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•••••••
Asset manager (funds and pooled vehicles)Philadelphia, PennsylvaniaCRD 156988SEC 801-74293websiteIAPD
Legal name R••••••••• P•••••••• L•••
Latest filing Apr 25, 2026
First filing on the tape Feb 16, 2012 · 29 filings
SEC status approved since Mar 30, 2012
RAUM
$379M
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
43
15 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
8
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$379M as of Apr 25, 2026
Apr 1, 2013$528M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 25, 2026
Apr 1, 20130 then
Employees (5.A)43 as of Apr 25, 2026
Apr 1, 201326 then
Private funds8 as of Apr 25, 2026
Apr 1, 20133 then
RAUM -18% over the last fiscal year-31% a year over threeIARs 0 to 0offices 3 to 2
Practice profile
derived from the filing of Apr 25, 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
- $31.6MderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- -18%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $320M, 12 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
- 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 hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$328M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 12reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $320M for 12 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.87 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0derived
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
10 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| R••••••••• P••••••••• F••• I••• L• | Real Estate Fund | $210M | 40 | Mar 30, 2016 |
| R••••••••• P••••••••• F••• I•• L• | Real Estate Fund | $130M | 34 | Apr 1, 2013 |
| R••••••••• P••••••••• F••• I•• L• | Real Estate Fund | $116M | 16 | Mar 31, 2020 |
| T•• A••••••••• L•••••• P••••••••• | Real Estate Fund | $20.5M | 11 | Feb 16, 2012 |
| C••• C••••••••• I• L•• | Real Estate Fund | $7.4M | 1 | Mar 31, 2020 |
| C••• C••••••••• I••• L•• | Real Estate Fund | $5.9M | 1 | Mar 31, 2020 |
| R•• I•• M• F•••••• L•• | Real Estate Fund | $4.2M | 5 | Mar 29, 2019 |
| C••• C••••••••• I•• L•• | Real Estate Fund | $3.7M | 1 | Mar 31, 2020 |
| R••••••••• M••••••• F•••• L• | Real Estate Fund | $2.2M | 12 | Mar 29, 2019 |
| R••••••••• P••••••••• F•••• L•••no longer reported | Real Estate Fund | $200,000 | 32 | Feb 16, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B••••••••• R•••••• B•••• · General Counsel & Senior Managing Principalcontrolsince 09/2005 · owns less than 5%
- H•••••••• F•••• C•••••• · Managing Principalcontrolsince 08/2018 · owns less than 5%
- K•••••• J••••••• T••••• · Principalcontrolsince 09/2005 · owns less than 5%
- R••••••••• D••••• B•••• · Founder & Senior Managing Principalcontrolsince 09/2005 · owns less than 5%
- S••••••• E•••• G••••• · Chief Operating Officer & Senior Managing Principalcontrolsince 09/2005 · owns less than 5%
- R••••••••• D••••• B•••• · Sole M•••••controlsince 09/2005 · owns 75% or more of R••••••••• P••••••••• G•• L••
- R••••••••• D••••• B•••• · Common M•••••controlsince 10/2017 · owns 75% or more of R• M••••••••• T••• H•••••••• L••
Entity owners
- R• M• H••••••• S•• A• L•• · L•••••• Partnerdirect · owns 75% or more
- R••••••••• P••••••••• G•• L•• · General Partnerdirect · owns less than 5%
- R• M••••••••• T••• H•••••••• L•• · Sole M•••••indirect · owns 75% or more of R• M• H••••••• S•• A• L••
- R• M••••••••• T•••• L•• · Common M•••••indirect · owns 25% to 50% of R• M••••••••• T••• H•••••••• L••
Related persons
Schedule D 7.A
- R• C••• M•••••• L••pooled vehicle sponsorn
- R• O••••••••• L••insuranceinvestment companyn
- R••••••••• M••••••• F••• G•• L••pooled vehicle sponsorn
- R••••••••• P••••••••• F••• I• G•• L•pooled vehicle sponsorn
- R••••••••• P••••••••• F••• I•• G•• L•pooled vehicle sponsorn
- R••••••••• P••••••••• F••• I• G•• L•pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- New York, NY5 employees
- Alexandria, VA2 employees
- Atlanta, GA2 employees
What changed
consecutive filings, newest first
- Assets in custody · $272M to $320MMar 31, 2026 to Apr 25, 2026
- Discretionary RAUM · $331M to $379MMar 31, 2026 to Apr 25, 2026
- Pooled vehicle RAUM · $280M to $328MMar 31, 2026 to Apr 25, 2026
- RAUM · $331M to $379MMar 31, 2026 to Apr 25, 2026
- Advisory employees · 26 to 15Mar 31, 2025 to Mar 31, 2026
- BD registered reps · 0 to 1Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $366M to $272MMar 31, 2025 to Mar 31, 2026
- Employees · 56 to 43Mar 31, 2025 to Mar 31, 2026
- Other offices · 3 to 2Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $461M to $331MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $315M to $280MMar 31, 2025 to Mar 31, 2026
- RAUM · $461M to $331MMar 31, 2025 to Mar 31, 2026
- Advisory employees · 23 to 26Mar 27, 2024 to Mar 31, 2025
- Assets in custody · $586M to $366MMar 27, 2024 to Mar 31, 2025
- Employees · 51 to 56Mar 27, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 27, 2024 to Mar 31, 2025
- Discretionary RAUM · $681M to $461MMar 27, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $475M to $315MMar 27, 2024 to Mar 31, 2025
- RAUM · $681M to $461MMar 27, 2024 to Mar 31, 2025
- Accounts · 13 to 12Mar 31, 2023 to Mar 27, 2024
- Advisory employees · 21 to 23Mar 31, 2023 to Mar 27, 2024
- Pooled vehicle clients · 9 to 8Mar 31, 2023 to Mar 27, 2024
- Assets in custody · $1.2B to $586MMar 31, 2023 to Mar 27, 2024
- Employees · 48 to 51Mar 31, 2023 to Mar 27, 2024
- Private funds · 9 to 8Mar 31, 2023 to Mar 27, 2024
- Discretionary RAUM · $1.2B to $681MMar 31, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $802M to $475MMar 31, 2023 to Mar 27, 2024
- RAUM · $1.2B to $681MMar 31, 2023 to Mar 27, 2024
- Accounts · 14 to 13Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 24 to 21Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 10 to 9Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $1.6B to $1.2BMar 31, 2022 to Mar 31, 2023
- Employees · 52 to 48Mar 31, 2022 to Mar 31, 2023
- Other offices · 4 to 3Mar 31, 2022 to Mar 31, 2023
- Private funds · 10 to 9Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.6B to $1.2BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.1B to $802MMar 31, 2022 to Mar 31, 2023
- RAUM · $1.6B to $1.2BMar 31, 2022 to Mar 31, 2023
- Advisory employees · 22 to 24Mar 31, 2021 to Mar 31, 2022
- Assets in custody · $1.2B to $1.6BMar 31, 2021 to Mar 31, 2022
Signals
6 dated events
- R••••••••• P••••••• reported RAUM $331.2M, down 28% from $461.2M (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- R••••••••• P••••••• reported RAUM $461.2M, down 32% from $681.0M (2024-03-27 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- R••••••••• P••••••• reported RAUM $681.0M, down 42% from $1.2B (2023-03-31 to 2024-03-27)Mar 27, 2024 · RAUM change · derived
- Travis Brandon Huffman (Managing Principal) no longer on Schedule A of R••••••••• P••••••• (listed 2020-04-30, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Charles Fred Harmeyer (Managing Principal) appeared on Schedule A of R••••••••• P•••••••Mar 29, 2019 · Control person joined · fact
- Travis Brandon Huffman (Managing Principal) appeared on Schedule A of R••••••••• P•••••••Mar 29, 2019 · 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
- R•••••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 215-563-3558reportedpublic record, Form ADV, Apr 25, 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
Across the graphs
R••••••••• P••••••• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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