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
I••••••••• F•••••••• P••••••• L••
Latest filing Jul 2, 2026
First filing on the tape Jan 3, 2012 · 46 filings
SEC status approved since May 15, 2009
RAUM
$24B
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
34
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
46 filings and snapshots on the tape
RAUM$24B as of Jul 2, 2026
Mar 27, 2012$7.2B then
HNW client RAUM$0 as of Jul 2, 2026
Mar 23, 2018$0 then
State-registered IARs (5.B.3)0 as of Jul 2, 2026
Mar 25, 20130 then
Employees (5.A)34 as of Jul 2, 2026
Mar 25, 201319 then
Private funds2 as of Jul 2, 2026
Mar 27, 20121 then
RAUM +44% over the last fiscal year+18% a year over threeIARs 0 to 0offices 1 to 0
Practice profile
derived from the filing of Jul 2, 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
- $681MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 22%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
- +35%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 assetsreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 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)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$16B68%
- State and municipal entities$2.7B11%
- Investment companies$1.5B6.4%
- Pension and profit-sharing plans$1.3B5.4%
- Charitable organizations$1.0B4.4%
- Corporations and businesses$677M2.8%
- Insurance companies$287M1.2%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- n/areported
- Charitable clients
- 5reported
- Accounts
- 35reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.75 institutional_share=0.22 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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| I••••••••• F•••••••• P••••••• G••••• E•••••• L••• | Other Private Fund | $3.1B | 125 | Jan 3, 2012 |
| I••••••••• F•••••••• P••••••• G••••• E••••• I•• L••• | Other Private Fund | $851M | 57 | Jun 17, 2019 |
Owners and control persons
Schedule A and B, latest filing
- A••••••• M••••••• D••••• A••••• · Partnercontrolsince 03/2009 · owns less than 5%
- C••••••••• R••••••• F•••••• · Partnercontrolsince 02/2019 · owns 10% to 25%
- G••••• S••••••• P••••• · Partner, Chief Compliance Officer & Chief Operating Officercontrolsince 12/2017 · owns 10% to 25%
- L••••• K••••• R••• · Partnercontrolsince 04/2017 · owns 10% to 25%
- V•••••• J•••••• I•• · Managing Partnercontrolsince 01/2023 · owns 25% to 50%
- V•••••• J•••••• I•• · Ownercontrolsince 02/2011 · owns 75% or more of S••••••••• L••••••
Entity owners
- S••••••••• L•••••• · Owner/Partnerdirect · owns 5% to 10%
Related persons
Schedule D 7.A
- I••••••••• F•••••••• P••••••• G•• L••investment adviserpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Advisory employees · 13 to 12Jun 26, 2026 to Jul 2, 2026
- Employees · 35 to 34Jun 26, 2026 to Jul 2, 2026
- Accounts · 31 to 35Apr 2, 2026 to Jun 26, 2026
- Advisory employees · 12 to 13Apr 2, 2026 to Jun 26, 2026
- Charity clients · unset to 5.0Apr 2, 2026 to Jun 26, 2026
- Corporate clients · unset to 5.0Apr 2, 2026 to Jun 26, 2026
- Pension plan clients · 5.0 to unsetApr 2, 2026 to Jun 26, 2026
- Pooled vehicle clients · 11 to 12Apr 2, 2026 to Jun 26, 2026
- Employees · 31 to 35Apr 2, 2026 to Jun 26, 2026
- Other offices · 1 to 0Apr 2, 2026 to Jun 26, 2026
- Discretionary RAUM · $22B to $24BApr 2, 2026 to Jun 26, 2026
- Pension RAUM · $1.7B to $1.3BApr 2, 2026 to Jun 26, 2026
- Pooled vehicle RAUM · $15B to $16BApr 2, 2026 to Jun 26, 2026
- RAUM · $22B to $24BApr 2, 2026 to Jun 26, 2026
- Accounts · 24 to 31Nov 25, 2024 to Jun 25, 2025
- Advisory employees · 11 to 12Nov 25, 2024 to Jun 25, 2025
- Financial planning clients · unset to Nov 25, 2024 to Jun 25, 2025
- HQ state · unset to Nov 25, 2024 to Jun 25, 2025
- Discretionary RAUM · $17B to $22BNov 25, 2024 to Jun 25, 2025
- Pension RAUM · $2.3B to $1.7BNov 25, 2024 to Jun 25, 2025
- Pooled vehicle RAUM · $11B to $15BNov 25, 2024 to Jun 25, 2025
- RAUM · $17B to $22BNov 25, 2024 to Jun 25, 2025
- Accounts · 28 to 24Mar 28, 2024 to Jun 14, 2024
- Advisory employees · 12 to 11Mar 28, 2024 to Jun 14, 2024
- Pension plan clients · 8 to 5Mar 28, 2024 to Jun 14, 2024
- Pooled vehicle clients · 12 to 11Mar 28, 2024 to Jun 14, 2024
- Employees · 29 to 31Mar 28, 2024 to Jun 14, 2024
- Discretionary RAUM · $15B to $17BMar 28, 2024 to Jun 14, 2024
- Pension RAUM · $2.1B to $2.3BMar 28, 2024 to Jun 14, 2024
- Pooled vehicle RAUM · $8.5B to $11BMar 28, 2024 to Jun 14, 2024
- RAUM · $15B to $17BMar 28, 2024 to Jun 14, 2024
- Accounts · 29 to 28Jan 4, 2023 to Mar 24, 2023
- Advisory employees · 13 to 12Jan 4, 2023 to Mar 24, 2023
- Pension plan clients · 10 to 8Jan 4, 2023 to Mar 24, 2023
- Pooled vehicle clients · 11 to 12Jan 4, 2023 to Mar 24, 2023
- Employees · 27 to 29Jan 4, 2023 to Mar 24, 2023
- Discretionary RAUM · $19B to $15BJan 4, 2023 to Mar 24, 2023
- Pension RAUM · $3.5B to $2.1BJan 4, 2023 to Mar 24, 2023
- Pooled vehicle RAUM · $9.7B to $8.5BJan 4, 2023 to Mar 24, 2023
- RAUM · $19B to $15BJan 4, 2023 to Mar 24, 2023
Signals
4 dated events
- I••••••••• F•••••••• P••••••• L•• reported RAUM $22.3B, up 35% from $16.5B (2024-11-25 to 2025-06-25)Jun 25, 2025 · RAUM change · derived
- Ahmed Hassan Elmasry (Partner) no longer on Schedule A of I••••••••• F•••••••• P••••••• L•• (listed 2022-07-04, absent 2023-01-04)Jan 4, 2023 · Control person left · inference
- I••••••••• F•••••••• P••••••• L•• reported RAUM $13.5B, down 29% from $19.0B (2019-02-18 to 2019-03-25)Mar 25, 2019 · RAUM change · derived
- Francis Richard Crosthwaite (Partner) appeared on Schedule A of I••••••••• F•••••••• P••••••• L••Feb 18, 2019 · Control person joined · fact
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
- Website
- F••••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- +44 207 495 9070reportedpublic record, Form ADV, Jul 2, 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