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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Former SEC-registered adviser

H••• R••• C•••••• P•••••••• L••

Former SEC-registered adviserCRD 161515SEC 801-73470websiteIAPD
Latest filing Mar 31, 2026
First filing on the tape Feb 13, 2012 · 18 filings
SEC status approved since Mar 26, 2012
RAUM
$86.6M
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
5
4 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
1
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$86.6M as of Mar 31, 2026
Mar 13, 2013$167M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 13, 20130 then
Employees (5.A)5 as of Mar 31, 2026
Mar 13, 201312 then
Private funds1 as of Mar 31, 2026
Mar 13, 20131 then
RAUM -55% over the last fiscal year-27% 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
$86.6MderivedRAUM 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
unknownderived4 offices incl. principal (1.F.5)
RAUM growth, one year
-55%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
performance-based, otherreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
$75.7M, 1 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$86.6M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
1reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$75.7M for 1 clientsreported
Compensation
performancereported
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
none on the tape
    Joined, latest
    none on the tape
      Private funds
      2 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      H••• R••• C•••••• P••••••• F••• I•• L•Private Equity Fund$170M28Mar 21, 2014
      H••• R••• C•••••• P••••••• F••• I• L•Private Equity Fund$3.5M17Feb 13, 2012
      Owners and control persons
      Schedule A and B, latest filing
      • F••••••••• R•••••• J••••• · Managing Member, Managing Partner And Ccocontrol
        since 11/2006 · owns 75% or more
      Related persons
      Schedule D 7.A
      • H••• R••• A••••••••• I• L••
        investment adviserpooled vehicle sponsorn
      • H••• R••• A••••••••• I•• L••
        investment adviserpooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      • , 1 employees
      What changed
      consecutive filings, newest first
      • Accounts · 2 to 1
        Mar 31, 2025 to Mar 31, 2026
      • Pooled vehicle clients · 2 to 1
        Mar 31, 2025 to Mar 31, 2026
      • Assets in custody · $175M to $75.7M
        Mar 31, 2025 to Mar 31, 2026
      • Private funds · 2 to 1
        Mar 31, 2025 to Mar 31, 2026
      • Discretionary RAUM · $191M to $86.6M
        Mar 31, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $191M to $86.6M
        Mar 31, 2025 to Mar 31, 2026
      • RAUM · $191M to $86.6M
        Mar 31, 2025 to Mar 31, 2026
      • Assets in custody · $173M to $175M
        Mar 29, 2024 to Mar 31, 2025
      • Financial planning clients · unset to
        Mar 29, 2024 to Mar 31, 2025
      • HQ city · unset to
        Mar 29, 2024 to Mar 31, 2025
      • HQ state · unset to
        Mar 29, 2024 to Mar 31, 2025
      • Discretionary RAUM · $206M to $191M
        Mar 29, 2024 to Mar 31, 2025
      • Pooled vehicle RAUM · $206M to $191M
        Mar 29, 2024 to Mar 31, 2025
      • RAUM · $206M to $191M
        Mar 29, 2024 to Mar 31, 2025
      • Assets in custody · $171M to $173M
        Mar 31, 2023 to Mar 29, 2024
      • Discretionary RAUM · $222M to $206M
        Mar 31, 2023 to Mar 29, 2024
      • Pooled vehicle RAUM · $222M to $206M
        Mar 31, 2023 to Mar 29, 2024
      • RAUM · $222M to $206M
        Mar 31, 2023 to Mar 29, 2024
      • Assets in custody · $265M to $171M
        Oct 5, 2022 to Mar 31, 2023
      • Other offices · 2 to 3
        Oct 5, 2022 to Mar 31, 2023
      • Discretionary RAUM · $334M to $222M
        Oct 5, 2022 to Mar 31, 2023
      • Pooled vehicle RAUM · $334M to $222M
        Oct 5, 2022 to Mar 31, 2023
      • RAUM · $334M to $222M
        Oct 5, 2022 to Mar 31, 2023
      • Advisory employees · 9 to 4
        Sep 3, 2021 to Mar 28, 2022
      • Assets in custody · $318M to $265M
        Sep 3, 2021 to Mar 28, 2022
      • Employees · 11 to 5
        Sep 3, 2021 to Mar 28, 2022
      • Other offices · 3 to 2
        Sep 3, 2021 to Mar 28, 2022
      • Discretionary RAUM · $391M to $334M
        Sep 3, 2021 to Mar 28, 2022
      • Pooled vehicle RAUM · $391M to $334M
        Sep 3, 2021 to Mar 28, 2022
      • RAUM · $391M to $334M
        Sep 3, 2021 to Mar 28, 2022
      • Advisory employees · 15 to 9
        Mar 26, 2020 to Mar 25, 2021
      • Assets in custody · $295M to $318M
        Mar 26, 2020 to Mar 25, 2021
      • Employees · 19 to 11
        Mar 26, 2020 to Mar 25, 2021
      • HQ city · NEW YORK to unset
        Mar 26, 2020 to Mar 25, 2021
      • HQ state · NY to unset
        Mar 26, 2020 to Mar 25, 2021
      • Other offices · 0 to 3
        Mar 26, 2020 to Mar 25, 2021
      • Discretionary RAUM · $370M to $391M
        Mar 26, 2020 to Mar 25, 2021
      • Pooled vehicle RAUM · $370M to $391M
        Mar 26, 2020 to Mar 25, 2021
      • RAUM · $370M to $391M
        Mar 26, 2020 to Mar 25, 2021
      • Related adviser · false to true
        Mar 26, 2020 to Mar 25, 2021
      Signals
      5 dated events
      • H••• R••• C•••••• P•••••••• L•• no longer on the SEC adviser roster (last listed 2026-06-01, RAUM $86.6M)
        Jul 1, 2026 · Left the SEC roster · derived
      • H••• R••• C•••••• P•••••••• L•• reported RAUM $86.6M, down 55% from $191.3M (2025-03-31 to 2026-03-31)
        Mar 31, 2026 · RAUM change · derived
      • H••• R••• C•••••• P•••••••• L•• reported RAUM $222.0M, down 33% from $333.6M (2022-10-05 to 2023-03-31)
        Mar 31, 2023 · RAUM change · derived
      • Devan Ivane Chou (Elected Manager, Cfo, And Cco) no longer on Schedule A of H••• R••• C•••••• P•••••••• L•• (listed 2021-03-25, absent 2021-09-03)
        Sep 3, 2021 · Control person left · inference
      • H••• R••• C•••••• P•••••••• L•• reported RAUM $369.9M, down 26% from $502.4M (2019-03-31 to 2020-03-26)
        Mar 26, 2020 · RAUM change · derived
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/high-road-capital-partnersreportedpublic record, Form ADV, Sep 19, 2026
      Website
      H•••R•••CAP.COMreportedpublic record, Form ADV, Sep 19, 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
      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