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
P•• P•••••••• L••
Latest filing Mar 31, 2026
First filing on the tape May 15, 2012 · 22 filings
SEC status approved since Jun 27, 2012
RAUM
$19B
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
285
96 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
4
reported on Schedule D
History
22 filings and snapshots on the tape
RAUM$19B as of Mar 31, 2026
Jan 14, 2013$7.6B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Jan 14, 20130 then
Employees (5.A)285 as of Mar 31, 2026
Jan 14, 2013100 then
Private funds4 as of Mar 31, 2026
Jan 14, 20134 then
RAUM +37% over the last fiscal year+24% 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
- $959MderivedRAUM 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
- +37%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
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$19B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 20reported
- 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=true 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
10 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| P•• P••••••• M••••• F••• I• L•• | Hedge Fund | $6.3B | 220 | Jan 14, 2013 |
| P•• P••••••• P•••••••• I•• L•• | Hedge Fund | $2.6B | 11 | Mar 29, 2019 |
| P•• M••••• O•• F•••• L•••no longer reported | Hedge Fund | $1.8B | 3 | Apr 29, 2016 |
| P•• M••••• M••••• O•••••• F•••• L•• | Hedge Fund | $1.6B | 64 | Jan 14, 2013 |
| P•• M••••• M••••• O••••••• F•••• L•• | Hedge Fund | $644M | 12 | Jan 14, 2013 |
| P•• F••••• O••••••• F•••• L•••no longer reported | Hedge Fund | $599M | 24 | Mar 18, 2016 |
| P•• F••••• M••••• F•••• L••no longer reported | Hedge Fund | $438M | 47 | Jan 14, 2013 |
| 1••• I• L•••no longer reported | Hedge Fund | $81.7M | 2 | Apr 29, 2016 |
| P•• F••••• F•••• L••no longer reported | Hedge Fund | $63.1M | 7 | Mar 18, 2016 |
| T••••• O••• L•••no longer reported | Hedge Fund | $0 | 0 | Apr 29, 2016 |
Owners and control persons
Schedule A and B, latest filing
- M•••••• P••••• •••• · Chief Executive Officercontrolsince 11/2010 · owns less than 5%
- S•••••••• A••• · Chief Compliance Officercontrolsince 10/2011 · owns less than 5%
- T•••••• B•••• · Chief Financial Officercontrolsince 03/2012 · owns less than 5%
- W•••••• D•••• W•••••••• · General Counselcontrolsince 10/2011 · owns less than 5%
- M•••••• P••••• •••• · Managing Membercontrolsince 12/2010 · owns 75% or more of A•••• D•• L••
- M•••••• P••••• •••• · Limited Partnercontrolsince 12/2010 · owns 25% to 50% of P•• C•••••• G••••• L•••
Entity owners
- P•• C•••••• G••••• L••• · Managing Memberdirect · owns 75% or more
- A•••• D•• L•• · General Partnerindirect · owns F of P•• C•••••• G••••• L•••
Related persons
Schedule D 7.A
- C••••••••• C•••••• G••••• L•••investment adviserbanknRAUM $384M
- C••••••••• G•• L•••••bankpooled vehicle sponsorn
- P•• P••••••• G•• L••bankpooled vehicle sponsorn
Advisers that list P•• P•••••••• L•• as a related person
- 153734 n
Offices
Schedule D 1.F, the 25 largest
- Newton, MA1 employees
What changed
consecutive filings, newest first
- Accounts · 19 to 20Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 92 to 96Mar 31, 2025 to Mar 31, 2026
- Employees · 270 to 285Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $14B to $19BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $14B to $19BMar 31, 2025 to Mar 31, 2026
- RAUM · $14B to $19BMar 31, 2025 to Mar 31, 2026
- Advisory employees · 85 to 92Apr 1, 2024 to Mar 31, 2025
- Employees · 265 to 270Apr 1, 2024 to Mar 31, 2025
- Financial planning clients · unset to Apr 1, 2024 to Mar 31, 2025
- Discretionary RAUM · $11B to $14BApr 1, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $11B to $14BApr 1, 2024 to Mar 31, 2025
- RAUM · $11B to $14BApr 1, 2024 to Mar 31, 2025
- Advisory employees · 86 to 85Aug 1, 2023 to Mar 28, 2024
- Employees · 258 to 265Aug 1, 2023 to Mar 28, 2024
- Discretionary RAUM · $10B to $11BAug 1, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $10B to $11BAug 1, 2023 to Mar 28, 2024
- RAUM · $10B to $11BAug 1, 2023 to Mar 28, 2024
- Accounts · 16 to 19Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 82 to 86Mar 31, 2022 to Mar 31, 2023
- Employees · 254 to 258Mar 31, 2022 to Mar 31, 2023
- Private funds · 5 to 4Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $13B to $10BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $13B to $10BMar 31, 2022 to Mar 31, 2023
- RAUM · $13B to $10BMar 31, 2022 to Mar 31, 2023
- Employees · 246 to 254Mar 31, 2021 to Mar 31, 2022
- Advisory employees · 75 to 82Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $13B to $13BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $13B to $13BMar 31, 2021 to Mar 31, 2022
- RAUM · $13B to $13BMar 31, 2021 to Mar 31, 2022
- Accounts · 20 to 16Mar 31, 2020 to Mar 31, 2021
- Advisory employees · 72 to 75Mar 31, 2020 to Mar 31, 2021
- Pooled vehicle clients · 8 to 5Mar 31, 2020 to Mar 31, 2021
- Employees · 219 to 246Mar 31, 2020 to Mar 31, 2021
- Private funds · 8 to 5Mar 31, 2020 to Mar 31, 2021
- Discretionary RAUM · $12B to $13BMar 31, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $12B to $13BMar 31, 2020 to Mar 31, 2021
- RAUM · $12B to $13BMar 31, 2020 to Mar 31, 2021
- Advisory employees · 67 to 72Mar 29, 2019 to Mar 30, 2020
- Employees · 201 to 219Mar 29, 2019 to Mar 30, 2020
- Discretionary RAUM · $12B to $12BMar 29, 2019 to Mar 30, 2020
Signals
3 dated events
- P•• P•••••••• L•• reported RAUM $19.2B, up 37% from $14.0B (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- P•• P•••••••• L•• reported RAUM $14.0B, up 29% from $10.8B (2024-04-01 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Amy Wong (Chief Operating Officer) no longer on Schedule A of P•• P•••••••• L•• (listed 2019-03-29, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
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
- Firm profile
- linkedin.com/company/pdt-partners-llcreportedpublic record, Form ADV, Sep 19, 2026
- Website
- p•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (212) 621-0400reportedpublic 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