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••••••• F••• A•••••••• L••
Latest filing Mar 26, 2026
First filing on the tape Jun 20, 2018 · 14 filings
SEC status approved since Jul 20, 2018
RAUM
$821M
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
21
20 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
4
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$821M as of Mar 26, 2026
Mar 7, 2019$392M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Mar 7, 20190 then
Employees (5.A)21 as of Mar 26, 2026
Mar 7, 201915 then
Private funds4 as of Mar 26, 2026
Mar 7, 20193 then
RAUM -7.0% over the last fiscal year+12% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 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
- $205MderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- -7.0%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
- 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)
- 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$821M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- 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=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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| P••••••• R••• E••••• F••• I•• L• | Real Estate Fund | $549M | 171 | Mar 16, 2023 |
| P••••••• R••• E••••• F••• I••• L• | Real Estate Fund | $301M | 109 | Jun 20, 2018 |
| P••••••• R••• E••••• F••• I•• L• | Real Estate Fund | $10.5M | 38 | Mar 12, 2015 |
| P••••••• C••••••••• F••• A• L• | Real Estate Fund | $8.3M | 5 | Mar 18, 2024 |
| P••••••• R••• E••••• F••• I• L•no longer reported | Real Estate Fund | $2.3M | 17 | Mar 6, 2014 |
Owners and control persons
Schedule A and B, latest filing
- E••••••••• E•••• S•••• · Chief Compliance Officercontrolsince 01/2018 · owns less than 5%
- H••••• A••••••••• B•••• · Membercontrolsince 05/2013 · owns 75% or more
Related persons
Schedule D 7.A
- P••••••• R••• E••••• F••• F••• I• G•• L••pooled vehicle sponsorn
- P••••••• R••• E••••• F••• I• G•• L••pooled vehicle sponsorn
- P••••••• R••• E••••• F••• I•• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- New York, NY6 employees
- Los Angeles, CA3 employees
What changed
consecutive filings, newest first
- Discretionary RAUM · $883M to $821MJul 21, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $883M to $821MJul 21, 2025 to Mar 26, 2026
- RAUM · $883M to $821MJul 21, 2025 to Mar 26, 2026
- Financial planning clients · unset to Apr 25, 2025 to Jul 21, 2025
- Discretionary RAUM · $869M to $883MApr 25, 2024 to Apr 25, 2025
- Pooled vehicle RAUM · $869M to $883MApr 25, 2024 to Apr 25, 2025
- RAUM · $869M to $883MApr 25, 2024 to Apr 25, 2025
- Accounts · 3 to 4May 3, 2023 to Mar 18, 2024
- Advisory employees · 17 to 20May 3, 2023 to Mar 18, 2024
- Pooled vehicle clients · 3 to 4May 3, 2023 to Mar 18, 2024
- Employees · 18 to 21May 3, 2023 to Mar 18, 2024
- Private funds · 3 to 4May 3, 2023 to Mar 18, 2024
- Discretionary RAUM · $578M to $869MMay 3, 2023 to Mar 18, 2024
- Pooled vehicle RAUM · $578M to $869MMay 3, 2023 to Mar 18, 2024
- RAUM · $578M to $869MMay 3, 2023 to Mar 18, 2024
- Accounts · 2 to 3Nov 22, 2022 to Mar 16, 2023
- Advisory employees · 16 to 17Nov 22, 2022 to Mar 16, 2023
- Pooled vehicle clients · 2 to 3Nov 22, 2022 to Mar 16, 2023
- Employees · 17 to 18Nov 22, 2022 to Mar 16, 2023
- Private funds · 2 to 3Nov 22, 2022 to Mar 16, 2023
- Discretionary RAUM · $373M to $578MNov 22, 2022 to Mar 16, 2023
- Pooled vehicle RAUM · $373M to $578MNov 22, 2022 to Mar 16, 2023
- RAUM · $373M to $578MNov 22, 2022 to Mar 16, 2023
- HQ city · MIAMI BEACH to MIAMIOct 26, 2022 to Nov 22, 2022
- Accounts · 3 to 2Mar 12, 2021 to Mar 23, 2022
- Advisory employees · 15 to 16Mar 12, 2021 to Mar 23, 2022
- Pooled vehicle clients · 3 to 2Mar 12, 2021 to Mar 23, 2022
- Employees · 16 to 17Mar 12, 2021 to Mar 23, 2022
- Other offices · 1 to 2Mar 12, 2021 to Mar 23, 2022
- Private funds · 3 to 2Mar 12, 2021 to Mar 23, 2022
- Discretionary RAUM · $374M to $373MMar 12, 2021 to Mar 23, 2022
- Pooled vehicle RAUM · $374M to $373MMar 12, 2021 to Mar 23, 2022
- RAUM · $374M to $373MMar 12, 2021 to Mar 23, 2022
- Advisory employees · 14 to 15Mar 18, 2020 to Mar 12, 2021
- Other offices · 2 to 1Mar 18, 2020 to Mar 12, 2021
- Discretionary RAUM · $394M to $374MMar 18, 2020 to Mar 12, 2021
- Pooled vehicle RAUM · $394M to $374MMar 18, 2020 to Mar 12, 2021
- RAUM · $394M to $374MMar 18, 2020 to Mar 12, 2021
- Advisory employees · 13 to 14Mar 7, 2019 to Mar 18, 2020
- Assets in custody · 87128558.0 to unsetMar 7, 2019 to Mar 18, 2020
Signals
3 dated events
- P••••••• F••• A•••••••• L•• reported RAUM $868.9M, up 50% from $577.8M (2023-05-03 to 2024-03-18)Mar 18, 2024 · RAUM change · derived
- P••••••• F••• A•••••••• L•• reported RAUM $577.8M, up 55% from $373.2M (2022-11-22 to 2023-03-16)Mar 16, 2023 · RAUM change · derived
- P••••••• F••• I• A•••••••• L•• filed its initial SEC registration (Form ADV)Jun 20, 2018 · First SEC registration · fact
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
- Website
- PAL-PARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 305-417-6254reportedpublic record, Form ADV, Mar 26, 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
Across the graphs
P••••••• F••• A•••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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