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
F• G••••• A••••••• L••
Latest filing Jun 10, 2026
First filing on the tape Jul 11, 2013 · 27 filings
SEC status approved since Jul 22, 2013
RAUM
$3.0B
reported, Item 5.F
Discretionary
93%
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
184
25 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
2
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$3.0B as of Jun 10, 2026
Mar 28, 2014$63.9M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 10, 2026
Mar 28, 20140 then
Employees (5.A)184 as of Jun 10, 2026
Mar 28, 201489 then
Private funds2 as of Jun 10, 2026
Mar 31, 20252 then
RAUM -0.6% over the last fiscal year+14% a year over threeIARs 0 to 0offices 2 to 3
Practice profile
derived from the filing of Jun 10, 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
- $377MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 93%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
- -0.6%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 businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$2.2B77%
- Pooled investment vehicles$652M23%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- 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=0.93 institutional_share=0.0 related_bd=true related_bank=true bd_reps=14.0derived
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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| P• S••••• C••••• O••••••••• F•••• L••• | Private Equity Fund | $249M | 17 | Mar 30, 2020 |
| F• S••••• C••••• F••• I•• L• | Private Equity Fund | $36.3M | 3 | Dec 16, 2024 |
Owners and control persons
Schedule A and B, latest filing
- A••••••• D••••• J•••• · Principalcontrolsince 01/2013 · owns less than 5%
- B••••••• A•••••• D• · Managing Director, P•••••••• Managercontrolsince 04/2018 · owns less than 5%
- B•••••• P••••• · Cfocontrolsince 01/2013 · owns less than 5%
- B•••••• M•••• R••••• · Chief Legal Officercontrolsince 05/2019 · owns less than 5%
- D•••••••• E••••••••• C•••••• · Managing Director, Ccocontrolsince 05/2015 · owns less than 5%
- F•••••• M••••••• C•••• · Chief Executive Officercontrolsince 01/2013 · owns less than 5%
- M•••• W••••••• D•••• · Dccocontrolsince 03/2019 · owns less than 5%
- S••••••• S•••••• · General Counselcontrolsince 01/2013 · owns less than 5%
- A••••••• D••••• J•••• · Membercontrolsince 05/2007 · owns 50% to 75% of F••••••• S••••• H•••••••• G•••• L••
- F•••••• M••••••• C•••• · Sole Membercontrolsince 02/2007 · owns 75% or more of F• C•••••• M••••••••• L••
- F•••••• M••••••• C•••• · L•••••• Partnercontrolsince 08/2005 · owns 75% or more of F• C•••••• P•••••••• L•••
- F•••••• M••••••• C•••• · Managing Membercontrolsince 05/2007 · owns 50% to 75% of F••••••• S••••• H•••••••• G•••• L••
- H•••••• M••••••• J•• · Trusteesince 01/2012 · owns F of T•• 2••• F••••• I••••••••• T••••
Entity owners
- F•• A•••••• F•• H•••••••• L•• · Memberdirect · owns 10% to 25%
- F••• H••••• L•• · Memberdirect · owns 75% or more
- F• C•••••• M••••••••• L•• · General Partnerindirect · owns F of F• C•••••• P•••••••• L•••
- F• C•••••• P•••••••• L••• · Memberindirect · owns 25% to 50% of F•• N•• A••••••••• L••
- F••••••• S••••• H•••••••• G•••• L•• · General Partnerindirect · owns F of F••••••• S••••• H•••••••• L•••
- F••••••• S••••• H•••••••• L••• · Memberindirect · owns F of F•• H••••• L••
- F••••••• S••••• H•••••••• L••• · Memberindirect · owns 75% or more of F•• A•••••• F•• H•••••••• L••
- F••••••• S••••• H•••••••• L••• · Memberindirect · owns 50% to 75% of F••• H••••• L••
- F•• A•••••• F•• H•••••••• L•• · Memberindirect · owns F of F••• H••••• L••
- F•• N•• A••••••••• L•• · L•••••• Partnerindirect · owns 25% to 50% of F••••••• S••••• H•••••••• L•••
- T•• 2••• F••••• I••••••••• T•••• · Memberindirect · owns 25% to 50% of F•• N•• A••••••••• L••
- F•• H••••• L•• · Memberindirect · owns 75% or more of F•• H••••• S•• L••
- F•• H••••• S•• L•• · Memberindirect · owns F of F••• H••••• L••
Related persons
Schedule D 7.A
- A••• S••••• M••••••••• L••••••investment advisern
- C••••• I••••••••• M••••••••• L••investment advisernRAUM $440M
- F••••••• S••••• H•••••••• L•••pooled vehicle sponsory
- F• C••••• I••••• A••••••• L••investment adviserbanknRAUM $726M
- F• F••• A••••••• L••investment adviserbanknRAUM $1.6B
- F• I••••••••• S••••••••• L••broker-dealern
- F• R••• A••••••• L••investment advisernRAUM $9.1B
- F• S••••••••• P••••••• A••••••• L••investment advisernRAUM $2.2B
- F• T••••••• A••••••• L••investment adviserbanknRAUM $279M
- Fs Specialty Lending A••••••, LLCinvestment adviserbanknRAUM $1.9B
- F••••• A••••••• L••investment adviserbanknRAUM $16B
- P•••••••• A••••••• C•••••• U•• L•••investment advisern
- P•••••••• A••••••• L••investment adviserpooled vehicle sponsornRAUM $48B
- P•••••••• A••••••• S•••••••• P•• L•••investment advisern
Advisers that list F• G••••• A••••••• L•• as a related person
Offices
Schedule D 1.F, the 25 largest
- New York, NY12 employees
- Darien, CT6 employees
What changed
consecutive filings, newest first
- Accounts · 7 to 8Jan 13, 2026 to Mar 27, 2026
- BD registered reps · 15 to 14Jan 13, 2026 to Mar 27, 2026
- Pooled vehicle clients · 2 to 3Jan 13, 2026 to Mar 27, 2026
- Employees · 152 to 184Jan 13, 2026 to Mar 27, 2026
- Other offices · 2 to 3Jan 13, 2026 to Mar 27, 2026
- Discretionary RAUM · $2.8B to $2.8BJan 13, 2026 to Mar 27, 2026
- Non-discretionary RAUM · $239M to $202MJan 13, 2026 to Mar 27, 2026
- Pooled vehicle RAUM · $466M to $652MJan 13, 2026 to Mar 27, 2026
- RAUM · $3.0B to $3.0BJan 13, 2026 to Mar 27, 2026
- Advisory employees · 15 to 25Dec 16, 2024 to Mar 31, 2025
- BD registered reps · 2 to 15Dec 16, 2024 to Mar 31, 2025
- Employees · 122 to 152Dec 16, 2024 to Mar 31, 2025
- Financial planning clients · unset to Dec 16, 2024 to Mar 31, 2025
- Discretionary RAUM · $2.3B to $2.8BDec 16, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $312M to $239MDec 16, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $249M to $466MDec 16, 2024 to Mar 31, 2025
- RAUM · $2.6B to $3.0BDec 16, 2024 to Mar 31, 2025
- Accounts · 6 to 7May 1, 2024 to Dec 16, 2024
- Other offices · 1 to 2May 1, 2024 to Dec 16, 2024
- Private funds · 1 to 2May 1, 2024 to Dec 16, 2024
- Accounts · 1 to 6Mar 28, 2024 to May 1, 2024
- Advisory activities · 1 to 3Mar 28, 2024 to May 1, 2024
- Pooled vehicle clients · unset to 2.0Mar 28, 2024 to May 1, 2024
- Private funds · unset to 1Mar 28, 2024 to May 1, 2024
- Discretionary RAUM · $2.1B to $2.3BMar 28, 2024 to May 1, 2024
- Non-discretionary RAUM · $0 to $312MMar 28, 2024 to May 1, 2024
- Pooled vehicle RAUM · unset to 249152663.0Mar 28, 2024 to May 1, 2024
- RAUM · $2.1B to $2.6BMar 28, 2024 to May 1, 2024
- Accounts · 2 to 1Jul 17, 2023 to Mar 28, 2024
- Advisory employees · 13 to 15Jul 17, 2023 to Mar 28, 2024
- BD registered reps · 14 to 2Jul 17, 2023 to Mar 28, 2024
- Employees · 110 to 122Jul 17, 2023 to Mar 28, 2024
- Discretionary RAUM · $2.0B to $2.1BJul 17, 2023 to Mar 28, 2024
- RAUM · $2.0B to $2.1BJul 17, 2023 to Mar 28, 2024
- Advisory employees · 12 to 13Mar 23, 2022 to Mar 20, 2023
- BD registered reps · 11 to 14Mar 23, 2022 to Mar 20, 2023
- Employees · 146 to 110Mar 23, 2022 to Mar 20, 2023
- Discretionary RAUM · $2.4B to $2.0BMar 23, 2022 to Mar 20, 2023
- RAUM · $2.4B to $2.0BMar 23, 2022 to Mar 20, 2023
- Advisory employees · 11 to 12Jul 2, 2021 to Mar 23, 2022
Signals
4 dated events
- F• G••••• A••••••• L•• reported RAUM $2.6B, up 27% from $2.1B (2024-03-28 to 2024-05-01)May 1, 2024 · RAUM change · derived
- Robert Marc Bryant (Chief Legal Officer) appeared on Schedule A of F• G••••• A••••••• L••Mar 27, 2020 · Control person joined · fact
- F• G••••• A••••••• L•• reported RAUM $2.3M, down 100% from $2.0B (2017-03-30 to 2018-03-22)Mar 22, 2018 · RAUM change · derived
- F• G••••• A••••••• L•• filed its initial SEC registration (Form ADV)Jul 11, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- F• G••••• A••••••• L•• · Independent Sponsorsshared crd · capital_provider
- F• G••••• A••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/portfolio-advisorsreportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- linkedin.com/company/futurestandardfsreportedpublic record, Form ADV, Sep 18, 2026
- Website
- fscreit.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 215-220-6651reportedpublic record, Form ADV, Jun 10, 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