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•• V• L•••••
Latest filing Mar 27, 2026
First filing on the tape Jun 28, 2018 · 14 filings
SEC status approved since Jul 27, 2018
RAUM
$561M
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
43
19 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
9
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$561M as of Mar 27, 2026
Mar 21, 2019$974M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 21, 20190 then
Employees (5.A)43 as of Mar 27, 2026
Mar 21, 201924 then
Private funds9 as of Mar 27, 2026
Mar 21, 20194 then
RAUM +23% over the last fiscal year+94% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 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
- $62.4MderivedRAUM 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
- +23%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
- 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)
- 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$561M100%
- 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
- noreported
- 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=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
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| R•••••••• X•• L• | Private Equity Fund | $153M | 36 | Mar 30, 2023 |
| R•••••••• X• L••• | Private Equity Fund | $67.7M | 5 | Mar 29, 2022 |
| G••••••••• I••••••••• V••••••• L•• | Private Equity Fund | $25.1M | 2 | Mar 22, 2024 |
| R•••••••• X• C••••••••• L• | Private Equity Fund | $5.3M | 3 | Mar 22, 2024 |
| R•••••••• O•• • G•• V••• ••••• L•• | Private Equity Fund | $3.0M | 5 | Mar 27, 2020 |
| R•••••••• O•• • G•• I• ••••••••• L•••••no longer reported | Private Equity Fund | $686,566 | 3 | Mar 21, 2019 |
| R•••••••• O•• • G•• V• ••••• L••••• | Private Equity Fund | $354,000 | 16 | Nov 1, 2016 |
| R•••••••• O•• • G•• V••• ••••• L••••• | Private Equity Fund | $179,000 | 4 | Mar 28, 2018 |
Owners and control persons
Schedule A and B, latest filing
- C•••••••• M••••••• D•••• · Chief Compliance Officercontrolsince 04/2017 · owns less than 5%
- N•••••••• R••••••• · Manager / Membercontrolsince 08/2016 · owns 50% to 75%
- R•••• S•••• · Membercontrolsince 08/2016 · owns 50% to 75%
Related persons
Schedule D 7.A
- R•• X• L•investment adviserpooled vehicle sponsorn
- R•• X•• L•investment adviserpooled vehicle sponsorn
- R•• I•• L••investment adviserpooled vehicle sponsornRAUM $401M
- R•• V•••• L••investment adviserpooled vehicle sponsorn
Advisers that list R•• V• L••••• as a related person
- 304142 n
Offices
Schedule D 1.F, the 25 largest
- Midland, TX1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- custody status changedChange between filings · filing Mar 27, 2026custody of client assets (Item 9.A): yes on the filing of 2025-05-07, no on the filing of 2026-03-27peers: asset managers, $500M to $1B (784)
What changed
consecutive filings, newest first
- Accounts · 8 to 9May 7, 2025 to Mar 27, 2026
- Advisory employees · 16 to 19May 7, 2025 to Mar 27, 2026
- Pooled vehicle clients · 8 to 9May 7, 2025 to Mar 27, 2026
- Assets in custody · 953000.0 to unsetMay 7, 2025 to Mar 27, 2026
- Custody of client assets · true to falseMay 7, 2025 to Mar 27, 2026
- Employees · 37 to 43May 7, 2025 to Mar 27, 2026
- Insurance-licensed employees · 16 to 19May 7, 2025 to Mar 27, 2026
- Private funds · 8 to 9May 7, 2025 to Mar 27, 2026
- Discretionary RAUM · $518M to $561MMay 7, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $518M to $561MMay 7, 2025 to Mar 27, 2026
- RAUM · $518M to $561MMay 7, 2025 to Mar 27, 2026
- Financial planning clients · unset to Mar 28, 2025 to May 7, 2025
- Discretionary RAUM · $455M to $518MMar 28, 2025 to May 7, 2025
- Pooled vehicle RAUM · $455M to $518MMar 28, 2025 to May 7, 2025
- RAUM · $455M to $518MMar 28, 2025 to May 7, 2025
- Private funds · 7 to 8May 6, 2024 to Mar 28, 2025
- Accounts · 7 to 8May 6, 2024 to Mar 28, 2025
- Advisory employees · 13 to 16May 6, 2024 to Mar 28, 2025
- Pooled vehicle clients · 7 to 8May 6, 2024 to Mar 28, 2025
- Assets in custody · unset to 953000.0May 6, 2024 to Mar 28, 2025
- Custody of client assets · false to trueMay 6, 2024 to Mar 28, 2025
- Employees · 33 to 37May 6, 2024 to Mar 28, 2025
- Insurance-licensed employees · 0 to 16May 6, 2024 to Mar 28, 2025
- Discretionary RAUM · $224M to $455MMay 6, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $224M to $455MMay 6, 2024 to Mar 28, 2025
- RAUM · $224M to $455MMay 6, 2024 to Mar 28, 2025
- Accounts · 4 to 7Apr 26, 2023 to Mar 22, 2024
- Pooled vehicle clients · 4 to 7Apr 26, 2023 to Mar 22, 2024
- Private funds · 5 to 7Apr 26, 2023 to Mar 22, 2024
- Discretionary RAUM · $76.7M to $224MApr 26, 2023 to Mar 22, 2024
- Pooled vehicle RAUM · $76.7M to $224MApr 26, 2023 to Mar 22, 2024
- RAUM · $76.7M to $224MApr 26, 2023 to Mar 22, 2024
- Advisory employees · 12 to 13Mar 29, 2022 to Mar 30, 2023
- Employees · 29 to 33Mar 29, 2022 to Mar 30, 2023
- Other offices · 0 to 1Mar 29, 2022 to Mar 30, 2023
- Private funds · 4 to 5Mar 29, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.0B to $76.7MMar 29, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $1.0B to $76.7MMar 29, 2022 to Mar 30, 2023
- RAUM · $1.0B to $76.7MMar 29, 2022 to Mar 30, 2023
- Accounts · 3 to 4Mar 25, 2021 to Mar 29, 2022
Signals
6 dated events
- R•• V• L••••• reported RAUM $455.2M, up 103% from $224.1M (2024-05-06 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- R•• V• L••••• reported RAUM $224.1M, up 192% from $76.7M (2023-04-26 to 2024-03-22)Mar 22, 2024 · RAUM change · derived
- R•• V• L••••• reported RAUM $76.7M, down 92% from $1.0B (2022-03-29 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- R•• V• L••••• reported RAUM $701.7M, down 28% from $973.7M (2019-03-21 to 2019-06-14)Jun 14, 2019 · RAUM change · derived
- R•• V• L••••• reported RAUM $973.7M, up 154% from $383.8M (2018-06-28 to 2019-03-21)Mar 21, 2019 · RAUM change · derived
- R•• V• L••••• filed its initial SEC registration (Form ADV)Jun 28, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- R•• V• L••••• · Independent Sponsorsshared crd · capital_provider
- R•• V• L••••• · Private Equityshared crd · organization
- R•• V• L••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- riverbendenergygroup.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 713-874-9000reportedpublic record, Form ADV, Mar 27, 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