DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Former SEC-registered adviser

I•• P•••••••• L••

Former SEC-registered adviserChicago, IllinoisCRD 284694SEC 801-108199website IAPD

Latest filing Jun 18, 2024

First filing on the tape Jul 22, 2016 · 16 filings

SEC status approved since Aug 8, 2016

RAUM

$9.6B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

40 advisory (5.B.1)

Offices

beyond the principal office

Private funds

$9.6B gross assets

History

16 filings and snapshots on the tape

RAUM$9.6B as of Mar 28, 2024

Mar 31, 2017$308M then

HNW client RAUM$0 as of Mar 28, 2024

Mar 28, 2018$0 then

State-registered IARs (5.B.3)0 as of Mar 28, 2024

Mar 31, 20172 then

Employees (5.A)67 as of Mar 28, 2024

Mar 31, 201710 then

Private funds17 as of Mar 28, 2024

Mar 31, 20172 then

RAUM +24% over the last fiscal year+32% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Jun 18, 2024; 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: $565MderivedRAUM 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: +24%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: 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)
receives research or other products from a broker-dealer, soft dollars (8.E)
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$9.6B100%

Individual clients: 0reported
HNW clients: 0reported
Pension plan clients: 0reported
Charitable clients: 0reported
Accounts: 17reported
Financial planning clients: n/areported
Wrap fee programs: noreported
Custody of client assets: $0 for 0 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

Every departure Every arrival

Private funds

18 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
I•• P••••••• I•••• L•••	Real Estate Fund	$2.9B	371	Mar 27, 2020
I•• P••••••• I••••• L•••	Real Estate Fund	$1.4B	0	Mar 30, 2023
I•• P••••••• I•••• L•••	Real Estate Fund	$1.4B	103	Mar 27, 2020
I•• D••• C••••• P••••••• F••• I••• L•••	Real Estate Fund	$1.3B	106	Nov 23, 2016
I•• P••••••• I••••• L•••	Real Estate Fund	$646M	0	Mar 30, 2023
I•• D••• C••••• P••••••• F••• I••• L•••	Real Estate Fund	$471M	27	Nov 23, 2016
I•• P••••••• I•••• L•••	Real Estate Fund	$389M	4	Mar 27, 2020
P•••• I•••••••• J•	Real Estate Fund	$237M	0	Mar 28, 2024
I•• P••••••• I••• ••••• L•••	Real Estate Fund	$236M	371	Mar 30, 2022
P•••••• J•	Real Estate Fund	$225M	0	Mar 28, 2024
I•• D••• C••••• I••••••••• P••••••• F••• I• L•••	Real Estate Fund	$199M	1	Mar 27, 2019
I•• P••••••• I••• ••••• L•••	Real Estate Fund	$113M	103	Mar 30, 2022
I•• P••••••• I••• ••••• L•••	Real Estate Fund	$31.5M	4	Mar 30, 2022
I•• P••••••• I•••• •••••• A•••• L•••	Real Estate Fund	$21.8M	0	Mar 30, 2023
I•• P••••••• I•••• •••••• A•••• L•••	Real Estate Fund	$9.9M	0	Mar 30, 2023
I•• P••••••• I•••• ••••• L••	Real Estate Fund	$788,889	0	Mar 30, 2023
I•• P••••••• I•••• ••••• L•••	Real Estate Fund	$359,673	0	Mar 30, 2023
I•• P••••••• I•••• L•••no longer reported	Real Estate Fund	$0	0	Mar 27, 2020

Owners and control persons

Schedule A and B, latest filing

A••••••• M••••••• R•••••• · Managing Directorcontrol
since 03/2017 · owns less than 5%
B••••••• B••••••• T••••• · Chief Financial Officercontrol
since 03/2022 · owns less than 5%
C•••• A•••• •••• · Chief Compliance Officer & Associate Counselcontrol
since 01/2024 · owns less than 5%
S••••• N••••• A•••• · G•••Ral Counselcontrol
since 07/2019 · owns less than 5%
B•••• A•••• T•••••• · Co-Trusteecontrol
since 03/2010 · owns F of L••• O•• T••••
B•••• R•••••• M••• · Co-Trusteecontrol
since 03/2010 · owns F of L••• O•• T••••
H•••• R•••• J••••• · Membercontrol
since 01/2017 · owns 25% to 50% of I•••• M••••••••• G•• L••
H•••• R•••• J••••• · Partnercontrol
since 01/2017 · owns 25% to 50% of I•••• M••••••••• L•
H•••••• J••• H••••• · Membercontrol
since 05/2020 · owns 75% or more of F• G• H•••••• L••
J••••• W••••••• S•••••• · Membercontrol
since 01/2017 · owns 25% to 50% of I•••• M••••••••• G•• L••
J••••• W••••••• S•••••• · Partnercontrol
since 01/2017 · owns 25% to 50% of I•••• M••••••••• L•
L••••• T•••••• C•••••• · Partnercontrol
since 01/2017 · owns 25% to 50% of I•••• M••••••••• L•
L••••• T•••••• C•••••• · Membercontrol
since 01/2017 · owns 25% to 50% of I•••• M••••••••• G•• L••
M••••• D•••••• •••• · Trusteecontrol
since 10/2020 · owns F of M•••• F••••• T•••• D•• 1•••••••
M••••• D•••••• K•••••••• · Trusteecontrol
since 10/2020 · owns F of M•••• F••••• T•••• D•• 1•••••••
M••••• D•••••• K•••••••• · Sole Membercontrol
since 12/2013 · owns 75% or more of I••••• C•••••• G•••• G•• L••
M••••••• G•••• C•••••• · Membercontrol
since 01/2017 · owns 25% to 50% of I•••• M••••••••• G•• L••
M••••••• G•••• C•••••• · Partnercontrol
since 01/2017 · owns 25% to 50% of I•••• M••••••••• L•

Entity owners

I••••• C••••••• L•• · Member
direct · owns 50% to 75%
I••• P•••• D• M••••••••• L•• · Member
direct · owns 50% to 75%
F• G• H•••••• L•• · M••••••
indirect · owns F of K••••••• A••••••• G•••••• L••
F• G• H•••••• L•• · M••••••
indirect · owns F of K••••••• A••••••• H•••••• L••
I••••• C•••••• G•••• G•• L•• · G•••Ral Partner
indirect · owns F of I••••• M••••••••• H•••••••• L•
I••••• C•••••• G•••• G•• L•• · G•••Ral Partner
indirect · owns F of I••••• F•••••• L•
I••••• C•••••• G•••• G•• L•• · G•••Ral Partner
indirect · owns F of I••••• C•••••• G••••• L•••
I••••• C•••••• G••••• L••• · Sole Member
indirect · owns 75% or more of I••••• C••••••• L••
I••••• F•••••• L• · Limited Partner
indirect · owns 75% or more of I••••• M••••••••• H•••••••• L•
I••••• M••••••••• H•••••••• L• · Limited Partner
indirect · owns 75% or more of I••••• C•••••• G••••• L•••
I•••• M••••••••• G•• L•• · G•••Ral Partner
indirect · owns F of I•••• M••••••••• L•
I•••• M••••••••• L• · Sole Member
indirect · owns 75% or more of I••• P•••• D• M••••••••• L••
K••••••• A••••••• G•••••• L•• · G•••Ral Partner
indirect · owns F of K••••••• A•••••••• L•
K••••••• A••••••• H•••••• L•• · Limited Partner
indirect · owns 75% or more of K••••••• A•••••••• L•
K••••••• A••••••• H•••••• L•• · Member
indirect · owns 75% or more of K••••••• A••••••• G•••••• L••
K••••••• A•••••••• L• · Member
indirect · owns 25% to 50% of F• I•• I•••••••• I•• L••
L••• O•• T•••• · Member
indirect · owns 75% or more of K••••••• A••••••• H•••••• L••
M•••• F••••• T•••• D•• 1••••••• · Limited Partner
indirect · owns 50% to 75% of I••••• F•••••• L•
F• I•• I•••••••• I•• L•• · Member
indirect · owns 25% to 50% of I••• P•••• D• M••••••••• L••

Related persons

Schedule D 7.A

B• H••••••• A• G• L•
pooled vehicle sponsorn
B• H••••••• T• S• G•• L•
pooled vehicle sponsorn
C••••••••• P•••••••• G• I•• L•
pooled vehicle sponsorn
C••••••••• P•••••••• G• I•• L•
pooled vehicle sponsorn
C••••••••• P•••••••• G• I• L•
pooled vehicle sponsorn
C••••••••• P•••••••• G• L••
pooled vehicle sponsorn
C••••••••• P•••••••• G• V• L•
pooled vehicle sponsorn
C••••••••• P•••••••• G•• L•••
pooled vehicle sponsorn
G• I•••••••• P•••••••• 2••• G• L•
pooled vehicle sponsorn
G• I•••••••• P•••••••• 2••• G• L•
pooled vehicle sponsorn
G• I•••••••• P•••••••• 2••• G• L•
pooled vehicle sponsorn
I••••• C•••••• ••••••••• P••• L•••
investment advisery
I••••• C••••••• L••
investment adviserpooled vehicle sponsoryRAUM $118B
I••••• D• F••• I• G• H••••••• L•••
pooled vehicle sponsorn
I••••• D• F••• I• G• H•••••• L•
pooled vehicle sponsorn
I••••• D• F••• I•• G• H••••••• L•••
pooled vehicle sponsorn
I••••• P••••••• ••• L••
investment advisern
I••••• R••••••••• P••••••• G•• L•
pooled vehicle sponsorn
I••••• S•••••••• M••••••••• L••
investment advisern
I••••• S•••••••• P••••••• G•• L•••
pooled vehicle sponsorn
I••••• S•••••••• P••••••• I• G•• L•••
pooled vehicle sponsorn
I••••• S•••••••• P••••••• I•• G•• L•••
pooled vehicle sponsorn
I••••• S•••••••• P••••••• I• G•• L•••
pooled vehicle sponsorn
I••••• S•••••••• P••••••• V• G•• L•••
pooled vehicle sponsorn
I••••• S•••••••• P••••••• V• G•• L•••
pooled vehicle sponsorn
I••••• S•••••••• P••••••• V•• G•• L•••
pooled vehicle sponsorn
I•• B• G• L••
pooled vehicle sponsorn
I•• B•• G••••• A•••••• G••• • C•• K•
investment adviserpooled vehicle sponsorn
I•• B•• H••••••• G•• L••
pooled vehicle sponsorn
I•• C•• I• G•• L••
pooled vehicle sponsorn

Advisers that list I•• P•••••••• L•• as a related person

157078 n
159198 y

Offices

Schedule D 1.F, the 25 largest

Amsterdam, Netherlands8 employees
Dallas, TX6 employees
San Francisco, CA6 employees
Washington, DC2 employees

What changed

consecutive filings, newest first

Accounts · 9 to 17
Jan 5, 2024 to Mar 28, 2024
Advisory employees · 30 to 40
Jan 5, 2024 to Mar 28, 2024
Pooled vehicle clients · 15 to 17
Jan 5, 2024 to Mar 28, 2024
Assets in custody · $5.1B to $0
Jan 5, 2024 to Mar 28, 2024
Employees · 44 to 67
Jan 5, 2024 to Mar 28, 2024
Private funds · 15 to 17
Jan 5, 2024 to Mar 28, 2024
Discretionary RAUM · $7.7B to $9.6B
Jan 5, 2024 to Mar 28, 2024
Pooled vehicle RAUM · $7.7B to $9.6B
Jan 5, 2024 to Mar 28, 2024
RAUM · $7.7B to $9.6B
Jan 5, 2024 to Mar 28, 2024
Advisory employees · 22 to 30
Mar 30, 2022 to Mar 30, 2023
Pooled vehicle clients · 9 to 15
Mar 30, 2022 to Mar 30, 2023
Assets in custody · $4.1B to $5.1B
Mar 30, 2022 to Mar 30, 2023
Employees · 27 to 44
Mar 30, 2022 to Mar 30, 2023
Private funds · 9 to 15
Mar 30, 2022 to Mar 30, 2023
Discretionary RAUM · $7.4B to $7.7B
Mar 30, 2022 to Mar 30, 2023
Pooled vehicle RAUM · $7.4B to $7.7B
Mar 30, 2022 to Mar 30, 2023
RAUM · $7.4B to $7.7B
Mar 30, 2022 to Mar 30, 2023
Accounts · 7 to 9
Mar 29, 2021 to Mar 30, 2022
Advisory employees · 15 to 22
Mar 29, 2021 to Mar 30, 2022
Pooled vehicle clients · 7 to 9
Mar 29, 2021 to Mar 30, 2022
Assets in custody · $4.2B to $4.1B
Mar 29, 2021 to Mar 30, 2022
Employees · 16 to 27
Mar 29, 2021 to Mar 30, 2022
Other offices · 3 to 4
Mar 29, 2021 to Mar 30, 2022
Private funds · 7 to 9
Mar 29, 2021 to Mar 30, 2022
Discretionary RAUM · $4.2B to $7.4B
Mar 29, 2021 to Mar 30, 2022
Pooled vehicle RAUM · $4.2B to $7.4B
Mar 29, 2021 to Mar 30, 2022
RAUM · $4.2B to $7.4B
Mar 29, 2021 to Mar 30, 2022
Accounts · 5 to 7
Dec 4, 2020 to Mar 29, 2021
Advisory employees · 11 to 15
Dec 4, 2020 to Mar 29, 2021
Pooled vehicle clients · 5 to 7
Dec 4, 2020 to Mar 29, 2021
Assets in custody · $172M to $4.2B
Dec 4, 2020 to Mar 29, 2021
Employees · 13 to 16
Dec 4, 2020 to Mar 29, 2021
Discretionary RAUM · $1.7B to $4.2B
Dec 4, 2020 to Mar 29, 2021
Pooled vehicle RAUM · $1.7B to $4.2B
Dec 4, 2020 to Mar 29, 2021
RAUM · $1.7B to $4.2B
Dec 4, 2020 to Mar 29, 2021
Accounts · 3 to 5
Jul 2, 2019 to Mar 27, 2020
Advisory employees · 8 to 11
Jul 2, 2019 to Mar 27, 2020
Pooled vehicle clients · 3 to 5
Jul 2, 2019 to Mar 27, 2020
Assets in custody · $1.9B to $172M
Jul 2, 2019 to Mar 27, 2020
Employees · 9 to 13
Jul 2, 2019 to Mar 27, 2020

Signals

17 dated events

I•• P•••••••• L•• no longer on the SEC adviser roster (last listed 2025-01-02, RAUM $9.6B)
Feb 3, 2025 · Left the SEC roster · derived
Brian Jason Craig (Chief Compliance Officer) no longer on Schedule A of I•• P•••••••• L•• (listed 2023-03-30, absent 2024-01-05)
Jan 5, 2024 · Control person left · inference
(Nmn) Alan Chen (Chief Compliance Officer & Associate Counsel) appeared on Schedule A of I•• P•••••••• L••
Jan 5, 2024 · Control person joined · fact
Bradley Berkley (Chief Financial Officer) appeared on Schedule A of I•• P•••••••• L••
Mar 30, 2022 · Control person joined · fact
I•• P•••••••• L•• reported RAUM $7.4B, up 75% from $4.2B (2021-03-29 to 2022-03-30)
Mar 30, 2022 · RAUM change · derived
H••••• Jay H••••• (Member) appeared on Schedule A of I•• P•••••••• L••
Mar 29, 2021 · Control person joined · fact
I•• P•••••••• L•• reported RAUM $4.2B, up 145% from $1.7B (2020-12-04 to 2021-03-29)
Mar 29, 2021 · RAUM change · derived
Muse Robert B••• (Co-Trustee) appeared on Schedule A of I•• P•••••••• L••
Mar 29, 2021 · Control person joined · fact
T•••••• A••• B••• (Co-Trustee) appeared on Schedule A of I•• P•••••••• L••
Mar 29, 2021 · Control person joined · fact
Brian Jason Craig (Chief Compliance Officer) appeared on Schedule A of I•• P•••••••• L••
Mar 29, 2021 · Control person joined · fact
D••••• M•••• (Trustee) appeared on Schedule A of I•• P•••••••• L••
Dec 4, 2020 · Control person joined · fact
A Jed Clark (Cco) no longer on Schedule A of I•• P•••••••• L•• (listed 2019-03-27, absent 2019-07-02)
Jul 2, 2019 · Control person left · inference
Anand Nitin Sathe (Chief Compliance Officer) appeared on Schedule A of I•• P•••••••• L••
Jul 2, 2019 · Control person joined · fact
I•• P•••••••• L•• reported RAUM $1.9B, up 87% from $1.0B (2018-05-11 to 2019-03-27)
Mar 27, 2019 · RAUM change · derived
Louis Chad Boeding (Limited Partner) no longer on Schedule A of I•• P•••••••• L•• (listed 2018-05-11, absent 2019-03-27)
Mar 27, 2019 · Control person left · inference
I•• P•••••••• L•• reported RAUM $1.0B, up 235% from $307.5M (2017-03-31 to 2018-03-28)
Mar 28, 2018 · RAUM change · derived
I••••• D• M••••••••• filed its initial SEC registration (Form ADV)
Jul 22, 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.

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

Across the graphs

I•• 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.

Checking your plan…