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•••••••• C•••••• M••••••••• C••••••• L••
Latest filing Aug 26, 2026
First filing on the tape Jun 30, 2023 · 7 filings
SEC status approved since Aug 1, 2023
RAUM
$250M
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
6
6 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
9
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$250M as of Aug 26, 2026
Mar 27, 2024$218M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Aug 26, 2026
Mar 27, 20241 then
Employees (5.A)6 as of Aug 26, 2026
Mar 27, 20247 then
Private funds9 as of Aug 26, 2026
Mar 27, 202410 then
RAUM +29% over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of Aug 26, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $250MderivedRAUM 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
- $27.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 6.0derivedItem 5.A over advisors
- Advisors per office
- 0.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +29%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, 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
- 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$250M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 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
11 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| R•••••••• C•••••• F••• I•• L••• | Private Equity Fund | $83.4M | 67 | Mar 27, 2024 |
| R•••••••• C•••••• F••• I••• L••• | Private Equity Fund | $67.1M | 100 | Mar 22, 2022 |
| R•••••••• C•••••• F••• I•• L••• | Private Equity Fund | $23.2M | 89 | Mar 21, 2019 |
| R• S••••••••• I••••••••• L••• | Private Equity Fund | $11.8M | 41 | Mar 22, 2022 |
| R• W••••••• L• | Private Equity Fund | $10.5M | 39 | Mar 31, 2023 |
| R• R••• L• | Private Equity Fund | $10.0M | 30 | Mar 15, 2021 |
| R• S•••••• L• | Private Equity Fund | $6.3M | 49 | Mar 31, 2023 |
| R• P••••• L• | Private Equity Fund | $5.5M | 37 | Mar 15, 2021 |
| L••••• R••• L•no longer reported | Private Equity Fund | $1.3M | 16 | Mar 25, 2018 |
| R•••••••• C•••••• F••• I• L••• | Private Equity Fund | $200,670 | 57 | Mar 25, 2018 |
| R•••••••• C•••••• F••• I• •••• L••• | Private Equity Fund | $27,416 | 1 | Mar 25, 2018 |
Owners and control persons
Schedule A and B, latest filing
- H•••••• R•••••• B•••• · Sole Member And Managing Partnercontrolsince 01/2016 · owns 75% or more
- K••••• F••••••••• · Managing Directorcontrolsince 07/2017 · owns less than 5%
- M••••••• B••••••• W••••• · Managing Directorcontrolsince 10/2018 · owns less than 5%
- S••••••• M••••••• J•••• · Chief Compliance Officer, Chief Operating Officer, And Managing Directorcontrolsince 12/2022 · owns less than 5%
Related persons
Schedule D 7.A
- R• P•••• G•• L••pooled vehicle sponsorn
- R• S••••• G•• L••pooled vehicle sponsorn
- R• W•••••• G•• L••pooled vehicle sponsorn
- R•• G•• L••pooled vehicle sponsorn
- R••• G•• L••pooled vehicle sponsorn
- R•••••••• C•••••• F••• I• G•• L••pooled vehicle sponsorn
- R•••••••• C•••••• G•• L•••pooled vehicle sponsorn
- R•••••••• C••••••• L••pooled vehicle sponsorn
- R••••• B•••• H•••••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 10 to 9Apr 29, 2025 to Mar 25, 2026
- Advisory employees · 7 to 6Apr 29, 2025 to Mar 25, 2026
- Pooled vehicle clients · 10 to 9Apr 29, 2025 to Mar 25, 2026
- Employees · 7 to 6Apr 29, 2025 to Mar 25, 2026
- Private funds · 10 to 9Apr 29, 2025 to Mar 25, 2026
- Discretionary RAUM · $194M to $250MApr 29, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $194M to $250MApr 29, 2025 to Mar 25, 2026
- RAUM · $194M to $250MApr 29, 2025 to Mar 25, 2026
- Financial planning clients · unset to May 2, 2024 to Apr 29, 2025
- Other offices · 0 to 1May 2, 2024 to Apr 29, 2025
- Discretionary RAUM · $218M to $194MMay 2, 2024 to Apr 29, 2025
- Pooled vehicle RAUM · $218M to $194MMay 2, 2024 to Apr 29, 2025
- RAUM · $218M to $194MMay 2, 2024 to Apr 29, 2025
- Discretionary RAUM · $218M to $218MMar 27, 2024 to May 2, 2024
- Pooled vehicle RAUM · $218M to $218MMar 27, 2024 to May 2, 2024
- RAUM · $218M to $218MMar 27, 2024 to May 2, 2024
- Accounts · 9 to 10Jun 30, 2023 to Mar 27, 2024
- Advisory employees · 6 to 7Jun 30, 2023 to Mar 27, 2024
- Pooled vehicle clients · 9 to 10Jun 30, 2023 to Mar 27, 2024
- Employees · 6 to 7Jun 30, 2023 to Mar 27, 2024
- State-registered IARs · 0 to 1Jun 30, 2023 to Mar 27, 2024
- Private funds · 9 to 10Jun 30, 2023 to Mar 27, 2024
- Discretionary RAUM · $158M to $218MJun 30, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $158M to $218MJun 30, 2023 to Mar 27, 2024
- RAUM · $158M to $218MJun 30, 2023 to Mar 27, 2024
- Private funds · 18 to 9Jun 30, 2023 to Jun 30, 2023
Signals
1 dated events
- R•••••••• C•••••• M••••••••• C••••••• L•• filed its initial SEC registration (Form ADV)Jun 30, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- R•••••••• C•••••• M••••••••• C••••••• L•• · Independent Sponsorsshared crd · capital_provider
- R•••••••• C•••••• M••••••••• C••••••• L•• · Private Equityshared crd · organization
- R•••••••• C•••••• M••••••••• C••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/recurring-capital-partnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- R••••••••.CAPITALreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 512-766-0676reportedpublic record, Form ADV, Aug 26, 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