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••• P••••••• G••••• L••
Latest filing Mar 31, 2026
First filing on the tape Mar 30, 2012 · 52 filings
SEC status approved since Apr 8, 2011
RAUM
$116M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$57.8M
derived; firm RAUM over IAPD count
Employees
7
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
52 filings and snapshots on the tape
RAUM$116M as of Mar 31, 2026
Mar 30, 2012$33.7M then
HNW client RAUM$0 as of Mar 31, 2026
Mar 29, 2018$99.7M then
State-registered IARs (5.B.3)2 as of Mar 31, 2026
Feb 23, 20132 then
Employees (5.A)7 as of Mar 31, 2026
Feb 23, 20133 then
Private funds1 as of Mar 28, 2016
Mar 30, 20121 then
RAUM +16% over the last fiscal year+23% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- $57.8MderivedRAUM 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
- $236,786derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.5derivedItem 5.A over advisors
- Advisors per office
- 1.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -100%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Other investment advisers$116M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 488reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- 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
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| D•••• M•••••• G•••• | Burlington, Ma | Oct 5, 2011 | 32 y | 0 |
| J•••• F•••••• P••••• | Birmingham, Mi | Jul 26, 2016 | 40 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- B••••••• J••• Z••••• to N••••••••• M••••• I••••••••• S•••••••••Aug 13, 2021 · Other
- E•••••••• A•• S•••••• to A••••••• I••••••••• A•••••••• L••Jun 21, 2016 · Other
Joined, latest
- J•••• F•••••• P••••• from T••••••• A••••••••• G••••• L••Jul 26, 2016 · Other
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| I•• E•••••••• S•••••••• F•••no longer reported | Hedge Fund | $136,591 | 7 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- D•••• M•••••• · Chief Administrative Officercontrolsince 04/2013 · owns less than 5%
- G••••• D••••• M•••••• · Chief Executive Officercontrolsince 09/2011 · owns less than 5%
- M•••••••• R•••••• D••• · Chief Financial Officer / Chief Compliance Officercontrolsince 04/2013 · owns less than 5%
- G••••• D••••• M•••••• · Chief Executive Officer, Founding Partnercontrolsince 09/2011 · owns 50% to 75% of R••• P••••••• G•••• H•••••••• L••
Entity owners
- R••• P••••••• G•••• H•••••••• L•• · Holding Companydirect · owns 75% or more
Related persons
Schedule D 7.A
- R•• F••••• W••••• A•••••••• L••investment advisernRAUM $701M
- R•• I•••••••• S••••••••real estaten
Advisers that list R••• P••••••• G••••• L•• as a related person
- 158528 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Burlington, Ma · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 444 to 488Jun 26, 2025 to Mar 31, 2026
- Individual clients · 2 to 0Jun 26, 2025 to Mar 31, 2026
- Discretionary RAUM · $99.5M to $116MJun 26, 2025 to Mar 31, 2026
- Individual RAUM · $847,874 to $0Jun 26, 2025 to Mar 31, 2026
- RAUM · $99.5M to $116MJun 26, 2025 to Mar 31, 2026
- Financial planning clients · 0 to 0Mar 18, 2025 to Jun 26, 2025
- Advisory activities · 3 to 2Feb 20, 2025 to Mar 18, 2025
- Accounts · 378 to 444Mar 29, 2024 to Feb 20, 2025
- Charity clients · unset to 0.0Mar 29, 2024 to Feb 20, 2025
- Corporate clients · unset to 0.0Mar 29, 2024 to Feb 20, 2025
- HNW clients · unset to 0.0Mar 29, 2024 to Feb 20, 2025
- Individual clients · unset to 2.0Mar 29, 2024 to Feb 20, 2025
- Pension plan clients · unset to 0.0Mar 29, 2024 to Feb 20, 2025
- Pooled vehicle clients · unset to 0.0Mar 29, 2024 to Feb 20, 2025
- Discretionary RAUM · $81.5M to $99.5MMar 29, 2024 to Feb 20, 2025
- HNW RAUM · unset to 0.0Mar 29, 2024 to Feb 20, 2025
- Individual RAUM · $832,603 to $847,874Mar 29, 2024 to Feb 20, 2025
- Pension RAUM · unset to 0.0Mar 29, 2024 to Feb 20, 2025
- Pooled vehicle RAUM · unset to 0.0Mar 29, 2024 to Feb 20, 2025
- RAUM · $81.5M to $99.5MMar 29, 2024 to Feb 20, 2025
- Accounts · 191 to 378Mar 29, 2023 to Mar 29, 2024
- Discretionary RAUM · $62.1M to $81.5MMar 29, 2023 to Mar 29, 2024
- Individual RAUM · $735,580 to $832,603Mar 29, 2023 to Mar 29, 2024
- RAUM · $62.1M to $81.5MMar 29, 2023 to Mar 29, 2024
- Accounts · 162 to 191Oct 7, 2022 to Mar 29, 2023
- Advisory employees · 3 to 2Oct 7, 2022 to Mar 29, 2023
- Individual clients · 2.0 to unsetOct 7, 2022 to Mar 29, 2023
- Employees · 5 to 7Oct 7, 2022 to Mar 29, 2023
- Discretionary RAUM · $58.2M to $62.1MOct 7, 2022 to Mar 29, 2023
- Individual RAUM · $807,796 to $735,580Oct 7, 2022 to Mar 29, 2023
- RAUM · $58.2M to $62.1MOct 7, 2022 to Mar 29, 2023
- Accounts · 144 to 162Oct 25, 2021 to Mar 20, 2022
- Individual clients · unset to 2.0Oct 25, 2021 to Mar 20, 2022
- Employees · 7 to 5Oct 25, 2021 to Mar 20, 2022
- Financial planning clients · unset to 0Oct 25, 2021 to Mar 20, 2022
- State-registered IARs · 3 to 2Oct 25, 2021 to Mar 20, 2022
- Discretionary RAUM · $46.9M to $58.2MOct 25, 2021 to Mar 20, 2022
- Individual RAUM · $649,829 to $807,796Oct 25, 2021 to Mar 20, 2022
- RAUM · $46.9M to $58.2MOct 25, 2021 to Mar 20, 2022
- Accounts · 164 to 144Jan 21, 2021 to Mar 18, 2021
Signals
2 dated events
- Allen Jason Mcginty (Member) no longer on Schedule A of R••• P••••••• G••••• L•• (listed 2022-03-20, absent 2022-10-07)Oct 7, 2022 · Control person left · inference
- Leigh Brandon Lamb (Chief Compliance Officer) no longer on Schedule A of R••• P••••••• G••••• L•• (listed 2021-10-25, absent 2022-03-20)Mar 20, 2022 · Control person left · inference
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
- Firm profile
- linkedin.com/company/risk-paradigm-groupreportedpublic record, Form ADV, Sep 18, 2026
- Website
- RPGASSETMANAGEMENT.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (866) 726-5150reportedpublic record, Form ADV, Mar 31, 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
- $57.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026