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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Former SEC-registered adviser
S••••••• C•••• G•••• M••••••••• L•••
Latest filing Apr 30, 2023
First filing on the tape Jul 2, 2015 · 18 filings
RAUM
$1.4B
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
23
17 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
7
$1.5B gross assets
History
18 filings and snapshots on the tape
RAUM$1.4B as of Mar 30, 2023
Jan 4, 2016$455M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2023
Jan 4, 20160 then
Employees (5.A)23 as of Mar 30, 2023
Jan 4, 201625 then
Private funds7 as of Mar 30, 2023
Jan 4, 20161 then
RAUM +1.5% over the last fiscal year-5.5% a year over threeIARs 0 to 0offices 6 to 4
Practice profile
derived from the filing of Apr 30, 2023; 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
- $102MderivedRAUM 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
- unknownderived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1.5%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
- $1.4B, 14 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.4B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 14reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.4B for 14 clientsreported
- Compensation
- % of AUM, 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
none on the tape
Joined, latest
none on the tape
Private funds
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S••••••• C•••• L•••• A•••••• E•••••••• F••• I•• L••• | Private Equity Fund | $882M | 118 | Dec 10, 2020 |
| S••••••• C•••• L•••• A•••••• P•••••• E••••• F••• V• L••• | Private Equity Fund | $292M | 54 | Oct 22, 2015 |
| S••••••• C•••• L•••• A•••••• P•••••• E••••• F••• I••• L••• | Private Equity Fund | $160M | 67 | Feb 14, 2012 |
| A••••• I••••••••• L• | Private Equity Fund | $41.4M | 13 | Mar 31, 2022 |
| C••••• S•• I••••••••• L••• | Private Equity Fund | $16.2M | 12 | Mar 31, 2022 |
| P••••••••• L••• | Private Equity Fund | $8.4M | 2 | Mar 31, 2022 |
| S••••••• C•••• L•••• A•••••• P•••••• E••••• F••• I•• L••• | Private Equity Fund | $724,411 | 173 | Feb 14, 2012 |
Owners and control persons
Schedule A and B, latest filing
- A••••••• D•••• · Executive Committee Membercontrolsince 03/2022 · owns less than 5%
- A••••• S••••• G•••••• · Cco/Cfocontrolsince 06/2015 · owns less than 5%
- M•••••• N•••••••• O•••• · Executive Committee Membercontrolsince 06/2015 · owns less than 5%
- R••••••••• R•••••• · Executive Committee Membercontrolsince 06/2015 · owns less than 5%
- A••••• S••••• G•••••• · Shareholdercontrolsince 09/2007 · owns 75% or more of J••••• S•••
- F•••••• M••••• A••••••• · Shareholdercontrolsince 11/2013 · owns 50% to 75% of R•••••• S•••
- M•••••• N•••••••• O•••• · Shareholdercontrolsince 12/2005 · owns 75% or more of B•••••• S•••
- M•••••• N•••••••• O•••• · Shareholdercontrolsince 12/2005 · owns 75% or more of L•••••• S•••
- M•••••• N•••••••• O•••• · Shareholdercontrolsince 12/2005 · owns 75% or more of F•••••• S•••
- R••••••• D••••• A•••••• · Shareholdercontrolsince 08/2013 · owns 50% to 75% of R•••••• S•••
- R••••••••• R•••••• · Shareholdercontrolsince 12/2006 · owns 75% or more of Pickney Capital Partners
- B•••• J•••• · L•••••• Partnersince 10/2020 · owns 25% to 50% of U•••••• L•
- J••••••• R••••• · L•••••• Partnersince 10/2020 · owns 25% to 50% of U•••••• L•
- V••••••••• R••• F••••••••• S•••••••• · L•••••• Partnersince 12/2022 · owns 25% to 50% of S•••• P•••••• C•••••• P••••••• L•
Entity owners
- C•••• H••••••• L•• · L•••••• Partnerdirect · owns 10% to 25%
- P••••••• C•••••• P••••••• L• · L•••••• Partnerdirect · owns 10% to 25%
- S••• S••• · General Partnerdirect · owns less than 5%
- T•• P•• R••••••• L••• · L•••••• Partnerdirect · owns 10% to 25%
- V••••• C•••••• L• · L•••••• Partnerdirect · owns 10% to 25%
- A••••••••• I•••••• S•• · Shareholderindirect · owns 75% or more of V•••••• H••••••• L•••
- B•••••• S••• · Shareholderindirect · owns 25% to 50% of B•••••• S•••
- B•••••• S••• · Shareholderindirect · owns 75% or more of C•••••• S•••
- C•••••• S••• · Shareholderindirect · owns 75% or more of M••••• F•••••• S•••
- D•••• I••••••••• H••••••• L•••••• · L•••••• Partnerindirect · owns 75% or more of C•••••• C••••••••• L•••
- F•••••• S••• · Shareholderindirect · owns 25% to 50% of B•••••• S•••
- J••••• S••• · Shareholderindirect · owns 75% or more of W•••••• G•••• S•••
- L•••••• S••• · Shareholderindirect · owns 25% to 50% of B•••••• S•••
- M••••• F•••••• S••• · Shareholderindirect · owns 50% to 75% of A••••••••• I•••••• S••
- P•••••• L•• · General Partnerindirect · owns F of U•••••• L•
- R•• T••••••• L•••••• · General Partnerindirect · owns F of D•••• I••••••••• H••••••• L••••••
- R••••••• S••• · General Partnerindirect · owns F of S•••• P•••••• C•••••• P••••••• L•
- V•••••• H••••••• L••• · Shareholderindirect · owns 75% or more of C•••• H••••••• L••
- C•••••• C••••••••• L••• · L•••••• Partnerdirect · owns 5% to 10%
- L•••••• L•• · L•••••• Partnerdirect · owns 5% to 10%
Related persons
Schedule D 7.A
- A••••••••• D• I••••••••• L•••••••pooled vehicle sponsorn
- C••••• S•• C•••••• P•••••••• L•••pooled vehicle sponsorn
- E•••••• A•••• S•• L•••••••pooled vehicle sponsorn
- G•••••• A•••• L•••••••pooled vehicle sponsorn
- G•••••• C•••• L•••••••pooled vehicle sponsorn
- G•••••• E•••••• L•••••••pooled vehicle sponsorn
- G•••••• M•••••• H•••••• L•••••••pooled vehicle sponsorn
- G•••••• N•••• L•••••••pooled vehicle sponsorn
- G•••••• O•••• L•••••••pooled vehicle sponsorn
- L•• C•••• S••investment advisern
- L•••• A•••••• C••••••••• C••••••• S•••••investment advisern
- L•••• A••••••• C••••••••• L•••investment advisern
- S•• C•••••• S•••pooled vehicle sponsorn
- S• G• C•••••• I• L••••••n
- S•• M••••• A••••••• D• N•••••••• S•••investment advisern
- S••• S•••y
- S•••• A••••••••• D• F••••••••• S• D• C•pooled vehicle sponsorn
- S••• G•• C••pooled vehicle sponsorn
- S••••••• C•••• C•••••• P•••••••pooled vehicle sponsorn
- S••••••• C•••• C•••••• P••••••• E•••••••• I•• L•••pooled vehicle sponsorn
- S••••••• C•••• C•••••• P••••••• I•pooled vehicle sponsorn
- S••••••• C•••• C•••••• P••••••• I••• L•••pooled vehicle sponsorn
- S••••••• C•••• C•••••• P••••••• I•• L•••bankpooled vehicle sponsorn
- S••••••• C•••• C•••••• P••••••• V• L•••pooled vehicle sponsorn
- S••••••• C•••• D• B••••• A••••••••• D• R••••••• L••••pooled vehicle sponsorn
- S••••••• C•••• G••••• L••investment advisern
- S••••••• C•••• I••••••••• L•••investment advisern
Advisers that list S••••••• C•••• G•••• M••••••••• L••• as a related person
- 161115 n
Offices
Schedule D 1.F, the 25 largest
- Bogota, Colombia1 employees
- Miguel Hidalgo, Ciudad De M•••••, Cdmx, Mexico1 employees
- Montevideo, Uruguay1 employees
- Sao Paulo, Brazil1 employees
What changed
consecutive filings, newest first
- Assets in custody · $1.4B to $1.4BApr 29, 2022 to Mar 30, 2023
- Other offices · 6 to 4Apr 29, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.4B to $1.4BApr 29, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $1.4B to $1.4BApr 29, 2022 to Mar 30, 2023
- RAUM · $1.4B to $1.4BApr 29, 2022 to Mar 30, 2023
- Assets in custody · $1.4B to $1.4BMar 31, 2022 to Apr 29, 2022
- Discretionary RAUM · $1.4B to $1.4BMar 31, 2022 to Apr 29, 2022
- Pooled vehicle RAUM · $1.4B to $1.4BMar 31, 2022 to Apr 29, 2022
- RAUM · $1.4B to $1.4BMar 31, 2022 to Apr 29, 2022
- Accounts · 10 to 14Mar 30, 2021 to Mar 31, 2022
- Advisory employees · 22 to 17Mar 30, 2021 to Mar 31, 2022
- Pooled vehicle clients · 10 to 14Mar 30, 2021 to Mar 31, 2022
- Assets in custody · $1.5B to $1.4BMar 30, 2021 to Mar 31, 2022
- Employees · 28 to 23Mar 30, 2021 to Mar 31, 2022
- Private funds · 4 to 7Mar 30, 2021 to Mar 31, 2022
- Discretionary RAUM · $1.5B to $1.4BMar 30, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $1.5B to $1.4BMar 30, 2021 to Mar 31, 2022
- RAUM · $1.5B to $1.4BMar 30, 2021 to Mar 31, 2022
- Advisory employees · 23 to 22Dec 10, 2020 to Mar 30, 2021
- Assets in custody · $1.5B to $1.5BDec 10, 2020 to Mar 30, 2021
- Employees · 29 to 28Dec 10, 2020 to Mar 30, 2021
- Discretionary RAUM · $1.5B to $1.5BDec 10, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $1.5B to $1.5BDec 10, 2020 to Mar 30, 2021
- RAUM · $1.5B to $1.5BDec 10, 2020 to Mar 30, 2021
- Advisory employees · 24 to 23Mar 30, 2020 to Dec 10, 2020
- Assets in custody · $1.7B to $1.5BMar 30, 2020 to Dec 10, 2020
- Employees · 31 to 29Mar 30, 2020 to Dec 10, 2020
- Private funds · 3 to 4Mar 30, 2020 to Dec 10, 2020
- Discretionary RAUM · $1.7B to $1.5BMar 30, 2020 to Dec 10, 2020
- Pooled vehicle RAUM · $1.7B to $1.5BMar 30, 2020 to Dec 10, 2020
- RAUM · $1.7B to $1.5BMar 30, 2020 to Dec 10, 2020
- Assets in custody · $1.8B to $1.7BDec 20, 2019 to Mar 30, 2020
- Discretionary RAUM · $1.8B to $1.7BDec 20, 2019 to Mar 30, 2020
- Pooled vehicle RAUM · $1.8B to $1.7BDec 20, 2019 to Mar 30, 2020
- RAUM · $1.8B to $1.7BDec 20, 2019 to Mar 30, 2020
- Accounts · 4 to 10Jul 4, 2019 to Dec 20, 2019
- Advisory employees · 25 to 24Jul 4, 2019 to Dec 20, 2019
- Pooled vehicle clients · 4 to 10Jul 4, 2019 to Dec 20, 2019
- Assets in custody · $635M to $1.8BJul 4, 2019 to Dec 20, 2019
- Employees · 33 to 31Jul 4, 2019 to Dec 20, 2019
Signals
4 dated events
- Angelica Maria Forero (Shareholder) appeared on Schedule A of S••••••• C•••• G•••• M••••••••• L•••Mar 31, 2022 · Control person joined · fact
- Diego Acevedo (Executive Committee Member) appeared on Schedule A of S••••••• C•••• G•••• M••••••••• L•••Mar 31, 2022 · Control person joined · fact
- S••••••• C•••• G•••• M••••••••• L••• reported RAUM $1.8B, up 187% from $635.0M (2019-07-04 to 2019-12-20)Dec 20, 2019 · RAUM change · derived
- S••••••• C•••• G•••• M••••••••• L••• filed its initial SEC registration (Form ADV)Jul 2, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- S••••••• C•••• G•••• M••••••••• L••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- S•••••••C••••GROUP.COMreportedpublic record, Form ADV, Sep 18, 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
- 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