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.

F••••••• P•••••••• L•

Asset manager (funds and pooled vehicles)SEC-registered2 private funds· San Francisco, Californiawebsite

Asset manager (funds and pooled vehicles), based in San Francisco, California, reporting $1.0B of regulatory assets.

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

As of 2026-03-31 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Regulatory AUM: $1.0B
Advisors: 0
RAUM change, 1 year: +59%
Private clients: 0.0%

See where advisers went See teams that moved

Advisors Where the RAUM sits

As of 2026-03-31 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

What matters now

+59.1%
RAUM, one year
RAUM $629M to $1B (+59.1%) on the Form ADV filed 31 Mar 2026.
The one filed measure of whether clients are staying.
FactForm ADV Item 5History →

Every filed figure, and the identifiersCRD 332551 · SEC 801-131120 · 6 filingsShow

CRD 332551SEC 801-131120First filing on the tape Aug 15, 2024, latest Mar 31, 2026SEC status approved since Sep 24, 2024IAPD

RAUM

$1.0B

reported, Item 5.F

Discretionary

100%

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

5 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

6 filings and snapshots on the tape

RAUM +59% over the last fiscal year · the tape starts Aug 15, 2024

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

RAUM$1.0B as of Mar 31, 2026

Jan 22, 2025$490M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Mar 31, 2026

Jan 22, 20250 then

Employees (5.A)9 as of Mar 31, 2026

Jan 22, 20258 then

Private funds2 as of Mar 31, 2026

Jan 22, 20251 then

RAUM +59% over the last fiscal yearIARs 0 to 0

Practice profile

derived from the filing of Mar 31, 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: $167MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%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: +59%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: $1.0B, 6 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

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)
receives research or other products from a broker-dealer, soft dollars (8.E)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)
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

100% pooled investment vehicles

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

Pooled investment vehicles$1.0B100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 6reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $1.0B for 6 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
F••••••• P••••••• F•••• L••	Hedge Fund	$942M	70	Aug 15, 2024
A••••••• S••• L••	Hedge Fund	$58.1M	6	Mar 31, 2026

Owners and control persons

Schedule A and B, latest filing

C••••• S••••• E•••••••• · Co-Foundercontrol
since 10/2023 · owns 10% to 25%
H••••••• D••••• G••••••• · Co-Founder, Managing Partner, Chief Investment Officer, Limited Partnercontrol
since 10/2023 · owns 75% or more
P••••••• C••••• S••••• · Chief Operating Officer, Chief Financial Officer, Chief Compliance Officercontrol
since 03/2024 · owns less than 5%
H••••••• D••••• G••••••• · Managing Membercontrol
since 10/2023 · owns 75% or more of F••••••• P••••••• G•• L••

Entity owners

F••••••• P••••••• G•• L•• · G•••••• Partner
direct · owns 5% to 10%

Related persons

Schedule D 7.A

F••••••• P••••••• F••• G•••••• P••••••• L••
pooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Assets in custody · $629M to $1.0B
May 14, 2025 to Mar 31, 2026
Discretionary RAUM · $629M to $1.0B
May 14, 2025 to Mar 31, 2026
Pooled vehicle RAUM · $629M to $1.0B
May 14, 2025 to Mar 31, 2026
RAUM · $629M to $1.0B
May 14, 2025 to Mar 31, 2026
Financial planning clients · unset to
Mar 21, 2025 to May 14, 2025

Full history · 21 changes

Accounts · 3 to 6
Jan 22, 2025 to Mar 21, 2025
Advisory employees · 4 to 5
Jan 22, 2025 to Mar 21, 2025
Pooled vehicle clients · 3 to 6
Jan 22, 2025 to Mar 21, 2025
Assets in custody · $490M to $629M
Jan 22, 2025 to Mar 21, 2025
Employees · 8 to 9
Jan 22, 2025 to Mar 21, 2025
Private funds · 1 to 2
Jan 22, 2025 to Mar 21, 2025
Discretionary RAUM · $490M to $629M
Jan 22, 2025 to Mar 21, 2025
Pooled vehicle RAUM · $490M to $629M
Jan 22, 2025 to Mar 21, 2025
RAUM · $490M to $629M
Jan 22, 2025 to Mar 21, 2025
Accounts · unset to 3.0
Aug 22, 2024 to Jan 22, 2025
Advisory employees · 5 to 4
Aug 22, 2024 to Jan 22, 2025
Assets in custody · $0 to $490M
Aug 22, 2024 to Jan 22, 2025
Discretionary RAUM · unset to 489586686.0
Aug 22, 2024 to Jan 22, 2025
Non-discretionary RAUM · unset to 0.0
Aug 22, 2024 to Jan 22, 2025
Pooled vehicle RAUM · $0 to $490M
Aug 22, 2024 to Jan 22, 2025
RAUM · unset to 489586686.0
Aug 22, 2024 to Jan 22, 2025

Signals

4 dated events

••• Locked
Mar 31, 2026 · RAUM change · derived
••• Locked
Mar 31, 2026 · private fund first reported · fact
••• Locked
Mar 21, 2025 · RAUM change · derived
••• Locked
Aug 15, 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.

How to reach

public business contact points only, each with its source

Website: ••• Lockedreportedpublic record, Form ADV, Mar 31, 2026
Principal office phone: ••• Lockedreportedpublic record, Form ADV, Mar 31, 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

Across the graphs

F••••••• P•••••••• L• is the same institution as 1 record in Allocators.

Allocators1

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.

Checking your plan…

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