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
F•••••••• F•••• L••
Legal name E•••••• C••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Feb 13, 2012 · 23 filings
SEC status approved since Mar 30, 2012
RAUM
$7.9B
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
65
65 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
22
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$7.9B as of Mar 30, 2026
Apr 1, 2013$937M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Apr 1, 20130 then
Employees (5.A)65 as of Mar 30, 2026
Apr 1, 201322 then
Private funds22 as of Mar 30, 2026
Apr 1, 20133 then
RAUM +1.5% over the last fiscal year-0.6% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
- $359MderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1.5%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 vehicles, otherreportedItem 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)
- 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$7.9B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 22reported
- 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=1.0 institutional_share=0.0 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
none on the tape
Joined, latest
none on the tape
Private funds
21 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| F•••••••• F••• I•••• L••• | Private Equity Fund | $1.2B | 106 | Mar 27, 2020 |
| F•••••••• F••• I••• L••• | Private Equity Fund | $1.1B | 101 | Mar 30, 2016 |
| F•••••••• A•••• O••••••••• F••• I•••• L••• | Private Equity Fund | $566M | 35 | Mar 29, 2022 |
| F•••••••• P•• A••••••••• L•• | Private Equity Fund | $384M | 13 | Mar 27, 2017 |
| F•••••••• F••• I•••• L••• | Private Equity Fund | $353M | 29 | Mar 27, 2020 |
| F•••••••• O•••••• F••• I•••• L••• | Private Equity Fund | $353M | 106 | Mar 27, 2020 |
| F•••••••• F••• I• •••••••• L••• | Private Equity Fund | $246M | 95 | Apr 1, 2013 |
| F•••••••• F••• V••• L••• | Private Equity Fund | $213M | 96 | Mar 30, 2023 |
| F•••••••• S•••••• A••••• F•••• L••• | Private Equity Fund | $167M | 92 | Mar 30, 2016 |
| F•••••••• F••• I•• L••• | Private Equity Fund | $155M | 95 | Feb 13, 2012 |
| F•••••••• C•• H•••••••• L••• | Private Equity Fund | $109M | 3 | Mar 29, 2024 |
| F•••••••• S•••••• A••••• F••• A•• •••••••• L••• | Private Equity Fund | $105M | 92 | Mar 29, 2019 |
| F•••••••• F••• I•• A•• •••••••• L••• | Private Equity Fund | $105M | 101 | Mar 29, 2019 |
| F•••••••• O•••••• F••• I•••• L••• | Private Equity Fund | $102M | 29 | Mar 27, 2020 |
| F•••••••• F••• V••• L••• | Private Equity Fund | $56.3M | 25 | Mar 30, 2023 |
| F•••••••• A•••• O••••••••• F••• I•••• L••• | Private Equity Fund | $49.2M | 2 | Mar 29, 2022 |
| F• D•• A••••••••• L••no longer reported | Private Equity Fund | $46.5M | 11 | Mar 29, 2019 |
| F•••••••• F••• I•• A•• ••• L••• | Private Equity Fund | $29.3M | 1 | Mar 29, 2019 |
| F•••••••• O•••••• F••• V••• L••• | Private Equity Fund | $13,366 | 96 | Mar 30, 2023 |
| F•••••••• O•••••• F••• V••• L••• | Private Equity Fund | $3,529 | 25 | Mar 30, 2023 |
| F•••••••• F•••• L•••no longer reported | Private Equity Fund | $0 | 0 | Feb 13, 2012 |
Owners and control persons
Schedule A and B, latest filing
- A•••••••• C••••••••• J••• · Managing Partnercontrolsince 01/2022 · owns less than 5%
- B•••••• M•••• N•• · Chief Compliance Officer, Chief Administrative Officercontrolsince 03/2023 · owns less than 5%
- E••••••• D•••••• J••••• · Chief Executive Officercontrolsince 04/2004 · owns less than 5%
- H••••••• S••••••• H••••• · Chief Financial Officercontrolsince 07/2005 · owns less than 5%
- E••••••• D•••••• J••••• · Limited Partnercontrolsince 01/2024 · owns 75% or more of F•••••••• F•••• L•
- E••••••• D•••••• J••••• · Sole Ownercontrolsince 01/2024 · owns 75% or more of F•••••••• G•• L••
Entity owners
- F•••••••• F•••• L• · Sole Memberdirect · owns 75% or more
- F•••••••• G•• L•• · General Partnerindirect · owns F of F•••••••• F•••• L•
Related persons
Schedule D 7.A
- F•••••••• A•••• O••••••••• M••••••••• I•• L•••bankpooled vehicle sponsorn
- F•••••••• M••••••••• I• •••••••• L•••pooled vehicle sponsorn
- F•••••••• M••••••••• I•• L•••pooled vehicle sponsorn
- F•••••••• M••••••••• I•• A•• •••••••• L•••pooled vehicle sponsorn
- F•••••••• M••••••••• I••• L•••pooled vehicle sponsorn
- F•••••••• M••••••••• I•• L•••bankpooled vehicle sponsorn
- F•••••••• M••••••••• V• L•••pooled vehicle sponsorn
- F•••••••• S•••••• A••••• M••••••••• A•• •••••••• L•••pooled vehicle sponsorn
- F•••••••• S•••••• A••••• M••••••••• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- New York, NY23 employees
What changed
consecutive filings, newest first
- Accounts · 20 to 22Nov 1, 2025 to Mar 30, 2026
- Advisory employees · 60 to 65Nov 1, 2025 to Mar 30, 2026
- Charity clients · 0.0 to unsetNov 1, 2025 to Mar 30, 2026
- Corporate clients · 0.0 to unsetNov 1, 2025 to Mar 30, 2026
- HNW clients · 0.0 to unsetNov 1, 2025 to Mar 30, 2026
- Individual clients · 0.0 to unsetNov 1, 2025 to Mar 30, 2026
- Pension plan clients · 0.0 to unsetNov 1, 2025 to Mar 30, 2026
- Pooled vehicle clients · 20 to 22Nov 1, 2025 to Mar 30, 2026
- Employees · 60 to 65Nov 1, 2025 to Mar 30, 2026
- Private funds · 20 to 22Nov 1, 2025 to Mar 30, 2026
- Discretionary RAUM · $7.8B to $7.9BNov 1, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $7.8B to $7.9BNov 1, 2025 to Mar 30, 2026
- RAUM · $7.8B to $7.9BNov 1, 2025 to Mar 30, 2026
- Accounts · 19 to 20Mar 29, 2024 to Mar 31, 2025
- Advisory employees · 61 to 60Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 19 to 20Mar 29, 2024 to Mar 31, 2025
- Employees · 61 to 60Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- HQ city · CHICAGO to MIAMIMar 29, 2024 to Mar 31, 2025
- HQ state · IL to FLMar 29, 2024 to Mar 31, 2025
- Other offices · 1 to 2Mar 29, 2024 to Mar 31, 2025
- Private funds · 19 to 20Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $8.1B to $7.8BMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $8.1B to $7.8BMar 29, 2024 to Mar 31, 2025
- RAUM · $8.1B to $7.8BMar 29, 2024 to Mar 31, 2025
- Accounts · 18 to 19Mar 30, 2023 to Mar 29, 2024
- Advisory employees · 44 to 61Mar 30, 2023 to Mar 29, 2024
- Pooled vehicle clients · 18 to 19Mar 30, 2023 to Mar 29, 2024
- Employees · 57 to 61Mar 30, 2023 to Mar 29, 2024
- Private funds · 18 to 19Mar 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $8.0B to $8.1BMar 30, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $8.0B to $8.1BMar 30, 2023 to Mar 29, 2024
- RAUM · $8.0B to $8.1BMar 30, 2023 to Mar 29, 2024
- Accounts · 15 to 18Mar 29, 2022 to Mar 30, 2023
- Advisory employees · 40 to 44Mar 29, 2022 to Mar 30, 2023
- Pooled vehicle clients · 15 to 18Mar 29, 2022 to Mar 30, 2023
- Employees · 48 to 57Mar 29, 2022 to Mar 30, 2023
- Private funds · 15 to 18Mar 29, 2022 to Mar 30, 2023
- Discretionary RAUM · $5.7B to $8.0BMar 29, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $5.7B to $8.0BMar 29, 2022 to Mar 30, 2023
Signals
4 dated events
- F•••••••• F•••• L•• reported RAUM $8.0B, up 42% from $5.7B (2022-03-29 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- Nmn Mark Barham (Chief Compliance Officer, Chief Administrative Officer) appeared on Schedule A of F•••••••• F•••• L••Mar 30, 2023 · Control person joined · fact
- John Christopher Ackerman (Managing Partner) appeared on Schedule A of F•••••••• F•••• L••Mar 29, 2022 · Control person joined · fact
- F•••••••• F•••• L•• reported RAUM $4.6B, up 86% from $2.5B (2019-03-29 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- F•••••••• F•••• L•• · Independent Sponsorsshared crd · capital_provider
- F•••••••• F•••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/flexpoint-ford-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- f•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 786-885-1850reportedpublic record, Form ADV, Mar 30, 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