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••••••• C•••••• G••••• L•••

Asset manager (funds and pooled vehicles)Walnut Creek, CaliforniaCRD 169772SEC 801-88186website IAPD

Latest filing Jun 10, 2026

First filing on the tape Mar 31, 2015 · 17 filings

SEC status approved since Apr 14, 2015

RAUM

$1.3B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

13 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

17 filings and snapshots on the tape

RAUM$1.3B as of Jun 10, 2026

Mar 10, 2016$395M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Jun 10, 2026

Mar 10, 20160 then

Employees (5.A)16 as of Jun 10, 2026

Mar 10, 20167 then

Private funds6 as of Jun 10, 2026

Mar 10, 20162 then

RAUM +76% over the last fiscal year-1.3% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Jun 10, 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: $209MderivedRAUM 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: +76%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

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)
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$1.3B100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 6reported
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

Every departure Every arrival

Private funds

4 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
I••••••• C•••••• P•••••••• L•••	Private Equity Fund	$386M	39	Nov 19, 2013
I••••••• C•••••• P••••••• I•• L•••	Private Equity Fund	$265M	46	Mar 31, 2022
I••••••• C•••••• P••••••• •••••••• A•• L•••	Private Equity Fund	$150M	2	Nov 19, 2013
I••••••• C•••••• P••••••• I•••• L•••	Private Equity Fund	$82.0M	17	Mar 31, 2022

Owners and control persons

Schedule A and B, latest filing

B••••••• A••••••• L•• · Partner, I••••••• Capital Group, LP; Managing Member, I••••••• Capital Partners Gp, LLCcontrol
since 01/2013 · owns 25% to 50%
D••••• M•••••• E••••• · Partner, I••••••• Capital Group, LP; Managing Member, I••••••• Capital Partners Gp, LLCcontrol
since 01/2013 · owns 10% to 25%
L•••• D••••• L•••• · Ceo, I••••••• Capital Group, LP; Senior Managing Member, I••••••• Capital Partners Gp, LLCcontrol
since 01/2013 · owns 25% to 50%
S••••••••• C•••• M•••••• · Chief Compliance Officercontrol
since 03/2024 · owns less than 5%
T•••••••• J•••••• A••• · Chief Financial Officercontrol
since 03/2019 · owns less than 5%
B••••••• A••••••• L•• · Membercontrol
since 04/2016 · owns 25% to 50% of I••••••• C•••••• G•••• G•• L•••••
L•••• D••••• L•••• · Senior Managing Membercontrol
since 04/2016 · owns 25% to 50% of I••••••• C•••••• G•••• G•• L•••••

Entity owners

I••••••• C•••••• G•••• G•• L••••• · General Partner
direct · owns less than 5%
I••••••• C•••••• P••••••• I• G•• L••••• · General Partner
direct · owns less than 5%

Related persons

Schedule D 7.A

I••••••• C•••••• P••••••• G• I•• L•••••
pooled vehicle sponsorn
I••••••• C•••••• P••••••• G•• L•••••
pooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

2 against comparable advisers; where to look, not conclusions

private fund count surgeChange between filings · filing Mar 31, 2026
private funds (Schedule D 7.B.1) moved from 4.0 to 6.0 (+50.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (1022 comparable advisers, 93.0th percentile of changes)
peers: asset managers, $1B to $5B (1,022) · 93% percentile
RAUM up 50 %Change between filings · filing Mar 31, 2026
RAUM (Item 5.F) moved from $710,283,303 to $1,252,696,280 (+76.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (1368 comparable advisers, 91.0th percentile of changes)
peers: asset managers, $1B to $5B (1,368) · 91% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 4 to 6
Nov 11, 2025 to Mar 31, 2026
Advisory employees · 10 to 13
Nov 11, 2025 to Mar 31, 2026
Pooled vehicle clients · 4 to 6
Nov 11, 2025 to Mar 31, 2026
Employees · 14 to 16
Nov 11, 2025 to Mar 31, 2026
Private funds · 4 to 6
Nov 11, 2025 to Mar 31, 2026
Discretionary RAUM · $710M to $1.3B
Nov 11, 2025 to Mar 31, 2026
Pooled vehicle RAUM · $710M to $1.3B
Nov 11, 2025 to Mar 31, 2026
RAUM · $710M to $1.3B
Nov 11, 2025 to Mar 31, 2026
Advisory employees · 9 to 10
Mar 29, 2024 to Mar 31, 2025
Employees · 13 to 14
Mar 29, 2024 to Mar 31, 2025
Financial planning clients · unset to
Mar 29, 2024 to Mar 31, 2025
Discretionary RAUM · $883M to $710M
Mar 29, 2024 to Mar 31, 2025
Pooled vehicle RAUM · $883M to $710M
Mar 29, 2024 to Mar 31, 2025
RAUM · $883M to $710M
Mar 29, 2024 to Mar 31, 2025
Discretionary RAUM · $1.3B to $883M
Mar 30, 2023 to Mar 29, 2024
Pooled vehicle RAUM · $1.3B to $883M
Mar 30, 2023 to Mar 29, 2024
RAUM · $1.3B to $883M
Mar 30, 2023 to Mar 29, 2024
Advisory employees · 11 to 9
Mar 31, 2022 to Mar 30, 2023
Discretionary RAUM · $988M to $1.3B
Mar 31, 2022 to Mar 30, 2023
Pooled vehicle RAUM · $988M to $1.3B
Mar 31, 2022 to Mar 30, 2023
RAUM · $988M to $1.3B
Mar 31, 2022 to Mar 30, 2023
Accounts · 2 to 4
Mar 25, 2021 to Mar 31, 2022
Advisory employees · 9 to 11
Mar 25, 2021 to Mar 31, 2022
Pooled vehicle clients · 2 to 4
Mar 25, 2021 to Mar 31, 2022
Employees · 11 to 13
Mar 25, 2021 to Mar 31, 2022
Private funds · 2 to 4
Mar 25, 2021 to Mar 31, 2022
Discretionary RAUM · $725M to $988M
Mar 25, 2021 to Mar 31, 2022
Pooled vehicle RAUM · $725M to $988M
Mar 25, 2021 to Mar 31, 2022
RAUM · $725M to $988M
Mar 25, 2021 to Mar 31, 2022
Discretionary RAUM · $553M to $725M
Mar 25, 2020 to Mar 25, 2021
Pooled vehicle RAUM · $553M to $725M
Mar 25, 2020 to Mar 25, 2021
RAUM · $553M to $725M
Mar 25, 2020 to Mar 25, 2021
Employees · 10 to 11
Mar 26, 2019 to Mar 25, 2020
Discretionary RAUM · $383M to $553M
Mar 26, 2019 to Mar 25, 2020
Pooled vehicle RAUM · $383M to $553M
Mar 26, 2019 to Mar 25, 2020
RAUM · $383M to $553M
Mar 26, 2019 to Mar 25, 2020
Assets in custody · 175095209.0 to unset
May 1, 2018 to Mar 26, 2019
Custody of client assets · true to false
May 1, 2018 to Mar 26, 2019
Employees · 9 to 10
May 1, 2018 to Mar 26, 2019
Discretionary RAUM · $376M to $383M
May 1, 2018 to Mar 26, 2019

Signals

9 dated events

I••••••• C•••••• G••••• L••• reported RAUM $1.3B, up 76% from $710.3M (2025-11-11 to 2026-03-31)
Mar 31, 2026 · RAUM change · derived
I••••••• C•••••• G••••• L••• reported RAUM $882.6M, down 32% from $1.3B (2023-03-30 to 2024-03-29)
Mar 29, 2024 · RAUM change · derived
Mattias Carl Skjorshammer (Chief Compliance Officer) appeared on Schedule A of I••••••• C•••••• G••••• L•••
Mar 29, 2024 · Control person joined · fact
I••••••• C•••••• G••••• L••• reported RAUM $1.3B, up 32% from $988.1M (2022-03-31 to 2023-03-30)
Mar 30, 2023 · RAUM change · derived
I••••••• C•••••• G••••• L••• reported RAUM $988.1M, up 36% from $724.5M (2021-03-25 to 2022-03-31)
Mar 31, 2022 · RAUM change · derived
I••••••• C•••••• G••••• L••• reported RAUM $724.5M, up 31% from $553.1M (2020-03-25 to 2021-03-25)
Mar 25, 2021 · RAUM change · derived
Lynne Tiffany Obenchain (Managing Director) no longer on Schedule A of I••••••• C•••••• G••••• L••• (listed 2020-03-25, absent 2021-03-25)
Mar 25, 2021 · Control person left · inference
I••••••• C•••••• G••••• L••• reported RAUM $553.1M, up 44% from $383.3M (2019-03-26 to 2020-03-25)
Mar 25, 2020 · RAUM change · derived
I••••••• C•••••• G••••• L•• filed its initial SEC registration (Form ADV)
Mar 31, 2015 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

I••••••• C•••••• G••••• L••• · Independent Sponsors
shared crd · capital_provider
I••••••• C•••••• G••••• L••• · Private Equity
shared crd · organization

How to reach

public business contact points only, each with its source

Website: I•••••••CAP.COMreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone: (925) 399-8900reportedpublic record, Form ADV, Jun 10, 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