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•• M••••••••• L•••
Latest filing Sep 1, 2026
First filing on the tape Oct 22, 2015 · 28 filings
SEC status approved since Nov 5, 2015
RAUM
$7.6B
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
85
32 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$7.5B as of Jun 8, 2026
Mar 30, 2016$272M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 8, 2026
Mar 30, 20160 then
Employees (5.A)85 as of Jun 8, 2026
Mar 30, 201610 then
Private funds10 as of Jun 8, 2026
Mar 30, 20162 then
RAUM +25% over the last fiscal year+30% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Sep 1, 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
- $581MderivedRAUM 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
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +23%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, fixed fees, 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$7.2B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 13reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.95 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
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| I•• R••• F••• L••• | Hedge Fund | $2.9B | 881 | Oct 22, 2015 |
| I•• G••••• I••••••••• F••• L••• | Hedge Fund | $86.0M | 83 | Feb 24, 2023 |
| I•• I••••••••• R••• F••• L••••• | Hedge Fund | $19.9M | 1 | Oct 22, 2015 |
| I•• A•• M••••• F••• I• L••• | Private Equity Fund | $11.5M | 12 | Mar 29, 2019 |
| C•• R•••••• H••••• L•no longer reported | Hedge Fund | $2.9M | 3 | Mar 28, 2018 |
| I•• D••••••••• T••••••••• A•••• F••• L••• | Hedge Fund | $649,205 | 24 | Jan 11, 2024 |
| I•• O••••••• D••••••••• T••••••••• A•••• F••• L••• | Hedge Fund | $0 | 3 | Jan 11, 2024 |
Owners and control persons
Schedule A and B, latest filing
- B••••• D••••••• R••• · General Counsel/Chief Compliance Officercontrolsince 05/2022 · owns less than 5%
- B••••• M••••••• I• · Chief Operating Officercontrolsince 01/2022 · owns less than 5%
- F••••• L•••••• · Chief Financial Officercontrolsince 09/2014 · owns less than 5%
- K•••••• J••••• B••••••• · Managing Partner And Presidentcontrolsince 09/2014 · owns less than 5%
- S•••••• D••••• A•••• · Managing Partnercontrolsince 09/2014 · owns less than 5%
- K•••••• J••••• B••••••• · Membercontrolsince 04/2015 · owns 75% or more of A••••••• L•••••
- K•••••• J••••• B••••••• · Membercontrolsince 09/2014 · owns 25% to 50% of I•• M••••••••• G• L•••••
- S•••••• D••••• A•••• · Membercontrolsince 09/1997 · owns 50% to 75% of D• A•••• L••
- S•••••• D••••• A•••• · Membercontrolsince 09/2014 · owns 50% to 75% of I•• M••••••••• G• L•••••
Entity owners
- I•• M••••••••• G• L••••• · General Partnerdirect · owns less than 5%
- A••••••• L••••• · Limited Partnerdirect · owns 25% to 50%
- D• A•••• L•• · Limited Partnerdirect · owns 50% to 75%
Related persons
Schedule D 7.A
- A•••••• C••••••• M••••••••• C•••••• S•pooled vehicle sponsorn
- A•••••• C••• I• C••••• M••••••• L••pooled vehicle sponsorn
- A•••••• C••• I• M•••••• L••pooled vehicle sponsorn
- A•••••• C••• I• G• S••pooled vehicle sponsorn
- A•••••• C••• I• M•••••• S••pooled vehicle sponsorn
- A•••••• P••••••• L••pooled vehicle sponsorn
- A•••••• R•• H•••••• S•pooled vehicle sponsorn
- I•• A•• G• L•••••pooled vehicle sponsorn
- I•• D••••••••• T••••••••• A•••• G• L•••••pooled vehicle sponsorn
- I•• G••••• I••••••••• G• L•••••pooled vehicle sponsorn
- I•• I••••••••• R••• G• L•••••pooled vehicle sponsorn
- I•• R••• G• L•••••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Chicago, IL8 employees
- Montreal, Canada1 employees
- St. Charles, MO1 employees
What changed
consecutive filings, newest first
- Accounts · 16 to 13Jun 8, 2026 to Sep 1, 2026
- Pooled vehicle clients · 13 to 10Jun 8, 2026 to Sep 1, 2026
- Financial planning clients · to unsetJun 8, 2026 to Sep 1, 2026
- Private funds · 10 to unsetJun 8, 2026 to Sep 1, 2026
- Discretionary RAUM · $7.5B to $7.6BJun 8, 2026 to Sep 1, 2026
- Pooled vehicle RAUM · $7.1B to $7.2BJun 8, 2026 to Sep 1, 2026
- RAUM · $7.5B to $7.6BJun 8, 2026 to Sep 1, 2026
- Succession · false to unsetJun 8, 2026 to Sep 1, 2026
- Accounts · 13 to 16Mar 31, 2026 to Jun 8, 2026
- Pooled vehicle clients · 10 to 13Mar 31, 2026 to Jun 8, 2026
- Private funds · 7 to 10Mar 31, 2026 to Jun 8, 2026
- Discretionary RAUM · $7.4B to $7.5BMar 31, 2026 to Jun 8, 2026
- Pooled vehicle RAUM · $7.1B to $7.1BMar 31, 2026 to Jun 8, 2026
- RAUM · $7.4B to $7.5BMar 31, 2026 to Jun 8, 2026
- Accounts · 12 to 13Dec 2, 2025 to Mar 31, 2026
- Advisory employees · 33 to 32Dec 2, 2025 to Mar 31, 2026
- Pooled vehicle clients · 9 to 10Dec 2, 2025 to Mar 31, 2026
- Employees · 72 to 85Dec 2, 2025 to Mar 31, 2026
- Private funds · 6 to 7Dec 2, 2025 to Mar 31, 2026
- Discretionary RAUM · $6.0B to $7.4BDec 2, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $5.6B to $7.1BDec 2, 2025 to Mar 31, 2026
- RAUM · $6.0B to $7.4BDec 2, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to May 17, 2025
- Accounts · 11 to 12May 6, 2024 to Mar 31, 2025
- Advisory employees · 24 to 33May 6, 2024 to Mar 31, 2025
- Employees · 55 to 72May 6, 2024 to Mar 31, 2025
- Discretionary RAUM · $4.6B to $6.0BMay 6, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $4.3B to $5.6BMay 6, 2024 to Mar 31, 2025
- RAUM · $4.6B to $6.0BMay 6, 2024 to Mar 31, 2025
- Advisory employees · 25 to 24Jan 30, 2024 to Mar 28, 2024
- Employees · 46 to 55Jan 30, 2024 to Mar 28, 2024
- Discretionary RAUM · $3.5B to $4.6BJan 30, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $3.2B to $4.3BJan 30, 2024 to Mar 28, 2024
- RAUM · $3.5B to $4.6BJan 30, 2024 to Mar 28, 2024
- Accounts · 9 to 11Mar 31, 2023 to Jan 11, 2024
- Pooled vehicle clients · 7 to 9Mar 31, 2023 to Jan 11, 2024
- Private funds · 4 to 6Mar 31, 2023 to Jan 11, 2024
- Discretionary RAUM · $3.4B to $3.5BMar 31, 2023 to Jan 11, 2024
- Pooled vehicle RAUM · $3.1B to $3.2BMar 31, 2023 to Jan 11, 2024
- RAUM · $3.4B to $3.5BMar 31, 2023 to Jan 11, 2024
Signals
16 dated events
- I•• M••••••••• L••• reported RAUM $6.0B, up 32% from $4.6B (2024-05-06 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- I•• M••••••••• L••• reported RAUM $4.6B, up 29% from $3.5B (2024-01-30 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- I Matthew Brand (Chief Operating Officer) appeared on Schedule A of I•• M••••••••• L•••Jan 30, 2024 · Control person joined · fact
- J••••• J•••• U•••• (Principal) no longer on Schedule A of I•• M••••••••• L••• (listed 2024-01-11, absent 2024-01-30)Jan 30, 2024 · Control person left · inference
- I•• M••••••••• L••• reported RAUM $3.4B, up 30% from $2.6B (2023-02-24 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Matthew Brian Feldman (Chief Compliance Officer) no longer on Schedule A of I•• M••••••••• L••• (listed 2022-03-30, absent 2022-05-05)May 5, 2022 · Control person left · inference
- R••• D•••••• B•••• (General Counsel/Chief Compliance Officer) appeared on Schedule A of I•• M••••••••• L•••May 5, 2022 · Control person joined · fact
- I•• M••••••••• L••• reported RAUM $2.6B, up 64% from $1.6B (2022-01-19 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Matthew Brian Feldman (Chief Compliance Officer) appeared on Schedule A of I•• M••••••••• L•••Jan 19, 2022 · Control person joined · fact
- A. Hayley Stein (Chief Compliance Officer) no longer on Schedule A of I•• M••••••••• L••• (listed 2021-03-31, absent 2022-01-19)Jan 19, 2022 · Control person left · inference
- I•• M••••••••• L••• reported RAUM $1.5B, up 42% from $1.0B (2019-08-29 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- Sim Daniel Lee (Controller And Chief Compliance Officer) no longer on Schedule A of I•• M••••••••• L••• (listed 2019-04-29, absent 2019-08-29)Aug 29, 2019 · Control person left · inference
- A. Hayley Stein (Chief Compliance Officer) appeared on Schedule A of I•• M••••••••• L•••Aug 29, 2019 · Control person joined · fact
- I•• M••••••••• L••• reported RAUM $1.0B, up 75% from $582.5M (2018-05-17 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- I•• M••••••••• L••• reported RAUM $582.5M, up 55% from $376.6M (2017-05-01 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
- I•• M••••••••• L••• filed its initial SEC registration (Form ADV)Oct 22, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- I•• M••••••••• L••• · Independent Sponsorsshared crd · capital_provider
- I•• M••••••••• L••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/ite-managementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- ITEMGMT.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (212) 220-5802reportedpublic record, Form ADV, Sep 1, 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