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•• B•••• C••••••• L••
Latest filing Feb 3, 2026
First filing on the tape Nov 16, 2020 · 7 filings
SEC status approved since Dec 16, 2020
RAUM
$327M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
2.6%
$8.4M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$327M
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$327M as of Feb 3, 2026
Mar 4, 2021$318M then
HNW client RAUM$8.4M as of Feb 3, 2026
Mar 4, 2021$2.3M then
State-registered IARs (5.B.3)0 as of Feb 3, 2026
Mar 4, 20210 then
Employees (5.A)1 as of Feb 3, 2026
Mar 4, 20211 then
Private funds2 as of Mar 7, 2024
Mar 4, 20216 then
RAUM +17% over the last fiscal year-6.6% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Feb 3, 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
- $327MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.8MderivedHNW RAUM over HNW clients
- Average account
- $16.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%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 assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, otherreportedItem 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
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$8.4M100%
- Individual clients
- n/areported
- HNW clients
- 3reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 20reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.03 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| C••••• G•••••• R•••••• F•••••••• | Greenwich, Ct | Dec 22, 2020 | 15 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
13 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| J•• | Other Private Fund | $192M | 22 | Nov 16, 2020 |
| B••• I••••••••• F••• | Other Private Fund | $81.4M | 1 | May 11, 2017 |
| B••• G••••• S••••••• F••• | Other Private Fund | $34.9M | 2 | Feb 5, 2019 |
| B••••• B••• | Other Private Fund | $23.1M | 1 | Feb 13, 2022 |
| B•••••• B••• | Other Private Fund | $18.5M | 1 | Feb 13, 2022 |
| R•••••• B••• | Other Private Fund | $16.1M | 1 | Feb 13, 2022 |
| T••••••• I••••• H••••••• L•••••• | Other Private Fund | $14.3M | 1 | Feb 17, 2023 |
| R•• | Other Private Fund | $10.0M | 1 | Nov 16, 2020 |
| S• | Other Private Fund | $6.4M | 1 | Feb 19, 2020 |
| B••• D••••• I••••••••• | Other Private Fund | $5.8M | 1 | Feb 13, 2022 |
| J• | Other Private Fund | $5.6M | 1 | Feb 19, 2020 |
| V••• I••••••••• L•• | Other Private Fund | $3.1M | 1 | Feb 13, 2022 |
| C••••• L•• | Other Private Fund | $1.0M | 1 | Feb 17, 2023 |
Owners and control persons
Schedule A and B, latest filing
- R•••••• F••••••••• C••••• G•••••• · Chief Compliance Officer, Managing Membercontrolsince 03/2017 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Feb 3, 2026portfolio management for pooled vehicles (Item 5.G.4): yes on the filing of 2025-03-14, no on the filing of 2026-02-03peers: other advisers, $100M to $500M (212)
What changed
consecutive filings, newest first
- Accounts · 23 to 20Mar 14, 2025 to Feb 3, 2026
- HNW clients · 2 to 3Mar 14, 2025 to Feb 3, 2026
- Pooled vehicle clients · 21.0 to unsetMar 14, 2025 to Feb 3, 2026
- Discretionary RAUM · $279M to $327MMar 14, 2025 to Feb 3, 2026
- HNW RAUM · $2.7M to $8.4MMar 14, 2025 to Feb 3, 2026
- Pooled vehicle RAUM · 275884085.0 to unsetMar 14, 2025 to Feb 3, 2026
- RAUM · $279M to $327MMar 14, 2025 to Feb 3, 2026
- Accounts · 20 to 23Mar 7, 2024 to Mar 14, 2025
- Pooled vehicle clients · 18 to 21Mar 7, 2024 to Mar 14, 2025
- Financial planning clients · unset to Mar 7, 2024 to Mar 14, 2025
- Private funds · 2 to unsetMar 7, 2024 to Mar 14, 2025
- Discretionary RAUM · $475M to $279MMar 7, 2024 to Mar 14, 2025
- HNW RAUM · $2.6M to $2.7MMar 7, 2024 to Mar 14, 2025
- Pooled vehicle RAUM · $472M to $276MMar 7, 2024 to Mar 14, 2025
- RAUM · $475M to $279MMar 7, 2024 to Mar 14, 2025
- Accounts · 15 to 20Feb 17, 2023 to Mar 7, 2024
- Pooled vehicle clients · 13 to 18Feb 17, 2023 to Mar 7, 2024
- Private funds · 13 to 2Feb 17, 2023 to Mar 7, 2024
- Discretionary RAUM · $401M to $475MFeb 17, 2023 to Mar 7, 2024
- HNW RAUM · $2.8M to $2.6MFeb 17, 2023 to Mar 7, 2024
- Pooled vehicle RAUM · $398M to $472MFeb 17, 2023 to Mar 7, 2024
- RAUM · $401M to $475MFeb 17, 2023 to Mar 7, 2024
- Accounts · 12 to 15Feb 13, 2022 to Feb 17, 2023
- HNW clients · 1 to 2Feb 13, 2022 to Feb 17, 2023
- Pooled vehicle clients · 11 to 13Feb 13, 2022 to Feb 17, 2023
- Private funds · 11 to 13Feb 13, 2022 to Feb 17, 2023
- Discretionary RAUM · $430M to $401MFeb 13, 2022 to Feb 17, 2023
- HNW RAUM · $2.6M to $2.8MFeb 13, 2022 to Feb 17, 2023
- Pooled vehicle RAUM · $428M to $398MFeb 13, 2022 to Feb 17, 2023
- RAUM · $430M to $401MFeb 13, 2022 to Feb 17, 2023
- Accounts · 7 to 12Mar 4, 2021 to Feb 13, 2022
- Pooled vehicle clients · 6 to 11Mar 4, 2021 to Feb 13, 2022
- Assets in custody · 27065096.0 to unsetMar 4, 2021 to Feb 13, 2022
- Custody of client assets · true to falseMar 4, 2021 to Feb 13, 2022
- Private funds · 6 to 11Mar 4, 2021 to Feb 13, 2022
- Discretionary RAUM · $318M to $430MMar 4, 2021 to Feb 13, 2022
- HNW RAUM · $2.3M to $2.6MMar 4, 2021 to Feb 13, 2022
- Pooled vehicle RAUM · $316M to $428MMar 4, 2021 to Feb 13, 2022
- RAUM · $318M to $430MMar 4, 2021 to Feb 13, 2022
- Advisory activities · 1 to 2Nov 16, 2020 to Mar 4, 2021
Signals
4 dated events
- R•• B•••• C••••••• L•• reported RAUM $278.6M, down 41% from $475.0M (2024-03-07 to 2025-03-14)Mar 14, 2025 · RAUM change · derived
- R•• B•••• C••••••• L•• reported RAUM $430.4M, up 35% from $317.8M (2021-03-04 to 2022-02-13)Feb 13, 2022 · RAUM change · derived
- R•• B•••• C••••••• L•• reported RAUM $317.8M, up 160% from $122.5M (2020-11-16 to 2021-03-04)Mar 4, 2021 · RAUM change · derived
- R•• B•••• C••••••• L•• filed its initial SEC registration (Form ADV)Nov 16, 2020 · 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
- Website
- RYEB••••CAPITAL.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 203-542-2822reportedpublic record, Form ADV, Feb 3, 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
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $327Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026