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.

Former SEC-registered adviser

Touchdown Ventures Inc.

Former SEC-registered adviserPhiladelphia, PennsylvaniaCRD 173022SEC 801-80441IAPD
Latest filing Mar 27, 2024
First filing on the tape Sep 30, 2014 · 26 filings
RAUM
$459M
reported, Item 5.F
Discretionary
0.0%
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
65
65 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
0
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$459M as of Mar 27, 2024
Feb 24, 2015$112M then
HNW client RAUM: no history
State-registered IARs (5.B.3)4 as of Mar 27, 2024
Feb 24, 20153 then
Employees (5.A)65 as of Mar 27, 2024
Feb 24, 20153 then
Private funds: no history
RAUM +7.4% over the last fiscal year+28% a year over threeIARs 3 to 4offices 2 to 4
Practice profile
derived from the filing of Mar 27, 2024; every figure names its basis
RAUM per advisor
$115MderivedRAUM 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
$21.8MderivedRAUM over accounts (5.F.2.f)
Discretionary
0.0%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
16.3derivedItem 5.A over advisors
Advisors per office
0.8derived5 offices incl. principal (1.F.5)
RAUM growth, one year
+7.4%derivedbetween the last two annual amendments
Advisor growth, one year
+33%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed fees, performance-basedreportedItem 5.E
Advisory activities
portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisers, otherreportedItem 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
  • buys or sells securities as principal to or from clients (8.A.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Corporations and businesses$431M94%
  • Pooled investment vehicles$27.3M6.0%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
21reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, performancereported
Class basis
absent from the latest SEC rosterderived
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
Joined, latest
none on the tape
    Every departureEvery arrival
    Teams: two or more advisors moving together within fourteen days, from one state
      Teams outTeams in
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • Richard Grant · Managing Directorcontrol
        since 08/2014 · owns 10% to 25%
      • Benson David Horowitz · Ceocontrol
        since 07/2014 · owns 50% to 75%
      • Scott Lenet · Presidentcontrol
        since 07/2014 · owns 25% to 50%
      • Hassanali Saleemah Ahamed · Chief Compliance Officer
        since 06/2022 · owns less than 5%
      Related persons
      Schedule D 7.A
      • Louis Andrew Toth
        pooled vehicle sponsorn
      • Scott Lenet
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      • San Francisco, CA17 employees
      • Los Angeles, CA15 employees
      • Chicago, IL4 employees
      • Marlton, NJ1 employees
      What changed
      consecutive filings, newest first
      • Accounts · 19 to 21
        Jul 11, 2023 to Mar 27, 2024
      • Advisory employees · 52 to 65
        Jul 11, 2023 to Mar 27, 2024
      • Corporate clients · 18 to 20
        Jul 11, 2023 to Mar 27, 2024
      • Employees · 52 to 65
        Jul 11, 2023 to Mar 27, 2024
      • State-registered IARs · 3 to 4
        Jul 11, 2023 to Mar 27, 2024
      • Other offices · 2 to 4
        Jul 11, 2023 to Mar 27, 2024
      • Non-discretionary RAUM · $427M to $459M
        Jul 11, 2023 to Mar 27, 2024
      • Pooled vehicle RAUM · $34.4M to $27.3M
        Jul 11, 2023 to Mar 27, 2024
      • RAUM · $427M to $459M
        Jul 11, 2023 to Mar 27, 2024
      • Accounts · 17 to 19
        Nov 3, 2022 to Mar 30, 2023
      • Advisory employees · 50 to 52
        Nov 3, 2022 to Mar 30, 2023
      • Corporate clients · 15 to 18
        Nov 3, 2022 to Mar 30, 2023
      • Pooled vehicle clients · 2 to 1
        Nov 3, 2022 to Mar 30, 2023
      • Employees · 50 to 52
        Nov 3, 2022 to Mar 30, 2023
      • State-registered IARs · 5 to 3
        Nov 3, 2022 to Mar 30, 2023
      • Non-discretionary RAUM · $359M to $427M
        Nov 3, 2022 to Mar 30, 2023
      • Pooled vehicle RAUM · $39.3M to $34.4M
        Nov 3, 2022 to Mar 30, 2023
      • RAUM · $359M to $427M
        Nov 3, 2022 to Mar 30, 2023
      • Related adviser · false to true
        Nov 3, 2022 to Mar 30, 2023
      • Accounts · 18 to 17
        Mar 30, 2021 to Mar 29, 2022
      • Advisory employees · 38 to 50
        Mar 30, 2021 to Mar 29, 2022
      • Corporate clients · 16 to 15
        Mar 30, 2021 to Mar 29, 2022
      • Employees · 38 to 50
        Mar 30, 2021 to Mar 29, 2022
      • HQ city · HADDONFIELD to PHILADELPHIA
        Mar 30, 2021 to Mar 29, 2022
      • HQ state · NJ to PA
        Mar 30, 2021 to Mar 29, 2022
      • State-registered IARs · 6 to 5
        Mar 30, 2021 to Mar 29, 2022
      • Non-discretionary RAUM · $218M to $359M
        Mar 30, 2021 to Mar 29, 2022
      • Pooled vehicle RAUM · $34.1M to $39.3M
        Mar 30, 2021 to Mar 29, 2022
      • RAUM · $218M to $359M
        Mar 30, 2021 to Mar 29, 2022
      • Accounts · 11 to 18
        Mar 30, 2020 to Mar 30, 2021
      • Advisory employees · 32 to 38
        Mar 30, 2020 to Mar 30, 2021
      • Corporate clients · 9 to 16
        Mar 30, 2020 to Mar 30, 2021
      • Employees · 32 to 38
        Mar 30, 2020 to Mar 30, 2021
      • Non-discretionary RAUM · $146M to $218M
        Mar 30, 2020 to Mar 30, 2021
      • Pooled vehicle RAUM · $32.3M to $34.1M
        Mar 30, 2020 to Mar 30, 2021
      • RAUM · $146M to $218M
        Mar 30, 2020 to Mar 30, 2021
      • Accounts · 10 to 11
        Nov 1, 2019 to Mar 30, 2020
      • Advisory employees · 22 to 32
        Nov 1, 2019 to Mar 30, 2020
      • Corporate clients · 8 to 9
        Nov 1, 2019 to Mar 30, 2020
      • Employees · 22 to 32
        Nov 1, 2019 to Mar 30, 2020
      Signals
      8 dated events
      • Scott Harris Lenet left Touchdown Ventures Inc. for Cerity Partners Llc (registered 2026-01-01)
        Oct 2, 2024 · Advisor changed firm · fact
      • Richard Marc Grant left Touchdown Ventures Inc. for Cerity Partners Llc (registered 2026-01-01)
        Oct 2, 2024 · Advisor changed firm · fact
      • 2 advisors left Touchdown Ventures Inc. (Philadelphia, PA) for Cerity Partners LLC on the same day
        Oct 2, 2024 · Team lift-out · derived
      • Touchdown Ventures Inc. reported RAUM $359.3M, up 65% from $218.2M (2021-03-30 to 2022-03-29)
        Mar 29, 2022 · RAUM change · derived
      • Hassanali Saleemah Ahamed (Cco) no longer on Schedule A of Touchdown Ventures Inc. (listed 2019-11-01, absent 2020-03-30)
        Mar 30, 2020 · Control person left · inference
      • Touchdown Ventures Inc. reported RAUM $97.3M, down 64% from $274.1M (2018-03-08 to 2019-03-27)
        Mar 27, 2019 · RAUM change · derived
      • Touchdown Ventures Inc. reported RAUM $274.1M, up 76% from $155.8M (2017-08-11 to 2018-03-08)
        Mar 8, 2018 · RAUM change · derived
      • Touchdown Ventures Inc. filed its initial SEC registration (Form ADV)
        Sep 30, 2014 · 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.
      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
      Former SEC-registered adviserderiveda 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