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•••••• L••
Latest filing Mar 31, 2026
First filing on the tape Feb 7, 2018 · 20 filings
SEC status approved since Mar 19, 2018
RAUM
$4.2B
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
23
16 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
16
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$4.2B as of Mar 31, 2026
Mar 29, 2019$1.5B then
HNW client RAUM$0 as of Mar 31, 2026
Mar 29, 2019$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20190 then
Employees (5.A)23 as of Mar 31, 2026
Mar 29, 201923 then
Private funds16 as of Mar 31, 2026
Mar 29, 20192 then
RAUM +7.7% over the last fiscal year+22% a year over threeIARs 0 to 0offices 0 to 1
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
- $260MderivedRAUM 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
- +7.7%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 vehiclesreportedItem 5.G
- Custody
- $3.7B, 16 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)
- 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$4.2B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 16reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.7B for 16 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=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
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| W••••••••• C•••••• P••••••• V•• L••• | Private Equity Fund | $1.6B | 51 | Mar 30, 2017 |
| W•• C••••••••• F•••• L••• | Private Equity Fund | $840M | 10 | Mar 26, 2024 |
| W••••••••• C•••••• P••••••• V• ••••••••• L••• | Private Equity Fund | $755M | 25 | Mar 30, 2017 |
| W••••••••• C•••••• P••••••• V• •••• L••• | Private Equity Fund | $296M | 22 | Mar 30, 2017 |
| W••••••••• C•••••• P••••••• V•• ••••••••• L••• | Private Equity Fund | $25.5M | 4 | Mar 26, 2024 |
| W••••••••• C•••••• P••••••• V••• L••• | Private Equity Fund | $9.2M | 7 | Mar 26, 2024 |
Owners and control persons
Schedule A and B, latest filing
- C•••••• A••••••••• E••••• · Member / Managercontrolsince 03/2017 · owns 10% to 25%
- H•••••••• M••••••• G••••• · Member / Managercontrolsince 03/2017 · owns 10% to 25%
- L••••••• N•••••••• R••• · Member / Managercontrolsince 04/2024 · owns 10% to 25%
- M••••••••• J•••• E••••• · Member / Managercontrolsince 03/2017 · owns 10% to 25%
- M••••• S••••• A•••• · Chief Compliance Officer / General Counselcontrolsince 11/2017 · owns less than 5%
- O••••••••• L•••• T•••••• · Chief Financial Officercontrolsince 07/2019 · owns less than 5%
Related persons
Schedule D 7.A
- W•• C••••••••• F••• G•••••• L•••investment adviserbankpooled vehicle sponsorn
- W•• G••••• I•• L•••investment adviserbankpooled vehicle sponsorn
- W•• G••••• V• •••••••• L•••investment adviserbankpooled vehicle sponsorn
- W•• G••••• V• L•••investment adviserbankpooled vehicle sponsorn
- W•• G••••• V• ••••••••• L•••investment adviserbankpooled vehicle sponsorn
- W•• G••••• V•• L•••investment adviserbankpooled vehicle sponsorn
- W•• G••••• V•• ••••••••• L•••investment adviserbankpooled vehicle sponsorn
- W•• G••••• V••• L•••investment adviserbankpooled vehicle sponsorn
- W••••••••• C•••••• M••••••••• L••investment adviserbanknRAUM $208M
Advisers that list R•••••• C•••••• L•• as a related person
- 161184 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 15 to 16Oct 22, 2025 to Mar 31, 2026
- Advisory employees · 15 to 16Oct 22, 2025 to Mar 31, 2026
- Pooled vehicle clients · 15 to 16Oct 22, 2025 to Mar 31, 2026
- Assets in custody · $2.4B to $3.7BOct 22, 2025 to Mar 31, 2026
- Employees · 22 to 23Oct 22, 2025 to Mar 31, 2026
- Private funds · 15 to 16Oct 22, 2025 to Mar 31, 2026
- Discretionary RAUM · $3.9B to $4.2BOct 22, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $3.9B to $4.2BOct 22, 2025 to Mar 31, 2026
- RAUM · $3.9B to $4.2BOct 22, 2025 to Mar 31, 2026
- Business name · W••••••••• C•••••• M••••••••• G•••• L•• to R•••••• C•••••• L••May 16, 2025 to Oct 22, 2025
- Legal name · W••••••••• C•••••• M••••••••• G•••• L•• to R•••••• C•••••• L••May 16, 2025 to Oct 22, 2025
- Other offices · 0 to 1May 16, 2025 to Oct 22, 2025
- Financial planning clients · unset to Apr 22, 2025 to May 16, 2025
- Accounts · 6 to 15Feb 18, 2025 to Apr 22, 2025
- Advisory employees · 17 to 15Feb 18, 2025 to Apr 22, 2025
- Pooled vehicle clients · 6 to 15Feb 18, 2025 to Apr 22, 2025
- Private funds · 6 to 15Feb 18, 2025 to Apr 22, 2025
- Discretionary RAUM · $3.2B to $3.9BFeb 18, 2025 to Apr 22, 2025
- Pooled vehicle RAUM · $3.2B to $3.9BFeb 18, 2025 to Apr 22, 2025
- RAUM · $3.2B to $3.9BFeb 18, 2025 to Apr 22, 2025
- Accounts · 3 to 6Dec 5, 2023 to Mar 26, 2024
- Pooled vehicle clients · 3 to 6Dec 5, 2023 to Mar 26, 2024
- Assets in custody · $2.2B to $2.4BDec 5, 2023 to Mar 26, 2024
- Employees · 24 to 22Dec 5, 2023 to Mar 26, 2024
- Private funds · 2 to 6Dec 5, 2023 to Mar 26, 2024
- Discretionary RAUM · $2.3B to $3.2BDec 5, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $2.3B to $3.2BDec 5, 2023 to Mar 26, 2024
- RAUM · $2.3B to $3.2BDec 5, 2023 to Mar 26, 2024
- Assets in custody · $1.9B to $2.2BOct 14, 2022 to Mar 31, 2023
- Discretionary RAUM · $2.1B to $2.3BOct 14, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $2.1B to $2.3BOct 14, 2022 to Mar 31, 2023
- RAUM · $2.1B to $2.3BOct 14, 2022 to Mar 31, 2023
- Assets in custody · $908M to $1.9BMar 23, 2021 to Mar 28, 2022
- Employees · 23 to 24Mar 23, 2021 to Mar 28, 2022
- Discretionary RAUM · $1.7B to $2.1BMar 23, 2021 to Mar 28, 2022
- Pooled vehicle RAUM · $1.7B to $2.1BMar 23, 2021 to Mar 28, 2022
- RAUM · $1.7B to $2.1BMar 23, 2021 to Mar 28, 2022
- Assets in custody · $501M to $908MFeb 8, 2021 to Mar 23, 2021
- Discretionary RAUM · $1.5B to $1.7BFeb 8, 2021 to Mar 23, 2021
- Pooled vehicle RAUM · $1.5B to $1.7BFeb 8, 2021 to Mar 23, 2021
Signals
7 dated events
- Ravi Naishadh Lalwani (Member / Manager) appeared on Schedule A of R•••••• C•••••• L••Apr 10, 2024 · Control person joined · fact
- R•••••• C•••••• L•• reported RAUM $3.2B, up 40% from $2.3B (2023-12-05 to 2024-03-26)Mar 26, 2024 · RAUM change · derived
- Francis William Dawson (Member / Manager) no longer on Schedule A of R•••••• C•••••• L•• (listed 2021-03-23, absent 2022-03-28)Mar 28, 2022 · Control person left · inference
- Robert Seth Pearson (Member / Manager) no longer on Schedule A of R•••••• C•••••• L•• (listed 2020-03-30, absent 2021-02-08)Feb 8, 2021 · Control person left · inference
- Dallan Paul Kaminski (Chief Financial Officer) no longer on Schedule A of R•••••• C•••••• L•• (listed 2019-03-29, absent 2019-10-03)Oct 3, 2019 · Control person left · inference
- Timothy Liam O'Sullivan (Chief Financial Officer) appeared on Schedule A of R•••••• C•••••• L••Oct 3, 2019 · Control person joined · fact
- W••••••••• C•••••• M••••••••• G•••• L•• filed its initial SEC registration (Form ADV)Feb 7, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- R•••••• C•••••• L•• · Independent Sponsorsshared crd · capital_provider
- W••••••••• C•••••• M••••••••• G•••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/revelar-capital-llcreportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- linkedin.com/company/wellspring-capital-management-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- r•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-318-9800reportedpublic 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