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.
SEC-registered adviser
Jadian Capital, LP
Latest filing Jun 2, 2026
First filing on the tape Apr 26, 2018 · 17 filings
SEC status approved since May 31, 2018
RAUM
$3.0B
reported, Item 5.F
Discretionary
97%
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
12 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
19
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$3.0B as of Jun 2, 2026
Mar 29, 2019$298M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 2, 2026
Mar 29, 20190 then
Employees (5.A)23 as of Jun 2, 2026
Mar 29, 201910 then
Private funds19 as of Jun 2, 2026
Mar 29, 20194 then
RAUM +26% over the last fiscal year+43% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 2, 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
- $70.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%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
- +26%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 vehiclesreportedItem 5.G
- 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)
- 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$3.0B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 43reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
13 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Jadian Real Estate Fund I, LP | Real Estate Fund | $288M | 18 | Apr 26, 2018 |
| Jadian Real Estate Fund I-A Pov, LP | Real Estate Fund | $188M | 6 | Mar 31, 2021 |
| Jadian Real Estate Fund I-A, LP | Real Estate Fund | $177M | 14 | Mar 29, 2019 |
| Jadian Real Estate Fund I-B, LP | Real Estate Fund | $171M | 10 | Mar 31, 2021 |
| Jios Fund I-A, LP | Real Estate Fund | $106M | 10 | Mar 29, 2024 |
| Jadian It Co-Invest I-A, LP | Real Estate Fund | $76.1M | 5 | Mar 31, 2023 |
| Jadian Up Holdings LLC | Real Estate Fund | $63.4M | 2 | Mar 29, 2019 |
| Jadian Real Estate Fund I Pov, LP | Real Estate Fund | $56.2M | 8 | Mar 29, 2019 |
| Jadian Real Estate Fund I-B Pov, LP | Real Estate Fund | $39.7M | 11 | Mar 31, 2021 |
| Jadian It Co-Invest I, LP | Real Estate Fund | $29.9M | 9 | Mar 31, 2023 |
| Jadian Ls Co-Investor I-A, LP | Real Estate Fund | $22.6M | 1 | Mar 31, 2023 |
| Jadian Up Investors LLC | Real Estate Fund | $9.0M | 8 | May 22, 2023 |
| Jadian Ls Co-Investor I LP | Real Estate Fund | $4.5M | 1 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- Scott Jarret Cohen · Chief Executive Officercontrolsince 06/2017 · owns 50% to 75%
- Farrokh Aman Kapadia · Partnercontrolsince 11/2023 · owns 10% to 25%
- Daniel Bryan Laplant · Chief Compliance Officercontrolsince 04/2023 · owns less than 5%
- Anne Morgan Wilwol · Chief Financial Officercontrolsince 04/2023 · owns less than 5%
- Scott Jarret Cohen · Sole Membercontrolsince 06/2017 · owns 75% or more of Jadian Capital, LLC
- Farrokh Aman Kapadia · Limited Partnercontrolsince 02/2020 · owns 25% to 50% of Virginica Lllp
- Farrokh Aman Kapadia · Member And Managercontrolsince 02/2015 · owns 50% to 75% of Sikamea, LLC
- (Nmn) Meghana Kapadia · Limited Partnercontrolsince 12/2015 · owns 25% to 50% of Virginica Lllp
- (Nmn) Meghana Kapadia · Trusteecontrolsince 12/2016 · owns F of Aman Kapadia 2026 Family Trust Dated 12/19/2016
- (Nmn) Meghana Kapadia · Membercontrolsince 02/2015 · owns 50% to 75% of Sikamea, LLC
- R. Stacey Lane · Trusteecontrolsince 11/2020 · owns F of The Lane Family 2006 Trust
- R. Stacey Lane · Trusteecontrolsince 11/2020 · owns F of The Lane Family 2012 Family Trust
- R. Stacey Lane · Trusteecontrolsince 11/2020 · owns F of The Curtis S Lane 2019 Family Trust
- Alan Mark Neporent · Trusteecontrolsince 11/2020 · owns F of The Lane Family 2012 Family Trust
- Alan Mark Neporent · Trusteecontrolsince 11/2020 · owns F of The Lane Family 2006 Trust
Entity owners
- Jadian Capital, LLC · General Partnerdirect · owns less than 5%
- Aman Kapadia 2026 Family Trust Dated 12/19/2016 · Limited Partnerindirect · owns 25% to 50% of Virginica Lllp
- Sikamea, LLC · General Partnerindirect · owns F of Virginica Lllp
- The Curtis S Lane 2019 Family Trust · Memberindirect · owns 25% to 50% of Lane Jadian Holdings LLC
- The Lane Family 2006 Trust · Memberindirect · owns 25% to 50% of Lane Jadian Holdings LLC
- The Lane Family 2012 Family Trust · Memberindirect · owns 25% to 50% of Lane Jadian Holdings LLC
- Lane Jadian Holdings LLC · Limited Partnerdirect · owns 10% to 25%
- Virginica Lllp · Limited Partnerdirect · owns 5% to 10%
Related persons
Schedule D 7.A
- Jadian Capital, LLCy
- Jadian It Co-Invest I Gp, LLCpooled vehicle sponsory
- Jadian Ls Co-Investor I Gp, LLCpooled vehicle sponsory
- Jadian Real Estate Fund I Gp, LLCpooled vehicle sponsory
- Jadian Upmm LLCpooled vehicle sponsory
- Jios Fund I Gp, LLCpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- New York, NY8 employees
What changed
consecutive filings, newest first
- Advisory employees · 9 to 12Feb 24, 2026 to Mar 31, 2026
- Employees · 17 to 23Feb 24, 2026 to Mar 31, 2026
- Private funds · 18 to 19Feb 24, 2026 to Mar 31, 2026
- Discretionary RAUM · $2.3B to $2.9BFeb 24, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $143M to $86.5MFeb 24, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $2.4B to $3.0BFeb 24, 2026 to Mar 31, 2026
- RAUM · $2.4B to $3.0BFeb 24, 2026 to Mar 31, 2026
- Accounts · 32 to 43Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 32 to 43Mar 29, 2024 to Mar 31, 2025
- Assets in custody · 0.0 to unsetMar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Private funds · 13 to 18Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $947M to $2.3BMar 29, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $287M to $143MMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.2B to $2.4BMar 29, 2024 to Mar 31, 2025
- RAUM · $1.2B to $2.4BMar 29, 2024 to Mar 31, 2025
- Accounts · 31 to 32Aug 11, 2023 to Mar 29, 2024
- Advisory employees · 8 to 9Aug 11, 2023 to Mar 29, 2024
- Pooled vehicle clients · 31 to 32Aug 11, 2023 to Mar 29, 2024
- Employees · 15 to 17Aug 11, 2023 to Mar 29, 2024
- Private funds · 12 to 13Aug 11, 2023 to Mar 29, 2024
- Discretionary RAUM · $821M to $947MAug 11, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $225M to $287MAug 11, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.0B to $1.2BAug 11, 2023 to Mar 29, 2024
- RAUM · $1.0B to $1.2BAug 11, 2023 to Mar 29, 2024
- Accounts · 14 to 31Mar 31, 2023 to May 22, 2023
- Pooled vehicle clients · 14 to 31Mar 31, 2023 to May 22, 2023
- Employees · 14 to 15Mar 31, 2023 to May 22, 2023
- Private funds · 11 to 12Mar 31, 2023 to May 22, 2023
- Discretionary RAUM · $820M to $821MMar 31, 2023 to May 22, 2023
- Non-discretionary RAUM · $225M to $225MMar 31, 2023 to May 22, 2023
- Pooled vehicle RAUM · $1.0B to $1.0BMar 31, 2023 to May 22, 2023
- RAUM · $1.0B to $1.0BMar 31, 2023 to May 22, 2023
- Accounts · 10 to 14Feb 7, 2023 to Mar 31, 2023
- Advisory employees · 10 to 8Feb 7, 2023 to Mar 31, 2023
- Pooled vehicle clients · 10 to 14Feb 7, 2023 to Mar 31, 2023
- Custody of client assets · true to falseFeb 7, 2023 to Mar 31, 2023
- Employees · 13 to 14Feb 7, 2023 to Mar 31, 2023
- Private funds · 7 to 11Feb 7, 2023 to Mar 31, 2023
- Discretionary RAUM · $639M to $820MFeb 7, 2023 to Mar 31, 2023
Signals
15 dated events
- Jadian Capital, Lp reported RAUM $3.0B, up 26% from $2.4B (2026-02-24 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Jadian Capital, Lp reported RAUM $2.4B, up 95% from $1.2B (2024-03-29 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Farrokh Aman Kapadia (Limited Partner) appeared on Schedule A of Jadian Capital, LpMar 29, 2024 · Control person joined · fact
- (Nmn) Meghana Kapadia (Limited Partner) appeared on Schedule A of Jadian Capital, LpMar 29, 2024 · Control person joined · fact
- Anne Morgan Wilwol (Chief Financial Officer) appeared on Schedule A of Jadian Capital, LpMay 22, 2023 · Control person joined · fact
- Daniel Bryan Laplant (Chief Compliance Officer) appeared on Schedule A of Jadian Capital, LpMay 22, 2023 · Control person joined · fact
- Aaron Douglas Sanders (Managing Director And Chief Compliance Officer) no longer on Schedule A of Jadian Capital, Lp (listed 2023-03-31, absent 2023-05-22)May 22, 2023 · Control person left · inference
- Jadian Capital, Lp reported RAUM $1.0B, up 62% from $644.2M (2023-02-07 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- R. Stacey Lane (Trustee) appeared on Schedule A of Jadian Capital, LpFeb 7, 2023 · Control person joined · fact
- Alan Mark Neporent (Trustee) appeared on Schedule A of Jadian Capital, LpFeb 7, 2023 · Control person joined · fact
- Jadian Capital, Lp reported RAUM $644.2M, up 39% from $463.5M (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Jadian Capital, Lp reported RAUM $463.5M, up 99% from $233.2M (2020-03-31 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Jadian Capital, Lp reported RAUM $298.4M, up 101% from $148.2M (2018-08-22 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- Mark Gary Kravetz (Chief Compliance Officer) no longer on Schedule A of Jadian Capital, Lp (listed 2018-08-22, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Jadian Capital, Llc filed its initial SEC registration (Form ADV)Apr 26, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/jadian-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- JADIANCAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-503-5900reportedpublic record, Form ADV, Jun 2, 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
Across the graphs
Jadian Capital, LP is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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