DFX Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

J•• A••••••• L••

Asset manager (funds and pooled vehicles)SEC-registered2 private funds· New York, New Yorkwebsite

Asset manager (funds and pooled vehicles), based in New York, New York, reporting $243M of regulatory assets.

Composed from this adviser's Form ADV classification, location and filed figures.

As of 2026-03-27 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Regulatory AUM: $243M
Advisors: 0
RAUM change, 1 year: -17%
Private clients: 0.0%

See where advisers went See teams that moved

Advisors Where the RAUM sits

As of 2026-03-27 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Nothing material in the last 180 days. Last change: 27 Mar 2026, RAUM $295M to $243M (-17.4%) on the Form ADV filed 27 Mar 2026.

Every filed figure, and the identifiersCRD 318777 · SEC 801-123359 · 7 filingsShow

CRD 318777SEC 801-123359First filing on the tape Feb 1, 2022, latest Mar 27, 2026SEC status approved since Mar 3, 2022IAPD

RAUM

$243M

reported, Item 5.F

Discretionary

7.4%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

Not computed

derived; firm RAUM over IAPD count

Employees

9 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

7 filings and snapshots on the tape

RAUM -21% a year over three years · the tape starts Feb 1, 2022

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow

RAUM$243M as of Mar 27, 2026

Mar 29, 2023$496M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Mar 27, 2026

Mar 29, 20230 then

Employees (5.A)9 as of Mar 27, 2026

Mar 29, 202313 then

Private funds: 2

RAUM -17% over the last fiscal year-21% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Mar 27, 2026; every figure names its basis

The rule behind each archetype, and every derived figureShow

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: $6.6MderivedRAUM over accounts (5.F.2.f)
Discretionary: 7.4%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 office incl. principal (1.F.5)
RAUM growth, one year: -17%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: $190M, 37 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

has custody of client cash or bank accounts (9.A.1.a)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

100% pooled investment vehicles

The breakdown by client type, and the client counts1 client typesShow

Pooled investment vehicles$243M100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 37reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $190M for 37 clientsreported
Compensation: % of AUM, performancereported
Class basis: RAUM: 0% private clients, 100% pooled funds, 0% institutions; no related broker-dealer; no related bankderived

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Advisors registered through the firm

0 on IAPD today; the longest tenured first

No representative is registered through this CRD on IAPD.

Private funds

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

Fund	Type	Gross assets	Owners	First reported
J•• P• U• L•	Real Estate Fund	$2.4M	14	Mar 27, 2026
J•• P• N••••• L•	Real Estate Fund	$1.1M	3	Mar 27, 2026

Owners and control persons

Schedule A and B, latest filing

F•••••• J•••• R•••••• · Managing Principalcontrol
since 08/2021 · owns less than 5%
M••••••• A••••••••• K••• · Principalcontrol
since 08/2021 · owns less than 5%
T•••••• B••••• C••••••••• · Principal & Chief Compliance Officercontrol
since 08/2021 · owns less than 5%
F•••••• J•••• R•••••• · Sole Membercontrol
since 08/2021 · owns 75% or more of J•• P••••••• G• L••
F•••••• J•••• R•••••• · Limited Partnercontrol
since 08/2021 · owns 75% or more of J•• P••••••• L•

Entity owners

J•• P••••••• L• · Sole Member
direct · owns 75% or more
J•• P••••••• G• L•• · General Partner
indirect · owns F of J•• P••••••• L•

Who runs the funds

related persons named most often on the Form D filings of the firm's funds; 14 fund-person rows in all

Name	Where	Funds	Filings	Named
A•••••••• M••••••executive officer	New York, NY	2	6	Aug 29, 2025 to Sep 8, 2026
A•• D•••••••director	New York, NY	2	6	Aug 29, 2025 to Sep 8, 2026
B•••• T•••••executive officer	New York, NY	2	6	Aug 29, 2025 to Sep 8, 2026
G••••••• C••••••director	New York, NY	2	6	Aug 29, 2025 to Sep 8, 2026
J••• F•••••executive officer	New York, NY	2	6	Aug 29, 2025 to Sep 8, 2026
S•••••• L•••••••director	New York, NY	2	4	Aug 29, 2025 to Sep 3, 2026
S•••••• L•••••••director	New York, NY	2	2	Sep 8, 2026

SEC Form D, item 3 (related persons: executive officers, directors and promoters of the issuer), every amendment on EDGAR. A name links to its IAPD record only when it matches exactly one Schedule A owner of the same adviser (3 of 7 here); every other name is as filed and is not joined to anyone.

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

Accounts · 35 to 37
Mar 27, 2025 to Mar 27, 2026
Advisory employees · 11 to 9
Mar 27, 2025 to Mar 27, 2026
Pooled vehicle clients · 35 to 37
Mar 27, 2025 to Mar 27, 2026
Assets in custody · $253M to $190M
Mar 27, 2025 to Mar 27, 2026
Employees · 11 to 9
Mar 27, 2025 to Mar 27, 2026

Full history · 35 changes

Private funds · unset to 2
Mar 27, 2025 to Mar 27, 2026
Discretionary RAUM · $0 to $18.1M
Mar 27, 2025 to Mar 27, 2026
Non-discretionary RAUM · $295M to $225M
Mar 27, 2025 to Mar 27, 2026
Pooled vehicle RAUM · $295M to $243M
Mar 27, 2025 to Mar 27, 2026
RAUM · $295M to $243M
Mar 27, 2025 to Mar 27, 2026
Advisory employees · 13 to 11
Mar 27, 2024 to Mar 27, 2025
Assets in custody · $270M to $253M
Mar 27, 2024 to Mar 27, 2025
Employees · 13 to 11
Mar 27, 2024 to Mar 27, 2025
Financial planning clients · unset to
Mar 27, 2024 to Mar 27, 2025
Non-discretionary RAUM · $317M to $295M
Mar 27, 2024 to Mar 27, 2025
Pooled vehicle RAUM · $317M to $295M
Mar 27, 2024 to Mar 27, 2025
RAUM · $317M to $295M
Mar 27, 2024 to Mar 27, 2025
Assets in custody · $358M to $270M
Oct 23, 2023 to Mar 27, 2024
Non-discretionary RAUM · $496M to $317M
Oct 23, 2023 to Mar 27, 2024
Pooled vehicle RAUM · $496M to $317M
Oct 23, 2023 to Mar 27, 2024
RAUM · $496M to $317M
Oct 23, 2023 to Mar 27, 2024
Business name · J•• A••••••• L•• to J•• A••••••• L••
Mar 29, 2023 to Oct 23, 2023
Assets in custody · unset to 358271473.0
Mar 29, 2023 to Oct 23, 2023
Custody of client assets · false to true
Mar 29, 2023 to Oct 23, 2023
Advisory employees · 10 to 13
Jun 9, 2022 to Mar 29, 2023
Employees · 10 to 13
Jun 9, 2022 to Mar 29, 2023
Legal name · J•• A••••••• L•• to J•• A••••••• L••
Jun 9, 2022 to Mar 29, 2023
Non-discretionary RAUM · $602M to $496M
Jun 9, 2022 to Mar 29, 2023
Pooled vehicle RAUM · $602M to $496M
Jun 9, 2022 to Mar 29, 2023
RAUM · $602M to $496M
Jun 9, 2022 to Mar 29, 2023
Accounts · 0 to 35
Feb 1, 2022 to Jun 9, 2022
Pooled vehicle clients · unset to 35.0
Feb 1, 2022 to Jun 9, 2022
Non-discretionary RAUM · $0 to $602M
Feb 1, 2022 to Jun 9, 2022
Pooled vehicle RAUM · unset to 602101581.0
Feb 1, 2022 to Jun 9, 2022
RAUM · $0 to $602M
Feb 1, 2022 to Jun 9, 2022

Signals

4 dated events

••• Locked
Mar 27, 2026 · private fund first reported · fact
••• Locked
Mar 27, 2026 · private fund first reported · fact
••• Locked
Mar 27, 2024 · RAUM change · derived
••• Locked
Feb 1, 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: ••• Lockedreportedpublic record, Form ADV, Mar 27, 2026
Principal office phone: ••• Lockedreportedpublic record, Form ADV, Mar 27, 2026

Provenance

Sources, class rule and load dateForm ADV and IAPD, loaded Sep 14, 2026Show

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: Not computedderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026

Not yet on record: net advisor flow, 12 months.