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
I•• P•••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Feb 14, 2012 · 28 filings
SEC status approved since Mar 30, 2012
RAUM
$694M
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
13
9 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
4
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$694M as of Mar 30, 2026
Mar 28, 2013$437M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 28, 20130 then
Employees (5.A)13 as of Mar 30, 2026
Mar 28, 201313 then
Private funds4 as of Mar 30, 2026
Mar 28, 20132 then
RAUM -14% over the last fiscal year-11% 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
- $174MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -14%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
- 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$694M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| I•• P••••••• I•• L• | Private Equity Fund | $672M | 41 | Mar 27, 2018 |
| I•• P••••••• I••• L••• | Private Equity Fund | $301M | 62 | Mar 28, 2013 |
| I•• P••••••• I•• L•••no longer reported | Private Equity Fund | $9.8M | 38 | Feb 14, 2012 |
| I•• I•• I•• C••••••••• L•• | Private Equity Fund | $4.0M | 1 | Mar 30, 2015 |
| I•• P•••••••• V• L• | Private Equity Fund | $0 | 10 | Mar 29, 2024 |
Owners and control persons
Schedule A and B, latest filing
- D•••••••• B•••• · Chief Compliance Officercontrolsince 12/2019 · owns less than 5%
- M•••• L••••• M• · Managing Directorcontrolsince 12/2006 · owns 10% to 25%
- M•••••••• I••• L•••• · Managing Directorcontrolsince 01/2018 · owns 5% to 10%
- N••••• G••••••• J••••• · Chief Financial Officercontrolsince 03/2003 · owns less than 5%
- R••• K••••••• H• · Managing Directorcontrolsince 01/2018 · owns less than 5%
- W••••• W•••••• E••••• · Presidentcontrolsince 09/1999 · owns 75% or more
- W••••• W•••••• E••••• · Managercontrolsince 09/1998 · owns 75% or more of I•• P••••••••• L•
- W••••• W•••••• E••••• · Presidentcontrolsince 01/2018 · owns 75% or more of I•• P•••••••• I•••
Entity owners
- I•• P•••••••• I••• · Memberdirect · owns less than 5%
- I•• P••••••••• L• · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- I•• A••••••••• I••• L••pooled vehicle sponsorn
- I•• A••••••••• I•• L••pooled vehicle sponsorn
- I•• A••••••••• V• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Atlanta, GA2 employees
What changed
consecutive filings, newest first
- Advisory employees · 11 to 9Mar 28, 2025 to Mar 30, 2026
- Employees · 18 to 13Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $802M to $694MMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $802M to $694MMar 28, 2025 to Mar 30, 2026
- RAUM · $802M to $694MMar 28, 2025 to Mar 30, 2026
- Advisory employees · 15 to 11Jul 30, 2024 to Mar 28, 2025
- Employees · 24 to 18Jul 30, 2024 to Mar 28, 2025
- Financial planning clients · unset to Jul 30, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.2B to $802MJul 30, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $1.2B to $802MJul 30, 2024 to Mar 28, 2025
- RAUM · $1.2B to $802MJul 30, 2024 to Mar 28, 2025
- Accounts · 3 to 4Mar 30, 2023 to Mar 29, 2024
- Advisory employees · 13 to 15Mar 30, 2023 to Mar 29, 2024
- Pooled vehicle clients · 3 to 4Mar 30, 2023 to Mar 29, 2024
- Employees · 21 to 24Mar 30, 2023 to Mar 29, 2024
- Private funds · 3 to 4Mar 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $984M to $1.2BMar 30, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $984M to $1.2BMar 30, 2023 to Mar 29, 2024
- RAUM · $984M to $1.2BMar 30, 2023 to Mar 29, 2024
- Accounts · 4 to 3Mar 30, 2022 to Mar 30, 2023
- Advisory employees · 12 to 13Mar 30, 2022 to Mar 30, 2023
- Pooled vehicle clients · 4 to 3Mar 30, 2022 to Mar 30, 2023
- Employees · 20 to 21Mar 30, 2022 to Mar 30, 2023
- Private funds · 4 to 3Mar 30, 2022 to Mar 30, 2023
- Discretionary RAUM · $988M to $984MMar 30, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $988M to $984MMar 30, 2022 to Mar 30, 2023
- RAUM · $988M to $984MMar 30, 2022 to Mar 30, 2023
- Employees · 19 to 20Apr 30, 2021 to Mar 30, 2022
- Discretionary RAUM · $1.1B to $988MApr 30, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $1.1B to $988MApr 30, 2021 to Mar 30, 2022
- RAUM · $1.1B to $988MApr 30, 2021 to Mar 30, 2022
- HQ city · NEW YORK to MIAMIMar 29, 2021 to Apr 30, 2021
- HQ state · NY to FLMar 29, 2021 to Apr 30, 2021
- Employees · 16 to 19Mar 30, 2020 to Mar 29, 2021
- Discretionary RAUM · $1.1B to $1.1BMar 30, 2020 to Mar 29, 2021
- Pooled vehicle RAUM · $1.1B to $1.1BMar 30, 2020 to Mar 29, 2021
- RAUM · $1.1B to $1.1BMar 30, 2020 to Mar 29, 2021
- Advisory employees · 11 to 12Mar 28, 2019 to Mar 30, 2020
- Employees · 15 to 16Mar 28, 2019 to Mar 30, 2020
- Discretionary RAUM · $1.1B to $1.1BMar 28, 2019 to Mar 30, 2020
Signals
5 dated events
- I•• P•••••••• L•• reported RAUM $802.5M, down 31% from $1.2B (2024-07-30 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- B•••• D••••••• (Chief Compliance Officer) appeared on Schedule A of I•• P•••••••• L••Mar 30, 2020 · Control person joined · fact
- H. Kalpana Rao (Managing Director) appeared on Schedule A of I•• P•••••••• L••Mar 30, 2020 · Control person joined · fact
- Lvant Ira Moreland (Managing Director) appeared on Schedule A of I•• P•••••••• L••Mar 30, 2020 · Control person joined · fact
- I•• P•••••••• L•• reported RAUM $959.8M, up 91% from $502.4M (2017-05-02 to 2018-03-27)Mar 27, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- I•• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- I•• P•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/ICV-CAPITAL-PARTNERS-LLCreportedpublic record, Form ADV, Sep 18, 2026
- Website
- w••.i•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212 455-9600reportedpublic 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