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••••• D••••••••
Legal name F•••••••• A•••••••• I••
Latest filing Jul 2, 2026
First filing on the tape Mar 23, 2012 · 20 filings
SEC status approved since May 17, 2011
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
10
10 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$0 as of Jul 2, 2026
Jan 23, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 2, 2026
Jul 20, 20120 then
Employees (5.A)10 as of Jul 2, 2026
Aug 26, 20131 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jul 2, 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
- unknownderivedRAUM over accounts (5.F.2.f)
- Discretionary
- unknownderivedof RAUM
- Institutional
- unknownderivedpensions, 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
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- fixed feesreportedItem 5.E
- Advisory activities
- otherreportedItem 5.G
- 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
- 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
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 0reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- fixedreported
- Class basis
- private_client_share=0.0 fund_share=0.0 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- G••••••• S••••••• E••••• · Vp, Chief Analytics Officercontrolsince 01/2020 · owns less than 5%
- I•••• S•••••• · Directorcontrolsince 12/2019 · owns less than 5%
- K•••• R•••••• K•••• · Directorcontrolsince 12/2019 · owns 5% to 10%
- M•••••••• M••••• · President, Chief Executive Officercontrolsince 07/2010 · owns 50% to 75%
- M•••••••• S••••• J• · Vp, Chief Compliance Officercontrolsince 08/2018 · owns less than 5%
- Z•••••••• E••••• A•••••••• · Vp, Chief Technology Officercontrolsince 10/2016 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- HQ city · LIBERTY CORNER to BASKING RIDGEFeb 11, 2026 to Jul 2, 2026
- Advisory employees · 11 to 10Jan 23, 2025 to Jan 20, 2026
- Employees · 11 to 10Jan 23, 2025 to Jan 20, 2026
- Accounts · unset to 0.0Jan 19, 2024 to Jan 23, 2025
- Advisory employees · 10 to 11Jan 19, 2024 to Jan 23, 2025
- Advisory activities · 2 to 1Jan 19, 2024 to Jan 23, 2025
- Employees · 10 to 11Jan 19, 2024 to Jan 23, 2025
- Financial planning clients · 0 to Jan 19, 2024 to Jan 23, 2025
- Discretionary RAUM · unset to 0.0Jan 19, 2024 to Jan 23, 2025
- Non-discretionary RAUM · unset to 0.0Jan 19, 2024 to Jan 23, 2025
- RAUM · unset to 0.0Jan 19, 2024 to Jan 23, 2025
- Advisory employees · 11 to 10Mar 3, 2023 to Jan 19, 2024
- Pooled vehicle clients · 0.0 to unsetMar 3, 2023 to Jan 19, 2024
- Employees · 11 to 10Mar 3, 2023 to Jan 19, 2024
- Advisory employees · 5 to 11Oct 25, 2022 to Mar 3, 2023
- Advisory activities · 1 to 2Oct 25, 2022 to Mar 3, 2023
- Employees · 7 to 11Oct 25, 2022 to Mar 3, 2023
- Financial planning clients · unset to 0Oct 25, 2022 to Mar 3, 2023
- Employees · 6 to 7Mar 22, 2021 to Feb 24, 2022
- Advisory employees · 4 to 5Mar 29, 2019 to Mar 26, 2020
- Employees · 5 to 6Mar 29, 2019 to Mar 26, 2020
- HQ city · HOBOKEN to LIBERTY CORNERMar 29, 2019 to Mar 26, 2020
- Employees · 7 to 5Aug 23, 2018 to Mar 11, 2019
- Advisory employees · 3 to 4Jul 24, 2017 to Aug 23, 2018
- Pooled vehicle clients · unset to 0.0Jul 24, 2017 to Aug 23, 2018
- Other offices · unset to 0.0Jul 24, 2017 to Aug 23, 2018
- Employees · 9 to 7Aug 19, 2016 to Jul 24, 2017
- Employees · 7 to 9Jul 31, 2015 to Aug 19, 2016
- HQ city · BASKING RIDGE to HOBOKENJul 31, 2015 to Aug 19, 2016
- Advisory employees · 1 to 3Sep 3, 2014 to Jul 31, 2015
- Employees · 2 to 7Sep 3, 2014 to Jul 31, 2015
- Employees · 1 to 2Aug 26, 2013 to Sep 3, 2014
- HQ city · NEW YORK to BASKING RIDGEAug 26, 2013 to Sep 3, 2014
- HQ state · NY to NJAug 26, 2013 to Sep 3, 2014
- Advisory employees · unset to 1.0Jul 20, 2012 to Aug 26, 2013
- Employees · unset to 1.0Jul 20, 2012 to Aug 26, 2013
Signals
2 dated events
- Edward Stephan Granitz (Vice President) appeared on Schedule A of I••••• D••••••••Mar 26, 2020 · Control person joined · fact
- Shankar Iyer (Director) appeared on Schedule A of I••••• D••••••••Mar 26, 2020 · 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
- Firm profile
- linkedin.com/company/income-discoveryreportedpublic record, Form ADV, Sep 19, 2026
- Website
- i•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 1-888-966-9469reportedpublic record, Form ADV, Jul 2, 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
- No RAUM reportedderiveda 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