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

Alphahedge Capital Partners, LLC

Former SEC-registered adviserBlue Bell, PennsylvaniaCRD 159444SEC 801-72983IAPD
Latest filing Mar 29, 2017
First filing on the tape Dec 15, 2011 · 19 filings
RAUM
$10.1M
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
4
4 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
0
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$10.1M as of Mar 29, 2017
Mar 30, 2012$1.0M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Mar 29, 2017
Mar 28, 20130 then
Employees (5.A)4 as of Mar 29, 2017
Mar 28, 20135 then
Private funds: no history
RAUM +63% over the last fiscal year-2.2% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Mar 29, 2017; every figure names its basis
RAUM per advisor
$10.1MderivedRAUM 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
$673,333derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
4.0derivedItem 5.A over advisors
Advisors per office
0.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year
+63%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 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
  • 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)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
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
15reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
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
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • George Kent Bonniwell · Executive Officer, Chief Compliance Officercontrol
    since 08/2011 · owns 10% to 25%
  • Scott Gregory Horn · Executive Officercontrol
    since 08/2011 · owns less than 5%
  • A (Mi Only) Paul Krupa · Membercontrol
    since 09/2011 · owns 10% to 25%
  • Scott Gregory Horn · Ownercontrol
    since 12/1998 · owns 75% or more of Persimmon Partners Ltd
  • Scott Gregory Horn · President, Chief Compliance Officer, Managing Partnercontrol
    since 12/1998 · owns 75% or more of Persimmon Capital Management LP
  • (Nmi) Betty Krupa · Limited Partnercontrol
    since 11/1998 · owns 25% to 50% of Cleveland Partners LP
  • A (Mi Only) Paul Krupa · Limited Partnercontrol
    since 11/1998 · owns 25% to 50% of Cleveland Partners LP
  • C. William Crager · Member Representative
    since 04/2015 · owns less than 5%
Entity owners
  • Envestnet, Inc. · Member
    direct · owns 10% to 25% · public reporting company
  • Persimmon Capital Management LP · Member
    direct · owns 25% to 50%
  • Persimmon Partners Ltd · General Partner
    indirect · owns F of Persimmon Capital Management LP
  • Cleveland Partners LP · Member
    direct · owns less than 5%
Related persons
Schedule D 7.A
Advisers that list Alphahedge Capital Partners, LLC as a related person
Offices
Schedule D 1.F, the 25 largest
  • Waltham, MA
What changed
consecutive filings, newest first
  • Accounts · 11 to 15
    Nov 30, 2016 to Mar 29, 2017
  • Advisory employees · 6 to 4
    Nov 30, 2016 to Mar 29, 2017
  • Employees · 6 to 4
    Nov 30, 2016 to Mar 29, 2017
  • Discretionary RAUM · $6.2M to $10.1M
    Nov 30, 2016 to Mar 29, 2017
  • RAUM · $6.2M to $10.1M
    Nov 30, 2016 to Mar 29, 2017
  • Accounts · 16 to 11
    Jan 6, 2016 to Mar 29, 2016
  • Advisory employees · 5 to 6
    Jan 6, 2016 to Mar 29, 2016
  • Employees · 5 to 6
    Jan 6, 2016 to Mar 29, 2016
  • State-registered IARs · 0 to 1
    Jan 6, 2016 to Mar 29, 2016
  • Discretionary RAUM · $10.2M to $6.2M
    Jan 6, 2016 to Mar 29, 2016
  • RAUM · $10.2M to $6.2M
    Jan 6, 2016 to Mar 29, 2016
  • Related broker-dealer · false to true
    Jul 9, 2015 to Jan 6, 2016
  • Advisory employees · 4 to 5
    May 2, 2014 to Mar 26, 2015
  • Employees · 4 to 5
    May 2, 2014 to Mar 26, 2015
  • Discretionary RAUM · $10.8M to $10.2M
    May 2, 2014 to Mar 26, 2015
  • RAUM · $10.8M to $10.2M
    May 2, 2014 to Mar 26, 2015
  • Accounts · 15 to 16
    Jun 18, 2013 to Mar 19, 2014
  • Advisory employees · 5 to 4
    Jun 18, 2013 to Mar 19, 2014
  • Employees · 5 to 4
    Jun 18, 2013 to Mar 19, 2014
  • Discretionary RAUM · $4.2M to $10.8M
    Jun 18, 2013 to Mar 19, 2014
  • RAUM · $4.2M to $10.8M
    Jun 18, 2013 to Mar 19, 2014
  • Accounts · 4 to 15
    Jan 8, 2013 to Mar 28, 2013
  • Advisory employees · 3 to 5
    Jan 8, 2013 to Mar 28, 2013
  • Employees · 4 to 5
    Jan 8, 2013 to Mar 28, 2013
  • Insurance-licensed employees · 0 to 1
    Jan 8, 2013 to Mar 28, 2013
  • Discretionary RAUM · $1.0M to $4.2M
    Jan 8, 2013 to Mar 28, 2013
  • RAUM · $1.0M to $4.2M
    Jan 8, 2013 to Mar 28, 2013
  • Advisory employees · unset to 3.0
    Mar 30, 2012 to Jan 8, 2013
  • BD registered reps · unset to 0.0
    Mar 30, 2012 to Jan 8, 2013
  • Employees · unset to 4.0
    Mar 30, 2012 to Jan 8, 2013
  • State-registered IARs · unset to 0.0
    Mar 30, 2012 to Jan 8, 2013
  • Accounts · unset to 4.0
    Jan 26, 2012 to Mar 30, 2012
  • Advisory activities · 3 to 4
    Jan 26, 2012 to Mar 30, 2012
  • Insurance-licensed employees · 1 to 0
    Jan 26, 2012 to Mar 30, 2012
  • Discretionary RAUM · unset to 1000000.0
    Jan 26, 2012 to Mar 30, 2012
  • Non-discretionary RAUM · unset to 0.0
    Jan 26, 2012 to Mar 30, 2012
  • RAUM · unset to 1000000.0
    Jan 26, 2012 to Mar 30, 2012
Signals
No event on the tape.
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