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
P•••••• C•••••• M••••••••• L••
Latest filing Jun 10, 2026
First filing on the tape Apr 2, 2012 · 19 filings
SEC status approved since Sep 27, 2002
RAUM
$1.3B
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
24
17 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
22
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$1.3B as of Jun 10, 2026
Apr 2, 2012$963M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 10, 2026
Apr 2, 20120 then
Employees (5.A)24 as of Jun 10, 2026
Mar 26, 201314 then
Private funds22 as of Jun 10, 2026
Apr 2, 201214 then
RAUM +10% over the last fiscal year+11% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 10, 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
- $50.0MderivedRAUM 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
- unknownderived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +10%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 pooled vehiclesreportedItem 5.G
- 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.3B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 26reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
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
32 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| P•••••• C•••• F••• I•• L••• | Private Equity Fund | $234M | 96 | Mar 29, 2021 |
| P•••••• C•••• C•••••••• F•••• L•• | Private Equity Fund | $190M | 113 | Mar 30, 2018 |
| P•••••• C•••• F••• I• •••••• I•••••••• L••• | Private Equity Fund | $101M | 23 | Mar 30, 2022 |
| P•••••• E••••••• C•••• F•••• S••••••• | Private Equity Fund | $77.6M | 7 | Mar 30, 2018 |
| P•••••• C•••• F••• •••••• I•••••••• L••• | Private Equity Fund | $72.6M | 13 | Mar 29, 2016 |
| P•••••• C•••• F••• I• •••••••• L••• | Private Equity Fund | $71.9M | 20 | Mar 29, 2021 |
| E• S••••• I••••••••• L•• | Private Equity Fund | $56.9M | 2 | Mar 30, 2022 |
| P•••••• I••• L• | Private Equity Fund | $48.8M | 11 | Apr 2, 2012 |
| P•••••• C•••• C•••••••• F••• I•• L•• | Private Equity Fund | $47.0M | 50 | Mar 29, 2021 |
| P•••••• C•••• F••• I• ••• L••• | Private Equity Fund | $46.5M | 39 | Mar 29, 2023 |
| P•••••• I•• •• C••••• L••• | Private Equity Fund | $41.3M | 5 | Apr 2, 2012 |
| P•••••• I•• •••••• I•••••••• L••• | Private Equity Fund | $28.3M | 5 | Apr 2, 2012 |
| P•••••• I•• •••• L••• | Private Equity Fund | $14.1M | 2 | Apr 2, 2012 |
| P•••••• I•• •••• L••• | Private Equity Fund | $14.1M | 6 | Apr 2, 2012 |
| P•••••• D•••••• B•••••• F••• •••••• I•••••••• L••• | Private Equity Fund | $12.4M | 10 | Mar 26, 2024 |
| P•••••• •••• L••• • S••••• B• | Private Equity Fund | $11.0M | 2 | Apr 2, 2012 |
| P•••••• C•••• F••• •••••• I••••••• E••••••••• L• | Private Equity Fund | $10.2M | 6 | Mar 28, 2019 |
| P•••••• C•••• F•••• L••• | Private Equity Fund | $8.7M | 5 | Mar 29, 2016 |
| P•••••• C•••••• P••••••• F•••• L•no longer reported | Private Equity Fund | $2.5M | 16 | Mar 26, 2013 |
| P•••••• D•••••• B•••••• F•••• L••• | Private Equity Fund | $2.4M | 7 | Mar 26, 2024 |
| P•••••• ••• L••• • S••••• A•no longer reported | Private Equity Fund | $1.6M | 2 | Apr 2, 2012 |
| P•••••• D•••••• B•••••• C•••••••• F•••• L•• | Private Equity Fund | $1.4M | 2 | Mar 26, 2024 |
| P•••••• I••••••••• L•• | Private Equity Fund | $1.3M | 8 | Mar 28, 2019 |
| P•••••• H••••••• S••••••• F•••• L•no longer reported | Private Equity Fund | $1.3M | 12 | Apr 2, 2012 |
| P•••••• S•••••••• C••••••••• F•••• L•••no longer reported | Private Equity Fund | $1.2M | 2 | Apr 2, 2012 |
| P•••••• G••••• A••••••••• E••••• F•••• L••• | Private Equity Fund | $582,046 | 3 | Apr 2, 2012 |
| P•••••• H••••••• S••••••• F••• •••• L•no longer reported | Private Equity Fund | $430,751 | 2 | Apr 2, 2012 |
| P•••••• H••••••• S••••••• F••• •• C••••• L•no longer reported | Private Equity Fund | $405,245 | 5 | Apr 2, 2012 |
| P•••••• H••••••• S••••••• F••• •••••• I•••••••• L•••no longer reported | Private Equity Fund | $71,639 | 5 | Apr 2, 2012 |
| P•••••• I•• •••••• I••••••• C••••••••• L•no longer reported | Private Equity Fund | $71,637 | 5 | Mar 31, 2017 |
| P•••••• I•• ••••••••• C••••••••• L•no longer reported | Private Equity Fund | $12,305 | 2 | Mar 31, 2017 |
| P•••••• I••••••••• C••••••••• F•••• L••• | Private Equity Fund | $5,876 | 2 | Apr 2, 2012 |
Owners and control persons
Schedule A and B, latest filing
- A••••••• E••••• · Chief Operating Officercontrolsince 12/2020 · owns less than 5%
- M••••••• M•••• A••••• · Chief Compliance Officercontrolsince 01/2005 · owns less than 5%
- S••••• C••••••••• E••••• · Chief Investment Officer/Managing Directorcontrolsince 12/2019 · owns less than 5%
- S••••• M••••••• R••••• · Managing Partner/Presidentcontrolsince 03/2001 · owns less than 5%
- S••••• M••••••• R••••• · Presidentcontrolsince 03/2001 · owns 75% or more of 2••• P••• A••• I••••••••• L••
Entity owners
- 2••• P••• A••• I••••••••• L•• · Managing Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- P•••••• C•••• C••••••••• L••pooled vehicle sponsorn
- P•••••• C•••• H••••••• •••••• I•••••••• L•••pooled vehicle sponsorn
- P•••••• C•••• H••••••• I•• L•••pooled vehicle sponsorn
- P•••••• C•••• H•••••••• L•••pooled vehicle sponsorn
- P•••••• D•••••• B•••••• H•••••••• L•••pooled vehicle sponsorn
- P•••••• E••••••• C•••• H•••••••• S•••••••pooled vehicle sponsorn
- P•••••• G••••• A••••••••• E••••• H•••••••• L•••pooled vehicle sponsorn
- P•••••• H••••••• I•• •••••• I•••••••• L•••pooled vehicle sponsorn
- P•••••• H••••••• I••• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom4 employees
- Luxembourg, Luxembourg1 employees
- New York, NY1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Advisory employees · 20 to 17Mar 28, 2025 to Mar 27, 2026
- Employees · 28 to 24Mar 28, 2025 to Mar 27, 2026
- Discretionary RAUM · $1.2B to $1.3BMar 28, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $1.2B to $1.3BMar 28, 2025 to Mar 27, 2026
- RAUM · $1.2B to $1.3BMar 28, 2025 to Mar 27, 2026
- Advisory employees · 18 to 20Mar 26, 2024 to Mar 28, 2025
- Employees · 26 to 28Mar 26, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 26, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.1B to $1.2BMar 26, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $1.1B to $1.2BMar 26, 2024 to Mar 28, 2025
- RAUM · $1.1B to $1.2BMar 26, 2024 to Mar 28, 2025
- Accounts · 23 to 26Mar 29, 2023 to Mar 26, 2024
- Pooled vehicle clients · 23 to 26Mar 29, 2023 to Mar 26, 2024
- Employees · 22 to 26Mar 29, 2023 to Mar 26, 2024
- Private funds · 20 to 22Mar 29, 2023 to Mar 26, 2024
- Discretionary RAUM · $940M to $1.1BMar 29, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $940M to $1.1BMar 29, 2023 to Mar 26, 2024
- RAUM · $940M to $1.1BMar 29, 2023 to Mar 26, 2024
- Accounts · 22 to 23Mar 30, 2022 to Mar 29, 2023
- Advisory employees · 17 to 18Mar 30, 2022 to Mar 29, 2023
- Pooled vehicle clients · 22 to 23Mar 30, 2022 to Mar 29, 2023
- Employees · 20 to 22Mar 30, 2022 to Mar 29, 2023
- Private funds · 19 to 20Mar 30, 2022 to Mar 29, 2023
- Discretionary RAUM · $1.1B to $940MMar 30, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $1.1B to $940MMar 30, 2022 to Mar 29, 2023
- RAUM · $1.1B to $940MMar 30, 2022 to Mar 29, 2023
- Accounts · 18 to 22Nov 3, 2021 to Mar 30, 2022
- Advisory employees · 18 to 17Nov 3, 2021 to Mar 30, 2022
- Pooled vehicle clients · 18 to 22Nov 3, 2021 to Mar 30, 2022
- Private funds · 17 to 19Nov 3, 2021 to Mar 30, 2022
- Discretionary RAUM · $815M to $1.1BNov 3, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $815M to $1.1BNov 3, 2021 to Mar 30, 2022
- RAUM · $815M to $1.1BNov 3, 2021 to Mar 30, 2022
- Accounts · 16 to 18Mar 30, 2020 to Mar 29, 2021
- Advisory employees · 17 to 18Mar 30, 2020 to Mar 29, 2021
- Pooled vehicle clients · 16 to 18Mar 30, 2020 to Mar 29, 2021
- Employees · 18 to 20Mar 30, 2020 to Mar 29, 2021
- Private funds · 14 to 17Mar 30, 2020 to Mar 29, 2021
- Discretionary RAUM · $989M to $815MMar 30, 2020 to Mar 29, 2021
- Pooled vehicle RAUM · $989M to $815MMar 30, 2020 to Mar 29, 2021
Signals
4 dated events
- P•••••• C•••••• M••••••••• L•• reported RAUM $1.1B, up 30% from $815.4M (2021-11-03 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Edward Albrigo (Chief Operating Officer) appeared on Schedule A of P•••••• C•••••• M••••••••• L••Mar 29, 2021 · Control person joined · fact
- P•••••• C•••••• M••••••••• L•• reported RAUM $989.5M, up 76% from $563.3M (2019-03-28 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Elliot Christopher Steed (Chief Investment Officer/Managing Director) appeared on Schedule A of P•••••• C•••••• M••••••••• L••Mar 30, 2020 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- P•••••• C•••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- P•••••• C•••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- H•••S://WWW.LINKEDIN.COM/COMPANY/P••••••-CAPITAL-GROUPreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 202-293-5590reportedpublic record, Form ADV, Jun 10, 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