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
I•••••• E••••• M••••••••• C•••••• L••
Latest filing Mar 30, 2026
First filing on the tape Feb 14, 2012 · 20 filings
SEC status approved since Mar 30, 2012
RAUM
$886M
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
21
15 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
17
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$886M as of Mar 30, 2026
Apr 1, 2013$1.2B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Apr 1, 20130 then
Employees (5.A)21 as of Mar 30, 2026
Apr 1, 201320 then
Private funds17 as of Mar 30, 2026
Apr 1, 201312 then
RAUM -16% over the last fiscal year-5.8% a year over threeIARs 0 to 0offices 1 to 0
Practice profile
derived from the filing of Mar 30, 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
- $49.2MderivedRAUM 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
- $1.0B, 18 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)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$886M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 18reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.0B for 18 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
19 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| I•••••• E••••• I•• L• | Private Equity Fund | $899M | 21 | Mar 31, 2014 |
| I•••••• E••••• I•• ••• L• | Private Equity Fund | $273M | 13 | Mar 31, 2014 |
| I•••••• E••••• I• L• | Private Equity Fund | $133M | 23 | Feb 14, 2012 |
| I•••••• E••••• I•• ••• X• L• | Private Equity Fund | $106M | 2 | Mar 31, 2015 |
| I•••••• E••••• I•• ••• L• | Private Equity Fund | $106M | 29 | Mar 31, 2014 |
| C•••••• C•••• I••••••••• F••• L• | Private Equity Fund | $85.0M | 2 | Mar 29, 2024 |
| I•••••• E••••• ••• I• L• | Private Equity Fund | $28.4M | 8 | Feb 14, 2012 |
| I•••••• E••••• ••••••• I• L• | Private Equity Fund | $28.0M | 3 | Mar 29, 2024 |
| I•••••• E••••• A• ••••••• I• L• | Private Equity Fund | $22.9M | 28 | Mar 29, 2024 |
| I•••••• E••••• M•••••••• I• L• | Private Equity Fund | $19.5M | 13 | Feb 14, 2012 |
| I•••••• E••••• ••• I• L• | Private Equity Fund | $13.0M | 34 | Feb 14, 2012 |
| I•••••• E••••• I• L• | Private Equity Fund | $11.4M | 18 | Feb 14, 2012 |
| I•••••• E••••• M•••••••• ••• I• L• | Private Equity Fund | $5.2M | 6 | Feb 14, 2012 |
| I•••••• E••••• ••••••••• I• L• | Private Equity Fund | $4.8M | 14 | Feb 14, 2012 |
| I•••••• E••••• M•••••••• ••• I• L• | Private Equity Fund | $1.9M | 36 | Feb 14, 2012 |
| I•••••• E••••• ••••••• I• L• | Private Equity Fund | $1.2M | 4 | Feb 14, 2012 |
| I•••••• E••••• ••••••••• C••••••••• I• L• | Private Equity Fund | $1.0M | 20 | Feb 14, 2012 |
| I•••••• E••••• V••••• P••••••• L•no longer reported | Private Equity Fund | $0 | 7 | Feb 14, 2012 |
| N•• I•••••• E••••• A••••••••• P••••••• L•no longer reported | Private Equity Fund | $0 | 4 | Feb 14, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• W•••••• B• · Partnercontrolsince 02/2012 · owns less than 5%
- S•••••• K••••• M•••••• · Cfo &Ccocontrolsince 01/2011 · owns less than 5%
- T••• W••••••• B•••••• · Ceo/Managing Partnercontrolsince 05/2002 · owns less than 5%
- T••• W••••••• B•••••• · Membercontrolsince 05/2002 · owns 75% or more of I•••••• E••••• H••••••• L••
- J••••• P••••• M•••••• · Partnersince 01/2018 · owns less than 5%
Entity owners
- I•••••• E••••• H••••••• L•• · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- I•••••• E••••• ••• G• I• L••pooled vehicle sponsorn
- I•••••• E••••• ••• G• I•• L••pooled vehicle sponsorn
- I•••••• E••••• ••••••••• C••••••••• G• I• L••pooled vehicle sponsorn
- I•••••• E••••• ••••••• G• I• L••pooled vehicle sponsorn
- I•••••• E••••• G• ••••••• I• L••pooled vehicle sponsorn
- I•••••• E••••• G• I• L•pooled vehicle sponsorn
- I•••••• E••••• G• I• L••pooled vehicle sponsorn
- I•••••• E••••• G• I•• L••pooled vehicle sponsorn
- I•••••• E••••• M•••••••• ••• G• I• L••pooled vehicle sponsorn
- I•••••• E••••• M•••••••• G• I• L••pooled vehicle sponsorn
- I•••••• E••••• V••••• C•••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- New York, NY3 employees
What changed
consecutive filings, newest first
- Other offices · 1 to 0Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.1B to $886MMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $1.1B to $886MMar 28, 2025 to Mar 30, 2026
- RAUM · $1.1B to $886MMar 28, 2025 to Mar 30, 2026
- Accounts · 17 to 18May 17, 2024 to Mar 28, 2025
- Advisory employees · 18 to 15May 17, 2024 to Mar 28, 2025
- Pooled vehicle clients · 17 to 18May 17, 2024 to Mar 28, 2025
- Assets in custody · $1.1B to $1.0BMay 17, 2024 to Mar 28, 2025
- Employees · 24 to 21May 17, 2024 to Mar 28, 2025
- Financial planning clients · unset to May 17, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.1B to $1.1BMay 17, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $1.1B to $1.1BMay 17, 2024 to Mar 28, 2025
- RAUM · $1.1B to $1.1BMay 17, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.2B to $1.1BMar 29, 2024 to May 17, 2024
- Pooled vehicle RAUM · $1.2B to $1.1BMar 29, 2024 to May 17, 2024
- RAUM · $1.2B to $1.1BMar 29, 2024 to May 17, 2024
- Accounts · 14 to 17Mar 28, 2023 to Mar 29, 2024
- Advisory employees · 21 to 18Mar 28, 2023 to Mar 29, 2024
- Pooled vehicle clients · 14 to 17Mar 28, 2023 to Mar 29, 2024
- Assets in custody · $990M to $1.1BMar 28, 2023 to Mar 29, 2024
- Employees · 27 to 24Mar 28, 2023 to Mar 29, 2024
- Private funds · 14 to 17Mar 28, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.1B to $1.2BMar 28, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.1B to $1.2BMar 28, 2023 to Mar 29, 2024
- RAUM · $1.1B to $1.2BMar 28, 2023 to Mar 29, 2024
- Accounts · 15 to 14Mar 30, 2022 to Mar 28, 2023
- Advisory employees · 23 to 21Mar 30, 2022 to Mar 28, 2023
- Pooled vehicle clients · 15 to 14Mar 30, 2022 to Mar 28, 2023
- Assets in custody · $1.2B to $990MMar 30, 2022 to Mar 28, 2023
- Employees · 29 to 27Mar 30, 2022 to Mar 28, 2023
- Private funds · 15 to 14Mar 30, 2022 to Mar 28, 2023
- Discretionary RAUM · $960M to $1.1BMar 30, 2022 to Mar 28, 2023
- Pooled vehicle RAUM · $960M to $1.1BMar 30, 2022 to Mar 28, 2023
- RAUM · $960M to $1.1BMar 30, 2022 to Mar 28, 2023
- Discretionary RAUM · $1.0B to $960MMay 4, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $1.0B to $960MMay 4, 2021 to Mar 30, 2022
- RAUM · $1.0B to $960MMay 4, 2021 to Mar 30, 2022
- Discretionary RAUM · $1.0B to $1.0BMar 30, 2021 to May 4, 2021
- Pooled vehicle RAUM · $1.0B to $1.0BMar 30, 2021 to May 4, 2021
- RAUM · $1.0B to $1.0BMar 30, 2021 to May 4, 2021
Signals
3 dated events
- Lance Victor Vescovo (Coo/Managing Partner) no longer on Schedule A of I•••••• E••••• M••••••••• C•••••• L•• (listed 2022-03-30, absent 2023-03-28)Mar 28, 2023 · Control person left · inference
- Eppes Eliot Kerlin (Partner) no longer on Schedule A of I•••••• E••••• M••••••••• C•••••• L•• (listed 2022-03-30, absent 2023-03-28)Mar 28, 2023 · Control person left · inference
- Jack Waterstreet (Partner) no longer on Schedule A of I•••••• E••••• M••••••••• C•••••• L•• (listed 2019-03-29, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- I•••••• E••••• M••••••••• C•••••• L•• · Independent Sponsorsshared crd · capital_provider
- I•••••• E••••• M••••••••• C•••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/insight-equityreportedpublic record, Form ADV, Sep 18, 2026
- Website
- I••••••EQUITY.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 817-488-7775reportedpublic record, Form ADV, Mar 30, 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