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

Motif Capital Management, Inc.

Former SEC-registered adviserSan Mateo, CaliforniaCRD 277051SEC 801-105472IAPD
Latest filing Mar 27, 2020
First filing on the tape Jul 23, 2015 · 14 filings
RAUM
$869M
reported, Item 5.F
Discretionary
2.1%
of RAUM
Private clients
2.1%
$18.2M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
7
6 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$869M as of Mar 27, 2020
Mar 18, 2016$119M then
HNW client RAUM$18.2M as of Mar 27, 2020
Mar 27, 2018$5.6M then
State-registered IARs (5.B.3)5 as of Mar 27, 2020
Mar 18, 20163 then
Employees (5.A)7 as of Mar 27, 2020
Mar 18, 201611 then
Private funds: no history
RAUM +64% over the last fiscal year+70% a year over threeIARs 5 to 5offices 2 to 1
Practice profile
derived from the filing of Mar 27, 2020; every figure names its basis
RAUM per advisor
$174MderivedRAUM 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
$4.7MderivedRAUM over accounts (5.F.2.f)
Discretionary
2.1%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.4derivedItem 5.A over advisors
Advisors per office
2.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year
+64%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, otherreportedItem 5.E
Advisory activities
portfolio management for businesses and institutions, portfolio management for pooled vehicles, publications, educational seminars, 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)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Banks and thrifts$586M97%
  • High-net-worth individuals$18.2M3.0%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
184reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
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
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Joseph Robert Salvador · Chief Compliance Officercontrol
    since 07/2015 · owns less than 5%
  • Singh Hardeep Walia · Chief Executive Officercontrol
    since 07/2015 · owns less than 5%
Entity owners
  • Motif Investing, Inc. · Owner
    direct · owns 75% or more
  • Balderton Capital · Owner
    indirect · owns F of Motif Investing, Inc.
  • Daniel V. Tierney 2011 Trust · Owner
    indirect · owns F of Motif Investing, Inc.
  • Foundation Capital Vi LP · Owner
    indirect · owns F of Motif Investing, Inc.
  • Ignition Managing Directors · Owner
    indirect · owns F of Motif Investing, Inc.
  • Ignition Venture Partners IV, · Owner
    indirect · owns F of Motif Investing, Inc.
  • Motif Investing, Inc.(Formerly Funddna, Inc.) Equity Incentive Plan · Owner
    indirect · owns F of Motif Investing, Inc.
  • Norwest Venture Partners Xi · Owner
    indirect · owns F of Motif Investing, Inc.
  • Renren Lianhe Holdings · Owner
    indirect · owns F of Motif Investing, Inc.
Related persons
Schedule D 7.A
Offices
Schedule D 1.F, the 25 largest
  • Rancho Cordova, CA1 employees
What changed
consecutive filings, newest first
  • Accounts · 186 to 184
    Mar 26, 2019 to Mar 27, 2020
  • Advisory activities · 6 to 5
    Mar 26, 2019 to Mar 27, 2020
  • Other offices · 2 to 1
    Mar 26, 2019 to Mar 27, 2020
  • Discretionary RAUM · $14.9M to $18.2M
    Mar 26, 2019 to Mar 27, 2020
  • HNW RAUM · $14.9M to $18.2M
    Mar 26, 2019 to Mar 27, 2020
  • Non-discretionary RAUM · $515M to $851M
    Mar 26, 2019 to Mar 27, 2020
  • RAUM · $530M to $869M
    Mar 26, 2019 to Mar 27, 2020
  • Accounts · 195 to 186
    Mar 27, 2018 to Mar 26, 2019
  • Advisory employees · 10 to 6
    Mar 27, 2018 to Mar 26, 2019
  • BD registered reps · 5 to 4
    Mar 27, 2018 to Mar 26, 2019
  • Employees · 11 to 7
    Mar 27, 2018 to Mar 26, 2019
  • State-registered IARs · 7 to 5
    Mar 27, 2018 to Mar 26, 2019
  • Other offices · 1 to 2
    Mar 27, 2018 to Mar 26, 2019
  • Discretionary RAUM · $5.6M to $14.9M
    Mar 27, 2018 to Mar 26, 2019
  • HNW RAUM · $5.6M to $14.9M
    Mar 27, 2018 to Mar 26, 2019
  • Non-discretionary RAUM · $356M to $515M
    Mar 27, 2018 to Mar 26, 2019
  • RAUM · $362M to $530M
    Mar 27, 2018 to Mar 26, 2019
  • Accounts · 4 to 195
    Nov 16, 2017 to Mar 27, 2018
  • Advisory employees · 8 to 10
    Nov 16, 2017 to Mar 27, 2018
  • BD registered reps · 6 to 5
    Nov 16, 2017 to Mar 27, 2018
  • Employees · 10 to 11
    Nov 16, 2017 to Mar 27, 2018
  • Other offices · 0 to 1
    Nov 16, 2017 to Mar 27, 2018
  • Discretionary RAUM · $5.1M to $5.6M
    Nov 16, 2017 to Mar 27, 2018
  • HNW RAUM · $5.1M to $5.6M
    Nov 16, 2017 to Mar 27, 2018
  • Non-discretionary RAUM · $111M to $356M
    Nov 16, 2017 to Mar 27, 2018
  • RAUM · $116M to $362M
    Nov 16, 2017 to Mar 27, 2018
  • Accounts · 157 to 4
    Aug 4, 2017 to Nov 16, 2017
  • Advisory employees · 4 to 8
    Aug 4, 2017 to Nov 16, 2017
  • BD registered reps · 5 to 6
    Aug 4, 2017 to Nov 16, 2017
  • Employees · 7 to 10
    Aug 4, 2017 to Nov 16, 2017
  • State-registered IARs · 4 to 7
    Aug 4, 2017 to Nov 16, 2017
  • Other offices · unset to 0.0
    Aug 4, 2017 to Nov 16, 2017
  • Discretionary RAUM · $0 to $5.1M
    Aug 4, 2017 to Nov 16, 2017
  • HNW RAUM · unset to 5100000.0
    Aug 4, 2017 to Nov 16, 2017
  • Non-discretionary RAUM · $176M to $111M
    Aug 4, 2017 to Nov 16, 2017
  • RAUM · $176M to $116M
    Aug 4, 2017 to Nov 16, 2017
  • Advisory employees · 6 to 4
    Mar 16, 2017 to Aug 4, 2017
  • BD registered reps · 7 to 5
    Mar 16, 2017 to Aug 4, 2017
  • Employees · 9 to 7
    Mar 16, 2017 to Aug 4, 2017
  • State-registered IARs · 3 to 4
    Mar 16, 2017 to Aug 4, 2017
Signals
5 dated events
  • Motif Capital Management, Inc. reported RAUM $868.9M, up 64% from $530.1M (2019-03-26 to 2020-03-27)
    Mar 27, 2020 · RAUM change · derived
  • Motif Capital Management, Inc. reported RAUM $530.1M, up 46% from $361.9M (2018-03-27 to 2019-03-26)
    Mar 26, 2019 · RAUM change · derived
  • Tuhin Ghosh (Chief Investment Officer) no longer on Schedule A of Motif Capital Management, Inc. (listed 2018-03-27, absent 2019-03-26)
    Mar 26, 2019 · Control person left · inference
  • Motif Capital Management, Inc. reported RAUM $361.9M, up 211% from $116.5M (2017-11-16 to 2018-03-27)
    Mar 27, 2018 · RAUM change · derived
  • Motif Capital Management, Inc. filed its initial SEC registration (Form ADV)
    Jul 23, 2015 · 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