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•••••• M••••••••• L••
Latest filing Jun 26, 2026
First filing on the tape Feb 21, 2014 · 29 filings
SEC status approved since Feb 28, 2014
RAUM
$13B
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
74
73 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
40
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$13B as of Jun 26, 2026
Mar 27, 2015$2.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 26, 2026
Mar 27, 20150 then
Employees (5.A)74 as of Jun 26, 2026
Mar 27, 201524 then
Private funds40 as of Jun 26, 2026
Mar 27, 201517 then
RAUM +19% over the last fiscal year+3.7% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 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
- $326MderivedRAUM 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
- unknownderived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%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, selection of other advisersreportedItem 5.G
- Custody
- yesreportedItem 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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)
- an independent public accountant performs a surprise examination (9.C.1)
- a related person acts as qualified custodian (9.D.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$13B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 40reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=1.0derived
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
52 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| I•••••• F••• I•• L• | Private Equity Fund | $3.0B | 171 | Mar 28, 2018 |
| I•••••• F••• I• L•• | Private Equity Fund | $2.8B | 290 | Mar 30, 2020 |
| F•• C•••••• H••••••• L•• | Private Equity Fund | $2.5B | 290 | Mar 29, 2019 |
| F•••••• C•••••• P••••••• L••• S••••••• F••• V•• L• | Venture Capital Fund | $736M | 3 | Mar 31, 2022 |
| F•••••• C•••••• P••••••• H••••••••• F••• V• L• | Venture Capital Fund | $604M | 3 | Mar 31, 2017 |
| 4• N•••• R••••••• P••••••• I• L• | Private Equity Fund | $572M | 2 | Mar 30, 2020 |
| F•••••• C•••••• P••••••• L••• S••••••• F••• V••• L• | Venture Capital Fund | $501M | 3 | Mar 29, 2024 |
| I•••••• F••• V• | Private Equity Fund | $485M | 219 | Mar 31, 2021 |
| 4• N•••• R••••••• P••••••• L• | Private Equity Fund | $394M | 2 | Mar 31, 2017 |
| F•••••• C•••••• P••••••• T••• F••• I• L• | Venture Capital Fund | $370M | 3 | Mar 29, 2019 |
| F•••••• C•••••• P••••••• L••• S••••••• F••• V• L• | Venture Capital Fund | $366M | 3 | Mar 29, 2019 |
| D• O••••••••• F••• L• | Private Equity Fund | $292M | 2 | Mar 30, 2020 |
| F•••••• C•••••• P••••••• H••••• I• A•• S••••••• F••• L• | Venture Capital Fund | $287M | 3 | Mar 29, 2019 |
| F•• C•••••• H••••••• I• L••no longer reported | Private Equity Fund | $272M | 170 | Mar 29, 2019 |
| F•••••• C•••••• P••••••• H••••• I• A•• S••••••• F••• I•• L• | Venture Capital Fund | $249M | 3 | Mar 29, 2024 |
| F••• S•••••••• V••••••• F••• I• L• | Venture Capital Fund | $237M | 2 | Mar 31, 2023 |
| F•••••• C•••••• P••••••• T••• F••• 2••• L• | Venture Capital Fund | $228M | 3 | Mar 31, 2022 |
| F•••••• C•••••• P••••••• H••••• I• A•• S••••••• F••• I• L• | Venture Capital Fund | $201M | 3 | Mar 31, 2022 |
| F•••••• C•••••• P••••••• T••• F••• L• | Venture Capital Fund | $166M | 3 | Mar 30, 2016 |
| F••• S•••••••• V••••••• F••• I• L• | Venture Capital Fund | $165M | 2 | Mar 31, 2022 |
| F•••••• C•••••• P••••••• H••••••••• F••• I• L• | Venture Capital Fund | $155M | 3 | Dec 16, 2014 |
| F•• C•••••• H••••••• I•• L••no longer reported | Private Equity Fund | $149M | 109 | Mar 30, 2020 |
| F•••••• C•••••• P••••••• H• C•••••••• F••• I• L• | Venture Capital Fund | $148M | 2 | Mar 27, 2015 |
| F•••••• C•••••• P••••••• H• I••••••••• F••• I• L• | Venture Capital Fund | $86.8M | 6 | Mar 27, 2015 |
| I••••••• T•••• | Private Equity Fund | $78.7M | 33 | Mar 31, 2023 |
| D• C••••••• F••• I• L• | Venture Capital Fund | $75.0M | 2 | Mar 31, 2023 |
| F•••••• C•••••• P••••••• H• C•••••••• F••• I•• L• | Venture Capital Fund | $72.3M | 2 | May 13, 2014 |
| V••••• V••••••• F••• I• L•••••• P••••••••• | Venture Capital Fund | $53.4M | 3 | Mar 27, 2013 |
| A••• V•••••• F••• I• L• | Venture Capital Fund | $50.5M | 2 | Mar 30, 2020 |
| F•••••• C•••••• P••••••• H• I••••••••• F••• I•• L• | Venture Capital Fund | $36.7M | 2 | May 13, 2014 |
| F•••••• C•••••• P••••••• H••••••••• F••• I•• L• | Venture Capital Fund | $35.5M | 3 | Mar 29, 2012 |
| F•••••• C•••••• P••••••• H••••••••• F••• I• L• | Venture Capital Fund | $31.6M | 3 | Mar 29, 2012 |
| A••• V•••••• F••• I• L• | Venture Capital Fund | $25.9M | 2 | Mar 31, 2022 |
| F•••••• C•••••• P••••••• T••• F••• I••• L• | Venture Capital Fund | $21.4M | 3 | Mar 31, 2022 |
| A••••• V••••••• I••• L•••••• P•••••••••no longer reported | Venture Capital Fund | $15.1M | 3 | Mar 29, 2012 |
| A••••• V••••••• I• L•••••• P••••••••• | Venture Capital Fund | $13.8M | 3 | Mar 29, 2012 |
| F•••••• C•••••• P••••••• L••• S••••••• F••• V••• L• | Venture Capital Fund | $10.6M | 3 | Mar 31, 2022 |
| I••••••• L•• | Private Equity Fund | $10.3M | 33 | Mar 31, 2023 |
| I••••••• L•• | Private Equity Fund | $9.1M | 19 | Mar 31, 2023 |
| F•••••• C•••••• P••••••• H••••••••• F••• I••• L• | Venture Capital Fund | $7.2M | 3 | Mar 31, 2017 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• M••••••• D•••• · Chief Financial Officercontrolsince 06/2022 · owns less than 5%
- G••• D••••• S••••• · Chief Compliance Officercontrolsince 03/2019 · owns less than 5%
- J•••••• I•• E•••••• C••••• · Director, Sole Trustee Of S•• E• T••••, Sole Trustee Of S•• E• T••••controlsince 07/2013 · owns 25% to 50%
- J••••••• A••••••• P••••••••• · Director, Sole Trustee Of Shm A1 Trust, Sole Trustee Of S•• A• T••••controlsince 07/2013 · owns 25% to 50%
- R••••••• J•••• J••••• · Sole Trustee Of S•• B• T••••controlsince 07/2013 · owns 10% to 25%
- S•••••••• S••••••• K••••••• · President, Directorcontrolsince 11/2023 · owns less than 5%
- W•••• M••••••• J••••• · Treasurer, Vice Presidentcontrolsince 07/2013 · owns less than 5%
- J••••••• E••••••••• L••••••••• · Sole Trustee Of S•• B• T••••since 07/2013 · owns 10% to 25%
- M•••••• G•••••• J••• · Directorsince 06/2020 · owns less than 5%
Entity owners
- S•• A• T•••• · Memberdirect · owns 10% to 25%
- S•• A• T•••• · Memberdirect · owns 10% to 25%
- S•• B• T•••• · Memberdirect · owns 10% to 25%
- S•• B• T•••• · Memberdirect · owns 10% to 25%
- S•• E• T•••• · Memberdirect · owns 10% to 25%
- S•• E• T•••• · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- 4• N•••• R••••••• P••••••• A••••••• I• L•pooled vehicle sponsory
- 4• N•••• R••••••• P••••••• A••••••• L•bankpooled vehicle sponsory
- A••••• V••••••• A••••••• I• L•••••• P•••••••••pooled vehicle sponsory
- A•••••• V••••••• A••••••• V• L•••••• P•••••••••pooled vehicle sponsory
- A••• V•••••• A••••••• F••• I• L•pooled vehicle sponsory
- A••• V•••••• A••••••• F••• I• L•pooled vehicle sponsory
- B•••••••• I••••••••• A••••••• L••investment advisernRAUM $11B
- D• C••••••• F••• I• L•pooled vehicle sponsory
- D• O••••••••• A••••••• F••• L•pooled vehicle sponsory
- D•••••• B•••••••• S••••••• L••broker-dealern
- E••••• F••••••• I••••••••• L••• I•••••••• C••••••real estaten
- F•••••• C•••••• P••••••• H••••••••• A••••••• F••• I• L•pooled vehicle sponsory
- F•••••• C•••••• P••••••• H••••••••• A••••••• F••• I•• L•pooled vehicle sponsory
- F•••••• C•••••• P••••••• H••••••••• A••••••• F••• I• L•pooled vehicle sponsory
- F•••••• C•••••• P••••••• H••••••••• A••••••• F••• I••• L•pooled vehicle sponsory
- F•••••• C•••••• P••••••• H••••••••• A••••••• F••• L•pooled vehicle sponsory
- F•••••• C•••••• P••••••• H••••••••• A••••••• F••• V• L•pooled vehicle sponsory
- F•••••• C•••••• P••••••• H••• A••••••• F••• I• L•pooled vehicle sponsory
- F•••••• C•••••• P••••••• H••• A••••••• F••• I•• L•pooled vehicle sponsory
- F•••••• C•••••• P••••••• H••• A••••••• F••• L•pooled vehicle sponsory
- F•••••• C•••••• P••••••• L••• S••••••• A••••••• F••• V• L•pooled vehicle sponsory
- F•••••• C•••••• P••••••• L••• S••••••• A••••••• F••• V•• L•pooled vehicle sponsory
- F•••••• C•••••• P••••••• L••• S••••••• A••••••• F••• V••• L•pooled vehicle sponsory
- F•••••• C•••••• P••••••• T••• A••••••• F••• 2••• L•pooled vehicle sponsory
- F•••••• C•••••• P••••••• T••• A••••••• F••• I• L•pooled vehicle sponsory
- F•••••• C•••••• P••••••• T••• A••••••• F••• L•pooled vehicle sponsory
- F••• I•••• F••• G•• L••bankpooled vehicle sponsorn
- F••• I••••••••• F•••• M••••••• L••bankpooled vehicle sponsorn
- F••• L••investment adviserbankLP sponsornRAUM $348B
- F••••••• B•••••••• S••••••• L••broker-dealern
Advisers that list I•••••• M••••••••• L•• as a related person
Offices
Schedule D 1.F, the 25 largest
- C••••••••, MA36 employees
- London, United Kingdom4 employees
- San Francisco, CA4 employees
- Boston, MA1 employees
What changed
consecutive filings, newest first
- Accounts · 38 to 40Nov 20, 2025 to Mar 31, 2026
- Advisory employees · 67 to 73Nov 20, 2025 to Mar 31, 2026
- Corporate clients · 4 to 3Nov 20, 2025 to Mar 31, 2026
- Pooled vehicle clients · 38 to 40Nov 20, 2025 to Mar 31, 2026
- Employees · 68 to 74Nov 20, 2025 to Mar 31, 2026
- Private funds · 38 to 40Nov 20, 2025 to Mar 31, 2026
- Discretionary RAUM · $11B to $13BNov 20, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $11B to $13BNov 20, 2025 to Mar 31, 2026
- RAUM · $11B to $13BNov 20, 2025 to Mar 31, 2026
- Accounts · 39 to 38Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 39 to 38Mar 29, 2024 to Mar 31, 2025
- Employees · 69 to 68Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Private funds · 39 to 38Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $12B to $11BMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $12B to $11BMar 29, 2024 to Mar 31, 2025
- RAUM · $12B to $11BMar 29, 2024 to Mar 31, 2025
- Accounts · 40 to 39Nov 30, 2023 to Mar 29, 2024
- Advisory employees · 66 to 67Nov 30, 2023 to Mar 29, 2024
- Pooled vehicle clients · 40 to 39Nov 30, 2023 to Mar 29, 2024
- Employees · 68 to 69Nov 30, 2023 to Mar 29, 2024
- Private funds · 40 to 39Nov 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $12B to $12BNov 30, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $12B to $12BNov 30, 2023 to Mar 29, 2024
- RAUM · $12B to $12BNov 30, 2023 to Mar 29, 2024
- Accounts · 37 to 40Jan 30, 2023 to Mar 31, 2023
- Advisory employees · 61 to 66Jan 30, 2023 to Mar 31, 2023
- BD registered reps · 0 to 1Jan 30, 2023 to Mar 31, 2023
- Corporate clients · unset to 4.0Jan 30, 2023 to Mar 31, 2023
- Pooled vehicle clients · 37 to 40Jan 30, 2023 to Mar 31, 2023
- Assets in custody · $9.0B to $0Jan 30, 2023 to Mar 31, 2023
- Employees · 62 to 68Jan 30, 2023 to Mar 31, 2023
- Private funds · 37 to 40Jan 30, 2023 to Mar 31, 2023
- Discretionary RAUM · $12B to $12BJan 30, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $12B to $12BJan 30, 2023 to Mar 31, 2023
- RAUM · $12B to $12BJan 30, 2023 to Mar 31, 2023
- Accounts · 30 to 37Mar 31, 2021 to Mar 31, 2022
- Advisory employees · 58 to 61Mar 31, 2021 to Mar 31, 2022
- Pooled vehicle clients · 30 to 37Mar 31, 2021 to Mar 31, 2022
- Assets in custody · $7.2B to $9.0BMar 31, 2021 to Mar 31, 2022
Signals
9 dated events
- Kristina Suzanne Streeter (President, Director) appeared on Schedule A of I•••••• M••••••••• L••Nov 30, 2023 · Control person joined · fact
- Lane Bradley Macdonald (President, Director) no longer on Schedule A of I•••••• M••••••••• L•• (listed 2022-06-28, absent 2023-01-30)Jan 30, 2023 · Control person left · inference
- David Matthew Borden (Chief Financial Officer) appeared on Schedule A of I•••••• M••••••••• L••Jun 28, 2022 · Control person joined · fact
- I•••••• M••••••••• L•• reported RAUM $11.6B, up 32% from $8.7B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Franklin Steven Schiffman (Chief Financial Officer) no longer on Schedule A of I•••••• M••••••••• L•• (listed 2021-03-31, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- I•••••• M••••••••• L•• reported RAUM $9.1B, up 200% from $3.0B (2018-10-10 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- Samuel David Guy (Chief Compliance Officer) appeared on Schedule A of I•••••• M••••••••• L••Mar 29, 2019 · Control person joined · fact
- Vincent Charles Senatore (Chief Compliance Officer) no longer on Schedule A of I•••••• M••••••••• L•• (listed 2018-10-10, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- I•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Feb 21, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- I•••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- I•••••• M••••••••• L•• · Private Equityshared crd · organization
- I•••••• M••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/f-prime-capital-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- linkedin.com/company/finestructurereportedpublic record, Form ADV, Sep 18, 2026
- Website
- ANGEL.CO/F••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-392-0785reportedpublic record, Form ADV, Jun 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