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
D••••• I••••••••• A•• A•••• M••••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Oct 20, 2016 · 25 filings
SEC status approved since Nov 1, 2016
RAUM
$7.1B
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
3
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
3
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$7.1B as of Mar 30, 2026
Feb 28, 2017$2.5B then
HNW client RAUM$0 as of Mar 30, 2026
Mar 19, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Feb 28, 20170 then
Employees (5.A)3 as of Mar 30, 2026
Feb 28, 20173 then
Private funds3 as of Mar 30, 2026
Mar 28, 20191 then
RAUM +14% over the last fiscal year+16% a year over threeIARs 0 to 0
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
- $1.4BderivedRAUM 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
- +14%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, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $7.1B, 5 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)
- 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$7.1B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $7.1B for 5 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true 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 |
|---|---|---|---|---|
| D••••• I••••••••• F••• | Hedge Fund | $5.2B | 3 | Mar 23, 2022 |
| D••••• I••••••••• F•••no longer reported | Other Private Fund | $5.0B | 4 | Mar 28, 2019 |
| D••••• K••••• M••••• F••• | Hedge Fund | $13.8M | 3 | Mar 23, 2022 |
| D••••• I••••••••• S•no longer reported | Hedge Fund | $7.4M | 3 | Mar 23, 2022 |
| D••••• N••• K••••• F••• | Hedge Fund | $77,664 | 1 | Oct 17, 2022 |
Owners and control persons
Schedule A and B, latest filing
- C••••• Q••••••• E•••• · Co-President/Membercontrolsince 07/2017 · owns 25% to 50%
- G•••• D•• S•••••• R•••••• · Chief Financial Officercontrolsince 07/2024 · owns less than 5%
- R•••• S•••••••• S••••• · Manager And Co-President/Membercontrolsince 07/2017 · owns 50% to 75%
- R•••• S•••••••• V•••• · Membercontrolsince 07/2017 · owns 5% to 10%
- H•••••• K••••• J•••••• · Chief Compliance Officersince 07/2024 · owns less than 5%
Related persons
Schedule D 7.A
- D••••• I••••••••• L••••investment adviserbankn
- D••••• I••••••••• G• L••pooled vehicle sponsory
- R•••• S•••••••• M••••••• A••••••••n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $6.2B to $7.1BJun 30, 2025 to Mar 30, 2026
- Discretionary RAUM · $6.2B to $7.1BJun 30, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $6.2B to $7.1BJun 30, 2025 to Mar 30, 2026
- RAUM · $6.2B to $7.1BJun 30, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 19, 2025 to Jun 30, 2025
- Advisory employees · 5 to 3Jul 1, 2024 to Mar 19, 2025
- Assets in custody · $5.2B to $6.2BJul 1, 2024 to Mar 19, 2025
- Employees · 6 to 3Jul 1, 2024 to Mar 19, 2025
- Discretionary RAUM · $5.2B to $6.2BJul 1, 2024 to Mar 19, 2025
- Pooled vehicle RAUM · $5.2B to $6.2BJul 1, 2024 to Mar 19, 2025
- RAUM · $5.2B to $6.2BJul 1, 2024 to Mar 19, 2025
- Advisory employees · 4 to 5Mar 28, 2023 to Mar 13, 2024
- Assets in custody · $4.6B to $5.2BMar 28, 2023 to Mar 13, 2024
- Employees · 5 to 6Mar 28, 2023 to Mar 13, 2024
- Discretionary RAUM · $4.6B to $5.2BMar 28, 2023 to Mar 13, 2024
- Pooled vehicle RAUM · $4.6B to $5.2BMar 28, 2023 to Mar 13, 2024
- RAUM · $4.6B to $5.2BMar 28, 2023 to Mar 13, 2024
- Accounts · 4 to 5Oct 27, 2022 to Mar 28, 2023
- Advisory employees · 3 to 4Oct 27, 2022 to Mar 28, 2023
- Pooled vehicle clients · 4 to 5Oct 27, 2022 to Mar 28, 2023
- Assets in custody · $4.3B to $4.6BOct 27, 2022 to Mar 28, 2023
- Employees · 4 to 5Oct 27, 2022 to Mar 28, 2023
- Private funds · 4 to 3Oct 27, 2022 to Mar 28, 2023
- Discretionary RAUM · $4.3B to $4.6BOct 27, 2022 to Mar 28, 2023
- Pooled vehicle RAUM · $4.3B to $4.6BOct 27, 2022 to Mar 28, 2023
- RAUM · $4.3B to $4.6BOct 27, 2022 to Mar 28, 2023
- Private funds · 3 to 4Apr 29, 2022 to Oct 17, 2022
- Other offices · 0 to 1Mar 23, 2022 to Apr 29, 2022
- Accounts · 2 to 4Apr 9, 2021 to Mar 23, 2022
- Advisory employees · 0 to 3Apr 9, 2021 to Mar 23, 2022
- Pooled vehicle clients · 2 to 4Apr 9, 2021 to Mar 23, 2022
- Assets in custody · $4.0B to $4.3BApr 9, 2021 to Mar 23, 2022
- Private funds · unset to 3Apr 9, 2021 to Mar 23, 2022
- Discretionary RAUM · $4.0B to $4.3BApr 9, 2021 to Mar 23, 2022
- Pooled vehicle RAUM · $4.0B to $4.3BApr 9, 2021 to Mar 23, 2022
- RAUM · $4.0B to $4.3BApr 9, 2021 to Mar 23, 2022
- Related bank · false to trueApr 9, 2021 to Mar 23, 2022
- Assets in custody · $4.1B to $4.0BSep 1, 2020 to Mar 31, 2021
- Discretionary RAUM · $4.1B to $4.0BSep 1, 2020 to Mar 31, 2021
- Non-discretionary RAUM · $910,000 to $0Sep 1, 2020 to Mar 31, 2021
Signals
5 dated events
- R•••••• G•••• Dos S••••• (Chief Financial Officer) appeared on Schedule A of D••••• I••••••••• A•• A•••• M••••••••• L••Jul 1, 2024 · Control person joined · fact
- Gabriel Perales Olivera Motta (Coo/Member) no longer on Schedule A of D••••• I••••••••• A•• A•••• M••••••••• L•• (listed 2022-10-17, absent 2022-10-27)Oct 27, 2022 · Control person left · inference
- D••••• I••••••••• A•• A•••• M••••••••• L•• reported RAUM $5.0B, up 42% from $3.5B (2018-03-19 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
- D••••• I••••••••• A•• A•••• M••••••••• L•• reported RAUM $3.5B, up 44% from $2.5B (2017-02-28 to 2018-03-19)Mar 19, 2018 · RAUM change · derived
- D••••• I••••••••• A•• A•••• M••••••••• L•• filed its initial SEC registration (Form ADV)Oct 20, 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/daemoninvestments/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- d•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (786) 577-3074reportedpublic 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