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•••••• B••••• A•••••••• L••
Latest filing May 1, 2026
First filing on the tape Mar 5, 2018 · 27 filings
SEC status approved since Apr 2, 2018
RAUM
$15B
reported, Item 5.F
Discretionary
87%
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
174
71 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
45
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$15B as of May 1, 2026
Mar 29, 2019$4.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 1, 2026
Mar 29, 20190 then
Employees (5.A)174 as of May 1, 2026
Mar 29, 201943 then
Private funds45 as of May 1, 2026
Mar 29, 20199 then
RAUM +14% over the last fiscal year+13% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 1, 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
- $304MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 87%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%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, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 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)
- 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$14B93%
- Corporations and businesses$1.0B7.2%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 48reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.93 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
37 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| D••• B••••• I••••••••• H•••••••• L• | Private Equity Fund | $1.8B | 1 | Mar 31, 2023 |
| D••••••••• Z••• P•••••••• L• | Private Equity Fund | $1.3B | 179 | Mar 31, 2021 |
| D• A•••••• E•••••• L• | Private Equity Fund | $1.2B | 58 | Mar 31, 2021 |
| A•••••• E••••• H•••••••• L• | Private Equity Fund | $1.2B | 2 | Mar 31, 2021 |
| D••••••••• Z••• P••••••• V• L• | Private Equity Fund | $936M | 7 | Mar 29, 2024 |
| D••••••••• Z••• P••••••• I•• L• | Private Equity Fund | $619M | 12 | Mar 31, 2023 |
| R••••••• D• A•••••• H•••••••• L•• | Private Equity Fund | $571M | 61 | Mar 31, 2021 |
| D•••••• B••••• A••••• T•••• H••••••• L•• | Private Equity Fund | $540M | 43 | Mar 5, 2018 |
| D••••••••• Z••• P••••••• I••• L• | Private Equity Fund | $496M | 26 | Mar 31, 2023 |
| R••••••• D• A•••••• H••••••• 3• L•• | Private Equity Fund | $330M | 58 | Mar 31, 2021 |
| D••••••••• V••••••• P••••••• I••• L••• | Private Equity Fund | $330M | 7 | Mar 31, 2021 |
| S•••••• A••••••• L• | Private Equity Fund | $318M | 1 | Mar 31, 2022 |
| A•••••• F•••••• H••••••• I• L• | Private Equity Fund | $310M | 23 | Mar 29, 2024 |
| D••••••••• V••••••• P••••••• I•• L••• | Private Equity Fund | $288M | 5 | Mar 31, 2021 |
| D••••• L• | Private Equity Fund | $199M | 1 | Mar 29, 2024 |
| D• U• D••• C••••• H••••••• L••no longer reported | Private Equity Fund | $198M | 54 | Mar 5, 2018 |
| D•••••• B••••• S•••• C••• H••••••• L•• | Private Equity Fund | $197M | 60 | Mar 5, 2018 |
| A•••••• D• R••• H••••••• 1• L• | Private Equity Fund | $196M | 9 | Mar 29, 2024 |
| D•••••• B••••• U• T•••• H••••••• L••no longer reported | Private Equity Fund | $174M | 70 | Mar 5, 2018 |
| D• A•••••• A•••• L• | Private Equity Fund | $139M | 32 | Mar 31, 2022 |
| R••••• 7•• D••••••••• L• | Private Equity Fund | $137M | 1 | Mar 31, 2023 |
| D•••••• B••••• M••••• H••••• | Private Equity Fund | $129M | 41 | Mar 5, 2018 |
| D• A•••••• A••• B••••••• L• | Private Equity Fund | $88.9M | 8 | Mar 31, 2022 |
| C••• E•••••• D•• H•••••••• L• | Private Equity Fund | $85.4M | 96 | Mar 29, 2024 |
| R••••••• D• A•••••• H••••••• 2•• L•• | Private Equity Fund | $65.3M | 5 | Mar 31, 2021 |
| D••••••••• V••••••• P••••••• I••• L••• | Private Equity Fund | $65.0M | 6 | Mar 31, 2021 |
| R••••••• D• A•••••• H••••••• 2•• L•• | Private Equity Fund | $53.4M | 17 | Mar 31, 2021 |
| R••••••• A•••••• D• R••• H•••••••• L• | Private Equity Fund | $37.6M | 2 | Mar 29, 2024 |
| D••••••••• Z••• P••••••• V••• L• | Private Equity Fund | $25.4M | 2 | Mar 29, 2024 |
| A•••••• I••••••• D•• L• | Private Equity Fund | $18.1M | 1 | Mar 31, 2021 |
| D• A•••••• H•••••••• L•• | Private Equity Fund | $17.0M | 46 | Mar 5, 2018 |
| D• A•••••• H••••••• 2•• L•• | Private Equity Fund | $8.0M | 2 | Mar 29, 2019 |
| D• A•••••• H••••••• 2•• L•• | Private Equity Fund | $6.4M | 11 | Mar 29, 2019 |
| C••••••• S•••••••• H•••••••• L• | Private Equity Fund | $5.9M | 48 | Mar 31, 2023 |
| D• A•••••• H••••••• 3• L•• | Private Equity Fund | $5.3M | 23 | Mar 29, 2019 |
| A•••••• C••••• 1• L• | Private Equity Fund | $3.1M | 5 | Mar 29, 2024 |
| D• U• D••• C••••• H••••••• L•• | Private Equity Fund | $156,820 | 45 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- G••••• M•••• C••••••••• · Chairman And Chief Executive Officercontrolsince 09/2017 · owns less than 5%
- M••••••••• T•••••• B•••••• · Vice President And Treasurercontrolsince 03/2024 · owns less than 5%
- S••••••• L•••• D••••• · Vice President, Chief O•••••••• Officercontrolsince 07/2021 · owns less than 5%
- P•••••• A•• · Chief Compliance Officersince 03/2023 · owns less than 5%
Entity owners
- D•••••• B••••• H•••••••• L•• · Memberdirect · owns 75% or more
- D••••••••• D•••••• I• H•••••• L•• · Memberindirect · owns 25% to 50% of D••••••••• M••••••••• H•••••••• L••
- D••••••••• G•••• I••• · Memberindirect · owns 75% or more of D••••••••• O•••••••• C••••••• L•• · public reporting company
- D••••••••• I••••••••• H•••••• L•• · Owner, D••••••••• D•••••• I• H•••••• L••indirect · owns 75% or more of D••••••••• D•••••• I• H•••••• L••
- D••••••••• M••••••••• H•••••••• L•• · Ownerindirect · owns 75% or more of D•••••• B••••• H•••••••• L••
- D••••••••• O• S••••••••• L•• · Memberindirect · owns 75% or more of D••••••••• I••••••••• H•••••• L••
- D••••••••• O•••••••• C••••••• L•• · Memberindirect · owns 75% or more of D••••••••• O• S••••••••• L••
Related persons
Schedule D 7.A
- 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•••••• V••• L•••pooled vehicle sponsorn
- 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 advisery
- C••••••••• A••••••• L••investment advisern
- D• I•••••••• H••••••• G•• L••pooled vehicle sponsorn
- D• M••••••• H••••••• G•• L••pooled vehicle sponsorn
- D• R••••• C•••••••• G•• S••• R•••pooled vehicle sponsorn
- D• S••••••• H••••••• G•• L••pooled vehicle sponsorn
- D•• F••• A••••••• L••investment advisern
- D• C••• I••••••••• H••••••• I• A• G•• L••pooled vehicle sponsorn
- D• C••• I••••••••• H••••••• I•• G•• L••pooled vehicle sponsorn
- D• F•••• R•••• G•• L••pooled vehicle sponsorn
- D• I• S•••••••• P••••••• G• L••n
- D• L••••• S••••••••• A••••••• L••investment advisern
- D• S•••• I••••••••• H••••••• G•• L••pooled vehicle sponsorn
- D• S•••• I••••••••• H••••••• I• G•• L••pooled vehicle sponsorn
- D• T•••••• H••••••• G•• L••pooled vehicle sponsorn
- D•• A••••••• L••investment advisern
- D•• C• S•••••••• P••••••• G•• L••n
- D•• E••• G•• L••n
- D•• I• S•••••••• P••••••• G•• L••n
- D•• T••• G•• L••n
Advisers that list D•••••• B••••• A•••••••• L•• as a related person
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom23 employees
- New York, NY22 employees
- Aspen, CO2 employees
What changed
consecutive filings, newest first
- Accounts · 44 to 48May 27, 2025 to Mar 31, 2026
- Advisory employees · 53 to 71May 27, 2025 to Mar 31, 2026
- Pooled vehicle clients · 41 to 45May 27, 2025 to Mar 31, 2026
- Employees · 159 to 174May 27, 2025 to Mar 31, 2026
- Private funds · 41 to 45May 27, 2025 to Mar 31, 2026
- Discretionary RAUM · $9.6B to $13BMay 27, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $2.9B to $2.0BMay 27, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $11B to $14BMay 27, 2025 to Mar 31, 2026
- RAUM · $13B to $15BMay 27, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to May 27, 2025
- Discretionary RAUM · $9.8B to $9.6BMar 31, 2025 to May 27, 2025
- Non-discretionary RAUM · $3.0B to $2.9BMar 31, 2025 to May 27, 2025
- Pooled vehicle RAUM · $12B to $11BMar 31, 2025 to May 27, 2025
- RAUM · $13B to $13BMar 31, 2025 to May 27, 2025
- Accounts · 41 to 44Jul 15, 2024 to Mar 31, 2025
- Advisory employees · 50 to 53Jul 15, 2024 to Mar 31, 2025
- Corporate clients · 6 to 3Jul 15, 2024 to Mar 31, 2025
- Pooled vehicle clients · 35 to 41Jul 15, 2024 to Mar 31, 2025
- Employees · 125 to 159Jul 15, 2024 to Mar 31, 2025
- Private funds · 35 to 41Jul 15, 2024 to Mar 31, 2025
- Discretionary RAUM · $9.0B to $9.8BJul 15, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $4.5B to $3.0BJul 15, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $12B to $12BJul 15, 2024 to Mar 31, 2025
- RAUM · $13B to $13BJul 15, 2024 to Mar 31, 2025
- Accounts · 35 to 41Aug 14, 2023 to Mar 29, 2024
- Advisory employees · 41 to 50Aug 14, 2023 to Mar 29, 2024
- Corporate clients · 8 to 6Aug 14, 2023 to Mar 29, 2024
- Pooled vehicle clients · 27 to 35Aug 14, 2023 to Mar 29, 2024
- Employees · 95 to 125Aug 14, 2023 to Mar 29, 2024
- Private funds · 27 to 35Aug 14, 2023 to Mar 29, 2024
- Discretionary RAUM · $6.6B to $9.0BAug 14, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $3.6B to $4.5BAug 14, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $8.6B to $12BAug 14, 2023 to Mar 29, 2024
- RAUM · $10B to $13BAug 14, 2023 to Mar 29, 2024
- Accounts · 30 to 35May 27, 2022 to Mar 31, 2023
- Advisory employees · 48 to 41May 27, 2022 to Mar 31, 2023
- Pooled vehicle clients · 22 to 27May 27, 2022 to Mar 31, 2023
- Assets in custody · $7.0B to $0May 27, 2022 to Mar 31, 2023
- Employees · 177 to 95May 27, 2022 to Mar 31, 2023
- Private funds · 22 to 27May 27, 2022 to Mar 31, 2023
Signals
7 dated events
- D••••• L••• S•••••• (Vice President, Chief Operating Officer) appeared on Schedule A of D•••••• B••••• A•••••••• L••Jun 21, 2024 · Control person joined · fact
- D•••••• B••••• A•••••••• L•• reported RAUM $13.5B, up 31% from $10.2B (2023-08-14 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- B•••••• T••••• M•••••••• (Vice President And Treasurer) appeared on Schedule A of D•••••• B••••• A•••••••• L••Mar 29, 2024 · Control person joined · fact
- D•••••• B••••• A•••••••• L•• reported RAUM $10.2B, up 44% from $7.1B (2022-05-27 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- D•••••• B••••• A•••••••• L•• reported RAUM $6.7B, up 65% from $4.1B (2020-11-16 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Johnson Benjamin Jenkins (Chairman, Management Manager) no longer on Schedule A of D•••••• B••••• A•••••••• L•• (listed 2019-09-09, absent 2019-12-12)Dec 12, 2019 · Control person left · inference
- D•••••• B••••• A•••••••• L•• filed its initial SEC registration (Form ADV)Mar 5, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- D•••••• B••••• A•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- D•••••• B••••• A•••••••• 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
- D•••••••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 561-570-4644reportedpublic record, Form ADV, May 1, 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