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
R•••••••
Legal name R•• A•••• M••••••••• L••
Latest filing Mar 25, 2026
First filing on the tape Aug 29, 2013 · 40 filings
SEC status approved since Sep 23, 2013
RAUM
$17B
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
149
51 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
40 filings and snapshots on the tape
RAUM$17B as of Mar 25, 2026
Mar 21, 2014$8.8B then
HNW client RAUM$0 as of Mar 25, 2026
Mar 28, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 25, 2026
Mar 21, 20140 then
Employees (5.A)149 as of Mar 25, 2026
Mar 21, 201479 then
Private funds4 as of Mar 25, 2026
Mar 21, 20142 then
RAUM +31% over the last fiscal year+12% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
Archetypes, each a printed rule
- PE backed · a Schedule A entity owner at 25 percent or more whose exact legal name is a PE fund vehicle or a classified PE sponsor on the DFX private equity graph
- 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
- $444MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +31%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 businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Ownership
- a PE fund or sponsor is a 25 percent or greater owner 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$16B99%
- Investment companies$217M1.3%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 39reported
- 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=0.96 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
10 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| R••••••• E••••••• F•••• M••••• I••• | Hedge Fund | $412M | 31 | Aug 29, 2013 |
| E••••••• C•••••••• L• | Hedge Fund | $296M | 3 | Mar 30, 2023 |
| R••••••• F••••••• M•••••• E••••• M••••• F••• L•••••• | Hedge Fund | $138M | 19 | Apr 20, 2015 |
| R•• P•••••• E••••• M••••• F••• L••••••no longer reported | Hedge Fund | $98.9M | 139 | Feb 1, 2012 |
| E••••• C•••••• C•••••••• F•••• L•• | Hedge Fund | $98.4M | 3 | Mar 30, 2023 |
| R•• F••••••• M•••••• O••••••••• M••••• F•••no longer reported | Hedge Fund | $42.0M | 139 | Apr 20, 2015 |
| E••••• E••••• T••••••••• A•••• O••••••••• F•••• L• | Other Private Fund | $33.0M | 3 | Mar 30, 2023 |
| R•• E••••• M••••• F••• L••••••no longer reported | Hedge Fund | $17.8M | 5 | May 18, 2015 |
| R•• S•••••• F••• L•••no longer reported | Hedge Fund | $4.5M | 0 | Mar 21, 2014 |
| R••••••• E••• I•••••••• V•••• M••••• F••• L•••••• | Hedge Fund | $554,418 | 1 | Mar 28, 2017 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• S•••• W•••••• · Director Of R•• P••••••• L••••••controlsince 01/2020 · owns less than 5%
- C•••••• P••••• L••••••• · Director Of R•• P••••••• L••••••controlsince 07/2016 · owns less than 5%
- G••••••••• A•••• · Head Of Investment Strategy And Esg At R•• P••••••• L••••••controlsince 03/2017 · owns less than 5%
- H•••• N••••• R•••••• · Chief Operating Officer Of R•• P••••••• L••••••controlsince 03/2020 · owns less than 5%
- I••••• J•••• H••• · Director Of R•• P••••••• L••••••controlsince 04/2004 · owns less than 5%
- K•• H•••• X•• · G•••••• Counsel And Chief Compliance Officer Of R•• P••••••• L••••••controlsince 10/2019 · owns less than 5%
- K••••••• R•••••• · Head Of Human Resourcescontrolsince 04/2022 · owns less than 5%
- L•••••• A••••••• H••••••• · Director Of R•• P••••••• L••••••controlsince 01/2020 · owns less than 5%
- R•••••••• N•••••• J••• · Director Of R•• P••••••• L••••••controlsince 03/2020 · owns less than 5%
- S•••••••• T••• · Chief Executive Officer Of R•• P••••••• L••••••controlsince 07/2021 · owns less than 5%
- W•••••••• C•••••••• C•••••••• · Director Of R•• P••••••• L••••••controlsince 12/2016 · owns less than 5%
- J••••••••• J••••• O••••• · Co-Head Of Emerging And F••••••• Equitysince 04/2018 · owns 10% to 25%
- L••••• I••• S•••• · Co-Head Of Equity Income And V••••since 11/2010 · owns 10% to 25%
- P•••••• N•••••••• C•••••• H••••••• · Co-Head Of Equity Income And V••••since 11/2010 · owns 10% to 25%
Entity owners
- R•• P••••••• L•••••• · Llp Designated Memberdirect · owns 25% to 50%
- L•••••• P••• C•••••• L•• · Memberindirect · owns 75% or more of L•• P••••••• L••
- L•• P••••••• L•• · Shareholderindirect · owns 25% to 50% of R•• P••••••• H••••••• L••
- R•• P••••••• H••••••• L•• · Shareholderindirect · owns 75% or more of R•• P••••••• M•••• L••••••
- R•• P••••••• M•••• L•••••• · Shareholderindirect · owns 75% or more of R•• P••••••• L••••••
Related persons
Schedule D 7.A
- E••••• E• G•• L••pooled vehicle sponsorn
- E••••• E•• G•• L••pooled vehicle sponsorn
- R•• ••• L••pooled vehicle sponsory
- R•••••••investment adviserbanknRAUM $4.4B
- R•• E••••••• F•••• ••••••• P••••••• I•••pooled vehicle sponsorn
- R•• P••••••• L••••••investment advisery
- R•• S•••••••• •••• L••••••investment advisern
- R•• U• F•••••• ••• L••••••pooled vehicle sponsorn
Advisers that list R••••••• as a related person
- 166517 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 43 to 39Mar 14, 2025 to Mar 25, 2026
- Advisory employees · 38 to 51Mar 14, 2025 to Mar 25, 2026
- Advisory activities · 2 to 3Mar 14, 2025 to Mar 25, 2026
- Pooled vehicle clients · 36 to 33Mar 14, 2025 to Mar 25, 2026
- Employees · 137 to 149Mar 14, 2025 to Mar 25, 2026
- Private funds · 6 to 4Mar 14, 2025 to Mar 25, 2026
- Discretionary RAUM · $13B to $17BMar 14, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $12B to $16BMar 14, 2025 to Mar 25, 2026
- RAUM · $13B to $17BMar 14, 2025 to Mar 25, 2026
- Accounts · 32 to 43Nov 21, 2024 to Mar 14, 2025
- Pooled vehicle clients · 30 to 36Nov 21, 2024 to Mar 14, 2025
- Employees · 133 to 137Nov 21, 2024 to Mar 14, 2025
- Financial planning clients · unset to Nov 21, 2024 to Mar 14, 2025
- HQ state · unset to Nov 21, 2024 to Mar 14, 2025
- Discretionary RAUM · $10B to $13BNov 21, 2024 to Mar 14, 2025
- Pooled vehicle RAUM · $9.3B to $12BNov 21, 2024 to Mar 14, 2025
- RAUM · $10B to $13BNov 21, 2024 to Mar 14, 2025
- Private funds · 4 to 6Mar 19, 2024 to Nov 21, 2024
- Accounts · 35 to 32Jan 17, 2024 to Mar 19, 2024
- Advisory employees · 33 to 38Jan 17, 2024 to Mar 19, 2024
- Pooled vehicle clients · 28 to 30Jan 17, 2024 to Mar 19, 2024
- Employees · 140 to 133Jan 17, 2024 to Mar 19, 2024
- Discretionary RAUM · $12B to $10BJan 17, 2024 to Mar 19, 2024
- Pooled vehicle RAUM · $10B to $9.3BJan 17, 2024 to Mar 19, 2024
- RAUM · $12B to $10BJan 17, 2024 to Mar 19, 2024
- Accounts · 7 to 35Mar 21, 2023 to Jun 27, 2023
- Accounts · 34 to 7Feb 16, 2023 to Mar 21, 2023
- Advisory employees · 29 to 33Feb 16, 2023 to Mar 21, 2023
- Employees · 127 to 140Feb 16, 2023 to Mar 21, 2023
- Discretionary RAUM · $14B to $12BFeb 16, 2023 to Mar 21, 2023
- Pooled vehicle RAUM · $12B to $10BFeb 16, 2023 to Mar 21, 2023
- RAUM · $14B to $12BFeb 16, 2023 to Mar 21, 2023
- Business name · R•• A•••• M••••••••• L•• to R•••••••Sep 29, 2022 to Feb 16, 2023
- Private funds · 3 to 4Sep 29, 2022 to Feb 16, 2023
- Accounts · 41 to 34Aug 23, 2021 to Mar 29, 2022
- Advisory employees · 42 to 29Aug 23, 2021 to Mar 29, 2022
- Pooled vehicle clients · 34 to 28Aug 23, 2021 to Mar 29, 2022
- Employees · 112 to 127Aug 23, 2021 to Mar 29, 2022
- Discretionary RAUM · $14B to $14BAug 23, 2021 to Mar 29, 2022
- Pooled vehicle RAUM · $12B to $12BAug 23, 2021 to Mar 29, 2022
Signals
18 dated events
- Redwheel reported RAUM $17.3B, up 31% from $13.2B (2025-03-14 to 2026-03-25)Mar 25, 2026 · RAUM change · derived
- Redwheel reported RAUM $13.2B, up 30% from $10.2B (2024-11-21 to 2025-03-14)Mar 14, 2025 · RAUM change · derived
- R•••••• K•••••• (Head Of Human Resources) appeared on Schedule A of RedwheelMar 19, 2024 · Control person joined · fact
- A•••• Grigoryans (Head Of Investment Strategy And Esg At R•• P••••••• L••••••) appeared on Schedule A of RedwheelMar 29, 2022 · Control person joined · fact
- Charles Daniel Mannix (Director (Of R•• P••••••• L••••••)) no longer on Schedule A of Redwheel (listed 2021-03-29, absent 2021-08-23)Aug 23, 2021 · Control person left · inference
- James Johnstone (Co-Head Of Emerging And Frontier Equity) appeared on Schedule A of RedwheelMar 29, 2021 · Control person joined · fact
- Paul Larche (Chief Operating Officer (Of R•• P••••••• L••••••)) no longer on Schedule A of Redwheel (listed 2020-03-17, absent 2021-03-24)Mar 24, 2021 · Control person left · inference
- Xeu Huan Ke (Chief Compliance Officer And Chief Legal Officer) appeared on Schedule A of RedwheelMar 17, 2020 · Control person joined · fact
- William Seth Brennan (Director Of R•• P••••••• L••••••) appeared on Schedule A of RedwheelMar 17, 2020 · Control person joined · fact
- Harfield Anthony Leness (Director Of R•• P••••••• L••••••) appeared on Schedule A of RedwheelMar 17, 2020 · Control person joined · fact
- Duncan Roger Goodchild (Non-Executive Director (Of R•• P••••••• L••••••)) no longer on Schedule A of Redwheel (listed 2020-02-26, absent 2020-03-17)Mar 17, 2020 · Control person left · inference
- Henry Timothy James Tollemache (Head Of Sales (Of R•• P••••••• L••••••)) no longer on Schedule A of Redwheel (listed 2020-02-26, absent 2020-03-17)Mar 17, 2020 · Control person left · inference
- Oliver James Johnston (Portfolio Manager) no longer on Schedule A of Redwheel (listed 2020-02-26, absent 2020-03-17)Mar 17, 2020 · Control person left · inference
- Albert Leonard Munden (Chief Technology Officer (Of R•• P••••••• L••••••)) no longer on Schedule A of Redwheel (listed 2019-02-26, absent 2019-03-27)Mar 27, 2019 · Control person left · inference
- Tord Stallvik (Head Of Business Developement) appeared on Schedule A of RedwheelMar 27, 2019 · Control person joined · fact
- Nigel Hill (Head Of Operations, It And Infrastructure) appeared on Schedule A of RedwheelMar 27, 2019 · Control person joined · fact
- Oliver James Johnston (Portfolio Manager) appeared on Schedule A of RedwheelMar 27, 2019 · Control person joined · fact
- R•• A•••• M••••••••• L•• filed its initial SEC registration (Form ADV)Aug 29, 2013 · 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
- Firm profile
- linkedin.com/company/redwheelreportedpublic record, Form ADV, Sep 18, 2026
- Website
- Redwheel.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 44 20 7227 6000reportedpublic 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