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
R• A••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Jun 27, 2016 · 29 filings
SEC status approved since Jul 15, 2016
RAUM
$128M
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
4
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$128M as of Mar 30, 2026
Mar 29, 2017$8.9M then
HNW client RAUM$0 as of Mar 30, 2026
Mar 28, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 29, 20170 then
Employees (5.A)4 as of Mar 30, 2026
Mar 29, 20177 then
Private funds1 as of Mar 30, 2022
Mar 31, 20205 then
RAUM -11% over the last fiscal year-11% a year over threeIARs 0 to 0offices 2 to 1
Practice profile
derived from the filing of Mar 30, 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
- $64.1MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -11%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $143M, 2 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$128M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 2reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $143M for 2 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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| R• P••••• L••no longer reported | Real Estate Fund | $17.1M | 1 | Mar 31, 2020 |
| R• T•• H•••••••• L••no longer reported | Real Estate Fund | $9.2M | 1 | Nov 1, 2019 |
| R• T•••••• H•••• L••no longer reported | Real Estate Fund | $6.3M | 2 | Nov 1, 2019 |
| R• L• P••••••• L••no longer reported | Real Estate Fund | $4.7M | 1 | Nov 1, 2019 |
| R••••••••• 1••• L••no longer reported | Real Estate Fund | $15,078 | 70 | Nov 1, 2019 |
Owners and control persons
Schedule A and B, latest filing
- H•••••• J•••••••• P•••• · Chief Executive Officercontrolsince 03/2015 · owns less than 5%
- L•••• E••• · Vice President, Portfolio M••••••controlsince 01/2019 · owns less than 5%
- M••••••• K••••• P•••••• · Chief Accounting Officercontrolsince 02/2022 · owns less than 5%
- H••••• T•••• N•••••• · Chief Compliance Officersince 06/2023 · owns less than 5%
Entity owners
- R••••• M••••• C•• · Sole Memberdirect · owns 75% or more
- C••••• I•• L• · Direct Ownerindirect · owns 25% to 50% of R••••• M••••• C••
Related persons
Schedule D 7.A
- R••••• M•••• C••••••••• C••••••• C••investment companyn
- R• C••••••••• L••pooled vehicle sponsorn
- R• M••••••• L••investment advisern
- R• S••••••••• L••broker-dealern
- R• S••••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- BD registered reps · 3 to 0Dec 24, 2025 to Mar 30, 2026
- Employees · 5 to 4Dec 24, 2025 to Mar 30, 2026
- Discretionary RAUM · $143M to $128MDec 24, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $143M to $128MDec 24, 2025 to Mar 30, 2026
- RAUM · $143M to $128MDec 24, 2025 to Mar 30, 2026
- HQ city · to ORLANDOAug 18, 2025 to Dec 24, 2025
- HQ state · to FLAug 18, 2025 to Dec 24, 2025
- Related broker-dealer · true to falseAug 18, 2025 to Dec 24, 2025
- Other offices · 2 to 1Mar 26, 2025 to Aug 18, 2025
- Assets in custody · $175M to $143MFeb 11, 2025 to Mar 26, 2025
- Employees · 6 to 5Feb 11, 2025 to Mar 26, 2025
- Financial planning clients · unset to Feb 11, 2025 to Mar 26, 2025
- Discretionary RAUM · $175M to $143MFeb 11, 2025 to Mar 26, 2025
- Pooled vehicle RAUM · $175M to $143MFeb 11, 2025 to Mar 26, 2025
- RAUM · $175M to $143MFeb 11, 2025 to Mar 26, 2025
- HQ city · unset to Oct 16, 2024 to Feb 11, 2025
- HQ state · unset to Oct 16, 2024 to Feb 11, 2025
- Other offices · 1 to 2Oct 16, 2024 to Feb 11, 2025
- BD registered reps · 0 to 3Jun 30, 2023 to Mar 28, 2024
- Assets in custody · $180M to $175MJun 30, 2023 to Mar 28, 2024
- Employees · 5 to 6Jun 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $180M to $175MJun 30, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $180M to $175MJun 30, 2023 to Mar 28, 2024
- RAUM · $180M to $175MJun 30, 2023 to Mar 28, 2024
- Related broker-dealer · false to trueJun 30, 2023 to Mar 28, 2024
- Other offices · 2 to 1Mar 31, 2023 to Jun 30, 2023
- Accounts · 3 to 2Mar 30, 2022 to Mar 31, 2023
- Pooled vehicle clients · 3 to 2Mar 30, 2022 to Mar 31, 2023
- Assets in custody · $145M to $180MMar 30, 2022 to Mar 31, 2023
- Other offices · 0 to 2Mar 30, 2022 to Mar 31, 2023
- Private funds · 1 to unsetMar 30, 2022 to Mar 31, 2023
- Discretionary RAUM · $145M to $180MMar 30, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $145M to $180MMar 30, 2022 to Mar 31, 2023
- RAUM · $145M to $180MMar 30, 2022 to Mar 31, 2023
- Advisory employees · 2 to 3Mar 29, 2021 to Mar 30, 2022
- Assets in custody · $111M to $145MMar 29, 2021 to Mar 30, 2022
- Employees · 3 to 5Mar 29, 2021 to Mar 30, 2022
- HQ city · MIAMI to unsetMar 29, 2021 to Mar 30, 2022
- HQ state · FL to unsetMar 29, 2021 to Mar 30, 2022
- Discretionary RAUM · $111M to $145MMar 29, 2021 to Mar 30, 2022
Signals
13 dated events
- Saher Hamideh (Chief Compliance Officer & Secretary) no longer on Schedule A of R• A••••••• L•• (listed 2023-03-31, absent 2023-06-30)Jun 30, 2023 · Control person left · inference
- Patrick Kevin Moclair (Chief Accounting Officer) appeared on Schedule A of R• A••••••• L••Mar 30, 2022 · Control person joined · fact
- Anggraini Ayla Nazli (Chief Compliance Officer & Secretary) no longer on Schedule A of R• A••••••• L•• (listed 2020-09-01, absent 2021-03-29)Mar 29, 2021 · Control person left · inference
- Saher Hamideh (Chief Compliance Officer & Secretary) appeared on Schedule A of R• A••••••• L••Mar 29, 2021 · Control person joined · fact
- Joseph Michael Schoellhammer (Managing Director) no longer on Schedule A of R• A••••••• L•• (listed 2020-03-31, absent 2020-09-01)Sep 1, 2020 · Control person left · inference
- Anggraini Ayla Nazli (Chief Compliance Officer & Secretary) appeared on Schedule A of R• A••••••• L••Mar 31, 2020 · Control person joined · fact
- Joseph Michael Schoellhammer (Managing Director) appeared on Schedule A of R• A••••••• L••Nov 1, 2019 · Control person joined · fact
- Eric Levy (Assistant Vice President/Portfolio Manager) appeared on Schedule A of R• A••••••• L••Feb 7, 2019 · Control person joined · fact
- Rachael Elizabeth Braman (Senior Managing Director) no longer on Schedule A of R• A••••••• L•• (listed 2019-01-02, absent 2019-02-07)Feb 7, 2019 · Control person left · inference
- Tyler Justin Hughes (Senior Managing Director) no longer on Schedule A of R• A••••••• L•• (listed 2019-01-02, absent 2019-02-07)Feb 7, 2019 · Control person left · inference
- Ashley Karen Fleck (Chief Financial Officer,Vice President And Treasurer) no longer on Schedule A of R• A••••••• L•• (listed 2018-03-28, absent 2019-01-02)Jan 2, 2019 · Control person left · inference
- Scott Aaron Halfacre (President) no longer on Schedule A of R• A••••••• L•• (listed 2018-03-28, absent 2019-01-02)Jan 2, 2019 · Control person left · inference
- R• A••••••• L•• filed its initial SEC registration (Form ADV)Jun 27, 2016 · 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/realty-mogul (LinkedIn Account of Parenreportedpublic record, Form ADV, Sep 19, 2026
- Website
- R•••••••••.COM (WEBSITE FOR R••••• M••••• C••, THE PARENT COreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (407) 876-1702reportedpublic record, Form ADV, Mar 30, 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
R• A••••••• 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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