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
F••• P•••• I••••••••• L••
Latest filing Apr 24, 2026
First filing on the tape Feb 11, 2015 · 21 filings
SEC status approved since Feb 19, 2015
RAUM
$7.1B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$7.1B
derived; firm RAUM over IAPD count
Employees
33
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
12
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$7.1B as of Apr 24, 2026
Mar 23, 2016$451M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 24, 2026
Mar 23, 20160 then
Employees (5.A)33 as of Apr 24, 2026
Mar 23, 201611 then
Private funds12 as of Apr 24, 2026
Mar 23, 20162 then
RAUM -16% over the last fiscal year+26% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 24, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $7.1BderivedRAUM 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
- $588MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 33.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 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
- 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)
- 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$7.1B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 12reported
- 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=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| D•••••• A••• W•••••••• | The Woodlands, Tx | Mar 10, 2015 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
11 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| F••• P•••• E••••• F••• I•• L• | Private Equity Fund | $1.9B | 55 | Mar 25, 2020 |
| F••• P•••• E••••• F••• I• L• | Private Equity Fund | $1.1B | 43 | Mar 28, 2018 |
| F••• P•••• W•••• M••••••••• A•• S••••••••• I••••••••• F••• I• L• | Private Equity Fund | $868M | 36 | Mar 25, 2024 |
| F••• P•••• E••••• F••• I• L• | Private Equity Fund | $662M | 39 | May 28, 2014 |
| F••• P•••• N•••••• G•• Y•••• F••• I• L• | Private Equity Fund | $264M | 24 | Mar 29, 2023 |
| F••• P•••• E••••• F••• I•• L• | Private Equity Fund | $220M | 15 | Mar 21, 2017 |
| F••• P•••• W•••• M••••••••• A•• S••••••••• I••••••••• F••• I••• L• | Private Equity Fund | $172M | 24 | Mar 25, 2024 |
| F••• P•••• E••••• F••• I••• L• | Private Equity Fund | $51.1M | 18 | Mar 28, 2018 |
| F••• P•••• E••••• F••• I•• L• | Private Equity Fund | $37.6M | 14 | Mar 25, 2020 |
| F••• P•••• E••••• F••• I••• L• | Private Equity Fund | $27.9M | 20 | Mar 25, 2020 |
| F••• P•••• E••••• F••• I•• L• | Private Equity Fund | $4.1M | 12 | May 28, 2014 |
Owners and control persons
Schedule A and B, latest filing
- C••••••••• D••••• N••••••• · Managing Membercontrolsince 11/2012 · owns 50% to 75%
- H••••••• K•••• G•••••• · Chief Compliance Officer And Chief Financial Officercontrolsince 02/2024 · owns less than 5%
- M•••••• M••••••• K•••• · Membercontrolsince 01/2014 · owns 25% to 50%
Related persons
Schedule D 7.A
- F••• P•••• E••••• G• I• L•pooled vehicle sponsorn
- F••• P•••• E••••• G• I••• L•pooled vehicle sponsorn
- F••• P•••• E••••• G• I•• L•pooled vehicle sponsorn
- F••• P•••• E••••• G• I•• L•pooled vehicle sponsorn
- F••• P•••• E••••• G• I• L•pooled vehicle sponsorn
- F••• P•••• E••••• G• I••• L•pooled vehicle sponsorn
- F••• P•••• E••••• G• I••• L•pooled vehicle sponsorn
- F••• P•••• E••••• G• I•• L•pooled vehicle sponsorn
- F••• P•••• E••••• G• I• L•pooled vehicle sponsorn
- F••• P•••• E••••• G• I••• L•pooled vehicle sponsorn
- F••• P•••• N•••••• G•• Y•••• F••• I• G• L•pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $7.3B to $7.1BMar 27, 2026 to Apr 24, 2026
- Pooled vehicle RAUM · $7.3B to $7.1BMar 27, 2026 to Apr 24, 2026
- RAUM · $7.3B to $7.1BMar 27, 2026 to Apr 24, 2026
- Accounts · 11 to 12May 15, 2025 to Mar 27, 2026
- Advisory employees · 9 to 12May 15, 2025 to Mar 27, 2026
- Pooled vehicle clients · 11 to 12May 15, 2025 to Mar 27, 2026
- Employees · 25 to 33May 15, 2025 to Mar 27, 2026
- Private funds · 11 to 12May 15, 2025 to Mar 27, 2026
- Discretionary RAUM · $8.4B to $7.3BMay 15, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $8.4B to $7.3BMay 15, 2025 to Mar 27, 2026
- RAUM · $8.4B to $7.3BMay 15, 2025 to Mar 27, 2026
- Business name · F••• P•••• E••••• L•• to F••• P•••• I••••••••• L••Mar 28, 2025 to May 15, 2025
- Financial planning clients · unset to Mar 28, 2025 to May 15, 2025
- Legal name · F••• P•••• E••••• L•• to F••• P•••• I••••••••• L••Mar 28, 2025 to May 15, 2025
- Advisory employees · 11 to 9Jun 25, 2024 to Mar 28, 2025
- Employees · 27 to 25Jun 25, 2024 to Mar 28, 2025
- Discretionary RAUM · $5.3B to $8.4BJun 25, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $5.3B to $8.4BJun 25, 2024 to Mar 28, 2025
- RAUM · $5.3B to $8.4BJun 25, 2024 to Mar 28, 2025
- Accounts · 9 to 11Mar 29, 2023 to Mar 25, 2024
- Pooled vehicle clients · 9 to 11Mar 29, 2023 to Mar 25, 2024
- Private funds · 9 to 11Mar 29, 2023 to Mar 25, 2024
- Discretionary RAUM · $3.6B to $5.3BMar 29, 2023 to Mar 25, 2024
- Pooled vehicle RAUM · $3.6B to $5.3BMar 29, 2023 to Mar 25, 2024
- RAUM · $3.6B to $5.3BMar 29, 2023 to Mar 25, 2024
- Accounts · 8 to 9Mar 28, 2022 to Mar 29, 2023
- Advisory employees · 13 to 11Mar 28, 2022 to Mar 29, 2023
- Pooled vehicle clients · 8 to 9Mar 28, 2022 to Mar 29, 2023
- Employees · 26 to 27Mar 28, 2022 to Mar 29, 2023
- Private funds · 8 to 9Mar 28, 2022 to Mar 29, 2023
- Discretionary RAUM · $3.3B to $3.6BMar 28, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $3.3B to $3.6BMar 28, 2022 to Mar 29, 2023
- RAUM · $3.3B to $3.6BMar 28, 2022 to Mar 29, 2023
- Employees · 24 to 26Apr 9, 2021 to Mar 28, 2022
- Discretionary RAUM · $3.0B to $3.3BApr 9, 2021 to Mar 28, 2022
- Pooled vehicle RAUM · $3.0B to $3.3BApr 9, 2021 to Mar 28, 2022
- RAUM · $3.0B to $3.3BApr 9, 2021 to Mar 28, 2022
- Discretionary RAUM · $3.1B to $3.0BMar 24, 2021 to Apr 9, 2021
- Pooled vehicle RAUM · $3.1B to $3.0BMar 24, 2021 to Apr 9, 2021
- RAUM · $3.1B to $3.0BMar 24, 2021 to Apr 9, 2021
Signals
8 dated events
- F••• P•••• I••••••••• L•• reported RAUM $8.4B, up 60% from $5.3B (2024-06-25 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- F••• P•••• I••••••••• L•• reported RAUM $5.3B, up 47% from $3.6B (2023-03-29 to 2024-03-25)Mar 25, 2024 · RAUM change · derived
- Alan Douglas Wilkinson (Chief Financial Officer / Chief Compliance Officer) no longer on Schedule A of F••• P•••• I••••••••• L•• (listed 2023-03-29, absent 2024-03-25)Mar 25, 2024 · Control person left · inference
- Goodloe Kara Harling (Chief Compliance Officer And Chief Financial Officer) appeared on Schedule A of F••• P•••• I••••••••• L••Mar 25, 2024 · Control person joined · fact
- F••• P•••• I••••••••• L•• reported RAUM $3.5B, up 28% from $2.7B (2019-03-27 to 2020-03-25)Mar 25, 2020 · RAUM change · derived
- F••• P•••• I••••••••• L•• reported RAUM $2.7B, up 49% from $1.8B (2018-04-24 to 2019-03-27)Mar 27, 2019 · RAUM change · derived
- F••• P•••• I••••••••• L•• reported RAUM $1.6B, up 186% from $575.6M (2017-03-21 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
- F••• P•••• C•••••• filed its initial SEC registration (Form ADV)Feb 11, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- F••• P•••• I••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- F••• P•••• E••••• L•• · Private Equityshared crd · organization
- F••• P•••• E••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/fpinfrareportedpublic record, Form ADV, Sep 18, 2026
- Website
- fpinfra.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 713-351-0700reportedpublic record, Form ADV, Apr 24, 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
- $7.1Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026