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
S•••• C•••••• M••••••••• L••
Latest filing Mar 26, 2026
First filing on the tape Feb 15, 2012 · 24 filings
SEC status approved since Mar 29, 2012
RAUM
$671M
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
10
10 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
4
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$671M as of Mar 26, 2026
Apr 30, 2013$304M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Apr 30, 20130 then
Employees (5.A)10 as of Mar 26, 2026
Apr 30, 201312 then
Private funds4 as of Mar 26, 2026
Apr 30, 20137 then
RAUM +11% over the last fiscal year+0.1% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 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
- $168MderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%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
- yesreportedItem 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
- 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 testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$671M100%
- 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
- $0 for 0 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
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S•••• C•••••• P••••••• I••• L••• | Private Equity Fund | $332M | 99 | Apr 30, 2013 |
| S•••• C•••••• P••••••• I•• L••• | Private Equity Fund | $197M | 67 | Mar 26, 2020 |
| S•••• I•• C••••••••• L•• | Private Equity Fund | $6.5M | 11 | Apr 30, 2013 |
| S•••• I• C••••••••• L•• | Private Equity Fund | $5.3M | 12 | Mar 26, 2020 |
| S•••• C•••••• P••••••• I•• L•no longer reported | Private Equity Fund | $322,260 | 95 | Feb 15, 2012 |
| S•••• I• C••••••••• L••no longer reported | Private Equity Fund | $23,493 | 10 | Feb 15, 2012 |
| S•••• C•••••• P••••••• P••••••• F•••no longer reported | Private Equity Fund | $0 | 25 | Feb 15, 2012 |
| S•••• C••••••••• L••no longer reported | Private Equity Fund | $0 | 1 | Feb 15, 2012 |
| S•••• C•••••• P••••••• L•no longer reported | Private Equity Fund | $0 | 102 | Feb 15, 2012 |
Owners and control persons
Schedule A and B, latest filing
- A••••••••• A•••••• J•••••• · Managing Membercontrolsince 11/2006 · owns 25% to 50%
- H••••••••• B••••• M••••• · Managing Membercontrolsince 11/2006 · owns 10% to 25%
- S•••••••• D••••• K• · Managing Membercontrolsince 11/2006 · owns 25% to 50%
- S••••••• D•••••• E••••• · Chief Compliance Officer & Chief Financial Officercontrolsince 11/2006 · owns less than 5%
- W••••• S•••• C• · Managing Membercontrolsince 11/2006 · owns 25% to 50%
Related persons
Schedule D 7.A
- S•••• C•••••• P••••••• I••• L••pooled vehicle sponsory
- S•••• C•••••• P••••••• I•• L••pooled vehicle sponsory
- S•••• I•• C••••••••• L••pooled vehicle sponsory
- S•••• I• C••••••••• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- West Conshohocken, PA3 employees
- Charleston, SC1 employees
What changed
consecutive filings, newest first
- Advisory employees · 11 to 10Mar 27, 2025 to Mar 26, 2026
- Employees · 11 to 10Mar 27, 2025 to Mar 26, 2026
- Discretionary RAUM · $605M to $671MMar 27, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $605M to $671MMar 27, 2025 to Mar 26, 2026
- RAUM · $605M to $671MMar 27, 2025 to Mar 26, 2026
- Advisory employees · 13 to 11Dec 19, 2024 to Mar 27, 2025
- Employees · 14 to 11Dec 19, 2024 to Mar 27, 2025
- Financial planning clients · unset to Dec 19, 2024 to Mar 27, 2025
- Discretionary RAUM · $742M to $605MDec 19, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $742M to $605MDec 19, 2024 to Mar 27, 2025
- RAUM · $742M to $605MDec 19, 2024 to Mar 27, 2025
- Advisory employees · 12 to 13Jul 5, 2023 to Mar 28, 2024
- Employees · 13 to 14Jul 5, 2023 to Mar 28, 2024
- Discretionary RAUM · $669M to $742MJul 5, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $669M to $742MJul 5, 2023 to Mar 28, 2024
- RAUM · $669M to $742MJul 5, 2023 to Mar 28, 2024
- Other offices · 3 to 2Mar 29, 2023 to Jul 5, 2023
- Advisory employees · 13 to 12Sep 28, 2022 to Mar 29, 2023
- Other offices · 2 to 3Sep 28, 2022 to Mar 29, 2023
- Discretionary RAUM · $670M to $669MSep 28, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $670M to $669MSep 28, 2022 to Mar 29, 2023
- RAUM · $670M to $669MSep 28, 2022 to Mar 29, 2023
- Discretionary RAUM · $681M to $670MMar 30, 2022 to Sep 28, 2022
- Pooled vehicle RAUM · $681M to $670MMar 30, 2022 to Sep 28, 2022
- RAUM · $681M to $670MMar 30, 2022 to Sep 28, 2022
- Advisory employees · 11 to 13Mar 29, 2021 to Mar 30, 2022
- Assets in custody · unset to 0.0Mar 29, 2021 to Mar 30, 2022
- Custody of client assets · false to trueMar 29, 2021 to Mar 30, 2022
- Discretionary RAUM · $634M to $681MMar 29, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $634M to $681MMar 29, 2021 to Mar 30, 2022
- RAUM · $634M to $681MMar 29, 2021 to Mar 30, 2022
- Discretionary RAUM · $576M to $634MApr 28, 2020 to Mar 29, 2021
- Pooled vehicle RAUM · $576M to $634MApr 28, 2020 to Mar 29, 2021
- RAUM · $576M to $634MApr 28, 2020 to Mar 29, 2021
- Discretionary RAUM · $515M to $576MMar 26, 2020 to Apr 28, 2020
- Pooled vehicle RAUM · $515M to $576MMar 26, 2020 to Apr 28, 2020
- RAUM · $515M to $576MMar 26, 2020 to Apr 28, 2020
- Advisory employees · 8 to 11Nov 21, 2019 to Mar 26, 2020
- Employees · 12 to 13Nov 21, 2019 to Mar 26, 2020
- Discretionary RAUM · $450M to $515MNov 21, 2019 to Mar 26, 2020
Signals
2 dated events
- K. David Schaible (Managing Member) appeared on Schedule A of S•••• C•••••• M••••••••• L••Nov 21, 2019 · Control person joined · fact
- S•••• C•••••• M••••••••• L•• reported RAUM $450.0M, up 34% from $335.6M (2018-03-29 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- S•••• C•••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- S•••• C•••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/spire-capital-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-218-5454reportedpublic record, Form ADV, Mar 26, 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