DFX Intelligence

RIA Intelligence

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SEC-registered adviser

P•••••• E•••

Asset manager (funds and pooled vehicles)CRD 297134SEC 801-114640website IAPD

Legal name P•••••••• L••

Latest filing Jan 26, 2026

First filing on the tape Jun 14, 2018 · 17 filings

SEC status approved since Mar 1, 2019

RAUM

$189M

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

$189M

derived; firm RAUM over IAPD count

Employees

1 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

17 filings and snapshots on the tape

RAUM$189M as of Jan 26, 2026

Jan 6, 2020$12.6M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Jan 26, 2026

Jan 6, 20201 then

Employees (5.A)3 as of Jan 26, 2026

Jan 6, 20203 then

Private funds: no history

RAUM +281% over the last fiscal year+53% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Jan 26, 2026; every figure names its basis

Archetypes, each a printed rule

Solo or small team · one advisor, or a wealth manager with up to three advisors and one office

RAUM per advisor: $189MderivedRAUM 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: $189MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 3.0derivedItem 5.A over advisors
Advisors per office: 1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year: +281%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 assetsreportedItem 5.E
Advisory activities: portfolio management for investment companiesreportedItem 5.G
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)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Investment companies$189M100%

Individual clients: 0reported
HNW clients: 0reported
Pension plan clients: 0reported
Charitable clients: 0reported
Accounts: 1reported
Financial planning clients: 0reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUMreported
Class basis: private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0derived

Advisors registered through the firm

1 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
A••••• C•••••	Levittown, Pa	Apr 3, 2019	14 y	1

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

C•••••• A••••• · Ceocontrol
since 12/2017 · owns less than 5%
T•••• R•••••• S•••••• · Presidentcontrol
since 02/2017 · owns less than 5%
C•••••• A••••• · Managing Membercontrol
since 05/2018 · owns 75% or more of P•••••• H•••••••• L••
G••••••• P••• · Chief Compliance Officer
since 02/2024 · owns less than 5%

Entity owners

P•••••• H•••••••• L•• · Holding Company
direct · owns 75% or more

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

Discretionary RAUM · $49.7M to $189M
Jan 27, 2025 to Jan 26, 2026
RAUM · $49.7M to $189M
Jan 27, 2025 to Jan 26, 2026
Accounts · 2 to 1
Feb 1, 2024 to Jan 27, 2025
Financial planning clients · 0 to 0
Feb 1, 2024 to Jan 27, 2025
HQ city · unset to
Feb 1, 2024 to Jan 27, 2025
HQ state · unset to
Feb 1, 2024 to Jan 27, 2025
Discretionary RAUM · $36.5M to $49.7M
Feb 1, 2024 to Jan 27, 2025
RAUM · $36.5M to $49.7M
Feb 1, 2024 to Jan 27, 2025
Discretionary RAUM · $53.4M to $36.5M
Dec 21, 2022 to Nov 1, 2023
RAUM · $53.4M to $36.5M
Dec 21, 2022 to Nov 1, 2023
State-registered IARs · 1 to 0
Oct 12, 2022 to Dec 21, 2022
Discretionary RAUM · $120M to $53.4M
Oct 12, 2022 to Dec 21, 2022
RAUM · $120M to $53.4M
Oct 12, 2022 to Dec 21, 2022
Accounts · 1 to 2
Dec 3, 2020 to Dec 15, 2021
Discretionary RAUM · $33.6M to $120M
Dec 3, 2020 to Dec 15, 2021
RAUM · $33.6M to $120M
Dec 3, 2020 to Dec 15, 2021
Discretionary RAUM · $12.6M to $33.6M
Feb 4, 2020 to Dec 3, 2020
RAUM · $12.6M to $33.6M
Feb 4, 2020 to Dec 3, 2020
BD registered reps · 0 to 1
May 13, 2019 to Jan 6, 2020
State-registered IARs · 0 to 1
May 13, 2019 to Jan 6, 2020
Discretionary RAUM · $2.6M to $12.6M
May 13, 2019 to Jan 6, 2020
RAUM · $2.6M to $12.6M
May 13, 2019 to Jan 6, 2020
Accounts · 0 to 1
Mar 1, 2019 to May 13, 2019
Discretionary RAUM · $0 to $2.6M
Mar 1, 2019 to May 13, 2019
RAUM · $0 to $2.6M
Mar 1, 2019 to May 13, 2019
Business name · P•••••••• to P•••••• E•••
Dec 27, 2018 to Mar 1, 2019
Other offices · 1 to 0
Jul 12, 2018 to Dec 27, 2018
HQ city · LEVITTOWN to unset
Jun 20, 2018 to Jul 12, 2018
HQ state · PA to unset
Jun 20, 2018 to Jul 12, 2018
Legal name · P••••••••, LLC to P•••••••• L••
Jun 14, 2018 to Jun 20, 2018

Signals

2 dated events

Francis Michael Hogan (Chief Compliance Officer) no longer on Schedule A of P•••••• E••• (listed 2020-02-04, absent 2020-12-03)
Dec 3, 2020 · Control person left · inference
Procuream filed its initial SEC registration (Form ADV)
Jun 14, 2018 · 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

Firm profile: linkedin.com/company/procureamreportedpublic record, Form ADV, Sep 21, 2026
Website: p••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 215-486-7242reportedpublic record, Form ADV, Jan 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: $189Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026