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••• R••••• A•••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Mar 30, 2022 · 6 filings
SEC status approved since May 2, 2022
RAUM
$1.2B
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
19
16 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$1.2B as of Mar 31, 2026
Mar 31, 2023$710M then
HNW client RAUM: no history
State-registered IARs (5.B.3)2 as of Mar 31, 2026
Mar 31, 20230 then
Employees (5.A)19 as of Mar 31, 2026
Mar 31, 202316 then
Private funds: no history
RAUM +77% over the last fiscal year+20% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- $612MderivedRAUM 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
- $306MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 9.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +77%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 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
- 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)
- 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$1.2B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- L•••• R••••••• D•••• · Chief Compliance Officer & Chief Financial Officercontrolsince 04/2021 · owns less than 5%
- M•••••• S••••••• J•••• · Managing Partner & Chief Investment Officercontrolsince 01/2021 · owns 75% or more
- S••••• A•••••• F••••• · Senior Managing Director Of Acquisitions & Partnercontrolsince 01/2021 · owns less than 5%
- W••••••• S••••••••• M• · Co-Cio / Chief Administrative Officercontrolsince 01/2021 · owns less than 5%
Related persons
Schedule D 7.A
- P•••••• C•••••• H••••••• I•• L••pooled vehicle sponsorn
- P•••••• C•••••• H••••••• V•••• L••pooled vehicle sponsorn
- P•••••• C•••••• H••••••• X• L••pooled vehicle sponsorn
- P•••••• C•••••• M••••••••• L••pooled vehicle sponsorn
- P•••••• C•••••• R••••• A•••••••• L••investment adviserpooled vehicle sponsornRAUM $156M
- P•••••• F••• I• G•••••• L•••pooled vehicle sponsorn
- P•••••• F••• V••• G•••••• L•••pooled vehicle sponsorn
- P•••••• F••• X• G•••••• L•••pooled vehicle sponsorn
Advisers that list P••• R••••• A•••••••• L•• as a related person
- 161129 n
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, 2026RAUM (Item 5.F) moved from $693,408,481 to $1,224,267,519 (+77.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (1368 comparable advisers, 91.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 91% percentile
What changed
consecutive filings, newest first
- Accounts · 3 to 4Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 14 to 16Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 3 to 4Mar 31, 2025 to Mar 31, 2026
- Employees · 17 to 19Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $693M to $1.2BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $693M to $1.2BMar 31, 2025 to Mar 31, 2026
- RAUM · $693M to $1.2BMar 31, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 28, 2024 to Mar 31, 2025
- State-registered IARs · 0 to 2Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $698M to $693MMar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $698M to $693MMar 28, 2024 to Mar 31, 2025
- RAUM · $698M to $693MMar 28, 2024 to Mar 31, 2025
- Advisory employees · 13 to 14Mar 31, 2023 to Mar 28, 2024
- Employees · 16 to 17Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $710M to $698MMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $710M to $698MMar 31, 2023 to Mar 28, 2024
- RAUM · $710M to $698MMar 31, 2023 to Mar 28, 2024
- Advisory employees · 14 to 13Apr 30, 2022 to Mar 31, 2023
- Employees · 17 to 16Apr 30, 2022 to Mar 31, 2023
- State-registered IARs · 3 to 0Apr 30, 2022 to Mar 31, 2023
- Discretionary RAUM · $567M to $710MApr 30, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $567M to $710MApr 30, 2022 to Mar 31, 2023
- RAUM · $567M to $710MApr 30, 2022 to Mar 31, 2023
Signals
3 dated events
- P••• R••••• A•••••••• L•• reported RAUM $1.2B, up 77% from $693.4M (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- P••• R••••• A•••••••• L•• reported RAUM $709.8M, up 25% from $566.7M (2022-04-30 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- P••• R••••• A•••••••• L•• filed its initial SEC registration (Form ADV)Mar 30, 2022 · 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
- pcpre.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 972-866-7577reportedpublic 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