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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
S••••• P•••••••• L•••
Latest filing Aug 20, 2026
First filing on the tape Mar 30, 2012 · 47 filings
SEC status approved since May 12, 2005
RAUM
$42B
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
218
118 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
87
reported on Schedule D
History
47 filings and snapshots on the tape
RAUM$42B as of Aug 20, 2026
Mar 30, 2012$9.0B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 20, 2026
Apr 1, 20130 then
Employees (5.A)218 as of Aug 20, 2026
Apr 1, 2013145 then
Private funds87 as of Aug 20, 2026
Mar 30, 201230 then
RAUM -3.7% over the last fiscal year+9.7% a year over threeIARs 0 to 0offices 4 to 3
Practice profile
derived from the filing of Aug 20, 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
- $483MderivedRAUM 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
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- -3.7%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 pooled vehiclesreportedItem 5.G
- Custody
- $42B, 87 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)
- 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)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$42B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 87reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $42B for 87 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true 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
93 reported on Schedule D 7.B.(1)
All funds of S••••• P•••••••• L•••
Owners and control persons
Schedule A and B, latest filing
- C••••• P••••• Y• · Chief Executive Officer And Limited Partnercontrolsince 08/1999 · owns 5% to 10%
- C••••••• S••••• C•••••• · Chief Operating Officer And Limited Partnercontrolsince 08/1999 · owns 5% to 10%
- H••••••••• A•••• H••• · Chief Financial Officer & Limited Partnercontrolsince 07/2018 · owns less than 5%
- W••••• E•••• H•••• · Chief Compliance Officercontrolsince 07/2019 · owns less than 5%
- B••••• D•••••• M•••••• · Board Membercontrolsince 02/2019 · owns F of S••••• M••••• C••••••• L••
- C••••••• J•••• R••••• · Board Membercontrolsince 08/2017 · owns F of S••••• M••••• C••••••• L••
- C••••• P••••• Y• · Board Membercontrolsince 11/2011 · owns F of S••••• M••••• C••••••• L••
- C••••••• S••••• C•••••• · Board Membercontrolsince 09/2015 · owns F of S••••• M••••• C••••••• L••
- F••••••• C••••• D•••• · Board Membercontrolsince 08/2017 · owns F of S••••• M••••• C••••••• L••
- J•••••••• T•••••• H••••••••• · Board Membercontrolsince 08/2017 · owns F of S••••• M••••• C••••••• L••
- M••••••• M•••••• J••••• · Board Membercontrolsince 02/2019 · owns F of S••••• M••••• C••••••• L••
- B••••• D•••••• M•••••• · Limited Partnersince 12/2021 · owns 5% to 10%
- C••••••• J•••• R••••• · Limited Partnersince 08/2017 · owns 5% to 10%
- D•••• C••••••••• J••• · Limited Partnersince 12/2022 · owns 5% to 10%
- F••••••• C••••• D•••• · Limited Partnersince 08/2017 · owns 5% to 10%
Entity owners
- S••••• M••••• C••••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- M••••••••• R••• P•••••• O••••••••• G•• L•••pooled vehicle sponsorn
- S••••• I•••••••• M••••••••• L••bankpooled vehicle sponsorn
- S••••• P••••••• C•••••••• A••••• G•• L••pooled vehicle sponsory
- S••••• P••••••• C•••••••• C• G•• L••pooled vehicle sponsory
- S••••• P••••••• C•••••••• D•••• G•• L••pooled vehicle sponsory
- S••••• P••••••• C•••••••• D•••• G•• L•••bankpooled vehicle sponsory
- S••••• P••••••• C•••••••• G•••••• G•• L••pooled vehicle sponsory
- S••••• P••••••• C•••••••• G•• L•••pooled vehicle sponsorn
- S••••• P••••••• C•••••••• G•••• G•• L••pooled vehicle sponsory
- S••••• P••••••• C•••••••• I••••• G•• L••pooled vehicle sponsory
- S••••• P••••••• C•••••••• K••• G•• L••pooled vehicle sponsory
- S••••• P••••••• C•••••••• L•••••• G•• L•••bankpooled vehicle sponsory
- S••••• P••••••• C•••••••• L•••• G•• L••pooled vehicle sponsory
- S••••• P••••••• C•••••••• O•••• G• S•••••••pooled vehicle sponsorn
- S••••• P••••••• C•••••••• R•••••• G•• L••pooled vehicle sponsory
- S••••• P••••••• C•••••••• S••• G•• L••pooled vehicle sponsory
- S••••• P••••••• C•••••••• T•••• G•• L••pooled vehicle sponsory
- S••••• P••••••• C••••• A•••••••• L•••investment adviseryRAUM $419M
- S••••• P••••••• E••••••••• A••••••• G• I•• L••bankpooled vehicle sponsorn
- S••••• P••••••• E••••••••• A••••••• G• I••• L••bankpooled vehicle sponsorn
- S••••• P••••••• E••••••••• A••••••• G•• L••bankpooled vehicle sponsorn
- S••••• P••••••• E••••• I•• S••••••bankpooled vehicle sponsorn
- S••••• P••••••• E••••• I••• S•••••••bankpooled vehicle sponsorn
- S••••• P••••••• E••••• I•• S•••••••bankpooled vehicle sponsorn
- S••••• P••••••• E•••••• L•••bankpooled vehicle sponsorn
- S••••• P••••••• G• I•••••• L•••bankpooled vehicle sponsory
- S••••• P••••••• G• I•• L•••bankpooled vehicle sponsory
- S••••• P••••••• G• V••• A••• L•••bankpooled vehicle sponsory
- S••••• P••••••• G• V•••• L•••bankpooled vehicle sponsory
- S••••• P••••••• G• X• L•••bankpooled vehicle sponsory
Advisers that list S••••• P•••••••• L••• as a related person
Offices
Schedule D 1.F, the 25 largest
- Menlo Park, CA32 employees
- London, United Kingdom23 employees
- New York, NY3 employees
- Strassen, Luxembourg
What changed
consecutive filings, newest first
- Discretionary RAUM · $44B to $42BJan 27, 2026 to Mar 27, 2026
- Pooled vehicle RAUM · $44B to $42BJan 27, 2026 to Mar 27, 2026
- RAUM · $44B to $42BJan 27, 2026 to Mar 27, 2026
- Accounts · 84 to 87Jan 27, 2026 to Mar 27, 2026
- Advisory employees · 113 to 118Jan 27, 2026 to Mar 27, 2026
- Pooled vehicle clients · 84 to 87Jan 27, 2026 to Mar 27, 2026
- Assets in custody · $44B to $42BJan 27, 2026 to Mar 27, 2026
- Employees · 211 to 218Jan 27, 2026 to Mar 27, 2026
- Other offices · 4 to 3Jan 27, 2026 to Mar 27, 2026
- Private funds · 84 to 87Jan 27, 2026 to Mar 27, 2026
- Accounts · 76 to 84Mar 4, 2025 to Apr 11, 2025
- Advisory employees · 112 to 113Mar 4, 2025 to Apr 11, 2025
- Pooled vehicle clients · 76 to 84Mar 4, 2025 to Apr 11, 2025
- Assets in custody · $35B to $44BMar 4, 2025 to Apr 11, 2025
- Employees · 205 to 211Mar 4, 2025 to Apr 11, 2025
- Financial planning clients · unset to Mar 4, 2025 to Apr 11, 2025
- Private funds · 76 to 84Mar 4, 2025 to Apr 11, 2025
- Discretionary RAUM · $35B to $44BMar 4, 2025 to Apr 11, 2025
- Pooled vehicle RAUM · $35B to $44BMar 4, 2025 to Apr 11, 2025
- RAUM · $35B to $44BMar 4, 2025 to Apr 11, 2025
- Accounts · 71 to 76Mar 28, 2023 to Mar 28, 2024
- Advisory employees · 114 to 112Mar 28, 2023 to Mar 28, 2024
- Pooled vehicle clients · 71 to 76Mar 28, 2023 to Mar 28, 2024
- Assets in custody · $32B to $35BMar 28, 2023 to Mar 28, 2024
- Employees · 179 to 205Mar 28, 2023 to Mar 28, 2024
- Other offices · 5 to 4Mar 28, 2023 to Mar 28, 2024
- Private funds · 71 to 76Mar 28, 2023 to Mar 28, 2024
- Discretionary RAUM · $32B to $35BMar 28, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $32B to $35BMar 28, 2023 to Mar 28, 2024
- RAUM · $32B to $35BMar 28, 2023 to Mar 28, 2024
- Accounts · 76 to 71Feb 7, 2023 to Mar 28, 2023
- Advisory employees · 107 to 114Feb 7, 2023 to Mar 28, 2023
- Pooled vehicle clients · 76 to 71Feb 7, 2023 to Mar 28, 2023
- Assets in custody · $35B to $32BFeb 7, 2023 to Mar 28, 2023
- Employees · 191 to 179Feb 7, 2023 to Mar 28, 2023
- Private funds · 76 to 71Feb 7, 2023 to Mar 28, 2023
- Discretionary RAUM · $35B to $32BFeb 7, 2023 to Mar 28, 2023
- Pooled vehicle RAUM · $35B to $32BFeb 7, 2023 to Mar 28, 2023
- RAUM · $35B to $32BFeb 7, 2023 to Mar 28, 2023
- Accounts · 61 to 76Oct 29, 2021 to Mar 30, 2022
Signals
9 dated events
- S••••• P•••••••• L••• reported RAUM $43.6B, up 26% from $34.7B (2025-03-04 to 2025-04-11)Apr 11, 2025 · RAUM change · derived
- Winters Robin Devereux (Chief Administrative Officer) no longer on Schedule A of S••••• P•••••••• L••• (listed 2023-02-07, absent 2023-03-28)Mar 28, 2023 · Control person left · inference
- S••••• P•••••••• L••• reported RAUM $35.2B, up 38% from $25.6B (2021-10-29 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- S••••• P•••••••• L••• reported RAUM $25.6B, up 54% from $16.6B (2021-01-26 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- Hugh Adam Hennessey (Chief Financial Officer) appeared on Schedule A of S••••• P•••••••• L•••Mar 24, 2020 · Control person joined · fact
- Helen Erin White (Chief Compliance Officer) appeared on Schedule A of S••••• P•••••••• L•••Jul 11, 2019 · Control person joined · fact
- S••••• P•••••••• L••• reported RAUM $17.2B, up 40% from $12.3B (2019-03-29 to 2019-07-11)Jul 11, 2019 · RAUM change · derived
- Joseph Martin Mannion (Board Member) appeared on Schedule A of S••••• P•••••••• L•••Mar 7, 2019 · Control person joined · fact
- Michael Darren Black (Board Member) appeared on Schedule A of S••••• P•••••••• L•••Mar 7, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- Summit Partners · Family Officesshared crd · office
- S••••• P•••••••• L••• · Independent Sponsorsshared crd · capital_provider
- S••••• P•••••••• L••• · Private Equityshared crd · organization
- S••••• P•••••••• L••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- S•••••PARTNERS.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 617-824-1000reportedpublic record, Form ADV, Aug 20, 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