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
2•••• L•
Latest filing Mar 13, 2026
First filing on the tape Jun 9, 2017 · 17 filings
SEC status approved since Jul 25, 2017
RAUM
$296M
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
6
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$296M as of Mar 13, 2026
Mar 14, 2018$175M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 13, 2026
Mar 14, 20180 then
Employees (5.A)6 as of Mar 13, 2026
Mar 14, 20186 then
Private funds1 as of Mar 13, 2026
Mar 14, 20181 then
RAUM +13% over the last fiscal year-6.0% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 13, 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
- $296MderivedRAUM 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
- +13%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
- $296M, 1 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$296M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $296M for 1 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| 2••• F•••• L• | Hedge Fund | $343M | 12 | Jun 12, 2015 |
Owners and control persons
Schedule A and B, latest filing
- E••••••• A•••• R••• · Limited Partnercontrolsince 02/2015 · owns 75% or more
- E••••••• A•••• R••• · Shareholdercontrolsince 02/2015 · owns 75% or more of 2••• G•• I•••
- S•••••• J••••• P••• · Cfo, Ccosince 07/2018 · owns less than 5%
Entity owners
- 2••• G•• I••• · General Partner Of 2•••• L•direct · owns less than 5%
Related persons
Schedule D 7.A
- 2••• F••• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $261M to $296MMar 14, 2025 to Mar 13, 2026
- Discretionary RAUM · $261M to $296MMar 14, 2025 to Mar 13, 2026
- Pooled vehicle RAUM · $261M to $296MMar 14, 2025 to Mar 13, 2026
- RAUM · $261M to $296MMar 14, 2025 to Mar 13, 2026
- Assets in custody · $343M to $261MMay 30, 2024 to Mar 14, 2025
- Financial planning clients · unset to May 30, 2024 to Mar 14, 2025
- Discretionary RAUM · $343M to $261MMay 30, 2024 to Mar 14, 2025
- Pooled vehicle RAUM · $343M to $261MMay 30, 2024 to Mar 14, 2025
- RAUM · $343M to $261MMay 30, 2024 to Mar 14, 2025
- Assets in custody · $356M to $343MMar 1, 2023 to Mar 21, 2024
- Discretionary RAUM · $356M to $343MMar 1, 2023 to Mar 21, 2024
- Pooled vehicle RAUM · $356M to $343MMar 1, 2023 to Mar 21, 2024
- RAUM · $356M to $343MMar 1, 2023 to Mar 21, 2024
- Advisory employees · 7 to 6Mar 2, 2022 to Mar 1, 2023
- Assets in custody · $410M to $356MMar 2, 2022 to Mar 1, 2023
- Employees · 7 to 6Mar 2, 2022 to Mar 1, 2023
- Discretionary RAUM · $410M to $356MMar 2, 2022 to Mar 1, 2023
- Pooled vehicle RAUM · $410M to $356MMar 2, 2022 to Mar 1, 2023
- RAUM · $410M to $356MMar 2, 2022 to Mar 1, 2023
- Advisory employees · 6 to 7Mar 10, 2021 to Mar 2, 2022
- Assets in custody · $294M to $410MMar 10, 2021 to Mar 2, 2022
- Employees · 6 to 7Mar 10, 2021 to Mar 2, 2022
- Discretionary RAUM · $294M to $410MMar 10, 2021 to Mar 2, 2022
- Pooled vehicle RAUM · $294M to $410MMar 10, 2021 to Mar 2, 2022
- RAUM · $294M to $410MMar 10, 2021 to Mar 2, 2022
- Advisory employees · 5 to 6Apr 17, 2020 to Mar 10, 2021
- Assets in custody · $174M to $294MApr 17, 2020 to Mar 10, 2021
- Employees · 5 to 6Apr 17, 2020 to Mar 10, 2021
- Discretionary RAUM · $174M to $294MApr 17, 2020 to Mar 10, 2021
- Pooled vehicle RAUM · $174M to $294MApr 17, 2020 to Mar 10, 2021
- RAUM · $174M to $294MApr 17, 2020 to Mar 10, 2021
- Assets in custody · $127M to $174MFeb 28, 2020 to Apr 17, 2020
- Discretionary RAUM · $127M to $174MFeb 28, 2020 to Apr 17, 2020
- Pooled vehicle RAUM · $127M to $174MFeb 28, 2020 to Apr 17, 2020
- RAUM · $127M to $174MFeb 28, 2020 to Apr 17, 2020
- Assets in custody · $175M to $127MMar 19, 2019 to Feb 28, 2020
- Discretionary RAUM · $175M to $127MMar 19, 2019 to Feb 28, 2020
- Pooled vehicle RAUM · $175M to $127MMar 19, 2019 to Feb 28, 2020
- RAUM · $175M to $127MMar 19, 2019 to Feb 28, 2020
- Advisory employees · 6 to 5Jul 19, 2018 to Mar 19, 2019
Signals
3 dated events
- 2•••• L• reported RAUM $409.6M, up 39% from $294.4M (2021-03-10 to 2022-03-02)Mar 2, 2022 · RAUM change · derived
- 2•••• L• reported RAUM $294.4M, up 69% from $174.3M (2020-04-17 to 2021-03-10)Mar 10, 2021 · RAUM change · derived
- 2•••• L• filed its initial SEC registration (Form ADV)Jun 9, 2017 · 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.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/22-nw-lp/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- e•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 206-437-9174reportedpublic record, Form ADV, Mar 13, 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