to $5B (1,367) · 97% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 6 to 9
May 14, 2025 to Mar 18, 2026
Advisory employees · 3 to 5
May 14, 2025 to Mar 18, 2026
Pooled vehicle clients · 6 to 9
May 14, 2025 to Mar 18, 2026
Assets in custody · $4.8M to $13,445
May 14, 2025 to Mar 18, 2026
Private funds · 3 to 2
May 14, 2025 to Mar 18, 2026
Discretionary RAUM · $391M to $1.1B
May 14, 2025 to Mar 18, 2026
Pooled vehicle RAUM · $391M to $1.1B
May 14, 2025 to Mar 18, 2026
RAUM · $391M to $1.1B
May 14, 2025 to Mar 18, 2026
Financial planning clients · unset to
Apr 10, 2025 to May 14, 2025
Advisory employees · 7 to 3
Mar 26, 2024 to Apr 10, 2025
Assets in custody · $90.7M to $4.8M
Mar 26, 2024 to Apr 10, 2025
Employees · 11 to 7
Mar 26, 2024 to Apr 10, 2025
Discretionary RAUM · $544M to $391M
Mar 26, 2024 to Apr 10, 2025
Pooled vehicle RAUM · $544M to $391M
Mar 26, 2024 to Apr 10, 2025
RAUM · $544M to $391M
Mar 26, 2024 to Apr 10, 2025
Assets in custody · $154M to $90.7M
May 31, 2023 to Mar 26, 2024
Employees · 12 to 11
May 31, 2023 to Mar 26, 2024
Discretionary RAUM · $1.1B to $544M
May 31, 2023 to Mar 26, 2024
Pooled vehicle RAUM · $1.1B to $544M
May 31, 2023 to Mar 26, 2024
RAUM · $1.1B to $544M
May 31, 2023 to Mar 26, 2024
Advisory employees · 3 to 7
Oct 20, 2022 to Mar 31, 2023
Pooled vehicle clients · 7 to 6
Oct 20, 2022 to Mar 31, 2023
Assets in custody · $24.0M to $154M
Oct 20, 2022 to Mar 31, 2023
Employees · 7 to 12
Oct 20, 2022 to Mar 31, 2023
Private funds · 4 to 3
Oct 20, 2022 to Mar 31, 2023
Discretionary RAUM · $672M to $1.1B
Oct 20, 2022 to Mar 31, 2023
Pooled vehicle RAUM · $672M to $1.1B
Oct 20, 2022 to Mar 31, 2023
RAUM · $672M to $1.1B
Oct 20, 2022 to Mar 31, 2023
Accounts · 4 to 6
Nov 2, 2021 to Mar 29, 2022
Advisory employees · 2 to 3
Nov 2, 2021 to Mar 29, 2022
HNW clients · 2 to 0
Nov 2, 2021 to Mar 29, 2022
Pooled vehicle clients · 4 to 7
Nov 2, 2021 to Mar 29, 2022
Assets in custody · $65.6M to $24.0M
Nov 2, 2021 to Mar 29, 2022
Employees · 5 to 7
Nov 2, 2021 to Mar 29, 2022
Discretionary RAUM · $503M to $672M
Nov 2, 2021 to Mar 29, 2022
HNW RAUM · $911,522 to $0
Nov 2, 2021 to Mar 29, 2022
Pooled vehicle RAUM · $480M to $672M
Nov 2, 2021 to Mar 29, 2022
RAUM · $503M to $672M
Nov 2, 2021 to Mar 29, 2022
Private funds · 2 to 4
Mar 30, 2021 to Apr 29, 2021
Accounts · 2 to 4
Mar 23, 2020 to Mar 30, 2021

Signals

9 dated events

••• Locked
Mar 18, 2026 · RAUM change · derived
••• Locked
Apr 10, 2025 · RAUM change · derived
••• Locked
Mar 26, 2024 · RAUM change · derived
••• Locked
Mar 31, 2023 · RAUM change · derived
••• Locked
Mar 29, 2022 · RAUM change · derived
••• Locked
Mar 30, 2021 · RAUM change · derived
••• Locked
Mar 23, 2020 · RAUM change · derived
••• Locked
Apr 17, 2018 · RAUM change · derived
••• Locked
Jul 11, 2017 · 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: w••.q•••••••••.comreportedpublic record, Form ADV, Mar 18, 2026
Principal office phone: 510-684-8343reportedpublic record, Form ADV, Mar 18, 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