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
D•• C•••••• P•••••••
Legal name D•• C•••••• M••••••••• L••
Latest filing Mar 23, 2026
First filing on the tape Feb 21, 2012 · 19 filings
SEC status approved since Mar 30, 2012
RAUM
$2.9B
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
25
18 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
7
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$2.9B as of Mar 23, 2026
Mar 28, 2013$167M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 23, 2026
Mar 28, 20130 then
Employees (5.A)25 as of Mar 23, 2026
Mar 28, 20137 then
Private funds7 as of Mar 23, 2026
Mar 28, 201310 then
RAUM +31% over the last fiscal year+15% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 23, 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
- $412MderivedRAUM 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
- unknownderived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- +31%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
- $2.1B, 7 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)
- 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 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$2.9B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.1B for 7 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 |
|---|---|---|---|---|
| D•• C•••••• P••••••• V••• L••• | Private Equity Fund | $779M | 150 | Mar 31, 2023 |
| D•• C•••••• P••••••• V•• L••• | Private Equity Fund | $651M | 91 | Mar 18, 2020 |
| D•• C•••••• P••••••• I• C••••••••• L••• | Private Equity Fund | $257M | 66 | Mar 29, 2022 |
| D•• C•••••• P••••••• V• L••• | Private Equity Fund | $231M | 86 | Mar 28, 2017 |
| D•• C•••••• P••••••• I•• L•no longer reported | Private Equity Fund | $227M | 92 | Mar 28, 2013 |
| D•• V• C•••••••• ••• L•• | Private Equity Fund | $146M | 13 | Mar 25, 2024 |
| D•• I••••••••• L•no longer reported | Private Equity Fund | $78.7M | 90 | Mar 26, 2014 |
| D•• V• C••••••••• L••• •••••• A• | Private Equity Fund | $28.5M | 4 | Mar 31, 2023 |
| D•• V• C••••••••• L••• •••••• B• | Private Equity Fund | $20.8M | 4 | Mar 31, 2023 |
| T•••••• P••••••• I••• L••no longer reported | Private Equity Fund | $11.7M | 28 | Feb 21, 2012 |
| D•• T••• P••••• I••• L••no longer reported | Private Equity Fund | $7.6M | 29 | Feb 21, 2012 |
| D••••••• P••••• I•• L••no longer reported | Private Equity Fund | $3.3M | 34 | Feb 21, 2012 |
| D•• T••• P••••• I•• L••no longer reported | Private Equity Fund | $2.5M | 35 | Feb 21, 2012 |
| D••••••••• I• L••no longer reported | Private Equity Fund | $1.1M | 38 | Mar 28, 2013 |
| D•• C•••••• P••••••• I••• L•no longer reported | Private Equity Fund | $465,203 | 48 | Feb 21, 2012 |
| M••• I••••••••• L••no longer reported | Private Equity Fund | $317,083 | 31 | Feb 21, 2012 |
| V•••• I••••••••• L••no longer reported | Private Equity Fund | $174,728 | 28 | Feb 21, 2012 |
| D••••••••• L••no longer reported | Private Equity Fund | $161,558 | 32 | Mar 28, 2013 |
| D••••••• P•••••• L••no longer reported | Private Equity Fund | $0 | 31 | Feb 21, 2012 |
Owners and control persons
Schedule A and B, latest filing
- G••••••• D••••••• H••••• · Secretarycontrolsince 01/2019 · owns less than 5%
- L••••••••• C••••• E•••• · Chief Compliance Officercontrolsince 11/2015 · owns less than 5%
- P••••••• K••••• W••••• · President & Treasuercontrolsince 02/2012 · owns less than 5%
- P•••••• B••••• L••••••• · Vice Presidentcontrolsince 02/2012 · owns less than 5%
- T•••••• B••••• C••••••••• · Secretarycontrolsince 02/2012 · owns less than 5%
- P••••••• K••••• W••••• · Membercontrolsince 10/2023 · owns 25% to 50% of D•• H••••••••• L••
- P•••••• B••••• L••••••• · Membercontrolsince 10/2023 · owns 25% to 50% of D•• H••••••••• L••
Entity owners
- D•• H••••••••• L•• · Managing Memberdirect · owns less than 5%
- D•• H•••••••• L• · Memberdirect · owns 75% or more
- D•• H••••••••• L•• · General Partnerindirect · owns 75% or more of D•• H•••••••• L•
Related persons
Schedule D 7.A
- D•• I••••••••• G•• L••pooled vehicle sponsorn
- D•• V•••• L••pooled vehicle sponsorn
- D•• V••••• L••pooled vehicle sponsorn
- D•• V•••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- T••••••, NJ5 employees
- Chevy Chase, MD3 employees
- Vero Beach, FL3 employees
- Westport, CT2 employees
- Park City, UT1 employees
What changed
consecutive filings, newest first
- Accounts · 6 to 7Sep 3, 2025 to Mar 23, 2026
- Advisory employees · 17 to 18Sep 3, 2025 to Mar 23, 2026
- Pooled vehicle clients · 6 to 7Sep 3, 2025 to Mar 23, 2026
- Assets in custody · $1.7B to $2.1BSep 3, 2025 to Mar 23, 2026
- Employees · 20 to 25Sep 3, 2025 to Mar 23, 2026
- Private funds · 6 to 7Sep 3, 2025 to Mar 23, 2026
- Discretionary RAUM · $2.2B to $2.9BSep 3, 2025 to Mar 23, 2026
- Pooled vehicle RAUM · $2.2B to $2.9BSep 3, 2025 to Mar 23, 2026
- RAUM · $2.2B to $2.9BSep 3, 2025 to Mar 23, 2026
- Accounts · 5 to 6Mar 25, 2024 to Mar 31, 2025
- Advisory employees · 16 to 17Mar 25, 2024 to Mar 31, 2025
- Business name · D•• C•••••• M••••••••• L•• to D•• C•••••• P•••••••Mar 25, 2024 to Mar 31, 2025
- Pooled vehicle clients · 5 to 6Mar 25, 2024 to Mar 31, 2025
- Assets in custody · $1.3B to $1.7BMar 25, 2024 to Mar 31, 2025
- Employees · 19 to 20Mar 25, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 25, 2024 to Mar 31, 2025
- Private funds · 5 to 6Mar 25, 2024 to Mar 31, 2025
- Discretionary RAUM · $2.1B to $2.2BMar 25, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $2.1B to $2.2BMar 25, 2024 to Mar 31, 2025
- RAUM · $2.1B to $2.2BMar 25, 2024 to Mar 31, 2025
- Accounts · 6 to 5Jan 23, 2024 to Mar 25, 2024
- Advisory employees · 15 to 16Jan 23, 2024 to Mar 25, 2024
- Business name · D•• M••••••••• C••••••••• to D•• C•••••• M••••••••• L••Jan 23, 2024 to Mar 25, 2024
- Pooled vehicle clients · 6 to 5Jan 23, 2024 to Mar 25, 2024
- Assets in custody · $911M to $1.3BJan 23, 2024 to Mar 25, 2024
- Employees · 18 to 19Jan 23, 2024 to Mar 25, 2024
- Legal name · D•• M••••••••• C••••••••• to D•• C•••••• M••••••••• L••Jan 23, 2024 to Mar 25, 2024
- Private funds · 6 to 5Jan 23, 2024 to Mar 25, 2024
- Discretionary RAUM · $1.9B to $2.1BJan 23, 2024 to Mar 25, 2024
- Pooled vehicle RAUM · $1.9B to $2.1BJan 23, 2024 to Mar 25, 2024
- RAUM · $1.9B to $2.1BJan 23, 2024 to Mar 25, 2024
- Succession · true to falseJan 23, 2024 to Mar 25, 2024
- Advisory employees · 14 to 15Mar 31, 2023 to Jan 23, 2024
- Employees · 17 to 18Mar 31, 2023 to Jan 23, 2024
- HQ city · T•••••• to NEW YORKMar 31, 2023 to Jan 23, 2024
- HQ state · NJ to NYMar 31, 2023 to Jan 23, 2024
- Other offices · 3 to 5Mar 31, 2023 to Jan 23, 2024
- Organization form · Corporation to Limited Liability CompanyMar 31, 2023 to Jan 23, 2024
- Succession · false to trueMar 31, 2023 to Jan 23, 2024
- Accounts · 3 to 6Mar 29, 2022 to Mar 31, 2023
Signals
6 dated events
- D•• C•••••• P••••••• reported RAUM $2.9B, up 31% from $2.2B (2025-09-03 to 2026-03-23)Mar 23, 2026 · RAUM change · derived
- D•• M••••••••• C••••••••• reported succeeding to the business of Another Adviser (Form ADV Item 4)Jan 23, 2024 · Succession (Item 4) · fact
- D•• C•••••• P••••••• reported RAUM $1.9B, up 71% from $1.1B (2022-03-29 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- D•• C•••••• P••••••• reported RAUM $1.2B, up 92% from $604.3M (2019-03-25 to 2020-03-18)Mar 18, 2020 · RAUM change · derived
- Franklin Donald Demuth (Chairman & Director) no longer on Schedule A of D•• C•••••• P••••••• (listed 2018-03-27, absent 2019-01-29)Jan 29, 2019 · Control person left · inference
- Hamlin Douglas Gilbert (Secretary) appeared on Schedule A of D•• C•••••• P•••••••Jan 29, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- D•• C•••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- D•• C•••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/DFW-CAPITAL-PARTNERSreportedpublic record, Form ADV, Sep 19, 2026
- Website
- w••.d•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 201-836-6000reportedpublic record, Form ADV, Mar 23, 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