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
J••••••••• M••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Feb 14, 2012 · 29 filings
SEC status approved since Mar 30, 2012
RAUM
$1.2B
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
15
15 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
19
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$1.2B as of Mar 31, 2026
Apr 1, 2013$191M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Apr 1, 20130 then
Employees (5.A)15 as of Mar 31, 2026
Apr 1, 20135 then
Private funds19 as of Mar 31, 2026
Apr 1, 20135 then
RAUM -16% over the last fiscal year-9.3% 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
- $63.1MderivedRAUM 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
- -16%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, fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.2B, 19 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)
- 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$1.2B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 19reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.2B for 19 clientsreported
- Compensation
- % of AUM, fixed, 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
19 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| J••••••••• C•••••• P••••••• I•••• L••• | Private Equity Fund | $663M | 19 | Mar 28, 2019 |
| J••••••••• C•••••• P••••••• I••• L••• | Private Equity Fund | $372M | 25 | Mar 30, 2015 |
| J••••••••• C•••••• P••••••• I•••• L••• | Private Equity Fund | $162M | 15 | Mar 28, 2019 |
| J••••••••• C•••••• P••••••• I•• L••• | Private Equity Fund | $101M | 13 | Apr 1, 2013 |
| J•• F• N••••• S••••• L••• | Private Equity Fund | $90.9M | 5 | Mar 29, 2024 |
| J••••••••• C•••••• P••••••• V••• L••• | Private Equity Fund | $69.4M | 8 | Mar 29, 2024 |
| J••••••••• A•• C••••••••• L••• | Private Equity Fund | $22.9M | 9 | Mar 30, 2015 |
| J••••••••• F••••••••• C••••••••• L••• | Private Equity Fund | $21.2M | 3 | Mar 26, 2018 |
| J••••••••• B•• C••••••••• L••• | Private Equity Fund | $11.6M | 1 | Mar 30, 2021 |
| J••••••••• C•••••• P••••••• V••• L••• | Private Equity Fund | $10.9M | 3 | Mar 29, 2024 |
| J•• V• W••••••••• L••• | Private Equity Fund | $10.0M | 1 | Mar 31, 2023 |
| J•• N•• S••••• L••• | Private Equity Fund | $9.8M | 2 | Mar 29, 2024 |
| J••••••••• K•• C••••••••• L••• | Private Equity Fund | $4.7M | 1 | Mar 31, 2023 |
| J••••••••• A•••• P•••••••• L• | Private Equity Fund | $2.4M | 2 | Feb 14, 2012 |
| J••••••••• A•• I• C••••••••• | Private Equity Fund | $1.3M | 6 | Mar 30, 2021 |
| P•••••• H•••••• I••••••••• C•••••• L•• | Private Equity Fund | $836,983 | 7 | Mar 31, 2017 |
| J••••••••• C•••••• P••••••• L• | Private Equity Fund | $749,502 | 5 | Feb 14, 2012 |
| J••••••••• C•••••• P••••••• I•• L• | Private Equity Fund | $124,559 | 2 | Feb 14, 2012 |
| A•••• F••• I• L•• | Private Equity Fund | $56,833 | 1 | Apr 1, 2013 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• M••••••• K•••• · Chief Compliance Officer/Chief Financial Officercontrolsince 09/2019 · owns less than 5%
- S••••••• A•••••• B•••••••• · Membercontrolsince 05/2009 · owns 50% to 75%
- S••••••• J•••• D•••• · Managing Membercontrolsince 05/2009 · owns 50% to 75%
- D•••••• A•••••••• · Managing Directorsince 12/2019 · owns less than 5%
- D•••••••• C••••••• T••••• · Managing Directorsince 12/2014 · owns less than 5%
- H••••• C••••• M•••••• · Managing Directorsince 04/2010 · owns less than 5%
Related persons
Schedule D 7.A
- J•• F• N••••• S•• G•• L••pooled vehicle sponsorn
- J•• N•• S•••• G•• L•••pooled vehicle sponsorn
- J••••••••• A•••• G•• L••pooled vehicle sponsorn
- J••••••••• P••••••• G• L••pooled vehicle sponsorn
- J••••••••• P••••••• I• G•• L•••pooled vehicle sponsorn
- J••••••••• P••••••• I•• G• L••pooled vehicle sponsorn
- J••••••••• P••••••• I•• G•• L•••pooled vehicle sponsorn
- J••••••••• P••••••• I• G•• L•••pooled vehicle sponsorn
- J••••••••• P••••••• V• G•• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 20 to 19Dec 17, 2025 to Mar 31, 2026
- Pooled vehicle clients · 20 to 19Dec 17, 2025 to Mar 31, 2026
- Assets in custody · $1.4B to $1.2BDec 17, 2025 to Mar 31, 2026
- Private funds · 20 to 19Dec 17, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.4B to $1.2BDec 17, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.4B to $1.2BDec 17, 2025 to Mar 31, 2026
- RAUM · $1.4B to $1.2BDec 17, 2025 to Mar 31, 2026
- Accounts · 18 to 20Feb 18, 2025 to Mar 28, 2025
- Pooled vehicle clients · 18 to 20Feb 18, 2025 to Mar 28, 2025
- Assets in custody · $1.5B to $1.4BFeb 18, 2025 to Mar 28, 2025
- Employees · 16 to 15Feb 18, 2025 to Mar 28, 2025
- Financial planning clients · unset to Feb 18, 2025 to Mar 28, 2025
- Private funds · 18 to 20Feb 18, 2025 to Mar 28, 2025
- Discretionary RAUM · $1.5B to $1.4BFeb 18, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $1.5B to $1.4BFeb 18, 2025 to Mar 28, 2025
- RAUM · $1.5B to $1.4BFeb 18, 2025 to Mar 28, 2025
- Accounts · 15 to 18Jan 26, 2024 to Mar 29, 2024
- Pooled vehicle clients · 15 to 18Jan 26, 2024 to Mar 29, 2024
- Assets in custody · $1.6B to $1.5BJan 26, 2024 to Mar 29, 2024
- Private funds · 15 to 18Jan 26, 2024 to Mar 29, 2024
- Discretionary RAUM · $1.6B to $1.5BJan 26, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $1.6B to $1.5BJan 26, 2024 to Mar 29, 2024
- RAUM · $1.6B to $1.5BJan 26, 2024 to Mar 29, 2024
- Accounts · 13 to 15Jun 14, 2022 to Mar 31, 2023
- Pooled vehicle clients · 13 to 15Jun 14, 2022 to Mar 31, 2023
- Assets in custody · $15.5M to $1.6BJun 14, 2022 to Mar 31, 2023
- Private funds · 13 to 15Jun 14, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.4B to $1.6BJun 14, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.4B to $1.6BJun 14, 2022 to Mar 31, 2023
- RAUM · $1.4B to $1.6BJun 14, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.4B to $1.4BMar 30, 2022 to Jun 14, 2022
- Pooled vehicle RAUM · $1.4B to $1.4BMar 30, 2022 to Jun 14, 2022
- RAUM · $1.4B to $1.4BMar 30, 2022 to Jun 14, 2022
- Advisory employees · 11 to 15Nov 4, 2021 to Mar 30, 2022
- Pooled vehicle clients · 11 to 13Nov 4, 2021 to Mar 30, 2022
- Assets in custody · $11.4M to $15.5MNov 4, 2021 to Mar 30, 2022
- Discretionary RAUM · $1.5B to $1.4BNov 4, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $1.5B to $1.4BNov 4, 2021 to Mar 30, 2022
- RAUM · $1.5B to $1.4BNov 4, 2021 to Mar 30, 2022
- Discretionary RAUM · $1.5B to $1.5BMar 30, 2021 to Nov 4, 2021
Signals
3 dated events
- Joseph Kevin Kuntz (Chief Compliance Officer/Chief Financial Officer) no longer on Schedule A of J••••••••• M••••••••• L•• (listed 2019-05-23, absent 2019-09-17)Sep 17, 2019 · Control person left · inference
- Keith Matthew Buckley (Chief Compliance Officer/Chief Financial Officer) appeared on Schedule A of J••••••••• M••••••••• L••Sep 17, 2019 · Control person joined · fact
- J••••••••• M••••••••• L•• reported RAUM $1.3B, up 50% from $897.5M (2018-05-08 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- J••••••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- J••••••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- J•••••••••CAP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 301-215-7740reportedpublic 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