DFX Intelligence

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SEC-registered adviser

P•••• A••••••• L••

Asset manager (funds and pooled vehicles)Dallas, TexasCRD 300404SEC 801-131691website IAPD

Latest filing Mar 31, 2026

First filing on the tape Nov 22, 2024 · 3 filings

SEC status approved since Jan 3, 2025

RAUM

$474M

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

4 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

3 filings and snapshots on the tape

RAUM$474M as of Mar 31, 2026

Jan 31, 2025$259M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Mar 31, 2026

Jan 31, 20250 then

Employees (5.A)5 as of Mar 31, 2026

Jan 31, 20254 then

Private funds3 as of Mar 31, 2026

Jan 31, 20253 then

RAUM +83% over the last fiscal yearIARs 0 to 0offices 0 to 2

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: $94.8MderivedRAUM 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: unknownderived3 offices incl. principal (1.F.5)
RAUM growth, one year: +83%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: yesreportedItem 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)
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)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$474M100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 5reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $0 for 0 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=true 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

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

Fund	Type	Gross assets	Owners	First reported
P•••• I••••••••• M••••• F••• L•	Hedge Fund	$251M	38	Feb 6, 2019
P•••• S•••••• S••••••••• F••• I• L•	Hedge Fund	$6.0M	4	Mar 15, 2024
P•••• S•••••• S••••••••• F••• I• L•	Hedge Fund	$2.6M	8	Nov 22, 2024

Owners and control persons

Schedule A and B, latest filing

K•••• I••••• •••• · Chair Of Investment Committeecontrol
since 10/2018 · owns less than 5%
P••••••• G••••••• R•••••• · Chief Financial Officer / Chief Compliance Officercontrol
since 01/2021 · owns less than 5%
S••••••• T•••••• E••••• · Chief Executive Officercontrol
since 09/2020 · owns less than 5%
K•••• I••••• •••• · Managing Membercontrol
since 10/2021 · owns 75% or more of I• H••••••• L••

Entity owners

P•••• A•••• M••••••••• L• · Managing Member
direct · owns 75% or more
I• H••••••• L•• · Managing Member
indirect · owns 75% or more of P•••• A•••• M••••••••• H••••••• L••
I• H••••••• L•• · Limited Partner
indirect · owns 75% or more of P•••• A•••• M••••••••• L•
P•••• A•••• M••••••••• H••••••• L•• · General Partner
indirect · owns F of P•••• A•••• M••••••••• L•

Related persons

Schedule D 7.A

P•••• G• L•
bankpooled vehicle sponsorn
P•••• S•••••• S••••••••• G• L••
bankpooled vehicle sponsorn

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 31, 2026
RAUM (Item 5.F) moved from $259,236,312 to $474,129,404 (+83.0%) between the annual amendments of 2025-01-31 and 2026-03-31; the peer median change was +4.0% (1145 comparable advisers, 95.0th percentile of changes)
peers: asset managers, $100M to $500M (1,145) · 95% percentile

Data quality: the 2026-06-30 holdings report shows $1,871,061,688 across 56 positions while Form ADV reports RAUM of $474,129,404 (3.9x); one of the two is misfiled, misattributed or in the wrong unit

How anomalies are measured

What changed

consecutive filings, newest first

Advisory employees · 3 to 4
Jan 31, 2025 to Mar 31, 2026
Employees · 4 to 5
Jan 31, 2025 to Mar 31, 2026
Other offices · 0 to 2
Jan 31, 2025 to Mar 31, 2026
Discretionary RAUM · $259M to $474M
Jan 31, 2025 to Mar 31, 2026
Pooled vehicle RAUM · $259M to $474M
Jan 31, 2025 to Mar 31, 2026
RAUM · $259M to $474M
Jan 31, 2025 to Mar 31, 2026
Private funds · 6 to 3
Nov 22, 2024 to Jan 31, 2025
Financial planning clients · unset to
Nov 22, 2024 to Jan 31, 2025

Signals

2 dated events

P•••• A••••••• L•• reported RAUM $474.1M, up 83% from $259.2M (2025-01-31 to 2026-03-31)
Mar 31, 2026 · RAUM change · derived
P•••• A••••••• L•• filed its initial SEC registration (Form ADV)
Nov 22, 2024 · 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/proem-groupreportedpublic record, Form ADV, Mar 31, 2026
Website: p•••••••••.comreportedpublic record, Form ADV, Mar 31, 2026
Principal office phone: 214-706-9344reportedpublic 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