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

R••••••• C••••••• L••

Asset manager (funds and pooled vehicles)New Canaan, ConnecticutCRD 152725SEC 801-130770websiteIAPD
Latest filing May 12, 2026
First filing on the tape Jun 26, 2024 · 5 filings
SEC status approved since Jul 25, 2024
RAUM
$220M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.2%
$511,054 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
6
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$220M as of May 12, 2026
Mar 28, 2025$185M then
HNW client RAUM$511,054 as of May 12, 2026
Mar 30, 2026$511,054 then
State-registered IARs (5.B.3)0 as of May 12, 2026
Mar 28, 20250 then
Employees (5.A)5 as of May 12, 2026
Mar 28, 20255 then
Private funds6 as of May 12, 2026
Mar 28, 20255 then
RAUM +19% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of May 12, 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
$22.0MderivedRAUM 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
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+19%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 individuals, portfolio management for pooled vehiclesreportedItem 5.G
Custody
$210M, 5 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$220M100%
  • High-net-worth individuals$511,0540.2%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
10reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$210M for 5 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=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
      6 reported on Schedule D 7.B.(1)
      Owners and control persons
      Schedule A and B, latest filing
      • D••••• J••• C••••••••• C••• · Managing Membercontrol
        since 01/2007 · owns 75% or more
      • D•••••• C••••••••• E•••••••• · Chief Compliance Officercontrol
        since 06/2024 · owns less than 5%
      • S••••••• R•••••• E• · Chief Operating Officercontrol
        since 01/2017 · owns less than 5%
      Related persons
      Schedule D 7.A
      • A•• G• L••
        pooled vehicle sponsorn
      • R••••••• C•••••• G•• L••
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 5 to 10
        May 30, 2025 to Mar 30, 2026
      • Advisory activities · 1 to 2
        May 30, 2025 to Mar 30, 2026
      • Pooled vehicle clients · 5 to 6
        May 30, 2025 to Mar 30, 2026
      • Assets in custody · $176M to $210M
        May 30, 2025 to Mar 30, 2026
      • Private funds · 5 to 6
        May 30, 2025 to Mar 30, 2026
      • Discretionary RAUM · $185M to $220M
        May 30, 2025 to Mar 30, 2026
      • HNW RAUM · unset to 511054.0
        May 30, 2025 to Mar 30, 2026
      • Pooled vehicle RAUM · $185M to $220M
        May 30, 2025 to Mar 30, 2026
      • RAUM · $185M to $220M
        May 30, 2025 to Mar 30, 2026
      • Financial planning clients · unset to
        Mar 28, 2025 to May 30, 2025
      • Assets in custody · $186M to $176M
        Jun 26, 2024 to Mar 28, 2025
      • Private funds · 10 to 5
        Jun 26, 2024 to Mar 28, 2025
      • Discretionary RAUM · $197M to $185M
        Jun 26, 2024 to Mar 28, 2025
      • Pooled vehicle RAUM · $197M to $185M
        Jun 26, 2024 to Mar 28, 2025
      • RAUM · $197M to $185M
        Jun 26, 2024 to Mar 28, 2025
      Signals
      1 dated events
      • R••••••• C••••••• L•• filed its initial SEC registration (Form ADV)
        Jun 26, 2024 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/rangeley-capital-community-fund/aboutreportedpublic record, Form ADV, Sep 18, 2026
      Website
      R•••••••CAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      (203) 801-9975reportedpublic record, Form ADV, May 12, 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