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
I•••••••• G••••• P••••••• I••
Latest filing May 27, 2026
First filing on the tape May 23, 2017 · 17 filings
SEC status approved since Jun 22, 2017
RAUM
$2.1B
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
4
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$2.1B as of May 27, 2026
Mar 22, 2018$607M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 27, 2026
Mar 22, 20180 then
Employees (5.A)4 as of May 27, 2026
Mar 22, 20181 then
Private funds: no history
RAUM -34% over the last fiscal year-9.3% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 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
- $2.1BderivedRAUM 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
- -89%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- otherreportedItem 5.E
- Advisory activities
- 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)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- n/areported
- Class basis
- private_client_share=0.0 fund_share=0.0 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- K••• J••••• H•••••• · Directorcontrolsince 03/2017 · owns less than 5%
- M••••••••• D••••• I•• · Non-Executive Directorcontrolsince 04/2019 · owns less than 5%
- M••••• R•••••• T••••• G••••• · Chief Compliance Officer/Directorcontrolsince 03/2017 · owns less than 5%
- D•••••• B••••• P•••••• · Shareholder And Directorcontrolsince 03/2017 · owns 75% or more of I•••••••• S••••••••• ••••••••• L••••••
Entity owners
- I••••••• F•••••••• L•••••• · Shareholderindirect · owns 75% or more of M•• W••••• L••••••
- I•••••••• S••••••••• ••••••••• L•••••• · Shareholderindirect · owns 50% to 75% of Sca Global Advisers L••••••
- M•• A•••• M••••••••• H••••••• L•••••• · Shareholderindirect · owns 25% to 50% of I•••••••• H••••••• L••••••
- M•• W••••• L•••••• · Shareholderindirect · owns 75% or more of M•• A•••• M••••••••• H••••••• L••••••
- S•• G••••• A••••••• L•••••• · Shareholderindirect · owns 50% to 75% of I•••••••• H••••••• L••••••
- I•••••••• H••••••• L•••••• · Parent Companydirect · owns 75% or more
Related persons
Schedule D 7.A
- I••••••• F•••••••• L••••••investment advisery
- I•••••••• G•••••• P•••••• I••pooled vehicle sponsorn
- I•••••••• I••••••••• P••••••• L••••••investment advisernRAUM $4.0B
- I••• I••••••••• S••••••• L••investment advisern
- M•• A•••• M••••••••• P•• L••investment advisery
- M•• A•••• M••••••••• U• L••investment advisernRAUM $2.8B
- M•• I••••••••• L••••••investment advisern
Advisers that list I•••••••• G••••• P••••••• I•• as a related person
- 175312 n
Offices
Schedule D 1.F, the 25 largest
- New York, NY1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM down 50 %Change between filings · filing Apr 7, 2026RAUM (Item 5.F) moved from $3,230,719,679 to $369,716,167 (-89.0%) between the annual amendments of 2025-03-28 and 2026-04-07; the peer median change was +11.0% (231 comparable advisers, 1.0th percentile of changes)peers: other advisers, $1B to $5B (231) · 0.9% percentile
What changed
consecutive filings, newest first
- Discretionary RAUM · $370M to $2.1BApr 7, 2026 to May 27, 2026
- RAUM · $370M to $2.1BApr 7, 2026 to May 27, 2026
- Discretionary RAUM · $3.2B to $370MMar 28, 2025 to Mar 27, 2026
- RAUM · $3.2B to $370MMar 28, 2025 to Mar 27, 2026
- Financial planning clients · unset to Mar 26, 2024 to Mar 28, 2025
- Discretionary RAUM · $3.2B to $3.2BMar 26, 2024 to Mar 28, 2025
- RAUM · $3.2B to $3.2BMar 26, 2024 to Mar 28, 2025
- Accounts · 3 to 1Mar 23, 2023 to Mar 26, 2024
- Discretionary RAUM · $2.9B to $3.2BMar 23, 2023 to Mar 26, 2024
- RAUM · $2.9B to $3.2BMar 23, 2023 to Mar 26, 2024
- Discretionary RAUM · $3.6B to $2.9BMar 28, 2022 to Mar 23, 2023
- RAUM · $3.6B to $2.9BMar 28, 2022 to Mar 23, 2023
- Accounts · 1 to 3Sep 2, 2021 to Mar 28, 2022
- Advisory employees · 3 to 4Sep 2, 2021 to Mar 28, 2022
- Employees · 3 to 4Sep 2, 2021 to Mar 28, 2022
- Discretionary RAUM · $0 to $3.6BSep 2, 2021 to Mar 28, 2022
- Non-discretionary RAUM · $3.4B to $0Sep 2, 2021 to Mar 28, 2022
- RAUM · $3.4B to $3.6BSep 2, 2021 to Mar 28, 2022
- Advisory employees · 2 to 3Jun 25, 2021 to Sep 2, 2021
- Employees · 2 to 3Jun 25, 2021 to Sep 2, 2021
- Other offices · 0 to 1Jun 25, 2021 to Sep 2, 2021
- Non-discretionary RAUM · $1.6B to $3.4BJun 25, 2021 to Sep 2, 2021
- RAUM · $1.6B to $3.4BJun 25, 2021 to Sep 2, 2021
- Related broker-dealer · true to falseApr 6, 2021 to Jun 25, 2021
- Non-discretionary RAUM · $1.1B to $1.6BMar 27, 2020 to Mar 25, 2021
- RAUM · $1.1B to $1.6BMar 27, 2020 to Mar 25, 2021
- Advisory employees · 1 to 2Apr 29, 2019 to Mar 27, 2020
- Employees · 1 to 2Apr 29, 2019 to Mar 27, 2020
- Non-discretionary RAUM · $578M to $1.1BApr 29, 2019 to Mar 27, 2020
- RAUM · $578M to $1.1BApr 29, 2019 to Mar 27, 2020
- Non-discretionary RAUM · $607M to $578MMar 22, 2018 to Mar 21, 2019
- RAUM · $607M to $578MMar 22, 2018 to Mar 21, 2019
- Other offices · unset to 0.0Jul 11, 2017 to Mar 22, 2018
- Non-discretionary RAUM · $473M to $607MJul 11, 2017 to Mar 22, 2018
- RAUM · $473M to $607MJul 11, 2017 to Mar 22, 2018
- HQ city · WILMINGTON, NEW CASTLE COUNTY to SAN FRANCISCOMay 23, 2017 to Jul 11, 2017
- HQ state · DE to CAMay 23, 2017 to Jul 11, 2017
- Non-discretionary RAUM · $450M to $473MMay 23, 2017 to Jul 11, 2017
- RAUM · $450M to $473MMay 23, 2017 to Jul 11, 2017
Signals
8 dated events
- I•••••••• G••••• P••••••• I•• reported RAUM $2.1B, up 478% from $369.7M (2026-04-07 to 2026-05-27)May 27, 2026 · RAUM change · derived
- I•••••••• G••••• P••••••• I•• reported RAUM $369.7M, down 89% from $3.2B (2025-03-28 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- I•••••••• G••••• P••••••• I•• reported RAUM $3.4B, up 108% from $1.6B (2021-06-25 to 2021-09-02)Sep 2, 2021 · RAUM change · derived
- I•••••••• G••••• P••••••• I•• reported RAUM $1.6B, up 48% from $1.1B (2020-03-27 to 2021-03-25)Mar 25, 2021 · RAUM change · derived
- I•••••••• G••••• P••••••• I•• reported RAUM $1.1B, up 90% from $577.7M (2019-04-29 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- Ian David Macgregor (Non-Executive Director) appeared on Schedule A of I•••••••• G••••• P••••••• I••Apr 29, 2019 · Control person joined · fact
- I•••••••• G••••• P••••••• I•• reported RAUM $607.3M, up 28% from $473.0M (2017-07-11 to 2018-03-22)Mar 22, 2018 · RAUM change · derived
- I•••••••• G••••• P••••••• I•• filed its initial SEC registration (Form ADV)May 23, 2017 · 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/I••••••••-INVESTMENT-PARTNERS-L••••••reportedpublic record, Form ADV, Sep 19, 2026
- Website
- I••••••••.CO.UKreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 1 (415)9693370reportedpublic record, Form ADV, May 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
- Other 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