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P•••• 4• C•••••• P•••••••• L•••

Former SEC-registered adviserFormer SEC adviser

Former SEC-registered adviser.

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

AdvisorsAdvisor movementWhere the RAUM sits
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily
What we can say about this record

We hold 3 Form ADV filings for this adviser, the latest 3.5 years ago. It is no longer SEC-registered, so the figures here are its last ones and nothing on this record is current. It is still the right record for resolving this adviser, its filings, owners and affiliates.

Every filed figure, and the identifiersCRD 323118 · SEC 801-126619 · 3 filingsShow
CRD 323118SEC 801-126619First filing on the tape Aug 25, 2022, latest Mar 31, 2023IAPD
RAUM
Not disclosed
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
Not computed
derived; firm RAUM over IAPD count
Employees
5
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$0 as of Sep 6, 2022
Aug 25, 2022$0 then
HNW client RAUM$0 as of Mar 31, 2023
Aug 25, 2022$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2023
Aug 25, 20220 then
Employees (5.A)5 as of Mar 31, 2023
Aug 25, 20225 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 31, 2023; 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
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, 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
unknownderivedbetween 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
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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
n/areported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
absent from the latest SEC rosterderived
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Advisors registered through the firm
      0 on IAPD today; the 10 longest tenured
      No representative is registered through this CRD on IAPD.
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • W••••••••• J•••••• R••• · Managing Partner / Chief Compliance Officer / Limited Partnercontrol
        since 02/2020 · owns 25% to 50%
      • W••••• A••••• P••• · Managing Partner / Limited Partnercontrol
        since 02/2022 · owns 25% to 50%
      • W••••••••• J•••••• R••• · Membercontrol
        since 05/2022 · owns 50% to 75% of P•••• 4• C•••••• P••••••• G•• L••
      • W••••• A••••• P••• · Membercontrol
        since 05/2022 · owns 50% to 75% of P•••• 4• C•••••• P••••••• G•• L••
      Entity owners
      • P•••• 4• C•••••• P••••••• G•• L•• · General Partner
        direct · owns less than 5%
      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 · 0.0 to unset
        Sep 6, 2022 to Mar 31, 2023
      • Discretionary RAUM · 0.0 to unset
        Sep 6, 2022 to Mar 31, 2023
      • Non-discretionary RAUM · 0.0 to unset
        Sep 6, 2022 to Mar 31, 2023
      • RAUM · 0.0 to unset
        Sep 6, 2022 to Mar 31, 2023
      Signals
      1 dated events
      • ••• Locked
        Aug 25, 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.
      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
      Former SEC-registered adviserderiveda 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: private clients.