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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Former SEC-registered adviser
D•••• C•••••• P•••••••• L••
Latest filing Mar 27, 2025
First filing on the tape Feb 10, 2021 · 8 filings
SEC status approved since Mar 12, 2021
RAUM
$86.0M
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
4
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
2
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$86.0M as of Mar 27, 2025
Mar 29, 2022$356M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2025
Mar 29, 20220 then
Employees (5.A)4 as of Mar 27, 2025
Mar 29, 20224 then
Private funds2 as of Mar 27, 2025
Mar 29, 20222 then
RAUM -54% over the last fiscal year-38% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 2025; 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
- $28.7MderivedRAUM 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
- -54%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 individuals, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $75.3M, 1 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$84.6M98%
- Corporations and businesses$1.4M1.6%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $75.3M for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- absent from the latest SEC rosterderived
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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| D•••• C•••••• P••••••• O••••••••• F•••• L• | Hedge Fund | $108M | 35 | Feb 10, 2021 |
| D•••• C•••••• P••••••• F•••• L• | Hedge Fund | $63.0M | 55 | Jan 30, 2018 |
Owners and control persons
Schedule A and B, latest filing
- P•••••••• A•••• J••••••• · Managing Partnercontrolsince 06/2011 · owns less than 5%
- V••••••• C•••• · Chief Financial Officer And Chief Compliance Officercontrolsince 01/2015 · owns less than 5%
- P•••••••• A•••• J••••••• · Trusteecontrolsince 08/2014 · owns F of A••• J• P••••••• 2••• L••••• T•••• D••• A••••• 8• 2•••
- P•••••••• R••••• J•• · Trusteecontrolsince 02/1992 · owns F of R•••• J• P••••••• T••••• D•••• F••••••• 2• 1•••
- R••••••• D••••• S•••• · Trusteecontrolsince 11/2005 · owns F of D•••• S• R•••••• R•••••••• T••••
Entity owners
- A••• J• P••••••• 2••• L••••• T•••• D••• A••••• 8• 2••• · Managerdirect · owns 50% to 75%
- D•••• S• R•••••• R•••••••• T•••• · Memberdirect · owns 5% to 10%
- R•••• J• P••••••• T••••• D•••• F••••••• 2• 1••• · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- D•• M••• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom1 employees
What changed
consecutive filings, newest first
- Accounts · 4 to 3Mar 15, 2024 to Mar 27, 2025
- Pooled vehicle clients · 4 to 3Mar 15, 2024 to Mar 27, 2025
- Assets in custody · $63.0M to $75.3MMar 15, 2024 to Mar 27, 2025
- Financial planning clients · unset to Mar 15, 2024 to Mar 27, 2025
- Discretionary RAUM · $188M to $86.0MMar 15, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $186M to $84.6MMar 15, 2024 to Mar 27, 2025
- RAUM · $188M to $86.0MMar 15, 2024 to Mar 27, 2025
- Accounts · 5 to 4Mar 29, 2023 to Mar 15, 2024
- Pooled vehicle clients · 5 to 4Mar 29, 2023 to Mar 15, 2024
- Assets in custody · $43.4M to $63.0MMar 29, 2023 to Mar 15, 2024
- Employees · 5 to 4Mar 29, 2023 to Mar 15, 2024
- Discretionary RAUM · $175M to $188MMar 29, 2023 to Mar 15, 2024
- Pooled vehicle RAUM · $174M to $186MMar 29, 2023 to Mar 15, 2024
- RAUM · $175M to $188MMar 29, 2023 to Mar 15, 2024
- Advisory employees · 2 to 3Sep 1, 2022 to Mar 29, 2023
- Advisory activities · 1 to 2Sep 1, 2022 to Mar 29, 2023
- Assets in custody · $97.4M to $43.4MSep 1, 2022 to Mar 29, 2023
- Employees · 4 to 5Sep 1, 2022 to Mar 29, 2023
- Discretionary RAUM · $356M to $175MSep 1, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $353M to $174MSep 1, 2022 to Mar 29, 2023
- RAUM · $356M to $175MSep 1, 2022 to Mar 29, 2023
- Accounts · 3 to 5Feb 14, 2022 to Mar 29, 2022
- Pooled vehicle clients · 4 to 5Feb 14, 2022 to Mar 29, 2022
- Assets in custody · $71.7M to $97.4MFeb 14, 2022 to Mar 29, 2022
- Employees · 3 to 4Feb 14, 2022 to Mar 29, 2022
- Other offices · 0 to 1Feb 14, 2022 to Mar 29, 2022
- Discretionary RAUM · $341M to $356MFeb 14, 2022 to Mar 29, 2022
- Pooled vehicle RAUM · $341M to $353MFeb 14, 2022 to Mar 29, 2022
- RAUM · $341M to $356MFeb 14, 2022 to Mar 29, 2022
- Private funds · 4 to 2Feb 10, 2021 to Feb 11, 2021
Signals
4 dated events
- D•••• C•••••• P•••••••• L•• no longer on the SEC adviser roster (last listed 2026-03-02, RAUM $86.0M)Apr 1, 2026 · Left the SEC roster · derived
- D•••• C•••••• P•••••••• L•• reported RAUM $86.0M, down 54% from $188.4M (2024-03-15 to 2025-03-27)Mar 27, 2025 · RAUM change · derived
- D•••• C•••••• P•••••••• L•• reported RAUM $175.3M, down 51% from $355.8M (2022-09-01 to 2023-03-29)Mar 29, 2023 · RAUM change · derived
- D•••• C•••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Feb 10, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- D•••• C•••••• P•••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- davidpartners.comreportedpublic record, Form ADV, Sep 19, 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
- Former SEC-registered adviserderiveda 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