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
A•••••• I••••••••• M••••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Nov 19, 2013 · 20 filings
SEC status approved since Jan 2, 2014
RAUM
$1.7B
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
22
17 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
7
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$1.7B as of Mar 31, 2026
Mar 31, 2014$407M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20140 then
Employees (5.A)22 as of Mar 31, 2026
Mar 31, 20149 then
Private funds7 as of Mar 31, 2026
Mar 31, 20143 then
RAUM -16% over the last fiscal year-7.2% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $238MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -16%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
- $1.7B, 7 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
- 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)
- 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$1.7B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.7B for 7 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
10 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A•••••• I••••••••• P••••••• I•• L• | Private Equity Fund | $634M | 43 | Mar 31, 2022 |
| A•••••• O••••••••• I•• L• | Private Equity Fund | $456M | 47 | Mar 30, 2024 |
| A•••••• I••••••••• P••••••• I••• L• | Private Equity Fund | $398M | 21 | Mar 30, 2019 |
| A•••••• I••••••••• P••••••• I•• L• | Private Equity Fund | $391M | 30 | Nov 19, 2013 |
| A•••••• I••••••••• P••••••• I•••• L• | Private Equity Fund | $216M | 27 | Mar 31, 2022 |
| A•••••• I••••••••• P••••••• I••••• L• | Private Equity Fund | $60.6M | 10 | Mar 30, 2019 |
| A•••••• O••••••••• I• L• | Private Equity Fund | $35.9M | 6 | Mar 31, 2023 |
| A•••••• C•••••••• I• L••• | Private Equity Fund | $2.0M | 4 | Nov 19, 2013 |
| A•••••• I••••••••• P••••••• D••••••••• O••••••••• L••• | Private Equity Fund | $570,577 | 8 | Nov 19, 2013 |
| A•••••• I••••••••• P••••••• I•••• L•no longer reported | Private Equity Fund | $0 | 0 | Nov 19, 2013 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• B••••••• C•••••• · Principal/Limited Partner Of A•••••• I••••••••• M••••••••• L•controlsince 08/2013 · owns 25% to 50%
- F••••••••• M••••••• B••••••• · Principal/Limited Partner Of A•••••• I••••••••• M••••••••• L•controlsince 08/2013 · owns 25% to 50%
- T•••••• C••••••••• H•••••• · Principal/Limited Partner Of A•••••• I••••••••• M••••••••• L•controlsince 08/2013 · owns 25% to 50%
- B•••••• B••••••• C•••••• · Principal/Membercontrolsince 08/2013 · owns 25% to 50% of A•••••• I••••••••• M••••••••• L••
- F••••••••• M••••••• B••••••• · Principal/Membercontrolsince 08/2013 · owns 25% to 50% of A•••••• I••••••••• M••••••••• L••
- T•••••• C••••••••• H•••••• · Principal/Membercontrolsince 08/2013 · owns 25% to 50% of A•••••• I••••••••• M••••••••• L••
- B••••• J••••••• L•••• · Chief Financial Officer/Chief Compliance Officersince 02/2018 · owns less than 5%
Entity owners
- A•••••• I••••••••• M••••••••• L•• · General Partner Of A•••••• I••••••••• M••••••••• L•direct · owns 75% or more
Related persons
Schedule D 7.A
- A•••••• I••••••••• P••••••• G• I•• L•pooled vehicle sponsorn
- A•••••• I••••••••• P••••••• G• I••• L•pooled vehicle sponsorn
- A•••••• I••••••••• P••••••• G• I•• L•pooled vehicle sponsorn
- A•••••• O••••••••• G• I• L•pooled vehicle sponsorn
- A•••••• O••••••••• G• I•• L•pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Coral Gables, FL5 employees
What changed
consecutive filings, newest first
- Advisory employees · 16 to 17Mar 28, 2025 to Mar 31, 2026
- Assets in custody · $2.0B to $1.7BMar 28, 2025 to Mar 31, 2026
- Employees · 21 to 22Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.0B to $1.7BMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $2.0B to $1.7BMar 28, 2025 to Mar 31, 2026
- RAUM · $2.0B to $1.7BMar 28, 2025 to Mar 31, 2026
- Advisory employees · 18 to 16Mar 30, 2024 to Mar 28, 2025
- Assets in custody · $2.2B to $2.0BMar 30, 2024 to Mar 28, 2025
- Employees · 29 to 21Mar 30, 2024 to Mar 28, 2025
- Financial planning clients · 0 to 0Mar 30, 2024 to Mar 28, 2025
- Discretionary RAUM · $2.2B to $2.0BMar 30, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $2.2B to $2.0BMar 30, 2024 to Mar 28, 2025
- RAUM · $2.2B to $2.0BMar 30, 2024 to Mar 28, 2025
- Accounts · 8 to 7Mar 31, 2023 to Mar 30, 2024
- Advisory employees · 17 to 18Mar 31, 2023 to Mar 30, 2024
- Pooled vehicle clients · 8 to 7Mar 31, 2023 to Mar 30, 2024
- Assets in custody · $2.1B to $2.2BMar 31, 2023 to Mar 30, 2024
- Employees · 27 to 29Mar 31, 2023 to Mar 30, 2024
- Private funds · 8 to 7Mar 31, 2023 to Mar 30, 2024
- Discretionary RAUM · $2.1B to $2.2BMar 31, 2023 to Mar 30, 2024
- Pooled vehicle RAUM · $2.1B to $2.2BMar 31, 2023 to Mar 30, 2024
- RAUM · $2.1B to $2.2BMar 31, 2023 to Mar 30, 2024
- Accounts · 7 to 8Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 20 to 17Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 7 to 8Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $2.0B to $2.1BMar 31, 2022 to Mar 31, 2023
- Employees · 23 to 27Mar 31, 2022 to Mar 31, 2023
- Private funds · 7 to 8Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $2.0B to $2.1BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $2.0B to $2.1BMar 31, 2022 to Mar 31, 2023
- RAUM · $2.0B to $2.1BMar 31, 2022 to Mar 31, 2023
- Accounts · 5 to 7Mar 31, 2021 to Mar 31, 2022
- Advisory employees · 15 to 20Mar 31, 2021 to Mar 31, 2022
- Pooled vehicle clients · 5 to 7Mar 31, 2021 to Mar 31, 2022
- Assets in custody · $1.1B to $2.0BMar 31, 2021 to Mar 31, 2022
- Employees · 18 to 23Mar 31, 2021 to Mar 31, 2022
- Private funds · 5 to 7Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $1.1B to $2.0BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $1.1B to $2.0BMar 31, 2021 to Mar 31, 2022
- RAUM · $1.1B to $2.0BMar 31, 2021 to Mar 31, 2022
Signals
4 dated events
- A•••••• I••••••••• M••••••••• L• reported RAUM $2.0B, up 86% from $1.1B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- A•••••• I••••••••• M••••••••• L• reported RAUM $1.1B, up 40% from $781.0M (2020-03-30 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- A•••••• I••••••••• M••••••••• L• reported RAUM $820.1M, up 114% from $382.7M (2018-05-16 to 2019-03-30)Mar 30, 2019 · RAUM change · derived
- A•••••• I••••••••• M••••••••• L• filed its initial SEC registration (Form ADV)Nov 19, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- A•••••• I••••••••• M••••••••• L• · Independent Sponsorsshared crd · capital_provider
- A•••••• I••••••••• M••••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/1352226/ADMINreportedpublic record, Form ADV, Sep 19, 2026
- Website
- A••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (212) 897-2888reportedpublic record, Form ADV, Mar 31, 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