DFX Intelligence
Signals
Dated events with a sourceHow events are datedEvery event names how it is dated: a filing date, a registration date or a roster snapshot.Facts are what a form says; derived events compare two filings; inferences (a control person absent from the next Schedule A) are labelled as such. None of these is a prediction.
104,346 events
- registration13 Aug 2026Team lift-outderived
Evidence
- Before
- Firm CRD: 8032; Firm name: Commonwealth Financial Network; Registered headcount: 2,947
- After
- Members: 4; Firm CRD: 149018; Firm name: Raymond James Financial Services Advisors, Inc; Last left at: 2026-08-20; Share of firm: 0
- Confidence
- 85%
4 advisors - filing21 Sep 2026Private fund first reported208 eventsPrivate fund first reported: 208 on 21 Sep 2026$39.7M to $40.0M
- Mdcp Impact Nano, L.P. first reported on Schedule D 7.B.(1), gross assets $40.0M$40.0M
- Renaissance U.S. Equity Fund first reported on Schedule D 7.B.(1), gross assets $39.7M$39.7M
- Renaissance Global Markets Fund first reported on Schedule D 7.B.(1), gross assets $39.7M$39.7M
- filing15 Sep 2026Private fund first reported68 eventsPrivate fund first reported: 68 on 15 Sep 2026$69.4M
- Qhp Project Lepus Aggregator, L.P. first reported on Schedule D 7.B.(1), gross assets $69.4M$69.4M
- filing14 Sep 2026Private fund first reported141 eventsPrivate fund first reported: 141 on 14 Sep 2026$75.6M
- Overbay Technology Leaders Vii Aggregator LP first reported on Schedule D 7.B.(1), gross assets $75.6M$75.6M
- filing28 Aug 2026Private fund first reported300 eventsPrivate fund first reported: 300 on 28 Aug 2026$341M
- Golub Capital Clo 88(B) first reported on Schedule D 7.B.(1), gross assets $341.0M$341M
- filing27 Aug 2026Private fund first reported487 eventsPrivate fund first reported: 487 on 27 Aug 2026$361M to $375M
- Aqr Flex 1 Series LLC - Series F15 first reported on Schedule D 7.B.(1), gross assets $375.1M$375M
- Aqr Flex 1 Series LLC - Series C4 first reported on Schedule D 7.B.(1), gross assets $364.2M$364M
- Pretium Residential Credit Total Return Fund - Lower Fund, LP first reported on Schedule D 7.B.(1), gross assets $361.2M$361M
- filing25 Aug 2026Private fund first reported136 eventsPrivate fund first reported: 136 on 25 Aug 2026$424M
- Skylar Capital Energy Global Master Fund LP first reported on Schedule D 7.B.(1), gross assets $424.3M$424M
- Invictus Opportunity Fund Iv-R, L.P. first reported on Schedule D 7.B.(1), gross assets $424.0M$424M
- filing31 Mar 2026Private fund assets change260 eventsPrivate fund assets change: 260 on 31 Mar 2026down $2.8B to up $3.0B
- Peak Rock Capital LLC private fund gross assets $4.5B to $7.5B (22 to 29 funds) (2024-04-30 to 2026-03-31)$3.0B
- Mkp Capital Management, L.L.C. private fund gross assets $5.8B to $2.9B (4 to 2 funds) (2024-06-06 to 2026-03-31)down $2.8B
- filing21 Aug 2026Private fund first reported356 eventsPrivate fund first reported: 356 on 21 Aug 2026$546M to $565M
- Glendower Capital Secondary Opportunities VI Access LLC first reported on Schedule D 7.B.(1), gross assets $565.4M$565M
- GE Healthcare Multi-Strategy Hedge Fund LTD first reported on Schedule D 7.B.(1), gross assets $559.6M$560M
- West Street Climate Credit Co-Investment (C) LP first reported on Schedule D 7.B.(1), gross assets $557.5M$557M
- filing18 Aug 2026Private fund first reported105 eventsPrivate fund first reported: 105 on 18 Aug 2026$789M to $821M
- Palmer Square Loan Funding 2024-2, LTD. first reported on Schedule D 7.B.(1), gross assets $820.8M$821M
- Orbimed Royalty & Credit Opportunities V Offshore, LP first reported on Schedule D 7.B.(1), gross assets $788.6M$789M
- Show all 2filing11 Sep 2026Majority owner change2 eventsMajority owner change, 2 events, on 11 Sep 2026
- Show all 2filing5 Aug 2026Majority owner change2 eventsMajority owner change, 2 events, on 5 Aug 2026
- Show all 2filing5 Aug 2026Majority owner change2 eventsMajority owner change, 2 events, on 5 Aug 2026
- filing5 Aug 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-12-18
- After
- Code: E; Title: owner; Change: majority owner joined; Subject: HAHN FINANCIAL GROUP INC. ESOP TRUST; Filing id: pdf:169787:2026-08-05; Owner kind: de; Control person: yes
- Confidence
- 100%
- filing5 Aug 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-03-13
- After
- Code: E; Title: SOLE MEMBER; Change: majority owner joined; Subject: FAIRLEAD HOLDINGS LLC; Filing id: pdf:297384:2026-08-05; Owner kind: de; Control person: yes
- Confidence
- 100%
- filing1 May 2026Private fund assets change15 eventsPrivate fund assets change: 15 on 1 May 2026$2.9B
- Crow Holdings Capital private fund gross assets $8.9B to $11.8B (24 to 28 funds) (2024-07-16 to 2026-05-01)$2.9B
- Luminarx Capital Management LP private fund gross assets $3.3B to $6.2B (10 to 20 funds) (2024-05-07 to 2026-05-01)$2.9B
- Show all 147filing30 Mar 2026Private fund assets change147 eventsPrivate fund assets change: 147 on 30 Mar 2026down $2.9B
- filing4 Sep 2026Private fund first reported132 eventsPrivate fund first reported: 132 on 4 Sep 2026$177M
- Verecan Global Income Fund first reported on Schedule D 7.B.(1), gross assets $177.1M$177M
- filing1 Sep 2026RAUM changederived
Evidence
- Before
- Filed at: 2026-04-27; RAUM total: 5,266,070,265
- After
- RAUM total: 8,173,568,643
- Confidence
- 100%
$2.9B - filing24 Aug 2026Private fund first reported265 eventsPrivate fund first reported: 265 on 24 Aug 2026$452M
- Tpg Clo 2025-1 first reported on Schedule D 7.B.(1), gross assets $452.4M$452M
- filing28 Aug 2026Private fund assets change7 eventsPrivate fund assets change: 7 on 28 Aug 2026down $809M
- 304121 private fund gross assets $1.5B to $723.2M (2 to 1 funds) (2024-09-19 to 2026-08-28)down $809M
- filing31 Jul 2026RAUM changederived
Evidence
- Before
- Filed at: 2026-02-04; RAUM total: 6,037,907,630
- After
- RAUM total: 7,603,700,943
- Confidence
- 100%
$1.6B - Show all 2filing24 Jul 2026Majority owner change2 eventsMajority owner change, 2 events, on 24 Jul 2026
- filing23 Jul 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-10-30
- After
- Code: E; Title: member; Change: majority owner joined; Subject: MERCHANT SOWELL HOLDINGS, LLC; Filing id: pdf:127145:2026-07-23; Owner kind: de; Control person: yes
- Confidence
- 100%
- filing22 Jul 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-03-27
- After
- Code: E; Title: HOLDING COMPANY; Change: majority owner joined; Subject: HIGHTOWER HOLDING, LLC; Filing id: pdf:145186:2026-07-22; Owner kind: de; Control person: yes
- Confidence
- 100%
- Show all 2filing21 Jul 2026Majority owner change2 eventsMajority owner change, 2 events, on 21 Jul 2026
- Show all 2filing13 Jul 2026Majority owner change2 eventsMajority owner change, 2 events, on 13 Jul 2026
- Show all 2filing10 Jul 2026Majority owner change2 eventsMajority owner change, 2 events, on 10 Jul 2026
- filing1 Jul 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-08-02
- After
- Code: E; Title: LIMITED PARTNER; Change: majority owner joined; Subject: 2023 TRUST FOR THE BENEFIT OF RAHUL SABARWAL; Filing id: pdf:327861:2026-07-01; Owner kind: de; Control person: yes
- Confidence
- 100%
- Show all 2filing30 Jun 2026Majority owner change2 eventsMajority owner change, 2 events, on 30 Jun 2026
- Show all 2filing30 Jun 2026Majority owner change2 eventsMajority owner change, 2 events, on 30 Jun 2026
- filing25 Jun 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-11-01
- After
- Code: E; Title: MANAGING MEMBER; Change: majority owner joined; Subject: TRENT LEYDA, LLC; Filing id: pdf:327350:2026-06-25; Owner kind: de; Control person: yes
- Confidence
- 100%
- Show all 2filing25 Jun 2026Majority owner change2 eventsMajority owner change, 2 events, on 25 Jun 2026
- Show all 2filing18 Jun 2026Majority owner change2 eventsMajority owner change, 2 events, on 18 Jun 2026
- Show all 2filing15 May 2026Majority owner change2 eventsMajority owner change, 2 events, on 15 May 2026
- Show all 2filing6 May 2026Majority owner change2 eventsMajority owner change, 2 events, on 6 May 2026
- filing21 Apr 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-12-23
- After
- Code: D; Title: member; Change: majority owner joined; Subject: PAV, LLC; Filing id: pdf:332699:2026-04-21; Owner kind: de; Control person: yes
- Confidence
- 100%
- filing17 Apr 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-03-28
- After
- Code: E; Title: LIMITED PARTNER; Change: majority owner joined; Subject: KINGSWOOD MANAGEMENT HOLDINGS, L.P.; Filing id: pdf:304649:2026-04-17; Owner kind: de; Control person: yes
- Confidence
- 100%
- filing13 Apr 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-03-21
- After
- Code: E; Title: PARENT COMPANY; Change: majority owner joined; Subject: MERCER GLOBAL ADVISORS INC.; Filing id: pdf:113543:2026-04-13; Owner CRD: 147363; Owner kind: de; Control person: yes
- Confidence
- 100%
- filing8 Apr 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-10-01
- After
- Code: E; Title: HOLDING COMPANY; Change: majority owner joined; Subject: VERACITY CAPITAL HOLDINGS LLC; Filing id: pdf:304272:2026-04-08; Owner kind: de; Control person: yes
- Confidence
- 100%
- Show all 2filing31 Mar 2026Majority owner change2 eventsMajority owner change, 2 events, on 31 Mar 2026
- filing31 Mar 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-10-29
- After
- Code: E; Title: owner; Change: majority owner joined; Subject: BLUESPRING WEALTH PARTNERS, LLC; Filing id: pdf:286230:2026-03-31; Owner kind: de; Control person: yes
- Confidence
- 100%
- Show all 2filing31 Mar 2026Majority owner change2 eventsMajority owner change, 2 events, on 31 Mar 2026
- filing31 Mar 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-05-29
- After
- Code: E; Title: LIMITED PARTNER; Change: majority owner joined; Subject: WOODLINE PARTNERS HOLDINGS LP; Filing id: pdf:301480:2026-03-31; Owner kind: de; Control person: yes
- Confidence
- 100%
- filing30 Mar 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-04-09
- After
- Code: E; Title: SOLE MEMBER OF SCP MANAGEMENT ACQUISITIONS LLC; Change: majority owner joined; Subject: SVOBODA CAPITAL PARTNERS, LLC; Filing id: pdf:165490:2026-03-30; Owner kind: de; Control person: yes
- Confidence
- 100%
- filing30 Mar 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-08-22
- After
- Code: E; Title: owner; Change: majority owner joined; Subject: MATTHEW SWANSON 2020 NONEXEMPT LEGACY TRUST; Filing id: pdf:291736:2026-03-30; Owner kind: de; Control person: no
- Confidence
- 100%
- filing30 Mar 2026Majority owner change2 eventsMajority owner change, 2 events, on 30 Mar 2026
- New York Life Investment Management Holdings LLC appears as a 75% or more owner of 306388 (Schedule A) (2024-07-01 to 2026-03-30)
Most important first: the last 180 days, ranked by size, recency, kind of change and evidence, with one change reported several ways folded into one line.