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.
Former SEC-registered adviser
Jrf Asset Advisors, LLC.
Latest filing Mar 17, 2023
First filing on the tape Mar 28, 2012 · 18 filings
RAUM
$187M
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
100%
$187M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$187M as of Mar 17, 2023
Mar 28, 2012$55.5M then
HNW client RAUM$98.4M as of Mar 17, 2023
Mar 28, 2018$70.2M then
State-registered IARs (5.B.3)2 as of Mar 17, 2023
Mar 28, 20120 then
Employees (5.A)2 as of Mar 17, 2023
Mar 26, 20131 then
Private funds: no history
RAUM -12% over the last fiscal year+6.9% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Mar 17, 2023; every figure names its basis
- RAUM per advisor
- $93.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 140derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.6MderivedHNW RAUM over HNW clients
- Average account
- $362,495derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -12%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.3%derived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 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
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$98.4M53%
- Individuals$88.3M47%
- Individual clients
- 253reported
- HNW clients
- 27reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 515reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- absent from the latest SEC rosterderived
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
- Jay H Freeberg to Onyx Bridge Wealth Group LLCNov 1, 2023 · RIA to RIA
Joined, latest
- Jay H Freeberg from Nathan & Lewis Securities, Inc.Jun 8, 2021 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- H Jay Freeberg · President/ Chief Compliance Officercontrolsince 01/1999 · owns less than 5%
Entity owners
- Janover, LLC · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Garden City, Ny · principal | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 497 to 515Mar 16, 2022 to Mar 17, 2023
- HNW clients · 22 to 27Mar 16, 2022 to Mar 17, 2023
- Individual clients · 244 to 253Mar 16, 2022 to Mar 17, 2023
- Pension plan clients · 6 to 0Mar 16, 2022 to Mar 17, 2023
- HNW RAUM · $103M to $98.4MMar 16, 2022 to Mar 17, 2023
- Individual RAUM · $108M to $88.3MMar 16, 2022 to Mar 17, 2023
- Non-discretionary RAUM · $212M to $187MMar 16, 2022 to Mar 17, 2023
- Pension RAUM · $909,788 to $0Mar 16, 2022 to Mar 17, 2023
- RAUM · $212M to $187MMar 16, 2022 to Mar 17, 2023
- Accounts · 458 to 497Jun 8, 2021 to Mar 16, 2022
- HNW clients · 24 to 22Jun 8, 2021 to Mar 16, 2022
- Individual clients · 215 to 244Jun 8, 2021 to Mar 16, 2022
- Pension plan clients · 5 to 6Jun 8, 2021 to Mar 16, 2022
- Financial planning clients · 101-250 to 251-500Jun 8, 2021 to Mar 16, 2022
- HNW RAUM · $92.0M to $103MJun 8, 2021 to Mar 16, 2022
- Individual RAUM · $87.7M to $108MJun 8, 2021 to Mar 16, 2022
- Non-discretionary RAUM · $181M to $212MJun 8, 2021 to Mar 16, 2022
- Pension RAUM · $1.4M to $909,788Jun 8, 2021 to Mar 16, 2022
- RAUM · $181M to $212MJun 8, 2021 to Mar 16, 2022
- Advisory employees · 1 to 2May 6, 2021 to Jun 8, 2021
- Employees · 1 to 2May 6, 2021 to Jun 8, 2021
- State-registered IARs · 1 to 2May 6, 2021 to Jun 8, 2021
- Accounts · 446 to 458Jun 9, 2020 to Mar 19, 2021
- HNW clients · 22 to 24Jun 9, 2020 to Mar 19, 2021
- Individual clients · 208 to 215Jun 9, 2020 to Mar 19, 2021
- Pension plan clients · 6 to 5Jun 9, 2020 to Mar 19, 2021
- HNW RAUM · $78.2M to $92.0MJun 9, 2020 to Mar 19, 2021
- Individual RAUM · $73.9M to $87.7MJun 9, 2020 to Mar 19, 2021
- Non-discretionary RAUM · $153M to $181MJun 9, 2020 to Mar 19, 2021
- Pension RAUM · $574,672 to $1.4MJun 9, 2020 to Mar 19, 2021
- RAUM · $153M to $181MJun 9, 2020 to Mar 19, 2021
- Advisory activities · 5 to 4Mar 27, 2020 to Jun 3, 2020
- Accounts · 229 to 446Mar 28, 2019 to Mar 27, 2020
- HNW clients · 23 to 22Mar 28, 2019 to Mar 27, 2020
- Individual clients · 200 to 208Mar 28, 2019 to Mar 27, 2020
- Discretionary RAUM · $2.0M to $0Mar 28, 2019 to Mar 27, 2020
- HNW RAUM · $64.3M to $78.2MMar 28, 2019 to Mar 27, 2020
- Individual RAUM · $56.8M to $73.9MMar 28, 2019 to Mar 27, 2020
- Non-discretionary RAUM · $119M to $153MMar 28, 2019 to Mar 27, 2020
- Pension RAUM · $364,328 to $574,672Mar 28, 2019 to Mar 27, 2020
Signals
1 dated events
- Jay H Freeberg left Jrf Asset Advisors, Llc. for Onyx Bridge Wealth Group Llc (registered 2023-03-15)Nov 1, 2023 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
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
- Former SEC-registered adviserderiveda 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