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
Nephila Advisors LLC
Latest filing Aug 31, 2026
First filing on the tape Mar 30, 2012 · 36 filings
SEC status approved since Jul 12, 2011
RAUM
$13B
reported, Item 5.F
Discretionary
0.0%
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
38
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
36 filings and snapshots on the tape
RAUM$13B as of Aug 31, 2026
Mar 30, 2012$124M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 31, 2026
Mar 28, 20130 then
Employees (5.A)38 as of Aug 31, 2026
Mar 28, 20137 then
Private funds: no history
RAUM +13% over the last fiscal year-12% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 31, 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
- $330MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%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
- +13%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- otherreportedItem 5.E
- Advisory activities
- otherreportedItem 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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 hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$13B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 39reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- n/areported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Paul Jean Dyer · Chief Legal Officercontrolsince 01/2018 · owns less than 5%
- Mark Steven Glassman · Chief Operations Officer, Chief Financial Officercontrolsince 12/2021 · owns less than 5%
- Gregory Paul Hagood · Co-Ceocontrolsince 08/2012 · owns less than 5%
- Ragnar Jeffrey Ingelman · Chief Compliance Officercontrolsince 03/2024 · owns less than 5%
- Franklin William Majors · Co-Ceocontrolsince 07/2013 · owns less than 5%
- Francis Barney Schauble · Senior Business Advisorcontrolsince 10/2010 · owns less than 5%
Entity owners
- Markel Group Inc · Sole Shareholderdirect · owns 75% or more · public reporting company
Related persons
Schedule D 7.A
- City National Insurance Companyreal estaten
- Evanston Insurance Companyreal estaten
- Hagerty Reinsurance Limitedreal estaten
- Independent Specialty Insurance Companyreal estaten
- Lloyd'S Syndicate 3000real estaten
- Markel American Insurance Companyreal estaten
- Markel Bermuda Limitedreal estaten
- Markel Global Reinsurance Companyreal estaten
- Markel Insurance Companyreal estaten
- Markel Insurance Sereal estaten
- Markel International Insurance Company Limitedreal estaten
- National Specialty Insurance Companyreal estaten
- Nephila Capital Ltd.investment adviserbankpooled vehicle sponsornRAUM $13B
- Nephila Syndicate Management Limitedreal estaten
- State National Insurance Companyreal estaten
- United Specialty Insurance Companyreal estaten
- Velocity Risk Underwriters LLCreal estaten
Advisers that list Nephila Advisors LLC as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Aug 31, 2026discretionary share of RAUM of 0% against a peer median of 100% (684 comparable advisers, 0.0th percentile, 33.7 robust deviations)peers: asset managers, $5B to $20B (684) · 0.0% percentile
What changed
consecutive filings, newest first
- Accounts · 37 to 39Jan 2, 2026 to Mar 20, 2026
- Advisory employees · 13 to 12Jan 2, 2026 to Mar 20, 2026
- Pooled vehicle clients · 37 to 39Jan 2, 2026 to Mar 20, 2026
- Employees · 36 to 38Jan 2, 2026 to Mar 20, 2026
- Non-discretionary RAUM · $11B to $13BJan 2, 2026 to Mar 20, 2026
- Pooled vehicle RAUM · $11B to $13BJan 2, 2026 to Mar 20, 2026
- RAUM · $11B to $13BJan 2, 2026 to Mar 20, 2026
- Employees · 37 to 36Mar 25, 2024 to Mar 21, 2025
- Financial planning clients · unset to Mar 25, 2024 to Mar 21, 2025
- Non-discretionary RAUM · $14B to $11BMar 25, 2024 to Mar 21, 2025
- Pooled vehicle RAUM · $14B to $11BMar 25, 2024 to Mar 21, 2025
- RAUM · $14B to $11BMar 25, 2024 to Mar 21, 2025
- Accounts · 44 to 37Jan 23, 2024 to Mar 25, 2024
- Pooled vehicle clients · 44 to 37Jan 23, 2024 to Mar 25, 2024
- Employees · 39 to 37Jan 23, 2024 to Mar 25, 2024
- Non-discretionary RAUM · $19B to $14BJan 23, 2024 to Mar 25, 2024
- Pooled vehicle RAUM · $19B to $14BJan 23, 2024 to Mar 25, 2024
- RAUM · $19B to $14BJan 23, 2024 to Mar 25, 2024
- HQ city · LARKSPUR to NASHVILLEMar 27, 2023 to Jul 4, 2023
- HQ state · CA to TNMar 27, 2023 to Jul 4, 2023
- Other offices · 1 to 0Mar 27, 2023 to Jul 4, 2023
- Accounts · 40 to 44Nov 22, 2022 to Mar 27, 2023
- Advisory employees · 15 to 13Nov 22, 2022 to Mar 27, 2023
- Pooled vehicle clients · 40 to 44Nov 22, 2022 to Mar 27, 2023
- Employees · 43 to 39Nov 22, 2022 to Mar 27, 2023
- Non-discretionary RAUM · $20B to $19BNov 22, 2022 to Mar 27, 2023
- Pooled vehicle RAUM · $20B to $19BNov 22, 2022 to Mar 27, 2023
- RAUM · $20B to $19BNov 22, 2022 to Mar 27, 2023
- Accounts · 35 to 40Dec 21, 2021 to Mar 31, 2022
- Advisory employees · 18 to 15Dec 21, 2021 to Mar 31, 2022
- Pooled vehicle clients · 35 to 40Dec 21, 2021 to Mar 31, 2022
- Non-discretionary RAUM · $20B to $20BDec 21, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $20B to $20BDec 21, 2021 to Mar 31, 2022
- RAUM · $20B to $20BDec 21, 2021 to Mar 31, 2022
- Accounts · 37 to 35Mar 20, 2020 to Mar 19, 2021
- Advisory employees · 17 to 18Mar 20, 2020 to Mar 19, 2021
- Pooled vehicle clients · 37 to 35Mar 20, 2020 to Mar 19, 2021
- Employees · 40 to 43Mar 20, 2020 to Mar 19, 2021
- Non-discretionary RAUM · $20B to $20BMar 20, 2020 to Mar 19, 2021
- Pooled vehicle RAUM · $20B to $20BMar 20, 2020 to Mar 19, 2021
Signals
5 dated events
- Ragnar Jeffrey Ingelman (Chief Compliance Officer) appeared on Schedule A of Nephila Advisors LlcMar 25, 2024 · Control person joined · fact
- Lewis Alan Weiss (Chief Compliance Officer) no longer on Schedule A of Nephila Advisors Llc (listed 2024-01-23, absent 2024-03-25)Mar 25, 2024 · Control person left · inference
- Lewis Alan Weiss (Chief Compliance Officer) appeared on Schedule A of Nephila Advisors LlcJan 23, 2024 · Control person joined · fact
- James Chris Thomson (Chief Financial Officer) no longer on Schedule A of Nephila Advisors Llc (listed 2022-03-31, absent 2022-10-03)Oct 3, 2022 · Control person left · inference
- Mark Steven Glassman (Chief Operations Officer) appeared on Schedule A of Nephila Advisors LlcDec 21, 2021 · 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
- NEPHILA.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 615-823-8488reportedpublic record, Form ADV, Aug 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
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026