DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
N• P••••••• L••
Latest filing Jun 26, 2026
First filing on the tape Mar 29, 2012 · 27 filings
SEC status approved since Jan 24, 1986
RAUM
$5.9B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
21
17 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$5.9B as of Jun 26, 2026
Mar 29, 2012$1.4B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 26, 2026
Mar 29, 20120 then
Employees (5.A)21 as of Jun 26, 2026
Mar 5, 201311 then
Private funds1 as of Jun 26, 2026
Mar 29, 20161 then
RAUM +5.7% over the last fiscal year+7.2% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 26, 2026; every figure names its basis
- 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
- $73.3MderivedRAUM 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 offices incl. principal (1.F.5)
- RAUM growth, one year
- +5.7%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 businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, otherreportedItem 5.G
- Custody
- $420M, 1 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Other investment advisers$5.1B87%
- Pooled investment vehicles$420M7.2%
- Corporations and businesses$228M3.9%
- Investment companies$136M2.3%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 80reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $420M for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.96 institutional_share=0.0 related_bd=false related_bank=true bd_reps=5.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| N• P••••••• E••••••• M•••••• E••••• F•••• A• S••••• O• N• P••••••• T•••• | Other Private Fund | $699M | 53 | Mar 29, 2016 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• I••• J•••• · Directorcontrolsince 04/2002 · owns less than 5%
- B•••• T••••••• J••• · Directorcontrolsince 04/2002 · owns less than 5%
- K•••• A•••• E•••••••• · Chief Compliance Officercontrolsince 01/2001 · owns less than 5%
- S•••••••• J•••• W••••• · Directorcontrolsince 07/2011 · owns less than 5%
- W••••• M••••••• J••• · Directorcontrolsince 10/2016 · owns less than 5%
- H••••••••• E•••• R•••• · Sn. Vice President, Co-Headsince 09/2013 · owns less than 5%
- M•••••• T••••••• M•••••• · Vice Presidentsince 08/2018 · owns less than 5%
- R•••••••• S••••••• E••••• · Vice Presidentsince 07/2017 · owns less than 5%
- R•••••••• J•••• W•••• · Sn. Vice President, Co-Headsince 03/2022 · owns less than 5%
- S••••••••• G•••• J• · Vice Presidentsince 09/2013 · owns less than 5%
Entity owners
- C•••••• C•••• • L••• F•••••••• G•••• I••••••••• P••••••••• · Partnerindirect · owns 75% or more of C•••••• C•••• • L••• F•••••••• G•••• L•
- C•••••• C•••• • L••• F•••••••• G•••• L• · Shareholderindirect · owns 75% or more of C•••••, C•••• & L••• Uk Holdings L••••••
- C•••••• C•••• • L••• F•••••••• G•••• L••• · Partnerindirect · owns 75% or more of C•••••• C•••• • L••• F•••••••• G•••• I••••••••• P•••••••••
- C•••••• C•••• • L••• U• H••••••• L•• · Shareholderindirect · owns 75% or more of C•••••, C•••• & L••• Uk Ltd
- C•••••• C•••• • L••• U• L•••••• · Partnerindirect · owns 50% to 75% of N• P••••••• U• L••
- N• P••••••• U• L•• · Shareholderindirect · owns 75% or more of W••••••••• Management Ltd.
- W••••••••• M••••••••• L•••••• · Shareholderdirect · owns 75% or more
Related persons
Schedule D 7.A
- C••••• C•••• • L••• I••••••••• M••••••••• L••investment adviserbanknRAUM $86B
- C•••••• C•••• • L••• ••••••• L•••investment advisern
- C•••••• C•••• • L••• F•••• I•••pooled vehicle sponsorn
- C•••••• C•••• • L••• P•••••• C•••••• L•••investment adviserpooled vehicle sponsorn
- F••••••• C•••••• L•investment advisernRAUM $513M
- G••••• A•••• C•••••• M••••••••• L•••investment advisernRAUM $6.3B
- P•• I••••••••• C•••••• L•••investment advisernRAUM $924M
- S•••••• R•••••• • A••••••••• I••••••••• M••••••••• L•••investment advisern
- V•••••• A•••• M•••••••••investment adviserbanknRAUM $1.2B
Advisers that list N• P••••••• L•• as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 81 to 80Jul 14, 2025 to Mar 31, 2026
- Assets in custody · $534M to $420MJul 14, 2025 to Mar 31, 2026
- Employees · 22 to 21Jul 14, 2025 to Mar 31, 2026
- Discretionary RAUM · $5.5B to $5.9BJul 14, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $534M to $420MJul 14, 2025 to Mar 31, 2026
- RAUM · $5.5B to $5.9BJul 14, 2025 to Mar 31, 2026
- Wrap assets (manager) · 0.0 to unsetJul 14, 2025 to Mar 31, 2026
- Wrap assets (sponsor) · 0.0 to unsetJul 14, 2025 to Mar 31, 2026
- Financial planning clients · 0 to 0Apr 9, 2025 to Jul 14, 2025
- Accounts · 83 to 81Mar 28, 2024 to Apr 9, 2025
- Charity clients · 1.0 to unsetMar 28, 2024 to Apr 9, 2025
- Corporate clients · 11 to 9Mar 28, 2024 to Apr 9, 2025
- Assets in custody · $699M to $534MMar 28, 2024 to Apr 9, 2025
- HQ state · unset to Mar 28, 2024 to Apr 9, 2025
- Discretionary RAUM · $5.4B to $5.5BMar 28, 2024 to Apr 9, 2025
- Pooled vehicle RAUM · $699M to $534MMar 28, 2024 to Apr 9, 2025
- RAUM · $5.4B to $5.5BMar 28, 2024 to Apr 9, 2025
- Accounts · 86 to 83Mar 30, 2023 to Mar 28, 2024
- Corporate clients · 12 to 11Mar 30, 2023 to Mar 28, 2024
- Assets in custody · $463M to $699MMar 30, 2023 to Mar 28, 2024
- Employees · 21 to 22Mar 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $4.8B to $5.4BMar 30, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $463M to $699MMar 30, 2023 to Mar 28, 2024
- RAUM · $4.8B to $5.4BMar 30, 2023 to Mar 28, 2024
- Accounts · 52 to 86Jul 4, 2022 to Mar 30, 2023
- Charity clients · 3 to 1Jul 4, 2022 to Mar 30, 2023
- Corporate clients · 10 to 12Jul 4, 2022 to Mar 30, 2023
- Assets in custody · $536M to $463MJul 4, 2022 to Mar 30, 2023
- Discretionary RAUM · $5.4B to $4.8BJul 4, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $536M to $463MJul 4, 2022 to Mar 30, 2023
- RAUM · $5.4B to $4.8BJul 4, 2022 to Mar 30, 2023
- Wrap assets (manager) · unset to 0.0Jul 4, 2022 to Mar 30, 2023
- Wrap assets (sponsor) · unset to 0.0Jul 4, 2022 to Mar 30, 2023
- Accounts · 44 to 52Mar 31, 2021 to Mar 31, 2022
- Advisory employees · 16 to 17Mar 31, 2021 to Mar 31, 2022
- BD registered reps · 4 to 5Mar 31, 2021 to Mar 31, 2022
- Charity clients · 2 to 3Mar 31, 2021 to Mar 31, 2022
- Corporate clients · 2 to 10Mar 31, 2021 to Mar 31, 2022
- Assets in custody · $109M to $536MMar 31, 2021 to Mar 31, 2022
- Employees · 18 to 21Mar 31, 2021 to Mar 31, 2022
Signals
6 dated events
- Walter M•••••• Freund (Director) no longer on Schedule A of N• P••••••• L•• (listed 2023-03-30, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- N• P••••••• L•• reported RAUM $5.4B, up 51% from $3.6B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- N• P••••••• L•• reported RAUM $3.6B, up 41% from $2.5B (2020-03-11 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- N• P••••••• L•• reported RAUM $2.5B, up 37% from $1.9B (2019-03-29 to 2020-03-11)Mar 11, 2020 · RAUM change · derived
- David Patrick Robitaille (Director) no longer on Schedule A of N• P••••••• L•• (listed 2019-03-29, absent 2020-03-11)Mar 11, 2020 · Control person left · inference
- N• P••••••• L•• reported RAUM $1.9B, up 29% from $1.5B (2017-09-27 to 2018-03-21)Mar 21, 2018 · RAUM change · derived
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
- Firm profile
- linkedin.com/company/nspartnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- n•••••••••.c•••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- +44-203-535-8100reportedpublic record, Form ADV, Jun 26, 2026
Provenance
- 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
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026