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.
SEC-registered adviser
Oridian Capital Management, L.P.
Latest filing Mar 27, 2026
First filing on the tape Mar 29, 2012 · 21 filings
SEC status approved since Jan 11, 2011
RAUM
$1.2B
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
19
16 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$1.2B as of Mar 27, 2026
Mar 29, 2012$586M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 28, 20130 then
Employees (5.A)19 as of Mar 27, 2026
Mar 28, 201325 then
Private funds5 as of Mar 27, 2026
Mar 29, 20126 then
RAUM -16% over the last fiscal year+2.9% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 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
- $240MderivedRAUM 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
- -16%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
- $1.2B, 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)
- 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$1.2B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.2B 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
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Hci Equity Partners V, L.P. | Private Equity Fund | $589M | 39 | Mar 27, 2018 |
| Hci Equity Partners Ev I, L.P. | Private Equity Fund | $545M | 30 | Nov 27, 2024 |
| Hci Equity Partners IV, L.P. | Private Equity Fund | $223M | 35 | Mar 24, 2014 |
| Thayer Equity Investors V, L.P. | Private Equity Fund | $16.5M | 19 | Mar 29, 2012 |
| Thayer Equity Investors IV, L.P.no longer reported | Private Equity Fund | $13.3M | 40 | Mar 29, 2012 |
| Hci Equity Partners III, L.P. | Private Equity Fund | $5.3M | 34 | Mar 29, 2012 |
| Hci Co-Investors III, L.P. | Private Equity Fund | $36,599 | 11 | Mar 29, 2012 |
| Tc Co-Investors V, L.L.C.no longer reported | Private Equity Fund | $0 | 5 | Mar 29, 2012 |
| Tc Co-Investors IV, L.L.C.no longer reported | Private Equity Fund | $0 | 0 | Mar 29, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Lisa Costello · Chief Compliance Officer, Chief Administrative Officer; Managing Directorcontrolsince 11/2010 · owns less than 5%
- Mckenzie Daniel Dickinson · Executive Chairmancontrolsince 11/2010 · owns 50% to 75%
- Paul Douglas Mccormick · Managing Partnercontrolsince 11/2010 · owns 50% to 75%
- Amy Stremmel · Chief Financial Officer; Treasurer; Director Of Compliancecontrolsince 08/2022 · owns less than 5%
- Mckenzie Daniel Dickinson · Executive Chairmancontrolsince 11/2010 · owns F of Hci Equity Partners, L.L.C.
- Paul Douglas Mccormick · Managing Partnercontrolsince 11/2010 · owns F of Hci Equity Partners, L.L.C.
Entity owners
- Hci Equity Partners, L.L.C. · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- Hc Equity Partners V, L.L.C.pooled vehicle sponsorn
- Hci Management Ev I, L.P.pooled vehicle sponsorn
- Hci Management III, L.P.pooled vehicle sponsorn
- Hci Management IV, L.P.pooled vehicle sponsorn
- Hci Management V, L.P.pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Business name · HCI EQUITY MANAGEMENT, L.P. to ORIDIAN CAPITAL MANAGEMENT, L.P.Oct 29, 2025 to Mar 27, 2026
- Assets in custody · $1.4B to $1.2BOct 29, 2025 to Mar 27, 2026
- Employees · 20 to 19Oct 29, 2025 to Mar 27, 2026
- Legal name · HCI EQUITY MANAGEMENT, L.P. to ORIDIAN CAPITAL MANAGEMENT, L.P.Oct 29, 2025 to Mar 27, 2026
- Discretionary RAUM · $1.4B to $1.2BOct 29, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $1.4B to $1.2BOct 29, 2025 to Mar 27, 2026
- RAUM · $1.4B to $1.2BOct 29, 2025 to Mar 27, 2026
- Advisory employees · 20 to 16Nov 27, 2024 to Mar 28, 2025
- Assets in custody · $1.4B to $1.4BNov 27, 2024 to Mar 28, 2025
- Financial planning clients · unset to Nov 27, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.4B to $1.4BNov 27, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $1.4B to $1.4BNov 27, 2024 to Mar 28, 2025
- RAUM · $1.4B to $1.4BNov 27, 2024 to Mar 28, 2025
- Assets in custody · $1.2B to $1.4BSep 5, 2024 to Nov 27, 2024
- Discretionary RAUM · $1.2B to $1.4BSep 5, 2024 to Nov 27, 2024
- Pooled vehicle RAUM · $1.2B to $1.4BSep 5, 2024 to Nov 27, 2024
- RAUM · $1.2B to $1.4BSep 5, 2024 to Nov 27, 2024
- Other offices · 1 to 0Mar 26, 2024 to Sep 5, 2024
- Accounts · 6 to 5Mar 21, 2023 to Mar 26, 2024
- Pooled vehicle clients · 6 to 5Mar 21, 2023 to Mar 26, 2024
- Assets in custody · $1.1B to $1.2BMar 21, 2023 to Mar 26, 2024
- Private funds · 6 to 5Mar 21, 2023 to Mar 26, 2024
- Discretionary RAUM · $1.1B to $1.2BMar 21, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $1.1B to $1.2BMar 21, 2023 to Mar 26, 2024
- RAUM · $1.1B to $1.2BMar 21, 2023 to Mar 26, 2024
- Advisory employees · 19 to 20Aug 29, 2022 to Mar 21, 2023
- Assets in custody · $1.1B to $1.1BAug 29, 2022 to Mar 21, 2023
- Employees · 19 to 20Aug 29, 2022 to Mar 21, 2023
- Discretionary RAUM · $1.1B to $1.1BAug 29, 2022 to Mar 21, 2023
- Pooled vehicle RAUM · $1.1B to $1.1BAug 29, 2022 to Mar 21, 2023
- RAUM · $1.1B to $1.1BAug 29, 2022 to Mar 21, 2023
- Assets in custody · $1.2B to $1.1BMar 30, 2021 to Mar 22, 2022
- Discretionary RAUM · $1.2B to $1.1BMar 30, 2021 to Mar 22, 2022
- Pooled vehicle RAUM · $1.2B to $1.1BMar 30, 2021 to Mar 22, 2022
- RAUM · $1.2B to $1.1BMar 30, 2021 to Mar 22, 2022
- Advisory employees · 18 to 19Mar 30, 2020 to Mar 30, 2021
- Assets in custody · $1.1B to $1.2BMar 30, 2020 to Mar 30, 2021
- Employees · 18 to 19Mar 30, 2020 to Mar 30, 2021
- Discretionary RAUM · $1.1B to $1.2BMar 30, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $1.1B to $1.2BMar 30, 2020 to Mar 30, 2021
Signals
2 dated events
- Amy Stremmel (Chief Financial Officer; Treasurer; Director Of Compliance) appeared on Schedule A of Oridian Capital Management, L.P.Aug 29, 2022 · Control person joined · fact
- Oridian Capital Management, L.P. reported RAUM $1.2B, up 52% from $822.1M (2017-03-27 to 2018-03-27)Mar 27, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Oridian Capital Management, L.P. · Independent Sponsorsshared crd · capital_provider
- HCI Equity Management, L.P. · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/ORIDIAN-CAPITAL-PARTNERSreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/HCI-EQUITY-PARTNERSreportedpublic record, Form ADV, Sep 17, 2026
- Website
- HCIEQUITY.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 202-371-0150reportedpublic record, Form ADV, Mar 27, 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