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••••••••• C••••••

Asset manager (funds and pooled vehicles)Chicago, IllinoisCRD 290557SEC 801-117071websiteIAPD
Legal name R••••••••• C•••••• M••••••••• L•••
Latest filing Mar 27, 2026
First filing on the tape Jun 27, 2019 · 10 filings
SEC status approved since Jul 26, 2019
RAUM
$847M
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
12
12 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
5
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$847M as of Mar 27, 2026
Mar 29, 2020$407M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 29, 20200 then
Employees (5.A)12 as of Mar 27, 2026
Mar 29, 20208 then
Private funds5 as of Mar 27, 2026
Mar 29, 20203 then
RAUM -0.9% over the last fiscal year+1.0% a year over threeIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of Mar 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
$169MderivedRAUM 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
-0.9%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-based, otherreportedItem 5.E
Advisory activities
portfolio management for pooled vehicles, otherreportedItem 5.G
Custody
yesreportedItem 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)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$847M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
5reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$0 for 0 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 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
      6 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      R••••••••• C•••••• I•• L•••Private Equity Fund$359M31Mar 31, 2022
      R••••••••• C••••••• L•••Private Equity Fund$296M52Dec 12, 2017
      R••••••••• C•••••• I•••• L•••Private Equity Fund$83.3M12Mar 31, 2022
      K••• C••• C••••••••• L••Private Equity Fund$36.8M7Mar 25, 2019
      H••• H•••••• C••••••••• L••Private Equity Fund$19.6M1Mar 31, 2022
      U• O••• S•••••• M••••••••• C••••••••• L••no longer reportedPrivate Equity Fund$4.6M3Dec 12, 2017
      Owners and control persons
      Schedule A and B, latest filing
      • P•••••••• M•••• D•••• · Chief Compliance Officer, Chief Financial Oficercontrol
        since 11/2017 · owns less than 5%
      • R•••• G••••••• M••••••• · Managing Partner; Limited Partnercontrol
        since 02/2017 · owns 25% to 50%
      • R••••••••• D•••••• W•••••• · Managing Partner; Limited Partnercontrol
        since 02/2017 · owns 25% to 50%
      • R•••• G••••••• M••••••• · Trustee Of Garrick M. Rice Revocable Trust U/A/D 6/7/01control
        since 06/2001 · owns F of Garrick M. Rice Revocable Trust U/A/D 6/7/01
      • R••••••••• D•••••• W•••••• · Member; Managing Partnercontrol
        since 02/2017 · owns 50% to 75% of Riverglade Capital, LLC
      Entity owners
      • R••••••••• C••••••• L•• · General Partner
        direct · owns less than 5%
      • G•••••• M• R••• R•••••••• T•••• U•••• 6••••• · Member
        indirect · owns 50% to 75% of Riverglade Capital, LLC
      Related persons
      Schedule D 7.A
      • R••••••••• C•••••• G•• L••
        pooled vehicle sponsorn
      • R••••••••• C•••••• I• G•• L•••
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Advisory employees · 13 to 12
        Mar 28, 2025 to Mar 27, 2026
      • Employees · 13 to 12
        Mar 28, 2025 to Mar 27, 2026
      • Other offices · 0 to 1
        Mar 28, 2025 to Mar 27, 2026
      • Discretionary RAUM · $855M to $847M
        Mar 28, 2025 to Mar 27, 2026
      • Pooled vehicle RAUM · $855M to $847M
        Mar 28, 2025 to Mar 27, 2026
      • RAUM · $855M to $847M
        Mar 28, 2025 to Mar 27, 2026
      • Advisory employees · 11 to 13
        Mar 28, 2024 to Mar 28, 2025
      • Employees · 11 to 13
        Mar 28, 2024 to Mar 28, 2025
      • Financial planning clients · unset to
        Mar 28, 2024 to Mar 28, 2025
      • Discretionary RAUM · $794M to $855M
        Mar 28, 2024 to Mar 28, 2025
      • Pooled vehicle RAUM · $794M to $855M
        Mar 28, 2024 to Mar 28, 2025
      • RAUM · $794M to $855M
        Mar 28, 2024 to Mar 28, 2025
      • Advisory employees · 10 to 11
        Mar 31, 2023 to Mar 28, 2024
      • Employees · 13 to 11
        Mar 31, 2023 to Mar 28, 2024
      • Discretionary RAUM · $822M to $794M
        Mar 31, 2023 to Mar 28, 2024
      • Pooled vehicle RAUM · $822M to $794M
        Mar 31, 2023 to Mar 28, 2024
      • RAUM · $822M to $794M
        Mar 31, 2023 to Mar 28, 2024
      • Accounts · 6 to 5
        Jan 10, 2023 to Mar 31, 2023
      • Advisory employees · 9 to 10
        Jan 10, 2023 to Mar 31, 2023
      • Pooled vehicle clients · 6 to 5
        Jan 10, 2023 to Mar 31, 2023
      • Employees · 10 to 13
        Jan 10, 2023 to Mar 31, 2023
      • Private funds · 6 to 5
        Jan 10, 2023 to Mar 31, 2023
      • Discretionary RAUM · $581M to $822M
        Jan 10, 2023 to Mar 31, 2023
      • Pooled vehicle RAUM · $581M to $822M
        Jan 10, 2023 to Mar 31, 2023
      • RAUM · $581M to $822M
        Jan 10, 2023 to Mar 31, 2023
      • Accounts · 3 to 6
        Aug 27, 2021 to Mar 31, 2022
      • Advisory employees · 7 to 9
        Aug 27, 2021 to Mar 31, 2022
      • Pooled vehicle clients · 3 to 6
        Aug 27, 2021 to Mar 31, 2022
      • Employees · 8 to 10
        Aug 27, 2021 to Mar 31, 2022
      • Legal name · RIVERGLADE CAPITAL MANAGEMENT, LLC to RIVERGLADE CAPITAL MANAGEMENT, L.P.
        Aug 27, 2021 to Mar 31, 2022
      • Private funds · 3 to 6
        Aug 27, 2021 to Mar 31, 2022
      • Discretionary RAUM · $427M to $581M
        Aug 27, 2021 to Mar 31, 2022
      • Pooled vehicle RAUM · $427M to $581M
        Aug 27, 2021 to Mar 31, 2022
      • RAUM · $427M to $581M
        Aug 27, 2021 to Mar 31, 2022
      • Succession · true to false
        Aug 27, 2021 to Mar 31, 2022
      • Organization form · Limited Liability Company to Limited Partnership
        Mar 30, 2021 to Aug 27, 2021
      • Succession · false to true
        Mar 30, 2021 to Aug 27, 2021
      • Discretionary RAUM · $407M to $427M
        Mar 29, 2020 to Mar 30, 2021
      • Pooled vehicle RAUM · $407M to $427M
        Mar 29, 2020 to Mar 30, 2021
      • RAUM · $407M to $427M
        Mar 29, 2020 to Mar 30, 2021
      Signals
      5 dated events
      • Riverglade Capital reported RAUM $822.0M, up 41% from $581.3M (2023-01-10 to 2023-03-31)
        Mar 31, 2023 · RAUM change · derived
      • Riverglade Capital reported RAUM $581.3M, up 36% from $426.6M (2021-08-27 to 2022-03-31)
        Mar 31, 2022 · RAUM change · derived
      • Riverglade Capital reported succeeding to the business of Another Adviser (Form ADV Item 4)
        Aug 27, 2021 · Succession (Item 4) · fact
      • Riverglade Capital reported RAUM $406.6M, up 47% from $277.3M (2019-06-27 to 2020-03-29)
        Mar 29, 2020 · RAUM change · derived
      • Riverglade Capital filed its initial SEC registration (Form ADV)
        Jun 27, 2019 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/riverglade-capital-llcreportedpublic record, Form ADV, Sep 18, 2026
      Website
      riverglade.comreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      312-940-6700reportedpublic record, Form ADV, Mar 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
      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