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.
Former SEC-registered adviser
Sustainable Woodlands Partners, LLC
Latest filing Dec 5, 2022
First filing on the tape Nov 15, 2011 · 30 filings
RAUM
$121M
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
12
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
$121M gross assets
History
30 filings and snapshots on the tape
RAUM$121M as of Mar 17, 2022
Mar 22, 2012$338M then
HNW client RAUM$0 as of Mar 17, 2022
Mar 22, 2018$0 then
State-registered IARs (5.B.3)2 as of Mar 17, 2022
Mar 22, 20120 then
Employees (5.A)12 as of Mar 17, 2022
Mar 22, 201317 then
Private funds1 as of Mar 17, 2022
Mar 22, 20122 then
RAUM +18% over the last fiscal year-13% a year over threeIARs 3 to 2
Practice profile
derived from the filing of Dec 5, 2022; every figure names its basis
- RAUM per advisor
- $60.5MderivedRAUM 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
- $121MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 6.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- -33%derivedItem 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
- $121M, 1 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$121M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 1reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $121M for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- absent from the latest SEC rosterderived
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
- William Kane Enszer to Segment Wealth Management, LLCFeb 28, 2023 · Other
- Arthur Haag Sherman to Tectonic Advisors LLCNov 11, 2011 · Other
Joined, latest
- William Kane Enszer from Salient Capital Advisors, LLCNov 10, 2020 · Other
- Arthur Haag Sherman from Salient Capital Advisors, LLCJul 26, 2011 · Other
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Sustainable Woodlands Fund II, L.P. | Other Private Fund | $121M | 149 | Mar 22, 2012 |
| Sustainable Woodlands Fund, L.P.no longer reported | Other Private Fund | $34.1M | 122 | Mar 22, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Anjali Agarwal · Chief Financial Officer, Elected Managercontrolsince 11/2020 · owns less than 5%
- Axtell Paul Bachtold · Chief Compliance Officercontrolsince 05/2011 · owns less than 5%
- Kane William Enszer · Elected Managercontrolsince 09/2020 · owns less than 5%
- Markwood Robert Fields · Elected Managercontrolsince 11/2018 · owns less than 5%
- Lewis Robert Lyle · Elected Managercontrolsince 10/2004 · owns less than 5%
- Andrew David Scott · Elected Managercontrolsince 10/2004 · owns less than 5%
- Ken Sewell · Elected Managercontrolsince 01/2014 · owns less than 5%
- Elton Terrell Winstead · Elected Managercontrolsince 10/2004 · owns less than 5%
- Kane William Enszer · Elected Managercontrolsince 09/2021 · owns F of Salient Capital Management, LLC
- Thomason Michael Mcree · Member/Chairmancontrolsince 04/1989 · owns 50% to 75% of Investek Timber Managment, LLC
- Henderson Richard Molpus · Chairmancontrolsince 07/2004 · owns 25% to 50% of The Molpus Woodlands Group, LLC
- Andrew David Scott · Member/Presidentcontrolsince 11/2003 · owns F of Investek Timber Managment, LLC
- John Christopher Dean · Elected Managersince 01/2010 · owns F of Salient Capital Management, LLC
- Philip John Ferguson · Elected Managersince 05/2012 · owns F of Salient Capital Management, LLC
Entity owners
- Investek Timber Managment, LLC · Memberdirect · owns 25% to 50%
- Molpus Woodlands Group-Sustainable, L.L.C. · Memberdirect · owns 50% to 75%
- Salient Partners, L.P. · Memberdirect · owns 10% to 25%
- Molpus Legacy, LLC · Ownerindirect · owns 75% or more of The Molpus Woodlands Group, LLC
- Salient Capital Management, LLC · General Partnerindirect · owns F of Salient Partners, L.P.
- The Molpus Woodlands Group, LLC · Memberindirect · owns 75% or more of Molpus Woodlands Group-Sustainable, L.L.C.
Related persons
Schedule D 7.A
- Forward Management, LLCinvestment adviserbanknRAUM $860M
- Salient Capital Advisors, LLCinvestment adviserbanknRAUM $2.1B
- The Molpus Woodlands Group, LLCinvestment advisernRAUM $1.8B
Advisers that list Sustainable Woodlands Partners, LLC as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Related broker-dealer · true to falseMar 17, 2022 to Dec 5, 2022
- Advisory employees · 3 to 2Oct 18, 2021 to Mar 17, 2022
- BD registered reps · 3 to 1Oct 18, 2021 to Mar 17, 2022
- Assets in custody · $102M to $121MOct 18, 2021 to Mar 17, 2022
- Insurance-licensed employees · 3 to 2Oct 18, 2021 to Mar 17, 2022
- State-registered IARs · 3 to 2Oct 18, 2021 to Mar 17, 2022
- Discretionary RAUM · $102M to $121MOct 18, 2021 to Mar 17, 2022
- Pooled vehicle RAUM · $102M to $121MOct 18, 2021 to Mar 17, 2022
- RAUM · $102M to $121MOct 18, 2021 to Mar 17, 2022
- BD registered reps · 4 to 3Mar 3, 2021 to Mar 23, 2021
- Assets in custody · $139M to $102MMar 3, 2021 to Mar 23, 2021
- Discretionary RAUM · $139M to $102MMar 3, 2021 to Mar 23, 2021
- Pooled vehicle RAUM · $139M to $102MMar 3, 2021 to Mar 23, 2021
- RAUM · $139M to $102MMar 3, 2021 to Mar 23, 2021
- Accounts · 2 to 1Mar 4, 2020 to Mar 23, 2020
- Advisory employees · 4 to 3Mar 4, 2020 to Mar 23, 2020
- Pooled vehicle clients · 2 to 1Mar 4, 2020 to Mar 23, 2020
- Assets in custody · $185M to $139MMar 4, 2020 to Mar 23, 2020
- Employees · 13 to 12Mar 4, 2020 to Mar 23, 2020
- Insurance-licensed employees · 4 to 3Mar 4, 2020 to Mar 23, 2020
- State-registered IARs · 4 to 3Mar 4, 2020 to Mar 23, 2020
- Discretionary RAUM · $185M to $139MMar 4, 2020 to Mar 23, 2020
- Pooled vehicle RAUM · $185M to $139MMar 4, 2020 to Mar 23, 2020
- RAUM · $185M to $139MMar 4, 2020 to Mar 23, 2020
- Private funds · 2 to 1Mar 21, 2019 to Mar 4, 2020
- BD registered reps · 5 to 4Dec 17, 2018 to Mar 21, 2019
- Assets in custody · $336M to $185MDec 17, 2018 to Mar 21, 2019
- Employees · 14 to 13Dec 17, 2018 to Mar 21, 2019
- Discretionary RAUM · $336M to $185MDec 17, 2018 to Mar 21, 2019
- Pooled vehicle RAUM · $336M to $185MDec 17, 2018 to Mar 21, 2019
- RAUM · $336M to $185MDec 17, 2018 to Mar 21, 2019
- Advisory employees · 5 to 4Jan 30, 2018 to Mar 22, 2018
- BD registered reps · 6 to 5Jan 30, 2018 to Mar 22, 2018
- Assets in custody · $351M to $336MJan 30, 2018 to Mar 22, 2018
- Employees · 15 to 14Jan 30, 2018 to Mar 22, 2018
- Insurance-licensed employees · 5 to 4Jan 30, 2018 to Mar 22, 2018
- State-registered IARs · 5 to 4Jan 30, 2018 to Mar 22, 2018
- Discretionary RAUM · $351M to $336MJan 30, 2018 to Mar 22, 2018
- Pooled vehicle RAUM · $351M to $336MJan 30, 2018 to Mar 22, 2018
- RAUM · $351M to $336MJan 30, 2018 to Mar 22, 2018
Signals
8 dated events
- William Kane Enszer left Sustainable Woodlands Partners, Llc for Segment Wealth Management, Llc (registered 2025-02-05)Feb 28, 2023 · Advisor changed firm · fact
- Allen Gregory Reid (Elected Manager) no longer on Schedule A of Sustainable Woodlands Partners, Llc (listed 2021-08-16, absent 2021-10-18)Oct 18, 2021 · Control person left · inference
- Edwin David Hicks (Elected Manager) no longer on Schedule A of Sustainable Woodlands Partners, Llc (listed 2021-03-23, absent 2021-08-16)Aug 16, 2021 · Control person left · inference
- Scott Matthew Hibbetts (Chief Financial Officer And Treasurer, Elected Manager) no longer on Schedule A of Sustainable Woodlands Partners, Llc (listed 2020-09-17, absent 2020-11-05)Nov 5, 2020 · Control person left · inference
- Kane William Enszer (Elected Manager) appeared on Schedule A of Sustainable Woodlands Partners, LlcNov 5, 2020 · Control person joined · fact
- Anjali Agarwal (Chief Financial Officer) appeared on Schedule A of Sustainable Woodlands Partners, LlcNov 5, 2020 · Control person joined · fact
- Arthur John Blaisdell (Elected Manager) no longer on Schedule A of Sustainable Woodlands Partners, Llc (listed 2019-03-21, absent 2020-03-04)Mar 4, 2020 · Control person left · inference
- Sustainable Woodlands Partners, Llc reported RAUM $185.2M, down 45% from $335.6M (2018-12-17 to 2019-03-21)Mar 21, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
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
- Former SEC-registered adviserderiveda 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