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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM under $100M

SIGNATURE INTELLIGENT PORTFOLIOS, LLC

CRD 281391

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:35671c52-03b0-c807-9046-d7ad6f09baec

Data as of Mar 27, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 7
On other graphs: 0
Observed: Aug 25, 2015 to Mar 27, 2025
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $10.5MItem 5.F on the latest filing (2025-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $10.5M
Private client RAUM: $10.5MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 191
Individual clients: 147
High net worth clients: 14
Custody, client assets: $0
SEC number: 801-106603
CRD: 281391
Filings on the tape: 18
First filed: Aug 25, 2015
Latest filed: Mar 27, 2025
Organised: Limited Liability Company, DE
Website: signatureportfolios.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BERLINSKI, MILTON, RALPH	MANAGING MEMBER	F	yes	06/2021	Nov 8, 2022	Jun 17, 2024
HASSANEIN, AHMED	CHIEF FINANCIAL OFFICER	Na	yes	03/2023	Jun 17, 2024	Jun 17, 2024
HOLMES, BRIAN, DAVID	PRESIDENT/CEO	Na	yes	08/2015	Aug 25, 2015	Jun 17, 2024
REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III) GP, L.P.	GENERAL PARTNER	F	yes	06/2021	Nov 8, 2022	Jun 17, 2024
REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III) GP, LLC	GENERAL PARTNER	F	yes	06/2021	Nov 8, 2022	Jun 17, 2024
REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III), L.P.	LIMITED PARTNER	C	yes	10/2022	Nov 8, 2022	Jun 17, 2024
ROSEN, ERIC, ZACHARY	CHIEF COMPLIANCE OFFICER	Na	yes	12/2017	Jan 16, 2018	Jun 17, 2024
Seia	Member	E	yes	08/2015	Aug 25, 2015	Jun 17, 2024
SEIA, LLC	Shareholder	D	yes	10/2022	Nov 8, 2022	Jun 17, 2024
SIGNATURE FINANCIAL SERVICES GROUP	Shareholder	E	yes	10/2022	Nov 8, 2022	Jun 17, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	n/a	Bd affiliated wealth	$23B	Y	yes	n/a
SIGNATURE INVESTMENT ADVISORS, LLC	n/a	Independent wealth	$6.8B	N	yes	n/a
SIGNATURE COMPREHENSIVE INSURANCE SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a
SIGNATURE ESTATE & INSURANCE SERVICES LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 27, 2025	$10.5M	$10.5M	3	1	0	n/a	n/a
2023	Mar 26, 2024	$13.2M	$13.2M	4	1	0	n/a	n/a
2022	Mar 30, 2023	$11.8M	$11.8M	4	1	0	n/a	n/a
2021	Mar 29, 2022	$11.4M	$11.4M	4	1	0	n/a	n/a
2020	Mar 29, 2021	$9.8M	$9.8M	4	1	0	n/a	n/a
2019	Mar 30, 2020	$9.8M	$9.8M	4	1	0	n/a	n/a
2018	Mar 29, 2019	$5.6M	$5.6M	4	1	0	n/a	n/a
2017	Jan 16, 2018	$2.9M	$2.9M	4	1	0	n/a	n/a
2016	Mar 24, 2017	$755,674	$755,674	4	1	n/a	n/a	n/a
2015	Mar 21, 2016	$48,704	$48,704	4	1	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	2	-2	n/a	0	0	0	0	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$10.5M	$13.2M	-19.8%	$11.4M	-2.5%	3	4	0	0

Relationships

Affiliated with (4)

← SIGNATURE INVESTMENT ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← SEIARegistered adviserother investment adviser, control, common control
factForm ADV
→ SEIARegistered adviserother investment adviser, control, common control
factForm ADV
→ SIGNATURE INVESTMENT ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (4)

← BRIAN DAVID HOLMESAdvisorregistration: previous registration
Aug 28, 2015 to Dec 31, 2025factForm ADV
← ERIC ZACHARY ROSENAdvisorregistration: previous registration
Aug 9, 2018 to Dec 31, 2025factForm ADV
← DERON T MCCOYAdvisorregistration: previous registration
Oct 23, 2015 to Apr 17, 2024factForm ADV
← RACHEL LEE POSNERAdvisorregistration: previous registration
Aug 28, 2015 to Feb 23, 2018factForm ADV

Controls (8)

← SEIAOwnerMEMBER, ownership code E, domestic entity
Aug 25, 2015 to Jun 17, 2024factForm ADV
← HOLMES, BRIAN, DAVIDOwnerPRESIDENT/CEO, ownership code NA, individual
Aug 25, 2015 to Jun 17, 2024factForm ADV
← BERLINSKI, MILTON, RALPHOwnerMANAGING MEMBER, ownership code F, individual
Nov 8, 2022 to Jun 17, 2024factForm ADV
← HASSANEIN, AHMEDOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Jun 17, 2024 to Jun 17, 2024factForm ADV
← ROSEN, ERIC, ZACHARYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 16, 2018 to Jun 17, 2024factForm ADV
← REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III) GP, L.P.OwnerGENERAL PARTNER, ownership code F, domestic entity
Nov 8, 2022 to Jun 17, 2024factForm ADV
← REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III), L.P.OwnerLIMITED PARTNER, ownership code C, domestic entity
Nov 8, 2022 to Jun 17, 2024factForm ADV
← SIGNATURE FINANCIAL SERVICES GROUPOwnerSHAREHOLDER, ownership code E, domestic entity
Nov 8, 2022 to Jun 17, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2025
Advisor changed firm
Eric Zachary Rosen left Signature Intelligent Portfolios, Llc for Seia (registered 2026-01-08)
Form ADVobserved 6 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Brian David Holmes left Signature Intelligent Portfolios, Llc for Signature Investment Advisors, Llc (registered 2026-01-02)
Form ADVobserved 6 days ago
Occurred
Jun 17, 2024
Control person joined
Ahmed Hassanein (Chief Financial Officer) appeared on Schedule A of Signature Intelligent Portfolios, Llc
Form ADVobserved 6 days ago
Occurred
Apr 17, 2024
Advisor changed firm
Deron T Mccoy left Signature Intelligent Portfolios, Llc for Axxcess Wealth Management, Llc (registered 2025-03-10)
Form ADVobserved 6 days ago
Occurred
Nov 8, 2022
Control person joined
Ralph Milton Berlinski (Managing Member) appeared on Schedule A of Signature Intelligent Portfolios, Llc
Form ADVobserved 6 days ago
Occurred
Aug 25, 2015
First Form ADV filing
Signature Intelligent Portfolios, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Show 1 bookkeeping events

Occurred
Apr 1, 2026
Signature Intelligent Portfolios, Llc no longer on the SEC adviser roster (last listed 2026-03-02, RAUM $10.5M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:35671c52-03b0-c807-9046-d7ad6f09baec
First observed: Aug 25, 2015
Last observed: Mar 27, 2025 18 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SIGNATURE INTELLIGENT PORTFOLIOS, LLC

CRD 281391

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:35671c52-03b0-c807-9046-d7ad6f09baec

Data as of Mar 27, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:45 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BERLINSKI, MILTON, RALPH

MANAGING MEMBER

yes

06/2021

Nov 8, 2022

Jun 17, 2024

HASSANEIN, AHMED

CHIEF FINANCIAL OFFICER

yes

03/2023

Jun 17, 2024

HOLMES, BRIAN, DAVID

PRESIDENT/CEO

yes

08/2015

Aug 25, 2015

Jun 17, 2024

REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III) GP, L.P.

GENERAL PARTNER

yes

06/2021

Nov 8, 2022

Jun 17, 2024

REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III) GP, LLC

GENERAL PARTNER

yes

06/2021

Nov 8, 2022

Jun 17, 2024

REVERENCE CAPITAL PARTNERS OPPORTUNITIES FUND V (PE FUND III), L.P.

LIMITED PARTNER

yes

10/2022

Nov 8, 2022

Jun 17, 2024

ROSEN, ERIC, ZACHARY

CHIEF COMPLIANCE OFFICER

yes

12/2017

Jan 16, 2018

Jun 17, 2024

Seia

Member

yes

08/2015

Aug 25, 2015

Jun 17, 2024

SEIA, LLC

Shareholder

yes

10/2022

Nov 8, 2022

Jun 17, 2024

SIGNATURE FINANCIAL SERVICES GROUP

Shareholder

yes

10/2022

Nov 8, 2022

Jun 17, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

n/a

Bd affiliated wealth

$23B

yes

n/a

SIGNATURE INVESTMENT ADVISORS, LLC

n/a

Independent wealth

$6.8B

yes

n/a

SIGNATURE COMPREHENSIVE INSURANCE SERVICES, LLC

n/a

yes

n/a

SIGNATURE ESTATE & INSURANCE SERVICES LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 27, 2025

$10.5M

n/a

2023

Mar 26, 2024

$13.2M

n/a

2022

Mar 30, 2023

$11.8M

n/a

2021

Mar 29, 2022

$11.4M

n/a

2020

Mar 29, 2021

$9.8M

n/a

2019

Mar 30, 2020

$9.8M

n/a

2018

Mar 29, 2019

$5.6M

n/a

2017

Jan 16, 2018

$2.9M

n/a

2016

Mar 24, 2017

$755,674

n/a

2015

Mar 21, 2016

$48,704

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$10.5M

$13.2M

-19.8%

$11.4M

-2.5%