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••• P••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Jul 6, 2023 · 9 filings
SEC status approved since Aug 7, 2023
RAUM
$66.9M
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
20
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
4
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$66.9M as of Mar 31, 2026
Mar 26, 2024$69.3M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 26, 20240 then
Employees (5.A)20 as of Mar 31, 2026
Mar 26, 202417 then
Private funds4 as of Mar 31, 2026
Mar 26, 20244 then
RAUM +9.0% over the last fiscal yearIARs 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
- $8.4MderivedRAUM 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
- +9.0%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)
- 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$66.9M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- 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=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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| P•••••••• A••••••••• R••• E••••• L• | Real Estate Fund | $62.0M | 78 | Aug 19, 2020 |
| P••• S•••••• C•••••••• L•• | Real Estate Fund | $15.6M | 2 | Mar 31, 2023 |
| P••• S••••• M••••• B•••• L•• | Real Estate Fund | $7.5M | 2 | Jul 6, 2023 |
| P••• S••••• M•••• L•• | Real Estate Fund | $5.2M | 2 | Mar 31, 2023 |
| P••• S••••• C•• M••••• B•••• L•• | Real Estate Fund | $4.7M | 6 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- R••••••••• C••••••• A•••••••• · Chief Compliance Officercontrolsince 03/2024 · owns less than 5%
- S••••• V•••••• M•••• F••••••• · Chief Financial Officercontrolsince 05/2017 · owns less than 5%
- T•••••• V••••• G••••• · General Counselcontrolsince 06/2023 · owns less than 5%
- V••••••••• J•••• F••••••• · Manager, Chief Executive Officercontrolsince 05/2017 · owns less than 5%
- P•••••••• J••••• N•• · Membercontrolsince 05/2017 · owns 75% or more of D••••• H•••••• L••
- V••••••••• J•••• F••••••• · Membercontrolsince 05/2017 · owns 75% or more of A••• L••
Entity owners
- A••• L•• · Memberdirect · owns 50% to 75%
- D••••• H•••••• L•• · Memberdirect · owns 50% to 75%
Related persons
Schedule D 7.A
- P••• M••••••••• L••pooled vehicle sponsorn
- P••• P••••••• I• L••investment adviserpooled vehicle sponsornRAUM $210M
- P•••••••• I• P•••••••pooled vehicle sponsorn
- P•••••••• I•• P•••••••pooled vehicle sponsorn
- P•••••••• I• P•••••••pooled vehicle sponsorn
Advisers that list P••• P••••••• L•• as a related person
- 327575 n
Offices
Schedule D 1.F, the 25 largest
- Montevideo, Uruguay3 employees
What changed
consecutive filings, newest first
- Employees · 21 to 20Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $61.4M to $66.9MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $61.4M to $66.9MMar 31, 2025 to Mar 31, 2026
- RAUM · $61.4M to $66.9MMar 31, 2025 to Mar 31, 2026
- Employees · 17 to 21Apr 2, 2024 to Mar 31, 2025
- Financial planning clients · unset to Apr 2, 2024 to Mar 31, 2025
- Discretionary RAUM · $69.3M to $61.4MApr 2, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $69.3M to $61.4MApr 2, 2024 to Mar 31, 2025
- RAUM · $69.3M to $61.4MApr 2, 2024 to Mar 31, 2025
- Employees · 18 to 17Sep 26, 2023 to Mar 26, 2024
- Discretionary RAUM · $77.3M to $69.3MSep 26, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $77.3M to $69.3MSep 26, 2023 to Mar 26, 2024
- RAUM · $77.3M to $69.3MSep 26, 2023 to Mar 26, 2024
- Other offices · 0 to 1Jul 14, 2023 to Jul 17, 2023
- Private funds · 8 to 4Jul 6, 2023 to Jul 14, 2023
Signals
2 dated events
- Alejandra Cecilia Rodriguez (Chief Compliance Officer) appeared on Schedule A of P••• P••••••• L••Mar 26, 2024 · Control person joined · fact
- P••• P••••••• L•• filed its initial SEC registration (Form ADV)Jul 6, 2023 · 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
- uy.linkedin.com/company/peninsula-investments-groupreportedpublic record, Form ADV, Sep 19, 2026
- Website
- parepartners.usreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (786) 866-8010reportedpublic 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••• P••••••• 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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