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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
I• E• F••• M••••••••• ••••••••• P•••••• L••••••
Latest filing Jul 2, 2026
First filing on the tape Sep 24, 2018 · 25 filings
SEC status approved since Feb 11, 2019
RAUM
$21B
reported, Item 5.F
Discretionary
20%
of RAUM
Private clients
0.8%
$164M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
54
13 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
27
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$21B as of Jul 2, 2026
Mar 30, 2020$3.0B then
HNW client RAUM$164M as of Jul 2, 2026
Mar 30, 2020$264M then
State-registered IARs (5.B.3)0 as of Jul 2, 2026
Mar 30, 20200 then
Employees (5.A)54 as of Jul 2, 2026
Mar 30, 202033 then
Private funds27 as of Jul 2, 2026
Mar 30, 20209 then
RAUM +38% over the last fiscal year+32% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 2, 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
- $14.9MderivedHNW RAUM over HNW clients
- Average account
- $205MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 20%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
- +38%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 individuals, portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$21B98%
- Other investment advisers$335M1.6%
- High-net-worth individuals$164M0.8%
- Individual clients
- n/areported
- HNW clients
- 11reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 103reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.01 fund_share=0.99 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
30 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A•••••• H••••• P•• L•• | Private Equity Fund | $769M | 7 | Mar 24, 2021 |
| B•• I••••••••• 1• P•• L•• | Private Equity Fund | $632M | 7 | Mar 31, 2023 |
| B•••• T••• S•••••• V•• | Private Equity Fund | $544M | 8 | Mar 28, 2022 |
| J•••• R• I••••••••• 2• P•• L•• | Private Equity Fund | $312M | 1 | Mar 30, 2020 |
| P• E•••••••• P•• L•• | Private Equity Fund | $265M | 13 | Mar 28, 2022 |
| J•••• R• I••••••••• 5• P•• L•• | Real Estate Fund | $93.4M | 1 | Mar 31, 2023 |
| P• I••• I••••• P•• L•• | Private Equity Fund | $80.4M | 5 | Mar 21, 2024 |
| P• L•• P•• L•• | Private Equity Fund | $76.4M | 3 | Mar 31, 2023 |
| C•••••• R••••••••• P•• L•• | Real Estate Fund | $58.5M | 1 | Mar 31, 2023 |
| I••••• L•••••••• A• P•• L•• | Real Estate Fund | $56.3M | 1 | Mar 28, 2022 |
| A••• I••••••••• M••••• H••••••• P•• L•• | Real Estate Fund | $48.9M | 1 | Mar 30, 2020 |
| R• S•••••• G••••• | Hedge Fund | $40.8M | 37 | Mar 28, 2022 |
| J•••• R• I••••••••• P•• L••no longer reported | Private Equity Fund | $31.9M | 1 | Mar 30, 2020 |
| S•••• 2• F•••no longer reported | Hedge Fund | $29.6M | 15 | Apr 6, 2017 |
| J•••• R• I••••••••• 3• P•• L••no longer reported | Real Estate Fund | $22.9M | 1 | Mar 30, 2020 |
| Y•••••• 3• P•• L••no longer reported | Real Estate Fund | $22.9M | 1 | Mar 30, 2020 |
| G•• J•••• E••••• L••• S•••• F•••no longer reported | Hedge Fund | $21.5M | 2 | Mar 28, 2022 |
| C•••••• R••••••••• P•• L••no longer reported | Real Estate Fund | $18.0M | 1 | Mar 24, 2021 |
| K•••• R• I••••••••• P•• L••no longer reported | Real Estate Fund | $16.1M | 1 | Mar 30, 2020 |
| G•• J•••• E••••• L••• S•••• M••••• F••• | Hedge Fund | $14.7M | 2 | Mar 31, 2023 |
| K•••• R• I••••••••• P•• L••no longer reported | Real Estate Fund | $14.7M | 1 | Mar 31, 2023 |
| A• R••••• X• K•••• V•••••••• R••• E••••• P•• L•• | Real Estate Fund | $14.7M | 1 | Mar 30, 2020 |
| A• F••• K••• A•••• P•• L•• | Real Estate Fund | $14.5M | 1 | Mar 28, 2022 |
| S•••••• R••••••••• P•• L••no longer reported | Real Estate Fund | $13.6M | 1 | Mar 30, 2020 |
| G•• A••• F•••no longer reported | Hedge Fund | $11.2M | 7 | Apr 6, 2017 |
| C••• F••••• A••• F•••no longer reported | Hedge Fund | $3.4M | 3 | Jul 11, 2016 |
| C•••••• J•••• F•••no longer reported | Hedge Fund | $688,711 | 3 | Jul 11, 2016 |
| Y•••••• L•••••••• P•• L••no longer reported | Real Estate Fund | $0 | 1 | Mar 24, 2021 |
| P• A•••••• P•• L••no longer reported | Private Equity Fund | $0 | 7 | Mar 28, 2022 |
| Y•••••• 2• P•• L••no longer reported | Real Estate Fund | $0 | 1 | Mar 30, 2020 |
Owners and control persons
Schedule A and B, latest filing
- H••••• I••• S••••••• P•••••• · Non-Executive Directorcontrolsince 07/2007 · owns 25% to 50%
- P••••••••• A••• · Chief Portfolio Officer & Executive Directorcontrolsince 02/2017 · owns less than 5%
- T••• L• C•••• · Chief Financial Officer & Chief Risk Officer & Executive Directorcontrolsince 08/2019 · owns less than 5%
- V••••••• M•••• R••••• · Chief Executive Officer & Executive Directorcontrolsince 03/2006 · owns 25% to 50%
- Z••••• L••••• · Chief Operating Officer & Executive Directorcontrolsince 08/2019 · owns less than 5%
- H••••• I••• S••••••• P•••••• · Shareholdercontrolsince 09/2010 · owns 25% to 50% of G•••••• C•••••• L••••••
- V••••••• M•••• R••••• · Shareholdercontrolsince 12/2019 · owns 25% to 50% of G•••••• C•••••• L••••••
- C•••• P•• S•• · Compliance Officersince 09/2019 · owns less than 5%
Entity owners
- G•••••• C•••••• L•••••• · Shareholderdirect · owns 75% or more
Related persons
Schedule D 7.A
- G•••••• C•••••• J•••• L••••••investment advisernRAUM $1.8B
Advisers that list I• E• F••• M••••••••• ••••••••• P•••••• L•••••• as a related person
- 309108 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Business name · G•••••• C•••••• S•••••••• P•••••• L•••••• to I• E• F••• M••••••••• ••••••••• P•••••• L••••••Apr 27, 2026 to Jul 2, 2026
- Legal name · G•••••• C•••••• S•••••••• P•••••• L•••••• to I• E• F••• M••••••••• ••••••••• P•••••• L••••••Apr 27, 2026 to Jul 2, 2026
- Accounts · 112 to 103Aug 4, 2025 to Mar 23, 2026
- Advisory employees · 22 to 13Aug 4, 2025 to Mar 23, 2026
- HNW clients · 26 to 11Aug 4, 2025 to Mar 23, 2026
- Pooled vehicle clients · 86 to 90Aug 4, 2025 to Mar 23, 2026
- Employees · 64 to 54Aug 4, 2025 to Mar 23, 2026
- Private funds · 20 to 27Aug 4, 2025 to Mar 23, 2026
- Discretionary RAUM · $4.0B to $4.2BAug 4, 2025 to Mar 23, 2026
- HNW RAUM · $334M to $164MAug 4, 2025 to Mar 23, 2026
- Non-discretionary RAUM · $11B to $17BAug 4, 2025 to Mar 23, 2026
- Pooled vehicle RAUM · $15B to $21BAug 4, 2025 to Mar 23, 2026
- RAUM · $15B to $21BAug 4, 2025 to Mar 23, 2026
- Succession · true to falseAug 4, 2025 to Mar 23, 2026
- Succession · false to trueJul 3, 2025 to Aug 4, 2025
- Assets in custody · 2904281823.0 to unsetApr 29, 2025 to Jul 3, 2025
- Custody of client assets · true to falseApr 29, 2025 to Jul 3, 2025
- Financial planning clients · unset to Apr 29, 2025 to Jul 3, 2025
- Accounts · 64 to 112Oct 14, 2024 to Apr 29, 2025
- Advisory employees · 27 to 22Oct 14, 2024 to Apr 29, 2025
- HNW clients · 30 to 26Oct 14, 2024 to Apr 29, 2025
- Pooled vehicle clients · 34 to 86Oct 14, 2024 to Apr 29, 2025
- Assets in custody · unset to 2904281823.0Oct 14, 2024 to Apr 29, 2025
- Custody of client assets · false to trueOct 14, 2024 to Apr 29, 2025
- Employees · 62 to 64Oct 14, 2024 to Apr 29, 2025
- HQ state · unset to Oct 14, 2024 to Apr 29, 2025
- Private funds · 15 to 20Oct 14, 2024 to Apr 29, 2025
- Discretionary RAUM · $3.2B to $4.0BOct 14, 2024 to Apr 29, 2025
- HNW RAUM · $297M to $334MOct 14, 2024 to Apr 29, 2025
- Non-discretionary RAUM · $8.7B to $11BOct 14, 2024 to Apr 29, 2025
- Pooled vehicle RAUM · $12B to $15BOct 14, 2024 to Apr 29, 2025
- RAUM · $12B to $15BOct 14, 2024 to Apr 29, 2025
- Accounts · 58 to 64Mar 31, 2023 to Mar 21, 2024
- Advisory employees · 28 to 27Mar 31, 2023 to Mar 21, 2024
- HNW clients · 31 to 30Mar 31, 2023 to Mar 21, 2024
- Pooled vehicle clients · 27 to 34Mar 31, 2023 to Mar 21, 2024
- Employees · 49 to 62Mar 31, 2023 to Mar 21, 2024
- Private funds · 16 to 15Mar 31, 2023 to Mar 21, 2024
- Discretionary RAUM · $2.0B to $3.2BMar 31, 2023 to Mar 21, 2024
- HNW RAUM · $282M to $297MMar 31, 2023 to Mar 21, 2024
Signals
9 dated events
- I• E• F••• M••••••••• ••••••••• P•••••• L•••••• reported RAUM $21.1B, up 38% from $15.3B (2025-08-04 to 2026-03-23)Mar 23, 2026 · RAUM change · derived
- G•••••• C•••••• S•••••••• P•••••• L•••••• reported succeeding to the business of G•••••• C•••••• S•••••••• P•••••• L•••••• (Form ADV Item 4)Aug 4, 2025 · Succession (Item 4) · fact
- I• E• F••• M••••••••• ••••••••• P•••••• L•••••• reported RAUM $15.3B, up 29% from $11.9B (2024-10-14 to 2025-04-29)Apr 29, 2025 · RAUM change · derived
- I• E• F••• M••••••••• ••••••••• P•••••• L•••••• reported RAUM $11.9B, up 29% from $9.2B (2023-03-31 to 2024-03-21)Mar 21, 2024 · RAUM change · derived
- I• E• F••• M••••••••• ••••••••• P•••••• L•••••• reported RAUM $9.2B, up 37% from $6.7B (2022-03-28 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- I• E• F••• M••••••••• ••••••••• P•••••• L•••••• reported RAUM $5.5B, up 81% from $3.0B (2020-10-14 to 2021-03-24)Mar 24, 2021 · RAUM change · derived
- Lijuan Zheng (Chief Operating Officer) appeared on Schedule A of I• E• F••• M••••••••• ••••••••• P•••••• L••••••Mar 30, 2020 · Control person joined · fact
- Li Chern Tay (Chief Financial Officer & Chief Risk Officer) appeared on Schedule A of I• E• F••• M••••••••• ••••••••• P•••••• L••••••Mar 30, 2020 · Control person joined · fact
- G•••••• C•••••• filed its initial SEC registration (Form ADV)Sep 24, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- G•••••• C•••••• S•••••••• P•••••• L•••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- iqeq.com/gordian-capital-now-iq-eqreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 65 6597 6680reportedpublic record, Form ADV, Jul 2, 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
Across the graphs
I• E• F••• M••••••••• ••••••••• P•••••• L•••••• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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