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J• • M• L••••• A••••••• L••

Former SEC-registered adviserFormer SEC adviser10 private funds· Lakewood, Colorado

Former SEC-registered adviser, based in Lakewood, Colorado.

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

Last reported RAUM
Not applicable
Advisors
Not applicable
Net advisor flow, 12 months
Not applicable
RAUM change, last fiscal year
Not applicable
Private clients
Not established
AdvisorsAdvisor movementWhere the RAUM sits
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily
Why this matters
Every filed figure, and the identifiersCRD 329190 · SEC 801-129871 · 2 filingsShow
CRD 329190SEC 801-129871First filing on the tape Mar 8, 2024, latest Mar 12, 2024IAPD
RAUM
$0
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
n/a
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
10
$504M gross assets
History
2 filings and snapshots on the tape
RAUM$0 as of Mar 12, 2024
Mar 8, 2024$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)2 as of Mar 12, 2024
Mar 8, 20242 then
Employees (5.A)2 as of Mar 12, 2024
Mar 8, 20242 then
Private funds10 as of Mar 12, 2024
Mar 8, 202410 then
Practice profile
derived from the filing of Mar 12, 2024; every figure names its basis
RAUM per advisor
$0derivedRAUM 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
1.0derivedItem 5.A over advisors
Advisors per office
0.7derived3 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
fixed feesreportedItem 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
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
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
0reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
fixedreported
Class basis
absent from the latest SEC rosterderived
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
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • R••••••• J••• N• · Ceocontrol
        since 10/2023 · owns less than 5%
      • S••••••••• M••••• R••• · Cco And Coocontrol
        since 10/2023 · owns less than 5%
      • R••••••• J••• N• · Managing Member/Ownercontrol
        since 03/2023 · owns 75% or more of J•• A••••••• L••
      • S••••••••• M••••• R••• · Managing Member/Ownercontrol
        since 10/2023 · owns 75% or more of D••••••• C•••• C•••••• L••
      Entity owners
      • D••••••• C•••• C•••••• L•• · Shareholder
        direct · owns 50% to 75%
      • J•• A••••••• L•• · Shareholder
        direct · owns 50% to 75%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      • , 1 employees
      What changed
      consecutive filings, newest first
      One filing, no change to show.
      Signals
      1 dated events
      • ••• Locked
        Mar 8, 2024 · 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
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026
      Across the graphs

      J• • M• L••••• A••••••• 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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