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•• E••••• P•••••••
Legal name R••••••• L•••• • H••••• I••
Latest filing Jun 11, 2026
First filing on the tape Feb 15, 2012 · 24 filings
SEC status approved since Mar 26, 2012
RAUM
$1.2B
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
17
13 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
8
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$1.2B as of Jun 11, 2026
Mar 5, 2013$586M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 11, 2026
Mar 5, 20130 then
Employees (5.A)17 as of Jun 11, 2026
Mar 5, 20137 then
Private funds8 as of Jun 11, 2026
Mar 5, 20135 then
RAUM +13% over the last fiscal year+3.6% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 11, 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
- $153MderivedRAUM 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
- +13%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, 8 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)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.2B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.0B for 8 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
12 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| R•• I•••••••• I•• L• | Private Equity Fund | $727M | 50 | Apr 2, 2018 |
| R•• I•••••••• I••• L• | Private Equity Fund | $167M | 51 | Feb 15, 2012 |
| A•• C•••••••• L••• | Private Equity Fund | $93.7M | 12 | Mar 31, 2022 |
| R•• I• • R•• M•• L• | Private Equity Fund | $22.0M | 7 | Apr 2, 2018 |
| C•• C••••••• R••••• L••• | Private Equity Fund | $17.4M | 7 | Mar 31, 2022 |
| E•• C••••••• R••••• L• | Private Equity Fund | $14.0M | 2 | Mar 30, 2020 |
| R•• I•• • R•• M•• L• | Private Equity Fund | $12.2M | 7 | Feb 15, 2012 |
| R•• I•••••••• I•• L•no longer reported | Private Equity Fund | $9.4M | 35 | Feb 15, 2012 |
| E•• C••••••• R•• L• | Private Equity Fund | $4.4M | 2 | Apr 2, 2018 |
| E•• C••••••• R••••• L• | Private Equity Fund | $1.9M | 2 | Apr 2, 2018 |
| R•• I••••••••• L•no longer reported | Private Equity Fund | $688,000 | 12 | Feb 15, 2012 |
| R•• I• • R•• M•• L•no longer reported | Private Equity Fund | $564,733 | 0 | Feb 15, 2012 |
Owners and control persons
Schedule A and B, latest filing
- C•••••••• K••••• D•••• · Managing Directorcontrolsince 01/2016 · owns less than 5%
- F••••••••• A•••• L•• · Cfocontrolsince 12/2014 · owns less than 5%
- G••••••• M•••• P•••• · Managing Directorcontrolsince 06/2023 · owns less than 5%
- G••••••••• M••••• · Vpcontrolsince 08/2010 · owns 25% to 50%
- L••••• J•••• C••••••••• · Chairmancontrolsince 01/2000 · owns 25% to 50%
- R••••• R••••• · Ceocontrolsince 01/2016 · owns 5% to 10%
- R••••• M•••••• E••••• · Vpcontrolsince 01/2000 · owns 25% to 50%
- V•••••••• R•••••• K•••• · Chief Compliance Officercontrolsince 10/2022 · owns less than 5%
Related persons
Schedule D 7.A
- R••••••• L•••• • H•••• I•• L••pooled vehicle sponsorn
- R••••••• L•••• • H•••• I••• L••pooled vehicle sponsorn
- R••••••• L•••• • H•••• I•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Irvine, CA2 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- discretionary share shiftChange between filings · filing Mar 26, 2026discretionary share of RAUM moved from 0.0% to 100.0% between the annual amendments of 2025-03-21 and 2026-03-26peers: asset managers, $1B to $5B (1,506)
What changed
consecutive filings, newest first
- Accounts · 9 to 8Mar 21, 2025 to Mar 26, 2026
- Pooled vehicle clients · 9 to 8Mar 21, 2025 to Mar 26, 2026
- Assets in custody · $907M to $1.0BMar 21, 2025 to Mar 26, 2026
- Employees · 22 to 17Mar 21, 2025 to Mar 26, 2026
- Private funds · 9 to 8Mar 21, 2025 to Mar 26, 2026
- Discretionary RAUM · $0 to $1.2BMar 21, 2025 to Mar 26, 2026
- Non-discretionary RAUM · $1.1B to $0Mar 21, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $1.1B to $1.2BMar 21, 2025 to Mar 26, 2026
- RAUM · $1.1B to $1.2BMar 21, 2025 to Mar 26, 2026
- Assets in custody · $816M to $907MOct 2, 2024 to Mar 21, 2025
- Employees · 17 to 22Oct 2, 2024 to Mar 21, 2025
- Financial planning clients · unset to Oct 2, 2024 to Mar 21, 2025
- Discretionary RAUM · $1.1B to $0Oct 2, 2024 to Mar 21, 2025
- Non-discretionary RAUM · $0 to $1.1BOct 2, 2024 to Mar 21, 2025
- Pooled vehicle RAUM · $1.1B to $1.1BOct 2, 2024 to Mar 21, 2025
- RAUM · $1.1B to $1.1BOct 2, 2024 to Mar 21, 2025
- Discretionary RAUM · $1.1B to $1.1BMar 13, 2024 to Apr 10, 2024
- Pooled vehicle RAUM · $1.1B to $1.1BMar 13, 2024 to Apr 10, 2024
- RAUM · $1.1B to $1.1BMar 13, 2024 to Apr 10, 2024
- Advisory employees · 14 to 13Sep 6, 2023 to Mar 13, 2024
- Assets in custody · $634M to $816MSep 6, 2023 to Mar 13, 2024
- Employees · 16 to 17Sep 6, 2023 to Mar 13, 2024
- Discretionary RAUM · $899M to $1.1BSep 6, 2023 to Mar 13, 2024
- Pooled vehicle RAUM · $899M to $1.1BSep 6, 2023 to Mar 13, 2024
- RAUM · $899M to $1.1BSep 6, 2023 to Mar 13, 2024
- Accounts · 11 to 9Apr 18, 2023 to Sep 6, 2023
- Pooled vehicle clients · 11 to 9Apr 18, 2023 to Sep 6, 2023
- Assets in custody · $748M to $634MApr 18, 2023 to Sep 6, 2023
- Private funds · 11 to 9Apr 18, 2023 to Sep 6, 2023
- Discretionary RAUM · $1.1B to $899MApr 18, 2023 to Sep 6, 2023
- Pooled vehicle RAUM · $1.1B to $899MApr 18, 2023 to Sep 6, 2023
- RAUM · $1.1B to $899MApr 18, 2023 to Sep 6, 2023
- Business name · R••••••• L•••• • H•••• to R•• E••••• P•••••••Mar 21, 2023 to Apr 18, 2023
- Advisory employees · 13 to 14Oct 11, 2022 to Mar 21, 2023
- Assets in custody · $1.0B to $748MOct 11, 2022 to Mar 21, 2023
- Employees · 15 to 16Oct 11, 2022 to Mar 21, 2023
- Discretionary RAUM · $1.3B to $1.1BOct 11, 2022 to Mar 21, 2023
- Pooled vehicle RAUM · $1.3B to $1.1BOct 11, 2022 to Mar 21, 2023
- RAUM · $1.3B to $1.1BOct 11, 2022 to Mar 21, 2023
- Accounts · 9 to 11Mar 30, 2021 to Mar 31, 2022
Signals
5 dated events
- Peter Mark Gartner (Managing Director) appeared on Schedule A of R•• E••••• P•••••••Mar 13, 2024 · Control person joined · fact
- Keith Raulin Villegas (Chief Compliance Officer) appeared on Schedule A of R•• E••••• P•••••••Oct 11, 2022 · Control person joined · fact
- Ames Robert Zielinski (Managing Director) no longer on Schedule A of R•• E••••• P••••••• (listed 2019-04-01, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Douglas Kenneth Hubbs (Managing Director) no longer on Schedule A of R•• E••••• P••••••• (listed 2019-04-01, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- R•• E••••• P••••••• reported RAUM $1.3B, up 84% from $707.0M (2017-05-31 to 2018-04-02)Apr 2, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- R•• E••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- R•• E••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/rlhequitypartnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- r••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 310-405-7200reportedpublic record, Form ADV, Jun 11, 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