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••• E•••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Sep 18, 2013 · 29 filings
SEC status approved since Sep 27, 2013
RAUM
$915M
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
11
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
15
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$915M as of Mar 31, 2026
Mar 31, 2014$474M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20140 then
Employees (5.A)11 as of Mar 31, 2026
Mar 31, 20147 then
Private funds15 as of Mar 31, 2026
Mar 31, 201414 then
RAUM -2.9% over the last fiscal year-15% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $61.0MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -2.9%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
- buys or sells securities as principal to or from clients (8.A.2)
- 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$915M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 15reported
- 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=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
48 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| D••• U••• R••••••••• F••• I• ••• L••• | Real Estate Fund | $265M | 86 | Mar 31, 2022 |
| D••• U••• M••••••••• F••• I•• ••• L••• | Real Estate Fund | $219M | 84 | Jun 29, 2018 |
| D•• P••• L• | Real Estate Fund | $80.5M | 30 | Mar 31, 2022 |
| D•• N•••• R••••• L•• | Real Estate Fund | $77.2M | 58 | Mar 29, 2021 |
| D•• W••••••• R••••• L••no longer reported | Real Estate Fund | $59.5M | 49 | Mar 30, 2015 |
| D•• M••••• P•••••• L•• | Real Estate Fund | $59.3M | 36 | May 24, 2023 |
| D•• H•• L•• | Real Estate Fund | $59.3M | 46 | Mar 31, 2022 |
| D•• C•••• L•• | Real Estate Fund | $53.9M | 16 | Mar 23, 2016 |
| D•• S•• B••• L••no longer reported | Real Estate Fund | $53.6M | 34 | Mar 31, 2022 |
| D•• S••••••••• L••no longer reported | Real Estate Fund | $51.3M | 46 | Mar 30, 2015 |
| D•• S•• M•••••• L••no longer reported | Real Estate Fund | $49.0M | 52 | Mar 16, 2018 |
| D•• V••••• R••••• L••no longer reported | Real Estate Fund | $46.9M | 44 | Mar 30, 2015 |
| D•• B••••• L••no longer reported | Real Estate Fund | $46.4M | 37 | Apr 2, 2014 |
| D•• C••••• P••••• L••no longer reported | Real Estate Fund | $45.9M | 40 | Sep 18, 2013 |
| D•• V••••• A• S••••• R•••• L••no longer reported | Real Estate Fund | $43.7M | 37 | Sep 18, 2013 |
| D•• M••• L••no longer reported | Real Estate Fund | $42.7M | 41 | Mar 23, 2016 |
| D•• W••••••• L•• | Real Estate Fund | $41.8M | 47 | Mar 30, 2015 |
| D•• A•••• V•••••• L••no longer reported | Real Estate Fund | $41.2M | 35 | Mar 30, 2015 |
| D•• S••••• C•••••• L••no longer reported | Real Estate Fund | $38.8M | 38 | Mar 30, 2015 |
| D•• F••••• S•••••• L••no longer reported | Real Estate Fund | $37.8M | 40 | Sep 18, 2013 |
| D•• B••••••••• L••no longer reported | Real Estate Fund | $36.2M | 18 | Sep 18, 2013 |
| D•• M••••• B••••• L••no longer reported | Real Estate Fund | $34.2M | 47 | Mar 23, 2016 |
| D•• W••••••••• L••no longer reported | Real Estate Fund | $33.5M | 44 | Sep 18, 2013 |
| D•• A•• L•• | Real Estate Fund | $32.5M | 82 | Mar 29, 2024 |
| D•• W••••••••• L••no longer reported | Real Estate Fund | $32.3M | 3 | Mar 16, 2018 |
| D•• P••• L•• | Real Estate Fund | $28.7M | 43 | Mar 29, 2024 |
| D•• C••••• P•••• L••no longer reported | Real Estate Fund | $27.6M | 36 | Sep 18, 2013 |
| D•• L•••••••• L••no longer reported | Real Estate Fund | $27.1M | 34 | Mar 23, 2016 |
| D••• U••• R••••••••• F••• I•• L••• | Real Estate Fund | $26.1M | 47 | Mar 31, 2022 |
| D•• B•••• V••••• L••no longer reported | Real Estate Fund | $25.5M | 14 | Sep 18, 2013 |
| D•• W•••••••• C••••• L••no longer reported | Real Estate Fund | $21.8M | 11 | Sep 18, 2013 |
| D•• P•••••••• L••no longer reported | Real Estate Fund | $21.8M | 40 | Mar 23, 2016 |
| D•• C••••••••• L••no longer reported | Real Estate Fund | $21.6M | 17 | Sep 18, 2013 |
| D•• L•• C••••••••• L•• | Real Estate Fund | $21.2M | 51 | Mar 29, 2024 |
| D•• G•••• C••••• L••no longer reported | Real Estate Fund | $20.1M | 14 | Sep 18, 2013 |
| D•• F••••• V•••••• L••no longer reported | Real Estate Fund | $19.5M | 13 | Sep 18, 2013 |
| D•• P••• R•••••• L••no longer reported | Real Estate Fund | $19.0M | 19 | Sep 18, 2013 |
| D•• S• O•• L•• | Real Estate Fund | $18.7M | 41 | Mar 29, 2024 |
| D•• W••••• O•••• L••no longer reported | Real Estate Fund | $17.0M | 8 | Mar 30, 2015 |
| D•• C•••••• P•••••• L••no longer reported | Real Estate Fund | $16.4M | 24 | Sep 18, 2013 |
Owners and control persons
Schedule A and B, latest filing
- J••••• E•••• D•••• · Chief Executive Officer / Chief Investment Officercontrolsince 06/2011 · owns less than 5%
- C•••••• N••••• D•••• · Membercontrolsince 01/2018 · owns 50% to 75% of B•• I•• L••
- C•••••• T••• · Membercontrolsince 01/2018 · owns 50% to 75% of B•• I•• L••
- C•••••• T••• · Managing Membercontrolsince 01/2012 · owns 25% to 50% of D•••• G•• L••
- D••••• L••••• N• · Trusteecontrolsince 02/2019 · owns F of L•••• N• D•••• R•••••••• T••••
- D••••• N••••• V• · Trusteecontrolsince 02/2019 · owns F of N•••• V• D•••• R•••••••• T••••
- J••••• E•••• D•••• · Sole Membercontrolsince 06/2011 · owns 75% or more of D••• G•• L••
- J••••• E•••• D•••• · Sole Shareholdercontrolsince 04/2011 · owns 75% or more of P•••••••• I•••
- A••••• R•••••• · Chief Financial Officersince 01/2015 · owns less than 5%
- B•••••• D•••••• C•••••• · Membersince 03/2014 · owns 5% to 10%
- K••••• J•••••• P••• · Membersince 04/2014 · owns 5% to 10%
- P••••••• C••••••••• S• · Chief Compliance Officersince 01/2022 · owns less than 5%
- C•••••• N••••• D•••• · Membersince 01/2012 · owns 25% to 50% of D•••• G•• L••
- D••••• P•••• · Trusteesince 09/2011 · owns F of T•• D•••• F••••• D•••••• T••••
- D••••• F••••••••• B••• · Membersince 01/2012 · owns 25% to 50% of D•••• G•• L••
- D••••• N••••• · Membersince 01/2012 · owns 25% to 50% of D•••• G•• L••
Entity owners
- D••• G•• L•• · Elected Managerdirect · owns less than 5%
- B•• I•• L•• · Memberdirect · owns 10% to 25%
- D•••• G•• L•• · Memberdirect · owns 10% to 25%
- L•••• N• D•••• R•••••••• T•••• · Memberdirect · owns 10% to 25%
- N•••• V• D•••• R•••••••• T•••• · Memberdirect · owns 10% to 25%
- P•••••••• I••• · Memberdirect · owns 25% to 50%
- T•• D•••• F••••• D•••••• T•••• · Memberdirect · owns 5% to 10%
Related persons
Schedule D 7.A
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 21 to 15Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 21 to 15Mar 31, 2025 to Mar 31, 2026
- Private funds · 21 to 15Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $943M to $915MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $943M to $915MMar 31, 2025 to Mar 31, 2026
- RAUM · $943M to $915MMar 31, 2025 to Mar 31, 2026
- Accounts · 17 to 21Jun 25, 2024 to Mar 31, 2025
- Pooled vehicle clients · 17 to 21Jun 25, 2024 to Mar 31, 2025
- Financial planning clients · unset to Jun 25, 2024 to Mar 31, 2025
- Private funds · 17 to 21Jun 25, 2024 to Mar 31, 2025
- Discretionary RAUM · $952M to $943MJun 25, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $952M to $943MJun 25, 2024 to Mar 31, 2025
- RAUM · $952M to $943MJun 25, 2024 to Mar 31, 2025
- Discretionary RAUM · $980M to $952MMar 29, 2024 to Jun 25, 2024
- Pooled vehicle RAUM · $980M to $952MMar 29, 2024 to Jun 25, 2024
- RAUM · $980M to $952MMar 29, 2024 to Jun 25, 2024
- Accounts · 15 to 17May 24, 2023 to Mar 29, 2024
- Pooled vehicle clients · 15 to 17May 24, 2023 to Mar 29, 2024
- Employees · 13 to 11May 24, 2023 to Mar 29, 2024
- Private funds · 15 to 17May 24, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.5B to $980MMay 24, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.5B to $980MMay 24, 2023 to Mar 29, 2024
- RAUM · $1.5B to $980MMay 24, 2023 to Mar 29, 2024
- Accounts · 13 to 15Mar 27, 2023 to May 24, 2023
- Pooled vehicle clients · 13 to 15Mar 27, 2023 to May 24, 2023
- Private funds · 13 to 15Mar 27, 2023 to May 24, 2023
- Discretionary RAUM · $1.5B to $1.5BMar 27, 2023 to May 24, 2023
- Pooled vehicle RAUM · $1.5B to $1.5BMar 27, 2023 to May 24, 2023
- RAUM · $1.5B to $1.5BMar 27, 2023 to May 24, 2023
- Accounts · 16 to 13Dec 19, 2022 to Mar 27, 2023
- Pooled vehicle clients · 16 to 13Dec 19, 2022 to Mar 27, 2023
- Employees · 12 to 13Dec 19, 2022 to Mar 27, 2023
- Private funds · 16 to 13Dec 19, 2022 to Mar 27, 2023
- Discretionary RAUM · $1.3B to $1.5BDec 19, 2022 to Mar 27, 2023
- Pooled vehicle RAUM · $1.3B to $1.5BDec 19, 2022 to Mar 27, 2023
- RAUM · $1.3B to $1.5BDec 19, 2022 to Mar 27, 2023
- Accounts · 13 to 16Jan 27, 2022 to Mar 31, 2022
- Pooled vehicle clients · 13 to 16Jan 27, 2022 to Mar 31, 2022
- Employees · 11 to 12Jan 27, 2022 to Mar 31, 2022
- Private funds · 13 to 16Jan 27, 2022 to Mar 31, 2022
Signals
3 dated events
- D••• E•••••••• L•• reported RAUM $980.4M, down 33% from $1.5B (2023-05-24 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- N Leena Doshi (Trustee) appeared on Schedule A of D••• E•••••••• L••Sep 12, 2019 · Control person joined · fact
- D••• E•••••••• L•• filed its initial SEC registration (Form ADV)Sep 18, 2013 · First SEC registration · 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/dome-equities-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-867-4520reportedpublic record, Form ADV, Mar 31, 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
D••• E•••••••• L•• 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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