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
D••••••••• I••••••••• M••••••••• L••
Latest filing Jun 30, 2026
First filing on the tape Nov 20, 2017 · 35 filings
SEC status approved since Dec 20, 2017
RAUM
$61B
reported, Item 5.F
Discretionary
99%
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
285
157 advisory (5.B.1)
Offices
9
beyond the principal office
Private funds
59
reported on Schedule D
History
35 filings and snapshots on the tape
RAUM$61B as of Jun 30, 2026
Mar 23, 2018$1.4B then
HNW client RAUM$0 as of Jun 30, 2026
Mar 23, 2018$0 then
State-registered IARs (5.B.3)0 as of Jun 30, 2026
Mar 23, 20180 then
Employees (5.A)285 as of Jun 30, 2026
Mar 23, 201890 then
Private funds59 as of Jun 30, 2026
Mar 23, 20181 then
RAUM +19% over the last fiscal year+28% a year over threeIARs 0 to 0offices 10 to 9
Practice profile
derived from the filing of Jun 30, 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
- $710MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived10 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%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 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
- 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)
- 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)
- 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$55B99%
- Sovereign wealth funds$348M0.6%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 86reported
- 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=0.9 institutional_share=0.01 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
38 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| D••••••••• P••••••• I•• L• | Private Equity Fund | $7.5B | 98 | Mar 29, 2021 |
| D••••••••• P•••••••• L• | Private Equity Fund | $6.3B | 79 | Nov 20, 2017 |
| D• T•••••• H••••••• I• L• | Private Equity Fund | $2.5B | 37 | Mar 31, 2022 |
| D••••••••• P••••••• I••• L• | Private Equity Fund | $2.4B | 33 | Mar 29, 2024 |
| D• F•••• R•••• H••••••• I• L• | Private Equity Fund | $2.4B | 51 | Aug 26, 2019 |
| D••••••••• P••••••• I• L••• S••• | Private Equity Fund | $2.1B | 49 | Mar 31, 2022 |
| D•• I• W•••• H••••••• I• •••••• L• | Private Equity Fund | $1.9B | 21 | Mar 31, 2023 |
| D••••••••• S•••••••• A••••• F•••• L• | Private Equity Fund | $1.4B | 13 | Mar 31, 2023 |
| D• T•••• H•••••••• L• | Private Equity Fund | $1.3B | 13 | Mar 31, 2022 |
| D• S••••••• L•••• T••• H••••••• I•• L• | Private Equity Fund | $1.3B | 19 | Mar 29, 2024 |
| D• S••••••• H••••••• I• L• | Private Equity Fund | $1.2B | 26 | Mar 31, 2023 |
| D• T•••••• L•••• T••• H••••••• I•• L• | Private Equity Fund | $645M | 18 | Mar 29, 2024 |
| D• S•••• I••••••••• H••••••• I•• L• | Private Equity Fund | $562M | 6 | Mar 31, 2022 |
| D•••••• C••••• P••••••• I• L••• S•••no longer reported | Private Equity Fund | $421M | 15 | Mar 29, 2021 |
| D••••••••• P••••••• I•• L••• S••• | Private Equity Fund | $385M | 19 | Mar 29, 2024 |
| D• S•• W•••• H••••••• I• •••••• L• | Private Equity Fund | $376M | 4 | Mar 31, 2023 |
| D• S•••• I••••••••• H•••••••• L• | Private Equity Fund | $363M | 7 | Mar 31, 2022 |
| D••••••••• C••••• ••••• L• | Private Equity Fund | $326M | 1 | Mar 31, 2023 |
| D• C••• I••••••••• H••••••• I••• L• | Private Equity Fund | $276M | 5 | Mar 31, 2022 |
| D• R••••• U•••• T••• I• C••••••••• S••• | Private Equity Fund | $248M | 7 | Mar 29, 2024 |
| D••••••••• C••••• ••••••••• L• | Private Equity Fund | $233M | 7 | Mar 31, 2023 |
| D• C••• I••••••••• H••••••• I•• L• | Private Equity Fund | $232M | 4 | Mar 31, 2022 |
| D• S•• W•••• H••••••• I• L• | Private Equity Fund | $174M | 2 | Mar 31, 2023 |
| D• R••••• U•••• T••• I• C••••••••• S••• | Private Equity Fund | $173M | 8 | Mar 29, 2024 |
| D• A•••• A••• I••••••••• H•••••••• L• | Private Equity Fund | $153M | 8 | Mar 29, 2024 |
| D•• I• W•••• H••••••• I• L• | Private Equity Fund | $150M | 7 | Mar 31, 2023 |
| D• C••• I••••••••• H••••••• I• A•• L• | Private Equity Fund | $129M | 4 | Mar 29, 2021 |
| D••••••••• P••••••• ••••••••• L•no longer reported | Private Equity Fund | $121M | 2 | Aug 24, 2018 |
| D• B•••• I••••••••• H•••••••• L• | Private Equity Fund | $115M | 2 | Mar 29, 2024 |
| D••••••••• P••••••• ••••••••• L• | Private Equity Fund | $103M | 2 | Mar 31, 2023 |
| D••••••••• C••••••••• A•••• M••• F•••• L••• | Hedge Fund | $94.8M | 33 | Mar 29, 2021 |
| D••••••••• C••••• ••••• S••• | Private Equity Fund | $81.5M | 4 | Mar 29, 2024 |
| D••••••••• C••••• ••••••••• L• | Private Equity Fund | $66.6M | 5 | Mar 31, 2023 |
| D••••••••• C••••••••• A•••• F•••• L• | Hedge Fund | $43.6M | 15 | Mar 29, 2021 |
| D••••••••• L••••• F••• L• | Other Private Fund | $37.6M | 25 | Feb 12, 2020 |
| D• I•••••••• H•••••••• L• | Private Equity Fund | $26.2M | 28 | Mar 29, 2024 |
| D• M••••••• H••••••• I• L• | Private Equity Fund | $15.0M | 1 | Mar 29, 2024 |
| D••••••••• C••••••••• A•••• F•••• L•• | Hedge Fund | $10.7M | 1 | Mar 29, 2021 |
Owners and control persons
Schedule A and B, latest filing
- G••••• M•••• C••••••••• · Chief Executive Officercontrolsince 02/2018 · owns less than 5%
- G•••••••• J••••••• E••• · Vice Presidentcontrolsince 02/2018 · owns less than 5%
- G••••••••• G•••••••• F• · Vice President And Secretarycontrolsince 02/2020 · owns less than 5%
- J••••••• B•••••••• J•••••• · Presidentcontrolsince 03/2022 · owns less than 5%
- M••••••••• T•••••• B•••••• · Chief Financial Officer And Vice Presidentcontrolsince 03/2024 · owns less than 5%
- S••••••• L•••• D••••• · Chief O•••••••• Officer And Vice Presidentcontrolsince 01/2021 · owns less than 5%
- W••••••• K••••••• A•• · Chief Compliance Officercontrolsince 11/2017 · owns less than 5%
Entity owners
- D••••••••• M••••••••• H•••••••• L•• · Managing Memberdirect · owns 75% or more
- D••••••••• D•••••• I• H•••••• L•• · Owner, D••••••••• M••••••••• H•••••••• L•• And D••••••••• I• M••••••• L••indirect · owns 25% to 50% of D••••••••• M••••••••• H•••••••• L••
- D••••••••• G••••• I••• · Owner, D••••••••• O•••••••• C••••••• L••indirect · owns 75% or more of D••••••••• O•••••••• C••••••• L•• · public reporting company
- D••••••••• I• M••••••• L•• · Owner, D••••••••• M••••••••• H•••••••• L••indirect · owns 25% to 50% of D••••••••• M••••••••• H•••••••• L••
- D••••••••• I••••••••• H•••••• L•• · Owner, D••••••••• D•••••• I• H•••••• L••indirect · owns 75% or more of D••••••••• D•••••• I• H•••••• L••
- D••••••••• O• S••••••••• L•• · Owner, D••••••••• I••••••••• H•••••• L••indirect · owns 75% or more of D••••••••• I••••••••• H•••••• L••
- D••••••••• O•••••••• C••••••• L•• · Owner, D••••••••• O• S••••••••• L••indirect · owns 75% or more of D••••••••• O• S••••••••• L••
Related persons
Schedule D 7.A
- A•••••• E• H••••••• G•• L••pooled vehicle sponsorn
- C• E••••• I••••••••• G•• L••pooled vehicle sponsorn
- C•• C•••••• P•••• A••••••• L••investment advisern
- C•• C•••••• P•••• G•• L••pooled vehicle sponsorn
- C•• O•• C•• P•••• G•• L••pooled vehicle sponsorn
- C•••••• S•••••••• P••••••• I••• L••pooled vehicle sponsorn
- C••••• C•••••• I••••••••• A•••••••• L••investment advisernRAUM $336M
- C••••• C•••••• M•••• L••pooled vehicle sponsorn
- C••••• C•••••• U•• L•••investment advisern
- C••••• C•••••• V••• L•••pooled vehicle sponsorn
- C••••• L•••• H•••••••• L••investment advisery
- C••••• L•••• A•••••• F••• I• G•• L••pooled vehicle sponsorn
- C••••• L•••• A•••••• F••• I• G•• L••pooled vehicle sponsorn
- C••••• L•••• A•••••• M••••••• L••••••pooled vehicle sponsorn
- C•••••• I••••••••• A••••••• L••••••investment advisern
- C•••••• I••••••••• M••••••••• L••••••investment advisern
- D• A•••••• A••• G•• L••pooled vehicle sponsorn
- D• A•••••• E••••• G•• L••pooled vehicle sponsorn
- D• A•••••• M•• G•• L••pooled vehicle sponsorn
- D• I••••••••• H••••••• G•• L••pooled vehicle sponsorn
- D• I• S•••••••• P••••••• G• L••n
- D•• E••• G•• L••n
- D•• I• S•••••••• P••••••• G•• L••n
- D•• T••• G•• L••n
- D•••••• B••••• A•••••••• L••investment advisernRAUM $15B
- D••••••••• A••• P••• L•••investment advisern
- D••••••••• I••••••••• M••••••••• L•• • M••••• E••• B•••••investment advisern
- D••••••••• M••••••••• A••• L••••••investment advisern
- D••••••••• U• A••••••• 1• L••investment advisern
- D••••••••• V••••••• G•• L••pooled vehicle sponsorn
Advisers that list D••••••••• I••••••••• M••••••••• L•• as a related person
Offices
Schedule D 1.F, the 25 largest
- New York, NY28 employees
- London, United Kingdom23 employees
- Capitaspring, Singapore10 employees
- Denver, CO4 employees
- Los Angeles, CA3 employees
- Aspen, CO2 employees
- Abu Dhabi, United Arab Emirates1 employees
- Madrid, Spain1 employees
What changed
consecutive filings, newest first
- Accounts · 67 to 86Sep 8, 2025 to Mar 31, 2026
- Advisory employees · 147 to 157Sep 8, 2025 to Mar 31, 2026
- Pooled vehicle clients · 44 to 59Sep 8, 2025 to Mar 31, 2026
- Employees · 303 to 285Sep 8, 2025 to Mar 31, 2026
- Private funds · 44 to 59Sep 8, 2025 to Mar 31, 2026
- Discretionary RAUM · $50B to $61BSep 8, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $899M to $431MSep 8, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $46B to $55BSep 8, 2025 to Mar 31, 2026
- RAUM · $51B to $61BSep 8, 2025 to Mar 31, 2026
- Other offices · 10 to 9Apr 29, 2025 to Sep 8, 2025
- Accounts · 50 to 67Jan 7, 2025 to Apr 29, 2025
- Advisory employees · 116 to 147Jan 7, 2025 to Apr 29, 2025
- Pooled vehicle clients · 36 to 44Jan 7, 2025 to Apr 29, 2025
- Employees · 254 to 303Jan 7, 2025 to Apr 29, 2025
- Financial planning clients · unset to Jan 7, 2025 to Apr 29, 2025
- Other offices · 9 to 10Jan 7, 2025 to Apr 29, 2025
- Private funds · 36 to 44Jan 7, 2025 to Apr 29, 2025
- Discretionary RAUM · $38B to $50BJan 7, 2025 to Apr 29, 2025
- Non-discretionary RAUM · $1.0B to $899MJan 7, 2025 to Apr 29, 2025
- Pooled vehicle RAUM · $35B to $46BJan 7, 2025 to Apr 29, 2025
- RAUM · $39B to $51BJan 7, 2025 to Apr 29, 2025
- Accounts · 35 to 50Jan 2, 2024 to Mar 29, 2024
- Advisory employees · 108 to 116Jan 2, 2024 to Mar 29, 2024
- Pooled vehicle clients · 25 to 36Jan 2, 2024 to Mar 29, 2024
- Employees · 252 to 254Jan 2, 2024 to Mar 29, 2024
- Other offices · 7 to 9Jan 2, 2024 to Mar 29, 2024
- Private funds · 25 to 36Jan 2, 2024 to Mar 29, 2024
- Discretionary RAUM · $28B to $38BJan 2, 2024 to Mar 29, 2024
- Non-discretionary RAUM · $832M to $1.0BJan 2, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $26B to $35BJan 2, 2024 to Mar 29, 2024
- RAUM · $29B to $39BJan 2, 2024 to Mar 29, 2024
- Accounts · 26 to 35Jun 28, 2022 to Mar 31, 2023
- Advisory employees · 63 to 108Jun 28, 2022 to Mar 31, 2023
- Pooled vehicle clients · 17 to 25Jun 28, 2022 to Mar 31, 2023
- Assets in custody · unset to 0.0Jun 28, 2022 to Mar 31, 2023
- Custody of client assets · false to trueJun 28, 2022 to Mar 31, 2023
- Employees · 233 to 252Jun 28, 2022 to Mar 31, 2023
- Private funds · 16 to 25Jun 28, 2022 to Mar 31, 2023
- Discretionary RAUM · $22B to $28BJun 28, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $1.4B to $832MJun 28, 2022 to Mar 31, 2023
Signals
21 dated events
- D••••••••• I••••••••• M••••••••• L•• reported RAUM $51.3B, up 31% from $39.1B (2025-01-07 to 2025-04-29)Apr 29, 2025 · RAUM change · derived
- D••••• L••• S•••••• (Vice President) appeared on Schedule A of D••••••••• I••••••••• M••••••••• L••Jun 21, 2024 · Control person joined · fact
- E•••• L••• S•••••• (Vice President) no longer on Schedule A of D••••••••• I••••••••• M••••••••• L•• (listed 2024-04-29, absent 2024-06-21)Jun 21, 2024 · Control person left · inference
- D••••••••• I••••••••• M••••••••• L•• reported RAUM $39.1B, up 36% from $28.8B (2024-01-02 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- B•••••• T••••• M•••••••• (Chief Financial Officer & Vice President) appeared on Schedule A of D••••••••• I••••••••• M••••••••• L••Mar 29, 2024 · Control person joined · fact
- Jacky Wu (Vice President And Treasurer) no longer on Schedule A of D••••••••• I••••••••• M••••••••• L•• (listed 2024-01-02, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- Mark Ronald Sanders (Vice President And Secretary) no longer on Schedule A of D••••••••• I••••••••• M••••••••• L•• (listed 2023-03-31, absent 2023-05-23)May 23, 2023 · Control person left · inference
- D•••• H••••• (Vice President) no longer on Schedule A of D••••••••• I••••••••• M••••••••• L•• (listed 2022-06-28, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- D••••••••• I••••••••• M••••••••• L•• reported RAUM $23.2B, up 106% from $11.3B (2022-02-22 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- D••••••••• I••••••••• M••••••••• L•• reported RAUM $11.3B, up 73% from $6.5B (2021-01-22 to 2021-03-29)Mar 29, 2021 · RAUM change · derived
- E•••• L••• S•••••• (Vice President) appeared on Schedule A of D••••••••• I••••••••• M••••••••• L••Jan 22, 2021 · Control person joined · fact
- Melvin Mark Hedstrom (Vice President, Treasurer & Assistant Secretary) no longer on Schedule A of D••••••••• I••••••••• M••••••••• L•• (listed 2020-11-13, absent 2021-01-22)Jan 22, 2021 · Control person left · inference
- Howard Jonathan Grunzweig (Vice President) no longer on Schedule A of D••••••••• I••••••••• M••••••••• L•• (listed 2020-06-09, absent 2020-08-21)Aug 21, 2020 · Control person left · inference
- Jacky Wu (Vice President And Treasurer) appeared on Schedule A of D••••••••• I••••••••• M••••••••• L••Aug 21, 2020 · Control person joined · fact
- James Darren Tangen (Vice President, Treasurer) no longer on Schedule A of D••••••••• I••••••••• M••••••••• L•• (listed 2020-03-30, absent 2020-04-30)Apr 30, 2020 · Control person left · inference
- D••••••••• I••••••••• M••••••••• L•• reported RAUM $6.5B, up 58% from $4.1B (2020-02-12 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- D•••• H••••• (Vice President) appeared on Schedule A of D••••••••• I••••••••• M••••••••• L••Mar 30, 2020 · Control person joined · fact
- Geoffrey Goldschein (Vice President) appeared on Schedule A of D••••••••• I••••••••• M••••••••• L••Mar 30, 2020 · Control person joined · fact
- Mark Ronald Sanders (Vice President, Secretary) appeared on Schedule A of D••••••••• I••••••••• M••••••••• L••Mar 30, 2020 · Control person joined · fact
- D••••••••• I••••••••• M••••••••• L•• reported RAUM $4.1B, up 194% from $1.4B (2018-08-24 to 2019-03-22)Mar 22, 2019 · RAUM change · derived
- D•••••• C••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Nov 20, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- D••••••••• I••••••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- D••••••••• I••••••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/digital-bridge-groupreportedpublic record, Form ADV, Sep 18, 2026
- Website
- digitalbridge.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 561-544-7475reportedpublic record, Form ADV, Jun 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
- 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