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
F• C••••• I••••• A••••••• L••
Latest filing Jun 10, 2026
First filing on the tape Aug 14, 2017 · 19 filings
SEC status approved since Sep 14, 2017
RAUM
$726M
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
183
31 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$726M as of Jun 10, 2026
Mar 22, 2018$25.3M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 10, 2026
Mar 22, 20180 then
Employees (5.A)183 as of Jun 10, 2026
Mar 22, 201837 then
Private funds: no history
RAUM +2.4% over the last fiscal year+7.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 10, 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
- $726MderivedRAUM 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
- +2.4%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 investment companiesreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$726M100%
- 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
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=15.0derived
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
- A••••••• D••••• J•••• · Principalcontrolsince 02/2014 · owns less than 5%
- B•••••• P••••• · Chief Financial Officercontrolsince 09/2017 · owns less than 5%
- B•••••• M•••• R••••• · Chief Legal Officercontrolsince 05/2019 · owns less than 5%
- D•••••••• E••••••••• C•••••• · Managing Director/Ccocontrolsince 08/2017 · owns less than 5%
- F•••••• M••••••• C•••• · Chairman And Ceocontrolsince 02/2014 · owns less than 5%
- S••••••• S•••••• · General Counselcontrolsince 09/2017 · owns less than 5%
- A••••••• D••••• J•••• · Membercontrolsince 05/2007 · owns 50% to 75% of F••••••• S••••• Holdings G.P., LLC
- F•••••• M••••••• C•••• · Managing Membercontrolsince 05/2007 · owns 50% to 75% of F••••••• S••••• Holdings G.P., LLC
- F•••••• M••••••• C•••• · Sole Membercontrolsince 02/2007 · owns 75% or more of F• C•••••• M••••••••• L••
- F•••••• M••••••• C•••• · L•••••• Partnercontrolsince 08/2005 · owns 75% or more of T•• 2••• F••••• I••••••••• T••••
- N•••• S••••••• T••••• · Derivatives Risk Managersince 01/2022 · owns less than 5%
- H•••••• M••••••• J•• · Trusteesince 01/2012 · owns F of T•• 2••• F••••• I••••••••• T••••
Entity owners
- F•• A•••••• F•• H•••••••• L•• · Memberdirect · owns 10% to 25%
- F••• H•••••• L•• · Memberdirect · owns 75% or more
- F• C•••••• M••••••••• L•• · General Partnerindirect · owns F of F• C•••••• P•••••••• L•••
- F• C•••••• P•••••••• L••• · Memberindirect · owns 25% to 50% of F•• N•• A••••••••• L••
- F••••••• S••••• H•••••••• G•••• L•• · General Partnerindirect · owns F of F••••••• S••••• H•••••••• L•
- F••••••• S••••• H•••••••• L• · Memberindirect · owns 75% or more of F•• A•••••• F•• H••••••• L••
- F••••••• S••••• H•••••••• L• · Memberindirect · owns F of F•• H•••••• L••
- F••••••• S••••• H•••••••• L• · Memberindirect · owns 50% to 75% of F••• H•••••• L••
- F•• A•••••• F•• H••••••• L•• · Memberindirect · owns F of F••• H•••••• L••
- F•• N•• A••••••••• L•• · Memberindirect · owns 25% to 50% of F••••••• S••••• H•••••••• L•
- T•• 2••• F••••• I••••••••• T•••• · Memberindirect · owns 25% to 50% of F•• N•• A••••••••• L••
- F•• H••••• S••• L•• · Memberindirect · owns F of F••• H•••••• L••
- F•• H•••••• L•• · Memberindirect · owns 75% or more of F•• H••••• S••• L••
Related persons
Schedule D 7.A
- A••• S••••• M••••••••• L••••••pooled vehicle sponsorn
- C••••• I••••••••• M••••••••• L••investment adviserbanknRAUM $440M
- F••••••• S••••• H•••••••• L•pooled vehicle sponsory
- F• F••• A••••••• L••investment adviserbanknRAUM $1.6B
- F• G••••• A••••••• L••investment adviserbanknRAUM $3.0B
- F• I••••••••• S••••••••• L••broker-dealern
- F• R••• A••••••• L••investment advisernRAUM $9.1B
- F• S••••••••• P••••••• A••••••• L••investment advisernRAUM $2.2B
- F• T••••••• A••••••• L••investment adviserbanknRAUM $279M
- Fs Specialty Lending A••••••, LLCinvestment adviserbanknRAUM $1.9B
- F••••• A••••••• L••investment adviserbanknRAUM $16B
- P•••••••• A••••••• C•••••• U•• L••investment advisern
- P•••••••• A••••••• L••investment adviserpooled vehicle sponsornRAUM $48B
- P•••••••• A••••••• S•••••••• P••• L•••investment advisern
Advisers that list F• C••••• I••••• A••••••• L•• as a related person
Offices
Schedule D 1.F, the 25 largest
- New York, NY
What changed
consecutive filings, newest first
- Advisory employees · 27 to 31Jan 15, 2026 to Mar 27, 2026
- BD registered reps · 16 to 15Jan 15, 2026 to Mar 27, 2026
- Employees · 149 to 183Jan 15, 2026 to Mar 27, 2026
- Discretionary RAUM · $709M to $726MJan 15, 2026 to Mar 27, 2026
- RAUM · $709M to $726MJan 15, 2026 to Mar 27, 2026
- Advisory employees · 2 to 27Dec 3, 2024 to Mar 27, 2025
- Employees · 107 to 149Dec 3, 2024 to Mar 27, 2025
- Financial planning clients · unset to Dec 3, 2024 to Mar 27, 2025
- Discretionary RAUM · $812M to $709MDec 3, 2024 to Mar 27, 2025
- RAUM · $812M to $709MDec 3, 2024 to Mar 27, 2025
- Discretionary RAUM · $0 to $812MApr 30, 2024 to Dec 3, 2024
- Non-discretionary RAUM · $813M to $0Apr 30, 2024 to Dec 3, 2024
- RAUM · $813M to $812MApr 30, 2024 to Dec 3, 2024
- Advisory employees · 5 to 2Jul 22, 2023 to Mar 26, 2024
- BD registered reps · 12 to 16Jul 22, 2023 to Mar 26, 2024
- Employees · 100 to 107Jul 22, 2023 to Mar 26, 2024
- Other offices · 0 to 1Jul 22, 2023 to Mar 26, 2024
- Non-discretionary RAUM · $579M to $813MJul 22, 2023 to Mar 26, 2024
- RAUM · $579M to $813MJul 22, 2023 to Mar 26, 2024
- Non-discretionary RAUM · $528M to $579MMar 15, 2022 to Mar 15, 2023
- RAUM · $528M to $579MMar 15, 2022 to Mar 15, 2023
- Advisory employees · 6 to 5Feb 3, 2022 to Mar 15, 2022
- Employees · 92 to 100Feb 3, 2022 to Mar 15, 2022
- Non-discretionary RAUM · $366M to $528MFeb 3, 2022 to Mar 15, 2022
- RAUM · $366M to $528MFeb 3, 2022 to Mar 15, 2022
- Advisory employees · 12 to 6May 21, 2020 to Mar 26, 2021
- BD registered reps · 15 to 12May 21, 2020 to Mar 26, 2021
- Employees · 98 to 92May 21, 2020 to Mar 26, 2021
- Non-discretionary RAUM · $248M to $366MMay 21, 2020 to Mar 26, 2021
- RAUM · $248M to $366MMay 21, 2020 to Mar 26, 2021
- BD registered reps · 12 to 15Jun 7, 2019 to Mar 26, 2020
- Employees · 66 to 98Jun 7, 2019 to Mar 26, 2020
- Non-discretionary RAUM · $135M to $248MJun 7, 2019 to Mar 26, 2020
- RAUM · $135M to $248MJun 7, 2019 to Mar 26, 2020
- Advisory employees · 11 to 12Mar 22, 2018 to Mar 25, 2019
- Employees · 37 to 66Mar 22, 2018 to Mar 25, 2019
- Non-discretionary RAUM · $25.3M to $135MMar 22, 2018 to Mar 25, 2019
- RAUM · $25.3M to $135MMar 22, 2018 to Mar 25, 2019
- Advisory employees · 12 to 11Aug 14, 2017 to Mar 22, 2018
- BD registered reps · 2 to 12Aug 14, 2017 to Mar 22, 2018
Signals
7 dated events
- F• C••••• I••••• A••••••• L•• reported RAUM $812.9M, up 40% from $579.0M (2023-07-22 to 2024-03-26)Mar 26, 2024 · RAUM change · derived
- F• C••••• I••••• A••••••• L•• reported RAUM $528.0M, up 44% from $365.7M (2022-02-03 to 2022-03-15)Mar 15, 2022 · RAUM change · derived
- F• C••••• I••••• A••••••• L•• reported RAUM $365.7M, up 48% from $247.5M (2020-05-21 to 2021-03-26)Mar 26, 2021 · RAUM change · derived
- Andrew Craig Eidell (Dcco) no longer on Schedule A of F• C••••• I••••• A••••••• L•• (listed 2020-03-26, absent 2020-05-21)May 21, 2020 · Control person left · inference
- F• C••••• I••••• A••••••• L•• reported RAUM $247.5M, up 83% from $135.4M (2019-06-07 to 2020-03-26)Mar 26, 2020 · RAUM change · derived
- Robert Marc Bryant (Chief Legal Officer) appeared on Schedule A of F• C••••• I••••• A••••••• L••Mar 26, 2020 · Control person joined · fact
- F• C••••• I••••• A••••••• L•• filed its initial SEC registration (Form ADV)Aug 14, 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/portfolio-advisorsreportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/FUTURESTANDARDFSreportedpublic record, Form ADV, Sep 18, 2026
- Website
- fsco.futurestandard.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 215-220-6651reportedpublic record, Form ADV, Jun 10, 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