DFX Intelligence
RIA Intelligence
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SEC-registered adviser
O••• N••• P•••••••
Legal name O••• N••• P••••••• I•• L••
Latest filing Mar 30, 2026
First filing on the tape Mar 10, 2021 · 10 filings
SEC status approved since Apr 12, 2021
RAUM
$441M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
10%
$44.6M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$147M
derived; firm RAUM over IAPD count
Employees
10
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$441M as of Mar 30, 2026
Mar 30, 2022$263M then
HNW client RAUM$44.6M as of Mar 30, 2026
Mar 30, 2022$38.9M then
State-registered IARs (5.B.3)3 as of Mar 30, 2026
Mar 30, 20222 then
Employees (5.A)10 as of Mar 30, 2026
Mar 30, 20229 then
Private funds2 as of Mar 30, 2026
Mar 30, 20222 then
RAUM -6.7% over the last fiscal year+21% a year over threeIARs 2 to 3offices 1 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- $147MderivedRAUM 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
- $33.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 18%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.3derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -6.7%derivedbetween the last two annual amendments
- Advisor growth, one year
- +50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $276M, 6 clientsreportedItem 9.A
- 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$276M63%
- High-net-worth individuals$44.6M10%
- Sovereign wealth funds$40.5M9.2%
- Charitable organizations$39.0M8.8%
- Other investment advisers$24.3M5.5%
- Corporations and businesses$16.6M3.8%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 13reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $276M for 6 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.1 fund_share=0.68 institutional_share=0.18 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| D•••• C• F••••••• | Chadds Ford, Pa | Jan 3, 2018 | 11 y | 0 |
| P••••• C••• T•••• | Chadds Ford, Pa | Jan 5, 2018 | 39 y | 0 |
| S••••• I••• G••••• | Chadds Ford, Pa | May 8, 2025 | 11 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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| O••• N••• P••••••• M••••• F•••• L••• | Hedge Fund | $92.6M | 89 | Mar 10, 2021 |
| O••• N••• P••••••• L••• O••• M••••• L••• | Hedge Fund | $84.4M | 39 | Mar 30, 2022 |
Owners and control persons
Schedule A and B, latest filing
- F•••••••• D••••• C• · President, Chief Operating Officer & Chief Compliance Officercontrolsince 07/2017 · owns less than 5%
- T••••• P•••••• C••• · Portfolio Managercontrolsince 07/2017 · owns less than 5%
- F•••••••• D••••• C• · Membercontrolsince 01/2021 · owns 25% to 50% of O••• N••• P•••••••• L••
- T••••• P•••••• C••• · Managing Membercontrolsince 07/2017 · owns 50% to 75% of O••• N••• P•••••••• L••
Entity owners
- O••• N••• P•••••••• L•• · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- O••• N••• P••••••• G•• L••pooled vehicle sponsorn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Chadds Ford, Pa · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Philadelphia, PA3 employees
What changed
consecutive filings, newest first
- Accounts · 16 to 13Sep 23, 2025 to Mar 30, 2026
- Advisory employees · 5 to 3Sep 23, 2025 to Mar 30, 2026
- Assets in custody · $258M to $276MSep 23, 2025 to Mar 30, 2026
- Employees · 12 to 10Sep 23, 2025 to Mar 30, 2026
- State-registered IARs · 2 to 3Sep 23, 2025 to Mar 30, 2026
- Discretionary RAUM · $473M to $441MSep 23, 2025 to Mar 30, 2026
- HNW RAUM · $46.8M to $44.6MSep 23, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $258M to $276MSep 23, 2025 to Mar 30, 2026
- RAUM · $473M to $441MSep 23, 2025 to Mar 30, 2026
- Other offices · 1 to 0Jan 30, 2025 to Sep 23, 2025
- Accounts · 17 to 16Apr 29, 2024 to Jan 30, 2025
- Advisory employees · 4 to 5Apr 29, 2024 to Jan 30, 2025
- Assets in custody · $185M to $258MApr 29, 2024 to Jan 30, 2025
- Employees · 10 to 12Apr 29, 2024 to Jan 30, 2025
- Financial planning clients · unset to Apr 29, 2024 to Jan 30, 2025
- Discretionary RAUM · $389M to $473MApr 29, 2024 to Jan 30, 2025
- HNW RAUM · $42.4M to $46.8MApr 29, 2024 to Jan 30, 2025
- Pooled vehicle RAUM · $185M to $258MApr 29, 2024 to Jan 30, 2025
- RAUM · $389M to $473MApr 29, 2024 to Jan 30, 2025
- Assets in custody · $112M to $185MMar 24, 2023 to Mar 26, 2024
- Employees · 9 to 10Mar 24, 2023 to Mar 26, 2024
- Discretionary RAUM · $250M to $389MMar 24, 2023 to Mar 26, 2024
- HNW RAUM · $29.7M to $42.4MMar 24, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $112M to $185MMar 24, 2023 to Mar 26, 2024
- RAUM · $250M to $389MMar 24, 2023 to Mar 26, 2024
- Accounts · 14 to 17Mar 30, 2022 to Mar 24, 2023
- Advisory employees · 3 to 4Mar 30, 2022 to Mar 24, 2023
- Assets in custody · $153M to $112MMar 30, 2022 to Mar 24, 2023
- Other offices · 0 to 1Mar 30, 2022 to Mar 24, 2023
- Discretionary RAUM · $263M to $250MMar 30, 2022 to Mar 24, 2023
- HNW RAUM · $38.9M to $29.7MMar 30, 2022 to Mar 24, 2023
- Pooled vehicle RAUM · $153M to $112MMar 30, 2022 to Mar 24, 2023
- RAUM · $263M to $250MMar 30, 2022 to Mar 24, 2023
- Accounts · 6 to 14Apr 20, 2021 to Mar 30, 2022
- Pooled vehicle clients · 3 to 6Apr 20, 2021 to Mar 30, 2022
- Assets in custody · $102M to $153MApr 20, 2021 to Mar 30, 2022
- Employees · 6 to 9Apr 20, 2021 to Mar 30, 2022
- Private funds · 1 to 2Apr 20, 2021 to Mar 30, 2022
- Discretionary RAUM · $162M to $263MApr 20, 2021 to Mar 30, 2022
- HNW RAUM · $60.0M to $38.9MApr 20, 2021 to Mar 30, 2022
Signals
3 dated events
- O••• N••• P••••••• reported RAUM $389.5M, up 56% from $250.3M (2023-03-24 to 2024-03-26)Mar 26, 2024 · RAUM change · derived
- O••• N••• P••••••• reported RAUM $263.0M, up 63% from $161.5M (2021-04-20 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- O••• N••• P••••••• filed its initial SEC registration (Form ADV)Mar 10, 2021 · 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
- O•••N•••.PARTNERSreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- (484) 352-1110reportedpublic record, Form ADV, Mar 30, 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
- $147Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026