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•••••••• I••••••••• M••••••••• L••
Latest filing May 14, 2026
First filing on the tape Jun 17, 2022 · 9 filings
SEC status approved since Jul 28, 2023
RAUM
$234M
reported, Item 5.F
Discretionary
57%
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
51
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$234M as of May 14, 2026
Mar 29, 2024$142M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 14, 2026
Mar 29, 20240 then
Employees (5.A)51 as of May 14, 2026
Mar 29, 202448 then
Private funds4 as of May 14, 2026
Mar 29, 20242 then
RAUM -1.9% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of May 14, 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
- $58.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 57%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 offices incl. principal (1.F.5)
- RAUM growth, one year
- -1.9%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-based, otherreportedItem 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$234M100%
- 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
- $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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•• U•••• V••••• F••• I• L• | Real Estate Fund | $74.7M | 9 | Jun 17, 2022 |
| U•••• V••••• F••• •••••• L••• | Real Estate Fund | $67.0M | 1 | Jun 28, 2023 |
Owners and control persons
Schedule A and B, latest filing
- L•••••• T•••• · Managing Director, Investment Managementcontrolsince 06/2021 · owns less than 5%
- L••••• A••••••• M•••• · Chief Operating Officercontrolsince 01/2024 · owns less than 5%
- S••••••• A••••• · Managing Membercontrolsince 08/2019 · owns less than 5%
- T•••••• L••••••• A••••• · Co-Founder & Presidentcontrolsince 08/2019 · owns less than 5%
- V•••••••• L•••••• R• · Chief Investment Officercontrolsince 09/2023 · owns less than 5%
- Y•••••••• D••••••• L••••• · Chief Compliance Officersince 06/2023 · owns less than 5%
Entity owners
- P•••••••• D••••••••• L•• · Managing Memberdirect · owns 75% or more
- P•••••••• D••••••••• I••• · Managing Memberindirect · owns 75% or more of P•••••••• D••••••••• L••
Related persons
Schedule D 7.A
- T•• U•••• V••••• F••• I• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 7 to 8May 19, 2025 to Mar 31, 2026
- Employees · 45 to 51May 19, 2025 to Mar 31, 2026
- Discretionary RAUM · $137M to $133MMay 19, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $102M to $101MMay 19, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $239M to $234MMay 19, 2025 to Mar 31, 2026
- RAUM · $239M to $234MMay 19, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 28, 2025 to May 19, 2025
- Accounts · 2 to 4May 21, 2024 to Mar 28, 2025
- Advisory employees · 9 to 7May 21, 2024 to Mar 28, 2025
- Pooled vehicle clients · 2 to 4May 21, 2024 to Mar 28, 2025
- Employees · 48 to 45May 21, 2024 to Mar 28, 2025
- Financial planning clients · 0 to unsetMay 21, 2024 to Mar 28, 2025
- Private funds · 2 to 4May 21, 2024 to Mar 28, 2025
- Discretionary RAUM · $74.7M to $137MMay 21, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $67.0M to $102MMay 21, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $142M to $239MMay 21, 2024 to Mar 28, 2025
- RAUM · $142M to $239MMay 21, 2024 to Mar 28, 2025
- Advisory employees · 16 to 9Jun 28, 2023 to Mar 29, 2024
- Assets in custody · $131M to $0Jun 28, 2023 to Mar 29, 2024
- Discretionary RAUM · $131M to $74.7MJun 28, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $0 to $67.0MJun 28, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $131M to $142MJun 28, 2023 to Mar 29, 2024
- RAUM · $131M to $142MJun 28, 2023 to Mar 29, 2024
- Accounts · unset to 2.0Jul 8, 2022 to Jun 28, 2023
- Advisory employees · 15 to 16Jul 8, 2022 to Jun 28, 2023
- Pooled vehicle clients · unset to 2.0Jul 8, 2022 to Jun 28, 2023
- Assets in custody · unset to 131000000.0Jul 8, 2022 to Jun 28, 2023
- Custody of client assets · false to trueJul 8, 2022 to Jun 28, 2023
- Employees · 46 to 48Jul 8, 2022 to Jun 28, 2023
- Private funds · 1 to 2Jul 8, 2022 to Jun 28, 2023
- Discretionary RAUM · unset to 131000000.0Jul 8, 2022 to Jun 28, 2023
- Non-discretionary RAUM · unset to 0.0Jul 8, 2022 to Jun 28, 2023
- Pooled vehicle RAUM · unset to 131000000.0Jul 8, 2022 to Jun 28, 2023
- RAUM · unset to 131000000.0Jul 8, 2022 to Jun 28, 2023
Signals
6 dated events
- Tomas Landes (Managing Director, Investment Management) appeared on Schedule A of P•••••••• I••••••••• M••••••••• L••Mar 29, 2024 · Control person joined · fact
- A••••• L•••••• T••••• (Co-Founder & President) appeared on Schedule A of P•••••••• I••••••••• M••••••••• L••Mar 29, 2024 · Control person joined · fact
- M•••• A•••••• L•••• (Chief Operating Officer) appeared on Schedule A of P•••••••• I••••••••• M••••••••• L••Mar 29, 2024 · Control person joined · fact
- R Lonnie Vidaurri (Chief Investment Officer) appeared on Schedule A of P•••••••• I••••••••• M••••••••• L••Mar 29, 2024 · Control person joined · fact
- M•••• C•••• (Chief Compliance Officer) no longer on Schedule A of P•••••••• I••••••••• M••••••••• L•• (listed 2022-07-08, absent 2023-06-28)Jun 28, 2023 · Control person left · inference
- P•••••••• I••••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jun 17, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- P•••••••• I••••••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/primestor-developmentreportedpublic record, Form ADV, Sep 19, 2026
- Website
- primestor.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (310) 652-1177reportedpublic record, Form ADV, May 14, 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•••••••• I••••••••• M••••••••• 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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