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 25, 2026
First filing on the tape Aug 20, 2012 · 27 filings
SEC status approved since Sep 19, 2012
RAUM
$2.6B
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
28
13 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
7
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$2.6B as of Mar 25, 2026
Mar 28, 2013$128M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 25, 2026
Mar 28, 20130 then
Employees (5.A)28 as of Mar 25, 2026
Mar 28, 20135 then
Private funds7 as of Mar 25, 2026
Mar 28, 20132 then
RAUM -13% over the last fiscal year-2.5% a year over threeIARs 0 to 0offices 2 to 3
Practice profile
derived from the filing of Mar 25, 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
- $240MderivedRAUM 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
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- -13%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-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $2.5B, 11 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)
- 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 hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.6B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 11reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.5B for 11 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
10 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S•••••••• C•••••• M•••••••• L•••no longer reported | Hedge Fund | $4.4B | 99 | Mar 31, 2015 |
| S•••••••• C•••••• M••••• F••• L••• | Hedge Fund | $2.4B | 101 | Jul 2, 2012 |
| A•• C•••••• | Hedge Fund | $209M | 2 | Mar 31, 2015 |
| S•••••••• C•••••• P••••••• L•no longer reported | Hedge Fund | $146M | 50 | Mar 28, 2013 |
| S•••••••• C••••••••• O••••••••• F••• L• | Private Equity Fund | $124M | 19 | Mar 24, 2022 |
| L•• F•••• F••• | Hedge Fund | $45.4M | 2 | Mar 14, 2014 |
| S•••••••• C•••••• F••• L•••no longer reported | Hedge Fund | $26.0M | 12 | Mar 28, 2013 |
| S• T••••••• C•••••••• F••• I• L• | Private Equity Fund | $21.9M | 13 | Mar 24, 2022 |
| S•••••••• T••••••• F••• I•• L• | Private Equity Fund | $12.3M | 8 | Mar 30, 2023 |
| S•••••••• C•••••• O••••••••• P•• C••• 1•••• | Private Equity Fund | $4.1M | 4 | Mar 24, 2021 |
Owners and control persons
Schedule A and B, latest filing
- C••••••• J•••••••• R•••••• · Chief Financial Officercontrolsince 03/2021 · owns less than 5%
- H••••••••• C••••••••• G••••• · General Counsel & Chief Compliance Officercontrolsince 07/2022 · owns less than 5%
- M••••• R•••• A• · Managing Membercontrolsince 05/2009 · owns 75% or more
- P•••••• K•••• N•• · Chief Operating Officercontrolsince 01/2021 · owns less than 5%
Related persons
Schedule D 7.A
- S•••••••• C•••••• I••••••••• F••• G• L•••investment adviserpooled vehicle sponsory
- S•••••••• C•••••• U• L••investment advisery
- S•••••••• I••••••••• R••••••• L••investment advisery
Offices
Schedule D 1.F, the 25 largest
- Mumbai, India6 employees
- New York, NY2 employees
- San Francisco, CA1 employees
What changed
consecutive filings, newest first
- Advisory employees · 10 to 13Mar 27, 2025 to Mar 25, 2026
- Pooled vehicle clients · 11 to 12Mar 27, 2025 to Mar 25, 2026
- Assets in custody · $2.8B to $2.5BMar 27, 2025 to Mar 25, 2026
- Employees · 24 to 28Mar 27, 2025 to Mar 25, 2026
- Other offices · 2 to 3Mar 27, 2025 to Mar 25, 2026
- Discretionary RAUM · $3.0B to $2.6BMar 27, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $3.0B to $2.6BMar 27, 2025 to Mar 25, 2026
- RAUM · $3.0B to $2.6BMar 27, 2025 to Mar 25, 2026
- HQ state · unset to CAMar 27, 2024 to Mar 27, 2025
- Other offices · 3 to 2Mar 27, 2024 to Mar 27, 2025
- Discretionary RAUM · $2.9B to $3.0BMar 27, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $2.9B to $3.0BMar 27, 2024 to Mar 27, 2025
- RAUM · $2.9B to $3.0BMar 27, 2024 to Mar 27, 2025
- Advisory employees · 9 to 10Mar 27, 2024 to Mar 27, 2025
- Assets in custody · $2.7B to $2.8BMar 27, 2024 to Mar 27, 2025
- Financial planning clients · 0 to 0Mar 27, 2024 to Mar 27, 2025
- HQ city · LONDON to SAN FRANCISCOMar 27, 2024 to Mar 27, 2025
- Advisory employees · 10 to 9Oct 5, 2023 to Mar 27, 2024
- Assets in custody · $2.8B to $2.7BOct 5, 2023 to Mar 27, 2024
- Other offices · 2 to 3Oct 5, 2023 to Mar 27, 2024
- Discretionary RAUM · $2.8B to $2.9BOct 5, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $2.8B to $2.9BOct 5, 2023 to Mar 27, 2024
- RAUM · $2.8B to $2.9BOct 5, 2023 to Mar 27, 2024
- Advisory employees · 7 to 10Oct 12, 2022 to Mar 30, 2023
- Assets in custody · $5.2B to $2.8BOct 12, 2022 to Mar 30, 2023
- Employees · 19 to 24Oct 12, 2022 to Mar 30, 2023
- Other offices · 0 to 2Oct 12, 2022 to Mar 30, 2023
- Discretionary RAUM · $5.2B to $2.8BOct 12, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $5.2B to $2.8BOct 12, 2022 to Mar 30, 2023
- RAUM · $5.2B to $2.8BOct 12, 2022 to Mar 30, 2023
- Accounts · 9 to 11Mar 24, 2021 to Mar 24, 2022
- Advisory employees · 2 to 7Mar 24, 2021 to Mar 24, 2022
- Pooled vehicle clients · 9 to 11Mar 24, 2021 to Mar 24, 2022
- Assets in custody · $3.2B to $5.2BMar 24, 2021 to Mar 24, 2022
- Employees · 9 to 19Mar 24, 2021 to Mar 24, 2022
- Private funds · 5 to 7Mar 24, 2021 to Mar 24, 2022
- Discretionary RAUM · $3.2B to $5.2BMar 24, 2021 to Mar 24, 2022
- Pooled vehicle RAUM · $3.2B to $5.2BMar 24, 2021 to Mar 24, 2022
- RAUM · $3.2B to $5.2BMar 24, 2021 to Mar 24, 2022
- Accounts · 8 to 9Mar 19, 2020 to Mar 24, 2021
Signals
10 dated events
- S•••••••• C•••••• M••••••••• L•• reported RAUM $2.8B, down 45% from $5.2B (2022-10-12 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- George Christian Hildenbrand (General Counsel & Chief Compliance Officer) appeared on Schedule A of S•••••••• C•••••• M••••••••• L••Oct 12, 2022 · Control person joined · fact
- S•••••••• C•••••• M••••••••• L•• reported RAUM $5.2B, up 64% from $3.2B (2021-03-24 to 2022-03-24)Mar 24, 2022 · RAUM change · derived
- Nicholas Vincent Cirella (Chief Compliance Officer) no longer on Schedule A of S•••••••• C•••••• M••••••••• L•• (listed 2021-03-24, absent 2022-03-24)Mar 24, 2022 · Control person left · inference
- Nmn Kalp Parekh (Chief Operating Officer) appeared on Schedule A of S•••••••• C•••••• M••••••••• L••Mar 24, 2022 · Control person joined · fact
- Nmn Gautam Sharma (Chief Compliance Officer) no longer on Schedule A of S•••••••• C•••••• M••••••••• L•• (listed 2020-03-19, absent 2021-03-24)Mar 24, 2021 · Control person left · inference
- Nicholas Vincent Cirella (Chief Compliance Officer) appeared on Schedule A of S•••••••• C•••••• M••••••••• L••Mar 24, 2021 · Control person joined · fact
- R•••••• J••••••• C•••••• (Chief Finanancial Officer) appeared on Schedule A of S•••••••• C•••••• M••••••••• L••Mar 24, 2021 · Control person joined · fact
- S•••••••• C•••••• M••••••••• L•• reported RAUM $2.2B, up 81% from $1.2B (2017-03-16 to 2018-03-20)Mar 20, 2018 · RAUM change · derived
- S•••••••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Aug 20, 2012 · First SEC registration · fact
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/steadview-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 2124040345reportedpublic record, Form ADV, Mar 25, 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