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.
103,631 events
- Show all 2filing4 Aug 2026Majority owner change2 eventsMajority owner change, 2 events, on 4 Aug 2026
- Show all 2filing31 Jul 2026Majority owner change2 eventsMajority owner change, 2 events, on 31 Jul 2026
- filing31 Jul 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-11-14
- After
- Code: E; Title: LIMITED PARTNER; Change: majority owner joined; Subject: PRINCIPAL HOLDCO LLC; Filing id: pdf:124613:2026-07-31; Owner kind: de; Control person: yes
- Confidence
- 100%
- filing22 Jul 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-10-02
- After
- Code: E; Title: member; Change: majority owner joined; Subject: HIGHTOWER HOLDING, LLC; Filing id: pdf:110562:2026-07-22; Owner kind: de; Control person: yes
- Confidence
- 100%
- Show all 2filing21 Jul 2026Majority owner change2 eventsMajority owner change, 2 events, on 21 Jul 2026
- filing16 Jul 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-04-08
- After
- Code: E; Title: member; Change: majority owner joined; Subject: PINNACLE WEALTH HOLDINGS, INC.; Filing id: pdf:117517:2026-07-16; Owner kind: de; Control person: no
- Confidence
- 100%
- filing9 Jul 2026Majority owner change3 eventsMajority owner change, 3 events, on 9 Jul 2026
- Tifgc Limited appears as a 75% or more owner of 314513 (Schedule A) (2024-05-23 to 2026-07-09)
- Show all 2filing8 Jul 2026Majority owner change2 eventsMajority owner change, 2 events, on 8 Jul 2026
- filing7 Jul 2026Majority owner changeThe Kavin Family Trust Dated March 9, 2026 appears as a 50-75% owner of 329709 (Schedule A) (2024-01-16 to 2026-07-07)
Evidence
- Before
- Source: extract; Filed at: 2024-01-16
- After
- Code: D; Title: member; Change: majority owner joined; Subject: THE KAVIN FAMILY TRUST DATED MARCH 9, 2026; Filing id: pdf:329709:2026-07-07; Owner kind: de; Control person: yes
- Confidence
- 100%
- filing2 Jul 2026Majority owner change2 eventsMajority owner change, 2 events, on 2 Jul 2026
- Estate OF Murray Stahl appears as a 50-75% owner of 166961 (Schedule A) (2024-03-04 to 2026-07-02)
- Show all 2filing1 Jul 2026Majority owner change2 eventsMajority owner change, 2 events, on 1 Jul 2026
- Show all 2filing1 Jul 2026Majority owner change2 eventsMajority owner change, 2 events, on 1 Jul 2026
- Show all 2filing1 Jul 2026Majority owner change2 eventsMajority owner change, 2 events, on 1 Jul 2026
- filing1 Jul 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-09-13
- After
- Code: E; Title: owner; Change: majority owner joined; Subject: JAFFE TILCHIN WEALTH MANAGEMENT, INC.; Filing id: pdf:143608:2026-07-01; Owner kind: de; Control person: yes
- Confidence
- 100%
- Show all 2filing1 Jul 2026Majority owner change2 eventsMajority owner change, 2 events, on 1 Jul 2026
- Show all 2filing30 Jun 2026Majority owner change2 eventsMajority owner change, 2 events, on 30 Jun 2026
- filing29 Jun 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-03-29
- After
- Code: E; Title: member; Change: majority owner joined; Subject: ERIE STREET COMPANIES, LP; Filing id: pdf:326011:2026-06-29; Owner kind: de; Control person: yes
- Confidence
- 100%
- filing26 Jun 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-10-11
- After
- Code: D; Title: member; Change: majority owner joined; Subject: IA HOLDINGS II, LLC; Filing id: pdf:317840:2026-06-26; Owner kind: de; Control person: yes
- Confidence
- 100%
- filing23 Jun 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-06-26
- After
- Code: E; Title: member; Change: majority owner joined; Subject: SBA HOLDCO LLC; Filing id: pdf:158722:2026-06-23; Owner kind: de; Control person: yes
- Confidence
- 100%
- Show all 2filing23 Jun 2026Majority owner change2 eventsMajority owner change, 2 events, on 23 Jun 2026
- Show all 2filing17 Jun 2026Majority owner change2 eventsMajority owner change, 2 events, on 17 Jun 2026
- filing16 Jun 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-12-12
- After
- Code: E; Title: owner; Change: majority owner joined; Subject: EVOLVE WEALTH HOLDINGS, LLC; Filing id: pdf:333932:2026-06-16; Owner kind: de; Control person: yes
- Confidence
- 100%
- Show all 2filing5 Jun 2026Majority owner change2 eventsMajority owner change, 2 events, on 5 Jun 2026
- Show all 3filing2 Jun 2026Majority owner change3 eventsMajority owner change, 3 events, on 2 Jun 2026
- Show all 2filing26 May 2026Majority owner change2 eventsMajority owner change, 2 events, on 26 May 2026
- filing19 May 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-11-14
- After
- Code: D; Title: LIMITED PARTNER; Change: majority owner joined; Subject: ALMUFID HOLDING LLC; Filing id: pdf:330696:2026-05-19; Owner kind: fe; Control person: yes
- Confidence
- 100%
- Show all 5filing19 May 2026Majority owner change5 eventsMajority owner change, 5 events, on 19 May 2026
- Show all 2filing12 May 2026Majority owner change2 eventsMajority owner change, 2 events, on 12 May 2026
- Show all 2filing7 May 2026Majority owner change2 eventsMajority owner change, 2 events, on 7 May 2026
- filing7 May 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-03-15
- After
- Code: E; Title: owner; Change: majority owner joined; Subject: FIDUCIENT ADVISORS LLC; Filing id: pdf:107571:2026-05-07; Owner CRD: 106720; Owner kind: de; Control person: yes
- Confidence
- 100%
- filing30 Apr 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-03-25
- After
- Code: E; Title: member; Change: majority owner joined; Subject: PROSTATIS HOLDINGS LLC; Filing id: pdf:132662:2026-04-30; Owner kind: de; Control person: yes
- Confidence
- 100%
- filing30 Apr 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-07-12
- After
- Code: E; Title: member; Change: majority owner joined; Subject: GCG ADVISORY PARTNERS, LLC; Filing id: pdf:140795:2026-04-30; Owner kind: de; Control person: yes
- Confidence
- 100%
- filing29 Apr 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-09-04
- After
- Code: E; Title: member; Change: majority owner joined; Subject: AMERICANA PARTNERS HOLDINGS LLC; Filing id: pdf:301354:2026-04-29; Owner kind: de; Control person: yes
- Confidence
- 100%
- Show all 2filing28 Apr 2026Majority owner change2 eventsMajority owner change, 2 events, on 28 Apr 2026
- filing17 Apr 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-07-29
- After
- Code: E; Title: SOLE MEMBER; Change: majority owner joined; Subject: ANNEX HOLDCO II, LLC; Filing id: pdf:127987:2026-04-17; Owner kind: de; Control person: yes
- Confidence
- 100%
- filing15 Apr 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-10-29
- After
- Code: E; Title: LIMITED PARTNER; Change: majority owner joined; Subject: HARBOURVEST REGISTERED ADVISERS HOLDINGS L.P.; Filing id: pdf:332106:2026-04-15; Owner kind: de; Control person: yes
- Confidence
- 100%
- Show all 2filing15 Apr 2026Majority owner change2 eventsMajority owner change, 2 events, on 15 Apr 2026
- filing15 Apr 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-03-29
- After
- Code: E; Title: PARENT COMPANY; Change: majority owner joined; Subject: MERCER GLOBAL ADVISORS INC.; Filing id: pdf:129095:2026-04-15; Owner CRD: 147363; Owner kind: de; Control person: yes
- Confidence
- 100%
- filing8 Apr 2026Majority owner change2 eventsMajority owner change, 2 events, on 8 Apr 2026
- Trilantic Europe B Sarl appears as a 75% or more owner of 314686 (Schedule A) (2024-07-08 to 2026-04-08)
- filing2 Apr 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-12-13
- After
- Code: D; Title: DIRECT OWNER; Change: majority owner joined; Subject: KANE FAMILY TRUST; Filing id: pdf:115756:2026-04-02; 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: 2024-03-27
- After
- Code: D; Title: member; Change: majority owner joined; Subject: DAVID KIM 2018 IRREVOCABLE TRUST TRACEY LEE TTEE; Filing id: pdf:294006:2026-03-31; Owner kind: de; Control person: yes
- Confidence
- 100%
- filing31 Mar 2026Majority owner changeAurelius GP Partners LTD. appears as a 75% or more owner of 314916 (Schedule A) (2024-05-17 to 2026-03-31)
Evidence
- Before
- Source: extract; Filed at: 2024-05-17
- After
- Code: E; Title: SHAREHOLDER OF AURELIUS EUROPEAN OPPORUNITIES GP S.A.R.L.; Change: majority owner joined; Subject: AURELIUS GP PARTNERS LTD.; Filing id: pdf:314916:2026-03-31; Owner kind: fe; Control person: yes
- Confidence
- 100%
- filing31 Mar 2026Majority owner change2 eventsMajority owner change, 2 events, on 31 Mar 2026
- Ops Global Tax And Accounting Services, Inc appears as a 50-75% owner of 326059 (Schedule A) (2024-03-28 to 2026-03-31)
- filing31 Mar 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-12-06
- After
- Code: E; Title: member; Change: majority owner joined; Subject: BWP IRREVOCABLE TRUST; Filing id: pdf:332198:2026-03-31; Owner kind: de; Control person: yes
- Confidence
- 100%
- filing31 Mar 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-03-28
- After
- Code: E; Title: member; Change: majority owner joined; Subject: OLD RPI MANAGEMENT, LLC; Filing id: pdf:161569:2026-03-31; Owner kind: de; Control person: yes
- Confidence
- 100%
- filing31 Mar 2026Majority owner change2 eventsMajority owner change, 2 events, on 31 Mar 2026
- Aurelius GP Partners LTD. appears as a 75% or more owner of 329320 (Schedule A) (2024-05-17 to 2026-03-31)
- Show all 2filing31 Mar 2026Majority owner change2 eventsMajority owner change, 2 events, on 31 Mar 2026
- filing31 Mar 2026Majority owner changeAS Plural Estonia appears as a 75% or more owner of 322049 (Schedule A) (2024-12-19 to 2026-03-31)
Evidence
- Before
- Source: extract; Filed at: 2024-12-19
- After
- Code: E; Title: shareholder; Change: majority owner joined; Subject: AS PLURAL ESTONIA; Filing id: pdf:322049:2026-03-31; Owner kind: fe; 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 change2 eventsMajority owner change, 2 events, on 31 Mar 2026
- Kreos Capital Management Limited appears as a 75% or more owner of 163478 (Schedule A) (2024-03-28 to 2026-03-31)
- Show all 2filing31 Mar 2026Majority owner change2 eventsMajority owner change, 2 events, on 31 Mar 2026
- filing31 Mar 2026Majority owner changeGranite Genesis Partners LLC appears as a 75% or more owner of 330876 (Schedule A) (2024-08-06 to 2026-03-31)
Evidence
- Before
- Source: extract; Filed at: 2024-08-06
- After
- Code: E; Title: member; Change: majority owner joined; Subject: GRANITE GENESIS PARTNERS LLC; Filing id: pdf:330876:2026-03-31; Owner kind: fe; Control person: yes
- Confidence
- 100%
- filing31 Mar 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-11-15
- After
- Code: E; Title: SOLE MEMBER; Change: majority owner joined; Subject: SARDIS GROUP HOLDINGS, LLC; Filing id: pdf:333854:2026-03-31; Owner kind: de; Control person: yes
- Confidence
- 100%
- Show all 2filing31 Mar 2026Majority owner change2 eventsMajority owner change, 2 events, on 31 Mar 2026
- Show all 2filing30 Mar 2026Majority owner change2 eventsMajority owner change, 2 events, on 30 Mar 2026
- filing30 Mar 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-03-27
- After
- Code: D; Title: LIMITED PARTNER; Change: majority owner joined; Subject: ALLISON & ERIC SAMEK 2013 FAMILY TRUST; Filing id: pdf:316265:2026-03-30; Owner kind: de; Control person: yes
- Confidence
- 100%
- Show all 2filing30 Mar 2026Majority owner change2 eventsMajority owner change, 2 events, on 30 Mar 2026
- Show all 2filing30 Mar 2026Majority owner change2 eventsMajority owner change, 2 events, on 30 Mar 2026
- filing30 Mar 2026Majority owner change
Evidence
- Before
- Source: extract; Filed at: 2024-10-18
- After
- Code: E; Title: member; Change: majority owner joined; Subject: OLEG & HEATHER NODELMAN JOINT REVOCABLE TRUST; Filing id: pdf:167121:2026-03-30; Owner kind: de; Control person: yes
- Confidence
- 100%
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.