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
S••••• L••••••• A•••••••• L••
Latest filing Mar 17, 2026
First filing on the tape Jun 28, 2022 · 11 filings
SEC status approved since Jul 28, 2022
RAUM
$444M
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
7
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
11
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$444M as of Mar 17, 2026
Mar 30, 2023$373M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 17, 2026
Mar 30, 20230 then
Employees (5.A)7 as of Mar 17, 2026
Mar 30, 20236 then
Private funds11 as of Mar 17, 2026
Mar 30, 202313 then
RAUM +16% over the last fiscal year+6.0% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 17, 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
- $40.3MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%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
- 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$444M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 11reported
- 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=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 |
|---|---|---|---|---|
| S••••• L••••••• C•••••• F••• I••• L• | Venture Capital Fund | $172M | 130 | Feb 14, 2018 |
| S••••• L••••••• C•••••• F••• I•• L• | Venture Capital Fund | $36.4M | 169 | Mar 31, 2022 |
| S••••• L••••••• A••••• F••• I• L• | Venture Capital Fund | $26.0M | 85 | Mar 30, 2023 |
| S••••• L••••••• C•••••• F••• I•• L• | Venture Capital Fund | $21.6M | 90 | Mar 31, 2015 |
| S••••• L••••••• A••••••••• F••• I••• L• | Venture Capital Fund | $11.3M | 18 | Feb 14, 2018 |
| S••••• L•••••••• L•• | Venture Capital Fund | $6.0M | 55 | Mar 31, 2015 |
| S••••• L••••••• C•••••• F••• I• L• | Venture Capital Fund | $4.3M | 43 | Mar 31, 2015 |
| S••••• L••••••• F•• L•• | Venture Capital Fund | $2.8M | 10 | Mar 31, 2015 |
| S••••• L••••••• F••• L•• | Venture Capital Fund | $2.3M | 70 | Mar 31, 2015 |
| S• T• I• L• | Venture Capital Fund | $761,610 | 7 | Mar 31, 2022 |
| S• L• I• L• | Venture Capital Fund | $715,254 | 5 | Mar 31, 2022 |
| S• G• I• L• | Venture Capital Fund | $611,692 | 3 | Mar 31, 2022 |
| S• M•• I••• L• | Venture Capital Fund | $341,114 | 3 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• G•••• D•••• · Managing Membercontrolsince 08/2015 · owns 25% to 50%
- L••••••• H•••••• A••••• · Managing Membercontrolsince 08/2015 · owns 25% to 50%
- P•••••••• T•••••• G•••• · Managing Membercontrolsince 08/2015 · owns 25% to 50%
- T••••••••• K•••••• · Ccocontrolsince 08/2023 · owns less than 5%
Related persons
Schedule D 7.A
- S• I••••••••• M••••••••• L••pooled vehicle sponsorn
- S••••• L••••••• C•••••• G• I•• L••pooled vehicle sponsorn
- S••••• L••••••• C•••••• G• I••• L••pooled vehicle sponsorn
- S••••• L••••••• C•••••• G• I•• L••pooled vehicle sponsorn
- S••••• L••••••• C•••••• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $381M to $444MMar 27, 2025 to Mar 17, 2026
- Pooled vehicle RAUM · $381M to $444MMar 27, 2025 to Mar 17, 2026
- RAUM · $381M to $444MMar 27, 2025 to Mar 17, 2026
- Accounts · 10 to 11Aug 20, 2024 to Mar 27, 2025
- Pooled vehicle clients · 10 to 11Aug 20, 2024 to Mar 27, 2025
- Custody of client assets · false to trueAug 20, 2024 to Mar 27, 2025
- Employees · 8 to 7Aug 20, 2024 to Mar 27, 2025
- Financial planning clients · unset to Aug 20, 2024 to Mar 27, 2025
- Private funds · 10 to 11Aug 20, 2024 to Mar 27, 2025
- Discretionary RAUM · $347M to $381MAug 20, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $347M to $381MAug 20, 2024 to Mar 27, 2025
- RAUM · $347M to $381MAug 20, 2024 to Mar 27, 2025
- Accounts · 9 to 10Mar 26, 2024 to Aug 20, 2024
- Pooled vehicle clients · 9 to 10Mar 26, 2024 to Aug 20, 2024
- Custody of client assets · true to falseMar 26, 2024 to Aug 20, 2024
- Accounts · 13 to 9Sep 8, 2023 to Mar 26, 2024
- Advisory employees · 5 to 6Sep 8, 2023 to Mar 26, 2024
- Pooled vehicle clients · 13 to 9Sep 8, 2023 to Mar 26, 2024
- Employees · 7 to 8Sep 8, 2023 to Mar 26, 2024
- Private funds · 13 to 10Sep 8, 2023 to Mar 26, 2024
- Discretionary RAUM · $373M to $347MSep 8, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $373M to $347MSep 8, 2023 to Mar 26, 2024
- RAUM · $373M to $347MSep 8, 2023 to Mar 26, 2024
- Employees · 6 to 7Mar 30, 2023 to Jul 25, 2023
- Accounts · 12 to 13Dec 1, 2022 to Mar 30, 2023
- Pooled vehicle clients · 12 to 13Dec 1, 2022 to Mar 30, 2023
- Private funds · 12 to 13Dec 1, 2022 to Mar 30, 2023
- Discretionary RAUM · $417M to $373MDec 1, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $417M to $373MDec 1, 2022 to Mar 30, 2023
- RAUM · $417M to $373MDec 1, 2022 to Mar 30, 2023
- Private funds · 24 to 12Jun 28, 2022 to Dec 1, 2022
Signals
3 dated events
- K•••••• T•••••••• (Cco) appeared on Schedule A of S••••• L••••••• A•••••••• L••Sep 8, 2023 · Control person joined · fact
- Louis Jonathan Mazinter (Operations Manager And Chief Compliance Officer) no longer on Schedule A of S••••• L••••••• A•••••••• L•• (listed 2022-06-28, absent 2022-12-01)Dec 1, 2022 · Control person left · inference
- S••••• L••••••• A•••••••• L•• filed its initial SEC registration (Form ADV)Jun 28, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- S••••• L••••••• A•••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/socialleveragereportedpublic record, Form ADV, Sep 18, 2026
- Website
- s•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 602-315-9966reportedpublic record, Form ADV, Mar 17, 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