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

Double Eagle Partners

Former SEC-registered adviserNewport Beach, CaliforniaCRD 128563SEC 801-62437IAPD
Legal name Double Eagle Partners, LLC
Latest filing Mar 28, 2019
First filing on the tape Mar 27, 2012 · 10 filings
RAUM
$30.3M
reported, Item 5.F
Discretionary
84%
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
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
$25.4M gross assets
History
10 filings and snapshots on the tape
RAUM$30.3M as of Mar 28, 2019
Mar 27, 2012$27.3M then
HNW client RAUM: no history
State-registered IARs (5.B.3)3 as of Mar 28, 2019
Jan 30, 20133 then
Employees (5.A)3 as of Mar 28, 2019
Jan 30, 20133 then
Private funds1 as of Mar 28, 2019
Mar 27, 20121 then
RAUM -10% over the last fiscal year+4.3% a year over threeIARs 4 to 3
Practice profile
derived from the filing of Mar 28, 2019; every figure names its basis
RAUM per advisor
$10.1MderivedRAUM 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
$10.1MderivedRAUM over accounts (5.F.2.f)
Discretionary
84%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
3.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
-10%derivedbetween the last two annual amendments
Advisor growth, one year
-25%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-based, otherreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for pooled vehicles, otherreportedItem 5.G
Custody
$25.4M, 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)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$27.8M92%
  • Corporations and businesses$2.5M8.2%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
3reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
$25.4M for 1 clientsreported
Compensation
% of AUM, performancereported
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
Joined, latest
none on the tape
    Every departureEvery arrival
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Paul Gregory Pellizzon · Managing Membercontrol
      since 08/2003 · owns 25% to 50%
    • Joseph Peter Pellizzon · Member; Chief Compliance Officercontrol
      since 08/2003 · owns 25% to 50%
    • Burr Robert Wolford · Membercontrol
      since 08/2003 · owns 25% to 50%
    Related persons
    Schedule D 7.A
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Advisory employees · 4 to 3
      Mar 30, 2018 to Mar 28, 2019
    • Assets in custody · $26.6M to $25.4M
      Mar 30, 2018 to Mar 28, 2019
    • Employees · 4 to 3
      Mar 30, 2018 to Mar 28, 2019
    • Insurance-licensed employees · 4 to 3
      Mar 30, 2018 to Mar 28, 2019
    • State-registered IARs · 4 to 3
      Mar 30, 2018 to Mar 28, 2019
    • Discretionary RAUM · $26.6M to $25.4M
      Mar 30, 2018 to Mar 28, 2019
    • Non-discretionary RAUM · $7.2M to $4.9M
      Mar 30, 2018 to Mar 28, 2019
    • Pooled vehicle RAUM · $30.1M to $27.8M
      Mar 30, 2018 to Mar 28, 2019
    • RAUM · $33.8M to $30.3M
      Mar 30, 2018 to Mar 28, 2019
    • Accounts · 1 to 3
      May 1, 2017 to Mar 30, 2018
    • Advisory activities · 2 to 3
      May 1, 2017 to Mar 30, 2018
    • BD registered reps · 4 to 0
      May 1, 2017 to Mar 30, 2018
    • Pooled vehicle clients · unset to 2.0
      May 1, 2017 to Mar 30, 2018
    • Assets in custody · $28.3M to $26.6M
      May 1, 2017 to Mar 30, 2018
    • Insurance-licensed employees · 0 to 4
      May 1, 2017 to Mar 30, 2018
    • Other offices · unset to 0.0
      May 1, 2017 to Mar 30, 2018
    • Discretionary RAUM · $28.3M to $26.6M
      May 1, 2017 to Mar 30, 2018
    • Non-discretionary RAUM · $0 to $7.2M
      May 1, 2017 to Mar 30, 2018
    • Pooled vehicle RAUM · unset to 30147843.0
      May 1, 2017 to Mar 30, 2018
    • RAUM · $28.3M to $33.8M
      May 1, 2017 to Mar 30, 2018
    • Related broker-dealer · true to false
      May 1, 2017 to Mar 30, 2018
    • Assets in custody · $26.7M to $28.3M
      Apr 1, 2016 to May 1, 2017
    • Discretionary RAUM · $26.7M to $28.3M
      Apr 1, 2016 to May 1, 2017
    • RAUM · $26.7M to $28.3M
      Apr 1, 2016 to May 1, 2017
    • Assets in custody · $27.5M to $26.7M
      Jun 16, 2015 to Apr 1, 2016
    • Discretionary RAUM · $26.3M to $26.7M
      Jun 16, 2015 to Apr 1, 2016
    • RAUM · $26.3M to $26.7M
      Jun 16, 2015 to Apr 1, 2016
    • Discretionary RAUM · $27.5M to $26.3M
      May 7, 2014 to Feb 11, 2015
    • RAUM · $27.5M to $26.3M
      May 7, 2014 to Feb 11, 2015
    • Assets in custody · unset to 27503015.0
      Mar 20, 2014 to May 7, 2014
    • Custody of client assets · false to true
      Mar 20, 2014 to May 7, 2014
    • Discretionary RAUM · $27.1M to $27.5M
      Mar 20, 2014 to May 7, 2014
    • RAUM · $27.1M to $27.5M
      Mar 20, 2014 to May 7, 2014
    • Advisory employees · 3 to 4
      Jan 30, 2013 to Mar 20, 2014
    • BD registered reps · 3 to 4
      Jan 30, 2013 to Mar 20, 2014
    • Assets in custody · 26845788.0 to unset
      Jan 30, 2013 to Mar 20, 2014
    • Custody of client assets · true to false
      Jan 30, 2013 to Mar 20, 2014
    • Employees · 3 to 4
      Jan 30, 2013 to Mar 20, 2014
    • State-registered IARs · 3 to 4
      Jan 30, 2013 to Mar 20, 2014
    • Discretionary RAUM · $26.8M to $27.1M
      Jan 30, 2013 to Mar 20, 2014
    Signals
    No event on the tape.
    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