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
O•••• R••••••• G••••• L••
Latest filing Apr 24, 2026
First filing on the tape Mar 31, 2014 · 31 filings
SEC status approved since Apr 11, 2014
RAUM
$511M
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
16
16 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
9
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$511M as of Apr 24, 2026
Mar 30, 2015$295M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 24, 2026
Mar 30, 20150 then
Employees (5.A)16 as of Apr 24, 2026
Mar 30, 20157 then
Private funds9 as of Apr 24, 2026
Mar 30, 201516 then
RAUM n/a over the last fiscal year-4.0% a year over three
Practice profile
derived from the filing of Apr 24, 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
- $51.1MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween 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-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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$511M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 10reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- 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
25 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| O•• O••••••••• F••• I••• L• | Private Equity Fund | $168M | 31 | Sep 11, 2017 |
| O•• O•• C••••••••• L• | Private Equity Fund | $86.6M | 23 | Mar 27, 2020 |
| O•• B•• C••••••••• L• | Private Equity Fund | $27.8M | 8 | Mar 26, 2021 |
| O•• O••••••••• F••• I•• L• | Private Equity Fund | $21.4M | 35 | Mar 28, 2023 |
| O•• U••• C••••••••• I•• L• | Private Equity Fund | $15.9M | 12 | Mar 26, 2021 |
| O•• C••••••••• L• | Private Equity Fund | $10.4M | 12 | Mar 28, 2023 |
| 4•• A••••• L• | Private Equity Fund | $5.3M | 1 | Mar 31, 2014 |
| O•• G••• I••••••••• L•no longer reported | Private Equity Fund | $3.7M | 3 | Jun 11, 2012 |
| O•• O••••••••• F••• I•• L• | Private Equity Fund | $3.1M | 26 | Mar 31, 2014 |
| O•• C••• G•••• C••••••••• L• | Private Equity Fund | $2.9M | 21 | Mar 31, 2014 |
| O•• O••••••••• F••• I• L•no longer reported | Private Equity Fund | $885,085 | 12 | Jun 11, 2012 |
| O•• S••• C•• F••• I•• L• | Private Equity Fund | $725,986 | 4 | Mar 31, 2014 |
| O•• R••••••••• C••••••••• L•no longer reported | Private Equity Fund | $589,712 | 1 | Jun 11, 2012 |
| O•• N••• C••••••••• L•no longer reported | Private Equity Fund | $455,933 | 1 | Jun 11, 2012 |
| O•• O••••••••• C••••••••• L•no longer reported | Private Equity Fund | $324,854 | 5 | Mar 19, 2013 |
| O•• U••• C••••••••• L• | Private Equity Fund | $168,796 | 25 | Mar 21, 2018 |
| O•• C••••••••• F••• I• L•no longer reported | Private Equity Fund | $151,739 | 1 | Jun 11, 2012 |
| O•• O••••••••• I••••••••• L•no longer reported | Private Equity Fund | $140,036 | 2 | Mar 19, 2013 |
| O•• K••• C••••••••• L•no longer reported | Private Equity Fund | $45,291 | 8 | Mar 19, 2013 |
| O•• K••• I••••••••• L•no longer reported | Private Equity Fund | $30,000 | 1 | Mar 19, 2013 |
| O•• P•• C••••••••• L•no longer reported | Private Equity Fund | $9,482 | 20 | Mar 30, 2015 |
| O•• G••• L•no longer reported | Private Equity Fund | $7,965 | 1 | Jun 11, 2012 |
| O•• M•••• H•••••••• L••no longer reported | Private Equity Fund | $2,116 | 13 | Mar 30, 2015 |
| O•• G• C••••••••• L•no longer reported | Private Equity Fund | $0 | 27 | Mar 30, 2016 |
| O•• G• C••••••••• I•• L•no longer reported | Private Equity Fund | $0 | 19 | Mar 30, 2016 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• W••••••• F•••••• · Member / Manager / Chief Compliance Officercontrolsince 01/2008 · owns 25% to 50%
- E••••• B•••• D•••••• · Member / Managercontrolsince 06/2015 · owns 10% to 25%
- G•••••• J••••••••• D•••• · Member / Managercontrolsince 01/2008 · owns 25% to 50%
- G••••••• W••••••• P••••• · Member/Managercontrolsince 06/2000 · owns F of P•••• I• I••••••••• L•
- M••••••••• G••••••• S•••• · Member / Managercontrolsince 06/2000 · owns 25% to 50% of D•••••• V•••••••• L••
Entity owners
- D•••••• V•••••••• L•• · General Partnerindirect · owns F of P•• V•••••••• L•
- D•••••• V•••••••• L•• · General Partnerindirect · owns F of P•••• I• I••••••••• L•
- P•• V•••••••• L• · Limited Partnerindirect · owns 50% to 75% of P•••• I• I••••••••• L•
- P•••• I• I••••••••• L• · Memberdirect · owns 5% to 10%
- G• I••••••••• L•• · Limited Partnerindirect · owns 25% to 50% of P•••• I• I••••••••• L•
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $507M to $511MMar 30, 2026 to Apr 24, 2026
- Pooled vehicle RAUM · $507M to $511MMar 30, 2026 to Apr 24, 2026
- RAUM · $507M to $511MMar 30, 2026 to Apr 24, 2026
- Advisory employees · 15 to 16May 1, 2025 to Mar 30, 2026
- Discretionary RAUM · $521M to $507MMay 1, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $521M to $507MMay 1, 2025 to Mar 30, 2026
- RAUM · $521M to $507MMay 1, 2025 to Mar 30, 2026
- Accounts · 11 to 10Apr 29, 2024 to May 1, 2025
- Advisory employees · 10 to 15Apr 29, 2024 to May 1, 2025
- Pooled vehicle clients · 11 to 10Apr 29, 2024 to May 1, 2025
- Employees · 13 to 16Apr 29, 2024 to May 1, 2025
- Financial planning clients · unset to Apr 29, 2024 to May 1, 2025
- Private funds · 11 to 9Apr 29, 2024 to May 1, 2025
- Discretionary RAUM · $567M to $521MApr 29, 2024 to May 1, 2025
- Pooled vehicle RAUM · $567M to $521MApr 29, 2024 to May 1, 2025
- RAUM · $567M to $521MApr 29, 2024 to May 1, 2025
- Assets in custody · $578M to $0May 15, 2023 to Mar 26, 2024
- Employees · 15 to 13May 15, 2023 to Mar 26, 2024
- Discretionary RAUM · $578M to $567MMay 15, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $578M to $567MMay 15, 2023 to Mar 26, 2024
- RAUM · $578M to $567MMay 15, 2023 to Mar 26, 2024
- Discretionary RAUM · $578M to $578MMar 28, 2023 to May 15, 2023
- Pooled vehicle RAUM · $578M to $578MMar 28, 2023 to May 15, 2023
- RAUM · $578M to $578MMar 28, 2023 to May 15, 2023
- Accounts · 15 to 11Mar 24, 2022 to Mar 28, 2023
- Pooled vehicle clients · 15 to 11Mar 24, 2022 to Mar 28, 2023
- Assets in custody · $377M to $578MMar 24, 2022 to Mar 28, 2023
- Private funds · 15 to 11Mar 24, 2022 to Mar 28, 2023
- Discretionary RAUM · $377M to $578MMar 24, 2022 to Mar 28, 2023
- Pooled vehicle RAUM · $377M to $578MMar 24, 2022 to Mar 28, 2023
- RAUM · $377M to $578MMar 24, 2022 to Mar 28, 2023
- Accounts · 18 to 15Dec 8, 2021 to Mar 24, 2022
- Advisory employees · 9 to 10Dec 8, 2021 to Mar 24, 2022
- Pooled vehicle clients · 18 to 15Dec 8, 2021 to Mar 24, 2022
- Assets in custody · $258M to $377MDec 8, 2021 to Mar 24, 2022
- Employees · 13 to 15Dec 8, 2021 to Mar 24, 2022
- Private funds · 17 to 15Dec 8, 2021 to Mar 24, 2022
- Discretionary RAUM · $258M to $377MDec 8, 2021 to Mar 24, 2022
- Pooled vehicle RAUM · $258M to $377MDec 8, 2021 to Mar 24, 2022
- RAUM · $258M to $377MDec 8, 2021 to Mar 24, 2022
Signals
7 dated events
- O•••• R••••••• G••••• L•• reported RAUM $577.9M, up 53% from $377.5M (2022-03-24 to 2023-03-28)Mar 28, 2023 · RAUM change · derived
- O•••• R••••••• G••••• L•• reported RAUM $377.5M, up 47% from $257.5M (2021-12-08 to 2022-03-24)Mar 24, 2022 · RAUM change · derived
- O•••• R••••••• G••••• L•• reported RAUM $257.5M, down 31% from $373.2M (2020-03-27 to 2021-03-26)Mar 26, 2021 · RAUM change · derived
- O•••• R••••••• G••••• L•• reported RAUM $373.2M, down 31% from $543.9M (2019-03-15 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- William Glasgow (Member/Manager) appeared on Schedule A of O•••• R••••••• G••••• L••Mar 15, 2019 · Control person joined · fact
- S C•••• H••••• (Trustee) no longer on Schedule A of O•••• R••••••• G••••• L•• (listed 2018-04-25, absent 2019-03-15)Mar 15, 2019 · Control person left · inference
- O•••• R••••••• G••••• L•• filed its initial SEC registration (Form ADV)Mar 31, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- O•••• R••••••• G••••• L•• · Independent Sponsorsshared crd · capital_provider
- O•••• R••••••• G••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- ORGROUP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 512-505-4180reportedpublic record, Form ADV, Apr 24, 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