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.
SEC-registered adviser
Nautic Partners, LLC
Latest filing Apr 30, 2026
First filing on the tape Feb 14, 2012 · 28 filings
SEC status approved since Mar 28, 2012
RAUM
$14B
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
69
45 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
18
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$14B as of Apr 30, 2026
Apr 1, 2013$1.4B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 30, 2026
Apr 1, 20130 then
Employees (5.A)69 as of Apr 30, 2026
Apr 1, 201335 then
Private funds18 as of Apr 30, 2026
Apr 1, 201318 then
RAUM +4.9% over the last fiscal year+18% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 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
- $776MderivedRAUM 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
- +4.9%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-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $14B, 18 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
- 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)
- 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$14B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 18reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $14B for 18 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
31 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Nautic Partners X, L.P. | Private Equity Fund | $2.0B | 100 | Mar 30, 2022 |
| Nautic Partners X-A, L.P. | Private Equity Fund | $1.6B | 75 | Mar 30, 2022 |
| Nautic Partners Ix, L.P. | Private Equity Fund | $1.2B | 80 | Mar 29, 2019 |
| Nautic Partners Ix-A, L.P. | Private Equity Fund | $676M | 45 | Mar 29, 2019 |
| Nautic Carepathrx Co-Invest, L.P. | Private Equity Fund | $658M | 50 | Mar 31, 2021 |
| Nautic Partners Viii, L.P. | Private Equity Fund | $640M | 50 | Mar 30, 2016 |
| Nautic Partners (Ess), L.P. | Private Equity Fund | $251M | 20 | Mar 30, 2022 |
| Nautic Partners Viii-A, L.P. | Private Equity Fund | $238M | 20 | Mar 30, 2016 |
| Nautic Partners Vi Aiv No.1, L.P.no longer reported | Private Equity Fund | $148M | 50 | Feb 14, 2012 |
| Nautic Fund 56, L.P. | Private Equity Fund | $141M | 23 | Nov 27, 2024 |
| Nautic Partners V, L.P. | Private Equity Fund | $132M | 65 | Feb 14, 2012 |
| Irc Superman Aggregator, LLC | Private Equity Fund | $127M | 40 | Mar 30, 2022 |
| Nautic Partners Vii, L.P. | Private Equity Fund | $127M | 25 | Sep 14, 2012 |
| Nautic Partners Vii-A, L.P. | Private Equity Fund | $85.6M | 20 | Sep 14, 2012 |
| Nautic Partners Vi, L.P. | Private Equity Fund | $65.6M | 50 | Feb 14, 2012 |
| Nautic Partners Vi-A Aiv No.1, L.P.no longer reported | Private Equity Fund | $52.2M | 10 | Feb 14, 2012 |
| Nautic Partners Vi-A, L.P. | Private Equity Fund | $22.8M | 15 | Feb 14, 2012 |
| Chisholm Partners IV, L.P.no longer reported | Private Equity Fund | $10.2M | 35 | Feb 14, 2012 |
| Fleet Equity Partners Vii, L.P. | Private Equity Fund | $9.8M | 15 | Feb 14, 2012 |
| Fleet Equity Partners Vi, L.P.no longer reported | Private Equity Fund | $3.9M | 15 | Feb 14, 2012 |
| Fvr LLC | Private Equity Fund | $735,509 | 15 | Feb 25, 2014 |
| Endries Co-Invest, LLCno longer reported | Private Equity Fund | $450,941 | 1 | Mar 30, 2018 |
| Nautic Partners Associates Fund, L.P. | Private Equity Fund | $448,796 | 5 | Mar 30, 2023 |
| Chisholm Partners III, L.P.no longer reported | Private Equity Fund | $401,964 | 20 | Feb 14, 2012 |
| Chisholm Fund Partners, L.P.no longer reported | Private Equity Fund | $361,973 | 20 | Feb 14, 2012 |
| Kennedy Plaza Partners Vi, L.P. | Private Equity Fund | $307,064 | 40 | Feb 14, 2012 |
| Kennedy Plaza Partners II, LLCno longer reported | Private Equity Fund | $170,548 | 25 | Feb 14, 2012 |
| Pep Nautic Co-Investment Holdings LLCno longer reported | Private Equity Fund | $152,945 | 2 | Feb 14, 2012 |
| Kennedy Plaza Partners III, LLC | Private Equity Fund | $116,772 | 20 | Feb 14, 2012 |
| Fleet Equity Partners V, L.P.no longer reported | Private Equity Fund | $44,596 | 10 | Feb 14, 2012 |
| Kennedy Plaza Partnersno longer reported | Private Equity Fund | $7,433 | 15 | Feb 14, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Vincent Bernard Buonanno · Managing Directorcontrolsince 06/2000 · owns less than 5%
- F. Christopher Corey · Managing Directorcontrolsince 08/2014 · owns less than 5%
- James Christopher Crosby · Managing Directorcontrolsince 01/2006 · owns less than 5%
- Youssef Habib Gorgi · Managing Directorcontrolsince 06/2000 · owns less than 5%
- Fitzgerald Scott Hilinski · Managing Directorcontrolsince 06/2000 · owns less than 5%
- L. John Marcos · Chief Financial Officercontrolsince 08/2021 · owns less than 5%
- J Samantha Marre · Chief Compliance Officercontrolsince 08/2024 · owns less than 5%
- Craig Mark Perlberg · Managing Directorcontrolsince 03/2020 · owns less than 5%
- Masumi Borup Allan Petersen · Managing Director, Chief Operating Officercontrolsince 01/2024 · owns less than 5%
- Alden Christopher Pierce · Managing Directorcontrolsince 11/2014 · owns less than 5%
- F. Christopher Corey · Limited Partnercontrolsince 12/2021 · owns 25% to 50% of Nautic Feeder, L.P.
- F. Christopher Corey · Membercontrolsince 12/2021 · owns 25% to 50% of Nautic Capital Holdings, LLC
- James Christopher Crosby · Membercontrolsince 12/2021 · owns 25% to 50% of Nautic Capital Holdings, LLC
- James Christopher Crosby · Limited Partnercontrolsince 12/2021 · owns 25% to 50% of Nautic Feeder, L.P.
- Fitzgerald Scott Hilinski · Limited Partnercontrolsince 12/2021 · owns 25% to 50% of Nautic Feeder, L.P.
- Fitzgerald Scott Hilinski · Membercontrolsince 12/2021 · owns 25% to 50% of Nautic Capital Holdings, LLC
Entity owners
- Nautic Management Holdings, L.P. · Memberdirect · owns 75% or more
- Nautic Capital Holdings, LLC · General Partnerindirect · owns F of Nautic Feeder, L.P.
- Nautic Capital Holdings, LLC · General Partnerindirect · owns F of Nautic Management Holdings, L.P.
- Nautic Feeder, L.P. · Limited Partnerindirect · owns 75% or more of Nautic Management Holdings, L.P.
Related persons
Schedule D 7.A
- Nautic Capital (Ess), L.P.pooled vehicle sponsorn
- Nautic Capital Ix, L.P.pooled vehicle sponsorn
- Nautic Capital Vii, L.P.pooled vehicle sponsorn
- Nautic Capital Viii, L.P.pooled vehicle sponsorn
- Nautic Capital X, L.P.pooled vehicle sponsorn
- Nautic Capital Xi, L.P.pooled vehicle sponsorn
- Nautic Fund 56 Gp, L.P.pooled vehicle sponsorn
- Nautic Management V, L.P.pooled vehicle sponsorn
- Nautic Management Vi, L.P.pooled vehicle sponsorn
- Nautic Management, LLCpooled vehicle sponsorn
- Silverado V Corp.pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Palm Beach Gardens, FL1 employees
What changed
consecutive filings, newest first
- Assets in custody · $14B to $14BMar 27, 2026 to Apr 30, 2026
- Discretionary RAUM · $14B to $14BMar 27, 2026 to Apr 30, 2026
- Pooled vehicle RAUM · $14B to $14BMar 27, 2026 to Apr 30, 2026
- RAUM · $14B to $14BMar 27, 2026 to Apr 30, 2026
- Accounts · 22 to 18Mar 28, 2025 to Mar 27, 2026
- Advisory employees · 44 to 45Mar 28, 2025 to Mar 27, 2026
- Pooled vehicle clients · 22 to 18Mar 28, 2025 to Mar 27, 2026
- Assets in custody · $13B to $14BMar 28, 2025 to Mar 27, 2026
- Employees · 66 to 69Mar 28, 2025 to Mar 27, 2026
- Private funds · 22 to 18Mar 28, 2025 to Mar 27, 2026
- Discretionary RAUM · $13B to $14BMar 28, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $13B to $14BMar 28, 2025 to Mar 27, 2026
- RAUM · $13B to $14BMar 28, 2025 to Mar 27, 2026
- Accounts · 19 to 22Nov 27, 2024 to Mar 28, 2025
- Pooled vehicle clients · 19 to 22Nov 27, 2024 to Mar 28, 2025
- Assets in custody · $7.8B to $13BNov 27, 2024 to Mar 28, 2025
- Employees · 70 to 66Nov 27, 2024 to Mar 28, 2025
- Financial planning clients · unset to Nov 27, 2024 to Mar 28, 2025
- Other offices · 1 to 0Nov 27, 2024 to Mar 28, 2025
- Private funds · 20 to 22Nov 27, 2024 to Mar 28, 2025
- Discretionary RAUM · $7.8B to $13BNov 27, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $7.8B to $13BNov 27, 2024 to Mar 28, 2025
- RAUM · $7.8B to $13BNov 27, 2024 to Mar 28, 2025
- Private funds · 19 to 20Sep 12, 2024 to Nov 27, 2024
- Accounts · 23 to 19Mar 30, 2023 to Mar 28, 2024
- Advisory employees · 40 to 44Mar 30, 2023 to Mar 28, 2024
- Pooled vehicle clients · 23 to 19Mar 30, 2023 to Mar 28, 2024
- Assets in custody · $8.6B to $7.8BMar 30, 2023 to Mar 28, 2024
- Employees · 65 to 70Mar 30, 2023 to Mar 28, 2024
- Private funds · 23 to 19Mar 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $8.6B to $7.8BMar 30, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $8.6B to $7.8BMar 30, 2023 to Mar 28, 2024
- RAUM · $8.6B to $7.8BMar 30, 2023 to Mar 28, 2024
- Advisory employees · 30 to 40Mar 30, 2022 to Mar 30, 2023
- Assets in custody · $8.4B to $8.6BMar 30, 2022 to Mar 30, 2023
- Employees · 55 to 65Mar 30, 2022 to Mar 30, 2023
- Discretionary RAUM · $8.4B to $8.6BMar 30, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $8.4B to $8.6BMar 30, 2022 to Mar 30, 2023
- RAUM · $8.4B to $8.6BMar 30, 2022 to Mar 30, 2023
- Accounts · 19 to 23Dec 24, 2021 to Mar 30, 2022
Signals
8 dated events
- Nautic Partners, Llc reported RAUM $13.3B, up 70% from $7.8B (2024-11-27 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- J Samantha Marre (Chief Compliance Officer) appeared on Schedule A of Nautic Partners, LlcAug 8, 2024 · Control person joined · fact
- Rene Charles Bartolini (Chief Compliance Officer) no longer on Schedule A of Nautic Partners, Llc (listed 2024-06-18, absent 2024-08-08)Aug 8, 2024 · Control person left · inference
- Masumi Borup Allan Petersen (Managing Director, Chief Operating Officer) appeared on Schedule A of Nautic Partners, LlcMar 28, 2024 · Control person joined · fact
- Nautic Partners, Llc reported RAUM $8.4B, up 127% from $3.7B (2021-12-24 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- L. John Marcos (Chief Financial Officer) appeared on Schedule A of Nautic Partners, LlcDec 24, 2021 · Control person joined · fact
- Craig Mark Perlberg (Managing Director) appeared on Schedule A of Nautic Partners, LlcMar 31, 2021 · Control person joined · fact
- Nautic Partners, Llc reported RAUM $3.0B, up 47% from $2.0B (2018-09-11 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Nautic Partners, LLC · Independent Sponsorsshared crd · capital_provider
- Nautic Partners, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/NAUTIC-PARTNERSreportedpublic record, Form ADV, Sep 17, 2026
- Website
- NAUTIC.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 401-278-6770reportedpublic record, Form ADV, Apr 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