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••••••• C•••••• P•••••••
Asset manager (funds and pooled vehicles)Washington, District of ColumbiaCRD 157315SEC 801-113156websiteIAPD
Legal name I••••••• C•••••• M••••••••• L•
Latest filing Aug 25, 2026
First filing on the tape Mar 27, 2012 · 30 filings
SEC status approved since May 4, 2018
RAUM
$7.2B
reported, Item 5.F
Discretionary
90%
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
53
28 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
15
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$7.2B as of Aug 25, 2026
Apr 1, 2013$805M then
HNW client RAUM$0 as of Aug 25, 2026
Mar 29, 2019$0 then
State-registered IARs (5.B.3)0 as of Aug 25, 2026
Apr 1, 20132 then
Employees (5.A)53 as of Aug 25, 2026
Apr 1, 20138 then
Private funds15 as of Aug 25, 2026
Apr 1, 20131 then
RAUM +17% over the last fiscal year+11% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 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
- $248MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 90%derivedof RAUM
- Institutional
- 37%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
- +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-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, 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
- 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$3.0B42%
- Insurance companies$1.7B23%
- Other investment advisers$1.5B21%
- State and municipal entities$1.0B14%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 29reported
- 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=0.63 institutional_share=0.37 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
- H• J••••• D••••••••• to V•• P•••• C•••••• L••Dec 31, 2014 · Other
Joined, latest
- H• J••••• D••••••••• from I••• C•••••• A•••••••• L••May 30, 2012 · Other
Private funds
13 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| I••••••• O••••••••• F••• I•• L••• | Real Estate Fund | $1.0B | 61 | Mar 29, 2019 |
| I••••••• O••••••••• F••• I••• L••• | Real Estate Fund | $1.0B | 28 | Mar 31, 2022 |
| I••••••• O••••••••• F••• I••••• L•• | Real Estate Fund | $469M | 5 | Mar 31, 2023 |
| I••••••• O••••••••• O••••••• F••• I•• L••• | Real Estate Fund | $328M | 22 | Mar 29, 2019 |
| I••••••• O••••••••• F••• I•• C••••••••• L••• | Real Estate Fund | $264M | 9 | Mar 31, 2023 |
| I••••••• O••••••••• O••••••• F••• I••• L••• | Real Estate Fund | $248M | 11 | Mar 31, 2022 |
| I••••••• O••••••••• O••••••• F••• L••• | Real Estate Fund | $67.4M | 27 | Mar 31, 2015 |
| I••••••• R••••••• O••••••••• M••••• F•••• L••• | Real Estate Fund | $43.5M | 15 | Mar 31, 2021 |
| I••••••• G•••••••• F•••• L••• | Real Estate Fund | $39.5M | 3 | Mar 29, 2024 |
| I••••••• A••••••••• C••••• F•••• L••• | Hedge Fund | $27.0M | 2 | Mar 30, 2020 |
| I••••••• O••••••••• F•••• L••• | Real Estate Fund | $10.1M | 15 | Mar 31, 2015 |
| I••••••• M•••••• A••••••••• L••• | Real Estate Fund | $5.6M | 2 | Mar 28, 2013 |
| C•••••••• H••••••• I•• L••no longer reported | Real Estate Fund | $0 | 4 | Mar 27, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• D••••• K•••• · Chief Compliance Officercontrolsince 05/2019 · owns less than 5%
- K••••••••• R•••••• C•••••• · Chief Operating Officercontrolsince 01/2015 · owns less than 5%
- R••••••••• D•••••• B•••• · Chief Financial Officercontrolsince 01/2021 · owns less than 5%
- W•••••• M••••••• W•••• · Chief Executive Officercontrolsince 10/2008 · owns less than 5%
- W•••••• M••••••• W•••• · Managing Membercontrolsince 12/2014 · owns F of I••••••• C•••••• G•• L••
Entity owners
- I••••••• C•••••• G•• L•• · General Partnerdirect · owns less than 5%
- I••••••• C•••••• P•••••••• L• · Limited Partnerdirect · owns 75% or more
- I••••••• C•••••• G•• L•• · General Partnerindirect · owns F of I••••••• C•••••• P•••••••• L•
- I•• I••••••••• L• · Limited Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- I••••••• A••••••••• C••••• G•• L••bankpooled vehicle sponsorn
- I••••••• G•••••••• F••• G•• L••bankpooled vehicle sponsorn
- I••••••• M•••••• A•••••••• G••• L•••bankpooled vehicle sponsorn
- I••••••• O••••••••• G• I•• L••bankpooled vehicle sponsorn
- I••••••• O••••••••• G• I••• L••bankpooled vehicle sponsorn
- I••••••• O••••••••• G•• L••bankpooled vehicle sponsorn
- I••••••• R••••••• O••••••••• G•• L••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- high institutional concentrationStatic outlier · filing Aug 25, 2026institutional share of RAUM of 37% against a peer median of 0% (684 comparable advisers, 99.0th percentile, 12.5 robust deviations)peers: asset managers, $5B to $20B (684) · 99% percentile
- institutional asset share shiftChange between filings · filing Mar 31, 2026institutional share of RAUM moved from 42.0% to 59.0% between the annual amendments of 2025-03-31 and 2026-03-31peers: asset managers, $5B to $20B (684)
What changed
consecutive filings, newest first
- Discretionary RAUM · $6.5B to $6.5BMar 31, 2026 to Aug 25, 2026
- Non-discretionary RAUM · $727M to $703MMar 31, 2026 to Aug 25, 2026
- Pooled vehicle RAUM · $3.0B to $3.0BMar 31, 2026 to Aug 25, 2026
- RAUM · $7.3B to $7.2BMar 31, 2026 to Aug 25, 2026
- Accounts · 24 to 29May 7, 2025 to Mar 31, 2026
- Advisory employees · 29 to 28May 7, 2025 to Mar 31, 2026
- Pooled vehicle clients · 14 to 15May 7, 2025 to Mar 31, 2026
- Employees · 50 to 53May 7, 2025 to Mar 31, 2026
- Private funds · 14 to 15May 7, 2025 to Mar 31, 2026
- Discretionary RAUM · $5.9B to $6.5BMay 7, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $289M to $727MMay 7, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $3.6B to $3.0BMay 7, 2025 to Mar 31, 2026
- RAUM · $6.2B to $7.3BMay 7, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to May 7, 2025
- Discretionary RAUM · $5.9B to $5.9BMar 31, 2025 to May 7, 2025
- Pooled vehicle RAUM · $3.6B to $3.6BMar 31, 2025 to May 7, 2025
- RAUM · $6.2B to $6.2BMar 31, 2025 to May 7, 2025
- Accounts · 18 to 24May 6, 2024 to Mar 31, 2025
- Advisory employees · 32 to 29May 6, 2024 to Mar 31, 2025
- Pooled vehicle clients · 12 to 14May 6, 2024 to Mar 31, 2025
- Private funds · 12 to 14May 6, 2024 to Mar 31, 2025
- Discretionary RAUM · $5.5B to $5.9BMay 6, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $32.9M to $289MMay 6, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $3.6B to $3.6BMay 6, 2024 to Mar 31, 2025
- RAUM · $5.5B to $6.2BMay 6, 2024 to Mar 31, 2025
- Discretionary RAUM · $5.5B to $5.5BMar 29, 2024 to May 6, 2024
- RAUM · $5.5B to $5.5BMar 29, 2024 to May 6, 2024
- Accounts · 16 to 18May 25, 2023 to Mar 29, 2024
- Advisory employees · 29 to 32May 25, 2023 to Mar 29, 2024
- Pooled vehicle clients · 11 to 12May 25, 2023 to Mar 29, 2024
- Employees · 44 to 50May 25, 2023 to Mar 29, 2024
- Private funds · 11 to 12May 25, 2023 to Mar 29, 2024
- Discretionary RAUM · $5.9B to $5.5BMay 25, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $57.9M to $32.9MMay 25, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $4.7B to $3.6BMay 25, 2023 to Mar 29, 2024
- RAUM · $6.0B to $5.5BMay 25, 2023 to Mar 29, 2024
- Discretionary RAUM · $5.2B to $5.9BMar 31, 2023 to May 25, 2023
- Non-discretionary RAUM · $55.0M to $57.9MMar 31, 2023 to May 25, 2023
- Pooled vehicle RAUM · $4.0B to $4.7BMar 31, 2023 to May 25, 2023
- RAUM · $5.2B to $6.0BMar 31, 2023 to May 25, 2023
Signals
10 dated events
- I••••••• C•••••• P••••••• reported RAUM $5.2B, up 28% from $4.1B (2022-06-07 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- I••••••• C•••••• P••••••• reported RAUM $4.1B, up 74% from $2.4B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- I••••••• C•••••• P••••••• reported RAUM $2.4B, up 87% from $1.3B (2020-10-15 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Brett Daniel Rosenberg (Chief Financial Officer) appeared on Schedule A of I••••••• C•••••• P•••••••Mar 31, 2021 · Control person joined · fact
- I••••••• C•••••• P••••••• reported RAUM $1.3B, up 32% from $950.7M (2019-06-28 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Kevin Duane Beasley (Chief Compliance Officer) appeared on Schedule A of I••••••• C•••••• P•••••••Jun 28, 2019 · Control person joined · fact
- I••••••• C•••••• P••••••• reported RAUM $950.7M, up 146% from $386.0M (2018-04-04 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- I••••••• C•••••• P••••••• reported RAUM $386.0M, up 379% from $80.5M (2016-03-30 to 2018-04-04)Apr 4, 2018 · RAUM change · derived
- I••••••• C•••••• P••••••• filed its initial SEC registration (Form ADV)Apr 4, 2018 · First SEC registration · fact
- I••••••• C•••••• P••••••• reported succeeding to the business of Another Adviser (Form ADV Item 4)Jul 20, 2015 · Succession (Item 4) · fact
Across DFX
shared identifiers only, never a name match
- I••••••• C•••••• P••••••• · Private Equityshared crd · organization
- I••••••• C•••••• P••••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/I•••••••-CAPITAL-PARTNERS-reportedpublic record, Form ADV, Sep 18, 2026
- Website
- I•••••••CP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 202-534-1815reportedpublic record, Form ADV, Aug 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
I••••••• C•••••• 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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