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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

FUSION ANALYTICS INVESTMENT PARTNERS LLC

CRD 139321

CORAL SPRINGS, FL

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:bd82cf07-cc0a-aadb-78b4-eebbc27f58f3

Data as of Jul 2, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 2
On other graphs: 0
Observed: Mar 16, 2012 to Jul 2, 2021
25 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: $50.0MItem 5.F on the latest filing (2021-07-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $40.0M
Private client RAUM: $50.0MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9
Advisory employees: 9
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 500
High net worth clients: 500
SEC number: 801-71058
CRD: 139321
Filings on the tape: 25
First filed: Mar 16, 2012
Latest filed: Jul 2, 2021
Organised: Limited Liability Company, Delaware

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
Conte, Joseph, Peter	Cco	Na	yes	09/2019	Sep 23, 2019	Jul 2, 2021
CONTE, MICHAEL, JAMES	Principal	D	yes	01/2006	Mar 16, 2012	Jul 2, 2021
LANE, KEVIN, PATRICK	Partner	D	yes	03/2006	Mar 16, 2012	Jul 2, 2021

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
FUSION ANALYTICS SECURITIES LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
CORAL SPRINGS	FL	United States	10	no
Dallas	TX	United States	2	no

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
2018	Apr 2, 2019	$50.0M	$40.0M	8	8	2	n/a	n/a
2017	Mar 30, 2018	$85.0M	$80.0M	9	8	2	n/a	n/a
2016	Jun 15, 2017	$198M	$178M	18	12	n/a	n/a	n/a
2015	Apr 29, 2016	$207M	$195M	18	12	n/a	n/a	n/a
2014	Mar 26, 2015	$280M	$267M	18	12	n/a	n/a	n/a
2013	Jun 9, 2014	$259M	$233M	18	12	n/a	n/a	n/a
2012	Mar 14, 2013	$364M	$327M	18	12	n/a	n/a	n/a
2011	Mar 16, 2012	$274M	$257M	n/a	n/a	n/a	n/a	n/a

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
2018	$50.0M	$85.0M	-41.2%	$207M	-37.7%	9	9	2	2

Relationships

Controls (3)

← LANE, KEVIN, PATRICKOwnerPARTNER, ownership code D, individual
Mar 16, 2012 to presentfactForm ADV
← CONTE, MICHAEL, JAMESOwnerPRINCIPAL, ownership code D, individual
Mar 16, 2012 to presentfactForm ADV
← Conte, Joseph, PeterOwnerCCO, ownership code NA, individual
Sep 23, 2019 to presentfactForm ADV

Registered with (11)

← DONALD HENRY BURGESSAdvisorregistration: previous registration
Jun 23, 2021 to Aug 10, 2021factForm ADV
← SCOTT DOUGLAS BURGESSAdvisorregistration: previous registration
May 22, 2018 to Dec 31, 2020factForm ADV
← Eric Carl WillerAdvisorregistration: previous registration
Aug 23, 2017 to Dec 31, 2019factForm ADV
← Jennifer DorfmanAdvisorregistration: previous registration
May 17, 2012 to Apr 16, 2019factForm ADV
← MICHAEL JOSEPH DELLAPORTAAdvisorregistration: previous registration
Aug 14, 2017 to Aug 13, 2018factForm ADV
← PETER ERIC WEITZAdvisorregistration: previous registration
Dec 16, 2010 to Oct 24, 2017factForm ADV
← CLAUDIA JANE STERNAdvisorregistration: previous registration
May 2, 2016 to Sep 26, 2017factForm ADV
← Jeffrey Ryan BurkeAdvisorregistration: previous registration
May 20, 2015 to Dec 31, 2016factForm ADV
← JOSHUA MORGAN BROWNAdvisorregistration: previous registration
Aug 12, 2010 to Sep 26, 2013factForm ADV
← MICHAEL HENRY BATNICKAdvisorregistration: previous registration
May 2, 2013 to Sep 26, 2013factForm ADV
← MATTHEW BRIAN ZAMOREAdvisorregistration: previous registration
Aug 12, 2010 to Jan 6, 2011factForm ADV

Dated events

Occurred
Sep 23, 2019
Control person joined
Peter Joseph Conte (Cco) appeared on Schedule A of Fusion Analytics Investment Partners Llc
Form ADVobserved 4 days ago
Occurred
Mar 30, 2018
Regulatory AUM changed
Fusion Analytics Investment Partners Llc reported RAUM $85.0M, down 57% from $197.5M (2018-02-01 to 2018-03-30)
Form ADVobserved 4 days ago
$-113M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bd82cf07-cc0a-aadb-78b4-eebbc27f58f3
First observed: Mar 16, 2012
Last observed: Jul 2, 2021 63 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.

FUSION ANALYTICS INVESTMENT PARTNERS LLC

CRD 139321

CORAL SPRINGS, FL

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:bd82cf07-cc0a-aadb-78b4-eebbc27f58f3

Data as of Jul 2, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:23 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Conte, Joseph, Peter

Cco

yes

09/2019

Sep 23, 2019

Jul 2, 2021

CONTE, MICHAEL, JAMES

Principal

yes

01/2006

Mar 16, 2012

Jul 2, 2021

LANE, KEVIN, PATRICK

Partner

yes

03/2006

Mar 16, 2012

Jul 2, 2021

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FUSION ANALYTICS SECURITIES LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

CORAL SPRINGS

United States

Dallas

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2018

Apr 2, 2019

$50.0M

$40.0M

n/a

2017

Mar 30, 2018

$85.0M

$80.0M

n/a

2016

Jun 15, 2017

$198M

$178M

n/a

2015

Apr 29, 2016

$207M

$195M

n/a

2014

Mar 26, 2015

$280M

$267M

n/a

2013

Jun 9, 2014

$259M

$233M

n/a

2012

Mar 14, 2013

$364M

$327M

n/a

2011

Mar 16, 2012

$274M

$257M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2018

$50.0M

$85.0M

-41.2%

$207M

-37.7%