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
I••••••• P•••••••• L•••
Legal name I••••••• P•••••••• L•
Latest filing Jun 30, 2026
First filing on the tape Jun 28, 2013 · 24 filings
SEC status approved since Jul 22, 2013
RAUM
$9.4B
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
56
27 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
5
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$9.4B as of Jun 30, 2026
Mar 27, 2014$341M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 30, 2026
Mar 27, 20140 then
Employees (5.A)56 as of Jun 30, 2026
Mar 27, 201412 then
Private funds5 as of Jun 30, 2026
Mar 27, 20143 then
RAUM +12% over the last fiscal year+37% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 30, 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
- $294MderivedRAUM 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
- +12%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, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- 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 hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$9.4B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 32reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, 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
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| R•••••• M••••• F•••• L••• | Hedge Fund | $151M | 29 | Mar 27, 2014 |
| W•••••• C•••••• S••••• F••• • S••••• L•••no longer reported | Hedge Fund | $110M | 1 | Apr 2, 2013 |
| T••••• M••••• F•••• L••• | Hedge Fund | $108M | 9 | Aug 27, 2019 |
| I••••••• M••••• F•••• L••• | Hedge Fund | $101M | 28 | Jun 4, 2012 |
| W•••••• C•••••• S••••• F••• • S••••• L•••no longer reported | Hedge Fund | $101M | 1 | Mar 20, 2015 |
| A••••• M••••• F•••• L••• | Hedge Fund | $19.2M | 8 | Mar 29, 2023 |
| S•••••••• M••••• F•••• L• | Hedge Fund | $0 | 0 | Mar 28, 2024 |
| R•••••••• M••••• F••• L• | Hedge Fund | $0 | 0 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- C••••••••• V•••• · Chief Financial Officercontrolsince 01/2023 · owns less than 5%
- D••••••••• E••••• C•••••• · Limited Partner Of The Registrantcontrolsince 01/2023 · owns 10% to 25%
- F••••••••• R••••••• P•••• · President Of The Registrant & Chief Compliance Officercontrolsince 02/2012 · owns 10% to 25%
- G••••••• E•••••• J•••••• · Limited Partner Of The Registrantcontrolsince 01/2024 · owns 10% to 25%
- M••••••••• C•••••• L• · Limited Partner Of The Registrantcontrolsince 02/2012 · owns 10% to 25%
- M••••••••• G••••• A••• · Limited Partner Of The Registrantcontrolsince 02/2012 · owns 25% to 50%
- S••••••• A•••• C••••••••• · Limited Partner Of The Registrantcontrolsince 04/2014 · owns 10% to 25%
- Y••• S•••• · Chief Operating Officercontrolsince 03/2023 · owns less than 5%
- D••••••••• E••••• C•••••• · Membercontrolsince 01/2023 · owns F of I••••••• P••••••• •••• L••
- F••••••••• R••••••• P•••• · Membercontrolsince 02/2015 · owns F of I••••••• P••••••• •••• L••
- G••••••• E•••••• J•••••• · Membercontrolsince 01/2024 · owns F of I••••••• P••••••• •••• L••
- M••••••••• C•••••• L• · Membercontrolsince 02/2015 · owns F of I••••••• P••••••• •••• L••
- M••••••••• G••••• A••• · Membercontrolsince 02/2015 · owns 25% to 50% of I••••••• P••••••• •••• L••
- S••••••• A•••• C••••••••• · Membercontrolsince 02/2015 · owns F of I••••••• P••••••• •••• L••
Entity owners
- I••••••• P••••••• •••• L•• · General Partner Of The Registrantdirect · owns less than 5%
Related persons
Schedule D 7.A
- A••••• C••••••• L••pooled vehicle sponsorn
- I••••••• C•••••• I•• L••bankpooled vehicle sponsorn
- I••••••• C••••••• L••bankpooled vehicle sponsorn
- R•••••••• P•••••••• L••bankpooled vehicle sponsorn
- R•••••• P•••••••• L••bankpooled vehicle sponsorn
- S•••••••• C•••••• L••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 30 to 32Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 24 to 27Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 30 to 32Mar 31, 2025 to Mar 31, 2026
- Employees · 54 to 56Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $8.4B to $9.4BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $8.4B to $9.4BMar 31, 2025 to Mar 31, 2026
- RAUM · $8.4B to $9.4BMar 31, 2025 to Mar 31, 2026
- Accounts · 25 to 30Aug 30, 2024 to Mar 31, 2025
- Advisory employees · 21 to 24Aug 30, 2024 to Mar 31, 2025
- Pooled vehicle clients · 23 to 30Aug 30, 2024 to Mar 31, 2025
- Employees · 38 to 54Aug 30, 2024 to Mar 31, 2025
- Financial planning clients · unset to Aug 30, 2024 to Mar 31, 2025
- Other offices · 0 to 1Aug 30, 2024 to Mar 31, 2025
- Discretionary RAUM · $5.4B to $8.4BAug 30, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $5.4B to $8.4BAug 30, 2024 to Mar 31, 2025
- RAUM · $5.4B to $8.4BAug 30, 2024 to Mar 31, 2025
- Accounts · 21 to 25Nov 20, 2023 to Mar 28, 2024
- Advisory employees · 17 to 21Nov 20, 2023 to Mar 28, 2024
- Pooled vehicle clients · 18 to 23Nov 20, 2023 to Mar 28, 2024
- Employees · 32 to 38Nov 20, 2023 to Mar 28, 2024
- Private funds · 4 to 5Nov 20, 2023 to Mar 28, 2024
- Discretionary RAUM · $3.6B to $5.4BNov 20, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $3.6B to $5.4BNov 20, 2023 to Mar 28, 2024
- RAUM · $3.6B to $5.4BNov 20, 2023 to Mar 28, 2024
- Accounts · 20 to 21Nov 3, 2022 to Mar 29, 2023
- Advisory employees · 16 to 17Nov 3, 2022 to Mar 29, 2023
- Pooled vehicle clients · 17 to 18Nov 3, 2022 to Mar 29, 2023
- Employees · 25 to 32Nov 3, 2022 to Mar 29, 2023
- Private funds · 3 to 4Nov 3, 2022 to Mar 29, 2023
- Discretionary RAUM · $3.7B to $3.6BNov 3, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $3.7B to $3.6BNov 3, 2022 to Mar 29, 2023
- RAUM · $3.7B to $3.6BNov 3, 2022 to Mar 29, 2023
- Accounts · 19 to 20Mar 30, 2021 to Mar 30, 2022
- Advisory employees · 14 to 16Mar 30, 2021 to Mar 30, 2022
- Employees · 23 to 25Mar 30, 2021 to Mar 30, 2022
- Discretionary RAUM · $3.7B to $3.7BMar 30, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $3.7B to $3.7BMar 30, 2021 to Mar 30, 2022
- RAUM · $3.7B to $3.7BMar 30, 2021 to Mar 30, 2022
- Accounts · 22 to 19Mar 30, 2020 to Mar 30, 2021
- Advisory employees · 12 to 14Mar 30, 2020 to Mar 30, 2021
Signals
10 dated events
- I••••••• P•••••••• L••• reported RAUM $8.4B, up 57% from $5.4B (2024-08-30 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Christopher Leonard (Chief Compliance Officer) no longer on Schedule A of I••••••• P•••••••• L••• (listed 2024-03-28, absent 2024-08-30)Aug 30, 2024 · Control person left · inference
- I••••••• P•••••••• L••• reported RAUM $5.4B, up 47% from $3.6B (2023-11-20 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Johnson Edward Gilliss (Limited Partner Of The Registrant) appeared on Schedule A of I••••••• P•••••••• L•••Mar 28, 2024 · Control person joined · fact
- Christopher Leonard (Chief Compliance Officer) appeared on Schedule A of I••••••• P•••••••• L•••Nov 20, 2023 · Control person joined · fact
- Celeste Elise Divincenzo (Limited Partner Of The Registrant) appeared on Schedule A of I••••••• P•••••••• L•••Nov 20, 2023 · Control person joined · fact
- Vigen Charbatian (Chief Financial Officer) appeared on Schedule A of I••••••• P•••••••• L•••Mar 29, 2023 · Control person joined · fact
- I••••••• P•••••••• L••• reported RAUM $4.5B, up 31% from $3.4B (2019-08-27 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- I••••••• P•••••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)Mar 20, 2015 · Succession (Item 4) · fact
- I••••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Jun 28, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- I••••••• P•••••••• L••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- intervalpartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 646-412-6800reportedpublic record, Form ADV, Jun 30, 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