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
S••••••••• R••••••• P•••••••
Legal name S•• C•••••• A••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Mar 31, 2018 · 23 filings
SEC status approved since Apr 30, 2018
RAUM
$247M
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
45
11 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
7
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$247M as of Mar 31, 2026
Mar 28, 2019$284M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20190 then
Employees (5.A)45 as of Mar 31, 2026
Mar 28, 201961 then
Private funds7 as of Mar 31, 2026
Mar 28, 20198 then
RAUM -18% over the last fiscal year-8.2% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $35.2MderivedRAUM 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
- -18%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, 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$247M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, 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
14 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S•• O••••••••• I•• L• | Private Equity Fund | $93.2M | 89 | Mar 31, 2018 |
| S•••••• P••••••• I• L• | Private Equity Fund | $50.6M | 3 | Mar 31, 2018 |
| S•• O••••••••• I••• L• | Private Equity Fund | $40.7M | 14 | Mar 31, 2021 |
| J••••••• R••••••• P•••••••• L• | Private Equity Fund | $22.4M | 19 | Mar 30, 2020 |
| Y•••• C••••••••• P•••••••• L• | Private Equity Fund | $21.9M | 25 | Mar 30, 2020 |
| S•• V••••••• 2•••• L• | Private Equity Fund | $17.9M | 12 | Mar 30, 2020 |
| S••••••••• T••••••• O••••••• M••••••• P••••••• I•• L• | Private Equity Fund | $11.5M | 24 | Mar 28, 2019 |
| S•• V••••••• 2•••• L•no longer reported | Private Equity Fund | $7.9M | 3 | Mar 31, 2021 |
| D••• T•••• I••••••••• F••• I• L• | Private Equity Fund | $7.0M | 30 | Mar 31, 2022 |
| S•••• I• C••••••••• P•••••••• L•no longer reported | Private Equity Fund | $4.8M | 35 | Mar 31, 2018 |
| S•• C•• P•••••••• L•no longer reported | Private Equity Fund | $684,399 | 9 | Mar 28, 2019 |
| S•• C•• I••••••••• L•no longer reported | Private Equity Fund | $380,424 | 2 | Mar 28, 2019 |
| S••••••••• L•• I• L•no longer reported | Private Equity Fund | $185,579 | 33 | Sep 1, 2017 |
| S•• V••••••• 2•••• L•no longer reported | Private Equity Fund | $60,039 | 4 | Mar 28, 2019 |
Owners and control persons
Schedule A and B, latest filing
- C•••••• V• C••••••• H•••• · President And Chief Operating Officercontrolsince 08/2024 · owns less than 5%
- J•••• B••••• R••••• · Chief Financial Officercontrolsince 10/2024 · owns less than 5%
- S•••••••• J•••• A•••••• · Chief Compliance Officercontrolsince 03/2023 · owns less than 5%
- T•••••• R•••• A••••• · Managercontrolsince 07/2017 · owns less than 5%
- F••••••••• W••••••• T•••• · Managing Membercontrolsince 05/2022 · owns 75% or more of P••••••• B•• L••
- T•••••• R•••• A••••• · Trusteecontrolsince 06/2015 · owns F of R••• A• T••••• R•••••••• T••••
Entity owners
- S•• I•• I•• L• · Managing Memberdirect · owns 75% or more
- N••••••••• R•• L•• · Managing Memberindirect · owns 50% to 75% of S•• I•• G•• L••
- N••••••••• R•• L•• · Limited Partnerindirect · owns 50% to 75% of S•• I•• I••••••••• I• L•
- P••••••• B•• L•• · Limited Partnerindirect · owns 50% to 75% of S•• I•• I••••••••• I• L•
- P••••••• B•• L•• · Managing Memberindirect · owns 50% to 75% of S•• I•• G•• L••
- R••• A• T••••• R•••••••• T•••• · Limited Partnerindirect · owns 50% to 75% of T•••• L•
- R••• A• T••••• R•••••••• T•••• · Managing Memberindirect · owns F of T••• G•• L••
- S•• I•• G•• L•• · General Partnerindirect · owns F of S••••••••• I••••••••• M••••••••• H•••••••• L•
- S•• I•• G•• L•• · General Partnerindirect · owns F of S•• I•• I•• L•
- S•• I•• I••••••••• I• L• · Limited Partnerindirect · owns 75% or more of S••••••••• I••••••••• M••••••••• H•••••••• L•
- S••••••••• I••••••••• M••••••••• H•••••••• L• · Limited Partnerindirect · owns 75% or more of S•• I•• I•• L•
- T••• G•• L•• · General Partnerindirect · owns F of T•••• L•
- T•••• L• · Managing Memberindirect · owns 75% or more of N••••••••• R•• L••
Related persons
Schedule D 7.A
- J•• G•• L•bankpooled vehicle sponsorn
- S•• I• H•••••••• L••pooled vehicle sponsorn
- S•• M••••••••• S•••••••• L••pooled vehicle sponsorn
- S•• O••••••••• I• G•• L•bankpooled vehicle sponsorn
- S•• O••••••••• I•• G•• L•bankpooled vehicle sponsorn
- S•• V••••••• 2••• G•• L••bankpooled vehicle sponsorn
- S•••••• P••••••• I• G•• L•bankpooled vehicle sponsorn
- S•••• I• G•• L•bankpooled vehicle sponsorn
- Y•••• C•• G•• L•bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Oklahoma City, OK1 employees
- Austin, TX
What changed
consecutive filings, newest first
- Advisory employees · 13 to 11Mar 31, 2025 to Mar 31, 2026
- Employees · 52 to 45Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $299M to $247MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $299M to $247MMar 31, 2025 to Mar 31, 2026
- RAUM · $299M to $247MMar 31, 2025 to Mar 31, 2026
- Advisory employees · 3 to 13Dec 6, 2024 to Mar 31, 2025
- Employees · 49 to 52Dec 6, 2024 to Mar 31, 2025
- Financial planning clients · unset to Dec 6, 2024 to Mar 31, 2025
- Other offices · 2 to 1Dec 6, 2024 to Mar 31, 2025
- Discretionary RAUM · $265M to $299MDec 6, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $265M to $299MDec 6, 2024 to Mar 31, 2025
- RAUM · $265M to $299MDec 6, 2024 to Mar 31, 2025
- Related adviser · true to falseDec 6, 2024 to Mar 31, 2025
- Accounts · 9 to 7Mar 30, 2024 to Dec 6, 2024
- Pooled vehicle clients · 9 to 7Mar 30, 2024 to Dec 6, 2024
- Private funds · 8 to 7Mar 30, 2024 to Dec 6, 2024
- Accounts · 10 to 9Mar 31, 2023 to Mar 30, 2024
- Pooled vehicle clients · 10 to 9Mar 31, 2023 to Mar 30, 2024
- Employees · 45 to 49Mar 31, 2023 to Mar 30, 2024
- Other offices · 4 to 2Mar 31, 2023 to Mar 30, 2024
- Private funds · 10 to 8Mar 31, 2023 to Mar 30, 2024
- Discretionary RAUM · $319M to $265MMar 31, 2023 to Mar 30, 2024
- Pooled vehicle RAUM · $319M to $265MMar 31, 2023 to Mar 30, 2024
- RAUM · $319M to $265MMar 31, 2023 to Mar 30, 2024
- Advisory employees · 7 to 3Oct 5, 2022 to Mar 31, 2023
- Employees · 100 to 45Oct 5, 2022 to Mar 31, 2023
- Discretionary RAUM · $373M to $319MOct 5, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $373M to $319MOct 5, 2022 to Mar 31, 2023
- RAUM · $373M to $319MOct 5, 2022 to Mar 31, 2023
- Accounts · 12 to 10Jan 5, 2022 to Mar 31, 2022
- Advisory employees · 8 to 7Jan 5, 2022 to Mar 31, 2022
- Pooled vehicle clients · 12 to 10Jan 5, 2022 to Mar 31, 2022
- Employees · 111 to 100Jan 5, 2022 to Mar 31, 2022
- Private funds · 12 to 10Jan 5, 2022 to Mar 31, 2022
- Discretionary RAUM · $298M to $373MJan 5, 2022 to Mar 31, 2022
- Pooled vehicle RAUM · $298M to $373MJan 5, 2022 to Mar 31, 2022
- RAUM · $298M to $373MJan 5, 2022 to Mar 31, 2022
- Accounts · 10 to 12Jan 13, 2021 to Mar 31, 2021
- Pooled vehicle clients · 10 to 12Jan 13, 2021 to Mar 31, 2021
- Employees · 108 to 111Jan 13, 2021 to Mar 31, 2021
Signals
7 dated events
- Robert Brett John (Chief Financial Officer) appeared on Schedule A of S••••••••• R••••••• P•••••••Dec 6, 2024 · Control person joined · fact
- Henry Charles Cogdell V (President And Chief Operating Officer) appeared on Schedule A of S••••••••• R••••••• P•••••••Dec 6, 2024 · Control person joined · fact
- Antonio Jose Santiago (Chief Compliance Officer) appeared on Schedule A of S••••••••• R••••••• P•••••••Mar 31, 2023 · Control person joined · fact
- Lee Gregory Hill (Chief Financial Officer And Chief Compliance Officer) no longer on Schedule A of S••••••••• R••••••• P••••••• (listed 2022-05-31, absent 2022-10-05)Oct 5, 2022 · Control person left · inference
- S••••••••• R••••••• P••••••• reported RAUM $284.1M, up 69% from $168.3M (2019-01-10 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
- Lee Gregory Hill (Chief Financial Officer And Chief Compliance Officer) appeared on Schedule A of S••••••••• R••••••• P•••••••Jan 10, 2019 · Control person joined · fact
- S••••••••• R••••••• P••••••• filed its initial SEC registration (Form ADV)Mar 31, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- S••••••••• R••••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- S••••••••• R••••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/S•••••••••-R•••••••-PARTNERSreportedpublic record, Form ADV, Sep 18, 2026
- Website
- strongholdim.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 972-850-7474reportedpublic record, Form ADV, Mar 31, 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