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
Primus Capital Partners, Inc.
Latest filing Mar 13, 2026
First filing on the tape Feb 13, 2012 · 24 filings
SEC status approved since Mar 23, 2012
RAUM
$1.7B
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
18 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
4
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$1.7B as of Mar 13, 2026
Mar 6, 2012$744M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 13, 2026
Mar 25, 20130 then
Employees (5.A)19 as of Mar 13, 2026
Mar 25, 201315 then
Private funds4 as of Mar 13, 2026
Mar 6, 20126 then
RAUM -3.5% over the last fiscal year-5.7% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 13, 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
- $418MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -3.5%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
- yesreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.7B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 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 |
|---|---|---|---|---|
| Primus Capital Fund Viii, LP | Private Equity Fund | $766M | 64 | Mar 22, 2018 |
| Primus Capital Fund Ix, LP | Private Equity Fund | $721M | 67 | Mar 22, 2022 |
| Primus Capital Fund Ix-A, LP | Private Equity Fund | $165M | 12 | Mar 22, 2022 |
| Primus Capital Fund Vii, LP | Private Equity Fund | $82.2M | 47 | Feb 13, 2012 |
| Primus Capital Fund Vi, LP | Private Equity Fund | $29.6M | 66 | Feb 13, 2012 |
| Primus Capital Fund V Limited Partnership | Private Equity Fund | $14.3M | 51 | Feb 13, 2012 |
| Primus Executive Fund V Limited Partnership | Private Equity Fund | $918,781 | 14 | Feb 13, 2012 |
| Primus Executive Fund Limited Partnershipno longer reported | Private Equity Fund | $0 | 31 | Feb 13, 2012 |
| Primus Capital Fund IV Limited Partnershipno longer reported | Private Equity Fund | $0 | 37 | Feb 13, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Carl Phillip Molner II · Managing Partnercontrolsince 02/2012 · owns 75% or more
- Edward Dominic Offredo · Secretary, Treasurer, Cfo, Ccocontrolsince 01/2016 · owns less than 5%
Related persons
Schedule D 7.A
- Primus Capital Partners Ix, LPpooled vehicle sponsorn
- Primus Capital Partners Vi, LLCpooled vehicle sponsorn
- Primus Capital Partners Vii, LLCpooled vehicle sponsorn
- Primus Capital Partners Viii, LPpooled vehicle sponsorn
- Primus Venture Partners V, L.L.C.pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Pepper Pike, OH4 employees
What changed
consecutive filings, newest first
- Accounts · 7 to 4Mar 21, 2025 to Mar 13, 2026
- Pooled vehicle clients · 7 to 4Mar 21, 2025 to Mar 13, 2026
- Private funds · 7 to 4Mar 21, 2025 to Mar 13, 2026
- Discretionary RAUM · $1.7B to $1.7BMar 21, 2025 to Mar 13, 2026
- Pooled vehicle RAUM · $1.7B to $1.7BMar 21, 2025 to Mar 13, 2026
- RAUM · $1.7B to $1.7BMar 21, 2025 to Mar 13, 2026
- Advisory employees · 19 to 18Aug 23, 2024 to Mar 21, 2025
- Employees · 20 to 19Aug 23, 2024 to Mar 21, 2025
- Financial planning clients · unset to Aug 23, 2024 to Mar 21, 2025
- Discretionary RAUM · $1.8B to $1.7BAug 23, 2024 to Mar 21, 2025
- Pooled vehicle RAUM · $1.8B to $1.7BAug 23, 2024 to Mar 21, 2025
- RAUM · $1.8B to $1.7BAug 23, 2024 to Mar 21, 2025
- Discretionary RAUM · $2.0B to $1.8BDec 7, 2023 to Mar 21, 2024
- Pooled vehicle RAUM · $2.0B to $1.8BDec 7, 2023 to Mar 21, 2024
- RAUM · $2.0B to $1.8BDec 7, 2023 to Mar 21, 2024
- Employees · 19 to 20Mar 22, 2022 to Mar 23, 2023
- HQ city · WOODMERE to ATLANTAMar 22, 2022 to Mar 23, 2023
- HQ state · OH to GAMar 22, 2022 to Mar 23, 2023
- Discretionary RAUM · $2.1B to $2.0BMar 22, 2022 to Mar 23, 2023
- Pooled vehicle RAUM · $2.1B to $2.0BMar 22, 2022 to Mar 23, 2023
- RAUM · $2.1B to $2.0BMar 22, 2022 to Mar 23, 2023
- Accounts · 5 to 7Mar 31, 2021 to Mar 22, 2022
- Pooled vehicle clients · 5 to 7Mar 31, 2021 to Mar 22, 2022
- Private funds · 5 to 7Mar 31, 2021 to Mar 22, 2022
- Discretionary RAUM · $1.1B to $2.1BMar 31, 2021 to Mar 22, 2022
- Pooled vehicle RAUM · $1.1B to $2.1BMar 31, 2021 to Mar 22, 2022
- RAUM · $1.1B to $2.1BMar 31, 2021 to Mar 22, 2022
- Advisory employees · 17 to 19Mar 20, 2020 to Mar 29, 2021
- Employees · 17 to 19Mar 20, 2020 to Mar 29, 2021
- Discretionary RAUM · $1.0B to $1.1BMar 20, 2020 to Mar 29, 2021
- Pooled vehicle RAUM · $1.0B to $1.1BMar 20, 2020 to Mar 29, 2021
- RAUM · $1.0B to $1.1BMar 20, 2020 to Mar 29, 2021
- Advisory employees · 19 to 17Mar 22, 2019 to Mar 20, 2020
- Employees · 19 to 17Mar 22, 2019 to Mar 20, 2020
- Discretionary RAUM · $1.0B to $1.0BMar 22, 2019 to Mar 20, 2020
- Pooled vehicle RAUM · $1.0B to $1.0BMar 22, 2019 to Mar 20, 2020
- RAUM · $1.0B to $1.0BMar 22, 2019 to Mar 20, 2020
- Advisory employees · 15 to 19Jun 18, 2018 to Mar 22, 2019
- Assets in custody · $1.0B to $0Jun 18, 2018 to Mar 22, 2019
- Employees · 16 to 19Jun 18, 2018 to Mar 22, 2019
Signals
2 dated events
- Primus Capital Partners, Inc. reported RAUM $2.1B, up 100% from $1.1B (2021-03-31 to 2022-03-22)Mar 22, 2022 · RAUM change · derived
- Primus Capital Partners, Inc. reported RAUM $1.0B, up 94% from $539.9M (2018-01-11 to 2018-03-22)Mar 22, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Primus Capital Partners, Inc. · Independent Sponsorsshared crd · capital_provider
- Primus Capital Partners, Inc. · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/PRIMUS-CAPITAL-FUNDSreportedpublic record, Form ADV, Sep 18, 2026
- Website
- PRIMUSCAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 440-684-7300reportedpublic record, Form ADV, Mar 13, 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