DFX Intelligence
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SEC-registered adviser
P••••••• P••••••• C•••••• M••••••••• I•••
Latest filing Jan 22, 2026
First filing on the tape Mar 29, 2012 · 31 filings
SEC status approved since May 29, 2012
RAUM
$128M
reported, Item 5.F
Discretionary
97%
of RAUM
Private clients
100%
$128M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$16.0M
derived; firm RAUM over IAPD count
Employees
10
5 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$128M as of Jan 22, 2026
Apr 2, 2013$0 then
HNW client RAUM$90.6M as of Jan 22, 2026
Mar 21, 2018$14.3M then
State-registered IARs (5.B.3)6 as of Jan 22, 2026
Apr 2, 20131 then
Employees (5.A)10 as of Jan 22, 2026
Apr 2, 20134 then
Private funds: no history
RAUM +22% over the last fiscal year+20% a year over threeIARs 6 to 6
Practice profile
derived from the filing of Jan 22, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $16.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 33derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $953,963derivedHNW RAUM over HNW clients
- Average account
- $309,752derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 4.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +7.9%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $64.8M, 163 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$90.6M71%
- Individuals$37.6M29%
- Individual clients
- 165reported
- HNW clients
- 95reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 414reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $64.8M for 163 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| A••••••• S•••• S•••Chartered Financial Analyst | Surrey | Apr 7, 2014 | 17 y | 0 |
| A••••••• B•••••Chartered Financial Analyst | Surrey | Jul 5, 2016 | 17 y | 0 |
| R••••• R•••••• L•• M••••••• | Surrey | Jul 1, 2021 | 10 y | 0 |
| T••••• A•••••••• H•••••••Chartered Financial Analyst | Calgary | Sep 30, 2022 | 11 y | 0 |
| G•••••• A••• S•••• N••••• | Surrey | May 16, 2024 | 16 y | 0 |
| D••••••• S•••• M•••••Chartered Financial Analyst | Surrey | Jul 16, 2026 | 12 y | 0 |
| R•••••• A••• H•••• A•••••••Chartered Financial Analyst | Surrey | Aug 25, 2026 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- N••••••• P••• S•••• B•••• to F•••••••• P•••••••• L••Mar 15, 2016 · Other
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••••• A••••••• · Chief Compliance Officer And Vice Presidentcontrolsince 02/2012 · owns less than 5%
- G••••• N•••••• C•••••• · Vice Presidentcontrolsince 02/2012 · owns less than 5%
- S•••• A•••••••• S•••• · Presidentcontrolsince 02/2012 · owns less than 5%
Entity owners
- P••••••• P••••••• C•••••• M••••••••• · Shareholder And Parent Companydirect · owns 75% or more
- A••••• I••••••••• L••• · Shareholderindirect · owns 25% to 50% of P••••••• P••••••• C•••••• M•••••••••
- C••••• P•••••• H••••••• L••• · Shareholderindirect · owns 25% to 50% of P•••••• Partners Capital Management
- S••• P•••••• H••••••• L••• · Shareholderindirect · owns 25% to 50% of P••••••• P••••••• C•••••• M•••••••••
Related persons
Schedule D 7.A
- P••••••• P••••••• C•••••• M•••••••••investment adviseryRAUM $316M
Advisers that list P••••••• P••••••• C•••••• M••••••••• I••• as a related person
- 148834 y
Offices
Schedule D 1.F, the 25 largest
- Blaine, WA1 employees
What changed
consecutive filings, newest first
- Accounts · 391 to 414Mar 19, 2025 to Jan 22, 2026
- HNW clients · 69 to 95Mar 19, 2025 to Jan 22, 2026
- Individual clients · 172 to 165Mar 19, 2025 to Jan 22, 2026
- Assets in custody · $112M to $64.8MMar 19, 2025 to Jan 22, 2026
- Employees · 9 to 10Mar 19, 2025 to Jan 22, 2026
- Discretionary RAUM · $102M to $125MMar 19, 2025 to Jan 22, 2026
- HNW RAUM · $67.6M to $90.6MMar 19, 2025 to Jan 22, 2026
- Individual RAUM · $37.9M to $37.6MMar 19, 2025 to Jan 22, 2026
- Non-discretionary RAUM · $3.8M to $3.4MMar 19, 2025 to Jan 22, 2026
- RAUM · $105M to $128MMar 19, 2025 to Jan 22, 2026
- Financial planning clients · 0 to 0Jan 13, 2025 to Mar 19, 2025
- Accounts · 388 to 391Jan 10, 2024 to Jan 13, 2025
- HNW clients · 60 to 69Jan 10, 2024 to Jan 13, 2025
- Individual clients · 176 to 172Jan 10, 2024 to Jan 13, 2025
- Assets in custody · $11.9M to $112MJan 10, 2024 to Jan 13, 2025
- HQ state · unset to Jan 10, 2024 to Jan 13, 2025
- State-registered IARs · 5 to 6Jan 10, 2024 to Jan 13, 2025
- Discretionary RAUM · $82.5M to $102MJan 10, 2024 to Jan 13, 2025
- HNW RAUM · $69.0M to $67.6MJan 10, 2024 to Jan 13, 2025
- Individual RAUM · $16.3M to $37.9MJan 10, 2024 to Jan 13, 2025
- Non-discretionary RAUM · $2.8M to $3.8MJan 10, 2024 to Jan 13, 2025
- RAUM · $85.3M to $105MJan 10, 2024 to Jan 13, 2025
- Accounts · 358 to 388Jul 14, 2023 to Jan 10, 2024
- HNW clients · 46 to 60Jul 14, 2023 to Jan 10, 2024
- Individual clients · 171 to 176Jul 14, 2023 to Jan 10, 2024
- Assets in custody · $27.4M to $11.9MJul 14, 2023 to Jan 10, 2024
- Discretionary RAUM · $71.9M to $82.5MJul 14, 2023 to Jan 10, 2024
- HNW RAUM · $41.3M to $69.0MJul 14, 2023 to Jan 10, 2024
- Individual RAUM · $33.1M to $16.3MJul 14, 2023 to Jan 10, 2024
- Non-discretionary RAUM · $2.5M to $2.8MJul 14, 2023 to Jan 10, 2024
- RAUM · $74.4M to $85.3MJul 14, 2023 to Jan 10, 2024
- Accounts · 317 to 358May 18, 2022 to Jan 20, 2023
- HNW clients · 88 to 46May 18, 2022 to Jan 20, 2023
- Individual clients · 127 to 171May 18, 2022 to Jan 20, 2023
- Assets in custody · $24.8M to $27.4MMay 18, 2022 to Jan 20, 2023
- Employees · 7 to 9May 18, 2022 to Jan 20, 2023
- Discretionary RAUM · $80.5M to $71.9MMay 18, 2022 to Jan 20, 2023
- HNW RAUM · $53.1M to $41.3MMay 18, 2022 to Jan 20, 2023
- Individual RAUM · $27.4M to $33.1MMay 18, 2022 to Jan 20, 2023
- Non-discretionary RAUM · $3.0M to $2.5MMay 18, 2022 to Jan 20, 2023
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- a•@p•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- a•••@p•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- d••••@p•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- g•••••@p•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- j••••••@p•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- k••••@p•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- n•••••@p•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business email
- r••••••@p•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 877-576-8908reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 604-574-2096reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/251521reportedpublic record, Form ADV, Jan 22, 2026
- Website
- P•••••••PARTNERS.COMreportedpublic record, Form ADV, Jan 22, 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $16.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026