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• S•••••• C•••••• A••••••• ••• L••
Latest filing Mar 28, 2026
First filing on the tape Jun 25, 2013 · 29 filings
SEC status approved since Jul 5, 2013
RAUM
$60B
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
331
113 advisory (5.B.1)
Offices
8
beyond the principal office
Private funds
123
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$60B as of Mar 28, 2026
Mar 31, 2014$555M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 28, 2026
Mar 31, 20140 then
Employees (5.A)331 as of Mar 28, 2026
Mar 31, 201420 then
Private funds123 as of Mar 28, 2026
Mar 31, 20142 then
RAUM +0.0% over the last fiscal year+7.4% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 28, 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
- $791MderivedRAUM 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
- unknownderived9 offices incl. principal (1.F.5)
- RAUM growth, one year
- +0.0%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
- Custody
- $49B, 76 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
- 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$60B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 76reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $49B for 76 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
88 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| I•• G••••• I••••••••• F••• I••• L••• | Private Equity Fund | $8.5B | 123 | Mar 29, 2021 |
| I•• G••••• I••••••••• F••• I•• L••• | Private Equity Fund | $4.5B | 45 | Mar 31, 2018 |
| I•• G••••• I••••••••• F••• I•• •••• L••• | Private Equity Fund | $4.1B | 82 | Mar 29, 2021 |
| I•• G••••• I••••••••• F••• I•• ••••• L••• | Private Equity Fund | $3.3B | 56 | Mar 29, 2021 |
| I•• G••••• I••••••••• F••• I• ••••• L••• | Private Equity Fund | $2.6B | 52 | Mar 31, 2018 |
| I•• G••••• I••••••••• F•••• L••• | Private Equity Fund | $1.9B | 40 | Nov 4, 2013 |
| I•• G••••• I••••••••• F••• I• •••• L••• | Private Equity Fund | $1.8B | 44 | Mar 31, 2018 |
| N••••••• E••••• P••••••• L•• | Private Equity Fund | $1.7B | 3 | Mar 29, 2019 |
| A••• C••• T•••••• L•• | Private Equity Fund | $1.5B | 2 | Mar 31, 2018 |
| N••••••• E••••• H••••••• L•• | Private Equity Fund | $1.5B | 13 | Mar 31, 2018 |
| E•••••• G•••• T•••• L••••••no longer reported | Private Equity Fund | $1.4B | 3 | Mar 31, 2018 |
| E•••••• G•••• T•••• L•••••• | Private Equity Fund | $1.3B | 4 | Mar 30, 2023 |
| A••• C••• T•••••• H••••••• L•• | Private Equity Fund | $1.1B | 11 | Mar 31, 2018 |
| C••• H••••••••• E••••• H••••• L•••••• | Private Equity Fund | $1.0B | 2 | Mar 27, 2020 |
| I•• G••••• M•••••• I••••••••• F•••• L••• | Private Equity Fund | $1.0B | 13 | Mar 29, 2021 |
| I•• A••• F••• I•• L••• | Private Equity Fund | $1.0B | 6 | Mar 31, 2017 |
| I•• A••••• C•••••••• F••• I••• L••• | Private Equity Fund | $875M | 24 | Mar 31, 2022 |
| I•• G••••• I••••••••• F••• I•• •••••• L••• | Private Equity Fund | $843M | 52 | Mar 29, 2021 |
| I•• G••••• M•••••• I••••••••• F••• ••••• L••• | Private Equity Fund | $717M | 6 | Mar 29, 2021 |
| I•• G••••• I••••••••• C••••• F••• ••••••••• L••• | Private Equity Fund | $609M | 3 | Mar 31, 2022 |
| I•• G••••• M•••••• I••••••••• F••• •••• L••• | Private Equity Fund | $570M | 7 | Mar 29, 2021 |
| I• S•••••• T••••••••• E•••••• L••• | Private Equity Fund | $564M | 12 | Mar 29, 2019 |
| I•• A•• F•••• L•• | Private Equity Fund | $521M | 2 | Mar 30, 2023 |
| O••••• E•••••• P••••••• L••no longer reported | Private Equity Fund | $508M | 3 | Mar 31, 2017 |
| O••••• E•••••• H••••••• L••no longer reported | Private Equity Fund | $464M | 6 | Mar 31, 2018 |
| I•• E•••••• C•••••••• F•••••• L••• | Private Equity Fund | $449M | 9 | Mar 28, 2024 |
| I•• G••••• I••••••••• F••• I• •••••• L••• | Private Equity Fund | $439M | 25 | Mar 31, 2018 |
| I•• K•• C•••••••• F•••• L••• | Private Equity Fund | $414M | 29 | Mar 31, 2022 |
| I•• G••••• I••••••••• F••• ••• L••• | Private Equity Fund | $373M | 1 | Mar 30, 2015 |
| I•• V••••••• C••••••••• L••• | Private Equity Fund | $325M | 6 | Mar 31, 2017 |
| I•• G••••• I••••••••• F••• •••• L••• | Private Equity Fund | $304M | 15 | Mar 30, 2015 |
| I•• W••••••• H•••••••• L•• | Private Equity Fund | $297M | 18 | Aug 21, 2024 |
| I•• G••••• I••••••••• F••• ••••• L••• | Private Equity Fund | $286M | 6 | Mar 30, 2015 |
| I•• I•• C••••••••• L••• | Private Equity Fund | $272M | 2 | Mar 31, 2022 |
| I• S•••••• T•••••• P•••••••• L••• | Private Equity Fund | $236M | 6 | Mar 31, 2018 |
| I•• G••••• I••••••••• F••• I• •••• L••• | Private Equity Fund | $200M | 1 | Mar 31, 2018 |
| I• S•••••• N••••••• P•••••••• L••• | Private Equity Fund | $186M | 12 | Mar 31, 2018 |
| I•• E•••••• C•••••••• F•••• L••• | Private Equity Fund | $181M | 5 | Mar 28, 2024 |
| I•• E••••• T••••••••• F•••• L••• | Private Equity Fund | $177M | 2 | Aug 21, 2024 |
| I•• G••••• I••••••••• F••• •••••• L••• | Private Equity Fund | $170M | 13 | Mar 30, 2015 |
Owners and control persons
Schedule A and B, latest filing
- B•••••••• G•••••• N• M••••• N••• · Managing Partnercontrolsince 12/2012 · owns less than 5%
- F••••••••• L•••• M•••• · Chief Compliance Officercontrolsince 03/2019 · owns less than 5%
- M••••••• • C••••• P•••••••• M•••• · General Counselcontrolsince 12/2024 · owns less than 5%
- S••••• D••••••• L•• · Chief Financial Officercontrolsince 05/2022 · owns less than 5%
- W••••• S••••• M•••• · Chairman And Managing Partnercontrolsince 04/2012 · owns less than 5%
- B•••••••• G•••••• N• M••••• N••• · Membercontrolsince 10/2019 · owns 50% to 75% of I•• H•••••••• L••
- W••••• S••••• M•••• · L•••••• Partnercontrolsince 10/2019 · owns 50% to 75% of I•• M•••••• F•••••• L•
- W••••• S••••• M•••• · Membercontrolsince 10/2019 · owns 50% to 75% of I•• H•••••••• L••
Entity owners
- I• S•••••• C••••••• L•• · Sole Memberdirect · owns 75% or more
- I•• H••••••• L•• · General Partnerindirect · owns 50% to 75% of I•• M•••••• I••••••••• H•••••••• L•••
- I•• H•••••••• L•• · Managing Memberindirect · owns F of I• S•••••• C••••••• L••
- I•• H•••••••• L•• · General Partnerindirect · owns F of I•• M•••••• F•••••• L•
- I•• M•••••• F•••••• L• · Memberindirect · owns 50% to 75% of I•• M•••••• I••••••••• H•••••••• L•••
- I•• M•••••• I••••••••• H•••••••• L••• · Memberindirect · owns 75% or more of I• S•••••• C••••••• L••
Related persons
Schedule D 7.A
- A•••• C•••••• E•••• F•• A••••• A•• F••• M••••••••• S•••••investment adviserpooled vehicle sponsorn
- A•••• Capital Management LPinvestment adviserpooled vehicle sponsornRAUM $67.1M
- I•• A••• F••• G• I•• L•••pooled vehicle sponsorn
- I•• G••••• C••••• F••• G•• L••pooled vehicle sponsorn
- I•• G••••• C••••• F••• L•• G•• S•••••••pooled vehicle sponsorn
- I•• G••••• F••• G•• L•••pooled vehicle sponsorn
- I•• G••••• F••• G•••• L•••pooled vehicle sponsorn
- I•• G••••• F••• I• G•• L••pooled vehicle sponsorn
- I•• G••••• F••• I•• G•• L••pooled vehicle sponsorn
- I•• G••••• F••• I•• L•• G•• S•••••••pooled vehicle sponsorn
- I•• G••••• I•••••••• F••• G•• L••pooled vehicle sponsorn
- I•• G••••• M•••••• F••• G•• L••pooled vehicle sponsorn
- I•• I•••••••• V••••••• G•• L••pooled vehicle sponsorn
- I••••• I•• U•••••• G•• L••pooled vehicle sponsorn
Advisers that list I• S•••••• C•••••• A••••••• ••• L•• as a related person
- 167252 n
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom36 employees
- Singapore, Singapore17 employees
- New Delhi, India16 employees
- Sydney, Australia5 employees
- Abu Dhabi, United Arab Emirates2 employees
- Taipei City, Taiwan, Republic of China1 employees
- Munich, Germany1 employees
- Sao Paulo, Brazil1 employees
What changed
consecutive filings, newest first
- Advisory employees · 253 to 113Mar 26, 2025 to Mar 28, 2026
- Employees · 290 to 331Mar 26, 2025 to Mar 28, 2026
- Private funds · 91 to 123Mar 26, 2025 to Mar 28, 2026
- Accounts · 64 to 76Dec 9, 2024 to Mar 26, 2025
- Advisory employees · 196 to 253Dec 9, 2024 to Mar 26, 2025
- Pooled vehicle clients · 63 to 76Dec 9, 2024 to Mar 26, 2025
- Employees · 207 to 290Dec 9, 2024 to Mar 26, 2025
- Financial planning clients · unset to Dec 9, 2024 to Mar 26, 2025
- Private funds · 78 to 91Dec 9, 2024 to Mar 26, 2025
- Discretionary RAUM · $48B to $60BDec 9, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $48B to $60BDec 9, 2024 to Mar 26, 2025
- RAUM · $48B to $60BDec 9, 2024 to Mar 26, 2025
- Other offices · 0 to 8Jul 3, 2024 to Aug 21, 2024
- Private funds · 73 to 78Jul 3, 2024 to Aug 21, 2024
- Private funds · 74 to 73Mar 28, 2024 to Jul 3, 2024
- Accounts · 61 to 64Nov 29, 2023 to Mar 28, 2024
- Pooled vehicle clients · 61 to 63Nov 29, 2023 to Mar 28, 2024
- Discretionary RAUM · $48B to $48BNov 29, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $101M to $100MNov 29, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $48B to $48BNov 29, 2023 to Mar 28, 2024
- RAUM · $48B to $48BNov 29, 2023 to Mar 28, 2024
- Accounts · 64 to 61Mar 30, 2023 to Nov 29, 2023
- Advisory employees · 61 to 196Mar 30, 2023 to Nov 29, 2023
- Employees · 168 to 207Mar 30, 2023 to Nov 29, 2023
- Discretionary RAUM · $48B to $48BMar 30, 2023 to Nov 29, 2023
- Pooled vehicle RAUM · $49B to $48BMar 30, 2023 to Nov 29, 2023
- RAUM · $49B to $48BMar 30, 2023 to Nov 29, 2023
- Accounts · 54 to 64Aug 16, 2022 to Mar 30, 2023
- Pooled vehicle clients · 54 to 61Aug 16, 2022 to Mar 30, 2023
- Assets in custody · $33B to $49BAug 16, 2022 to Mar 30, 2023
- Private funds · 54 to 74Aug 16, 2022 to Mar 30, 2023
- Discretionary RAUM · $42B to $48BAug 16, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $42B to $49BAug 16, 2022 to Mar 30, 2023
- RAUM · $42B to $49BAug 16, 2022 to Mar 30, 2023
- Private funds · 55 to 54May 20, 2022 to Aug 16, 2022
- Accounts · 46 to 54Jul 6, 2021 to Mar 31, 2022
- Pooled vehicle clients · 46 to 54Jul 6, 2021 to Mar 31, 2022
- Employees · 154 to 168Jul 6, 2021 to Mar 31, 2022
- Other offices · 5 to 0Jul 6, 2021 to Mar 31, 2022
- Private funds · 46 to 55Jul 6, 2021 to Mar 31, 2022
Signals
14 dated events
- I• S•••••• C•••••• A••••••• ••• L•• reported RAUM $60.1B, up 26% from $47.9B (2024-12-09 to 2025-03-26)Mar 26, 2025 · RAUM change · derived
- Roger William Campbell (General Counsel) no longer on Schedule A of I• S•••••• C•••••• A••••••• ••• L•• (listed 2024-10-10, absent 2024-12-06)Dec 6, 2024 · Control person left · inference
- Maria Patricia Menendez - Cambo (General Counsel) appeared on Schedule A of I• S•••••• C•••••• A••••••• ••• L••Dec 6, 2024 · Control person joined · fact
- I• S•••••• C•••••• A••••••• ••• L•• reported 8 offices beyond its principal office, up from 0 (2024-07-03 to 2024-08-21)Aug 21, 2024 · Office count change · derived
- No Middle Name Adil Rahmathulla (Managing Partner) no longer on Schedule A of I• S•••••• C•••••• A••••••• ••• L•• (listed 2024-03-28, absent 2024-07-03)Jul 3, 2024 · Control person left · inference
- Robert Ronald Schweizer (Chief Financial Officer) no longer on Schedule A of I• S•••••• C•••••• A••••••• ••• L•• (listed 2022-03-31, absent 2022-05-20)May 20, 2022 · Control person left · inference
- Lee Dominic Spiri (Chief Financial Officer) appeared on Schedule A of I• S•••••• C•••••• A••••••• ••• L••May 20, 2022 · Control person joined · fact
- I• S•••••• C•••••• A••••••• ••• L•• reported 0 offices beyond its principal office, down from 5 (2021-07-06 to 2022-03-31)Mar 31, 2022 · Office count change · derived
- I• S•••••• C•••••• A••••••• ••• L•• reported RAUM $42.0B, up 25% from $33.5B (2021-07-06 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- I• S•••••• C•••••• A••••••• ••• L•• reported RAUM $33.5B, up 56% from $21.5B (2020-03-27 to 2021-03-29)Mar 29, 2021 · RAUM change · derived
- I• S•••••• C•••••• A••••••• ••• L•• reported RAUM $21.3B, up 25% from $17.0B (2018-03-31 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- Marie Lisa Fleischman (Chief Compliance Officer) appeared on Schedule A of I• S•••••• C•••••• A••••••• ••• L••Mar 29, 2019 · Control person joined · fact
- I• S•••••• C•••••• A••••••• ••• L•• reported RAUM $17.0B, up 174% from $6.2B (2017-09-12 to 2018-03-31)Mar 31, 2018 · RAUM change · derived
- I• S•••••• C•••••• A••••••• ••• L•• filed its initial SEC registration (Form ADV)Jun 25, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- I• S•••••• C•••••• A••••••• ••• L•• · Independent Sponsorsshared crd · capital_provider
- I• S•••••• C•••••• A••••••• ••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/i-squared-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- IS••••••CAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (786) 693-5700reportedpublic record, Form ADV, Mar 28, 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