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••••••••• C•••••• P••••••• L••
Latest filing Feb 2, 2026
First filing on the tape Jul 17, 2018 · 17 filings
SEC status approved since Aug 17, 2018
RAUM
$2.1B
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
0
beyond the principal office
Private funds
0
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$2.1B as of Feb 2, 2026
Mar 1, 2019$22.9M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Feb 2, 2026
Mar 1, 20190 then
Employees (5.A)4 as of Feb 2, 2026
Mar 1, 20193 then
Private funds: no history
RAUM -6.2% over the last fiscal year+32% a year over threeIARs 0 to 0offices 3 to 0
Practice profile
derived from the filing of Feb 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
- $422MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 5.0%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
- -6.2%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 assetsreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for investment companies, otherreportedItem 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
- 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$2.0B95%
- State and municipal entities$105M5.0%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.95 institutional_share=0.05 related_bd=false related_bank=false bd_reps=1.0derived
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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••••• J••••• A•••••• · Co-Foundercontrolsince 04/2017 · owns 25% to 50%
- C•••• T•••••• M• · Co-Foundercontrolsince 04/2017 · owns 25% to 50%
- S••••••• M••••••• T••••• · Co-Foundercontrolsince 04/2017 · owns 25% to 50%
- G••••••• C•••• J•• · Chief Compliance Officersince 01/2023 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- office count dropChange between filings · filing Feb 2, 2026offices other than the principal office (Item 1.F.5) moved from 3.0 to 0.0 (-100.0%) between the annual amendments of 2025-04-23 and 2026-02-02; the peer median change was 0.0% (139 comparable advisers, 0.0th percentile of changes)peers: asset managers, $1B to $5B (139) · 0.0% percentile
What changed
consecutive filings, newest first
- Other offices · 3 to 0Aug 12, 2025 to Feb 2, 2026
- Discretionary RAUM · $2.3B to $2.1BAug 12, 2025 to Feb 2, 2026
- RAUM · $2.3B to $2.1BAug 12, 2025 to Feb 2, 2026
- Financial planning clients · unset to Feb 18, 2025 to Apr 23, 2025
- Accounts · 4 to 5Mar 5, 2024 to Feb 18, 2025
- Advisory activities · 2 to 3Mar 5, 2024 to Feb 18, 2025
- Discretionary RAUM · $1.6B to $2.3BMar 5, 2024 to Feb 18, 2025
- RAUM · $1.6B to $2.3BMar 5, 2024 to Feb 18, 2025
- Advisory activities · 1 to 2Nov 6, 2023 to Mar 5, 2024
- BD registered reps · 0 to 1Nov 6, 2023 to Mar 5, 2024
- Employees · 3 to 4Nov 6, 2023 to Mar 5, 2024
- Discretionary RAUM · $924M to $1.6BNov 6, 2023 to Mar 5, 2024
- RAUM · $924M to $1.6BNov 6, 2023 to Mar 5, 2024
- Accounts · 3 to 4Jan 26, 2023 to Feb 21, 2023
- Advisory activities · 2 to 1Jan 26, 2023 to Feb 21, 2023
- Other offices · 0 to 3Jan 26, 2023 to Feb 21, 2023
- Discretionary RAUM · $837M to $924MJan 26, 2023 to Feb 21, 2023
- RAUM · $837M to $924MJan 26, 2023 to Feb 21, 2023
- Accounts · 2 to 3Mar 24, 2022 to Nov 8, 2022
- Discretionary RAUM · $620M to $837MMar 24, 2022 to Nov 8, 2022
- RAUM · $620M to $837MMar 24, 2022 to Nov 8, 2022
- Discretionary RAUM · $220M to $620MMar 25, 2021 to Mar 17, 2022
- RAUM · $220M to $620MMar 25, 2021 to Mar 17, 2022
- Accounts · 1 to 2Aug 21, 2020 to Mar 25, 2021
- Discretionary RAUM · $60.4M to $220MAug 21, 2020 to Mar 25, 2021
- RAUM · $60.4M to $220MAug 21, 2020 to Mar 25, 2021
- Advisory activities · 1 to 2Mar 1, 2019 to Mar 3, 2020
- Discretionary RAUM · $22.9M to $60.4MMar 1, 2019 to Mar 3, 2020
- RAUM · $22.9M to $60.4MMar 1, 2019 to Mar 3, 2020
- Accounts · 0 to 1Jul 17, 2018 to Feb 7, 2019
- Discretionary RAUM · $0 to $22.9MJul 17, 2018 to Feb 7, 2019
- RAUM · $0 to $22.9MJul 17, 2018 to Feb 7, 2019
Signals
6 dated events
- D••••••••• C•••••• P••••••• L•• reported RAUM $2.3B, up 40% from $1.6B (2024-03-05 to 2025-02-18)Feb 18, 2025 · RAUM change · derived
- D••••••••• C•••••• P••••••• L•• reported RAUM $1.6B, up 74% from $924.1M (2023-11-06 to 2024-03-05)Mar 5, 2024 · RAUM change · derived
- D••••••••• C•••••• P••••••• L•• reported RAUM $837.0M, up 35% from $620.1M (2022-03-24 to 2022-11-08)Nov 8, 2022 · RAUM change · derived
- D••••••••• C•••••• P••••••• L•• reported RAUM $620.1M, up 182% from $220.0M (2021-03-25 to 2022-03-17)Mar 17, 2022 · RAUM change · derived
- D••••••••• C•••••• P••••••• L•• reported RAUM $220.0M, up 264% from $60.4M (2020-08-21 to 2021-03-25)Mar 25, 2021 · RAUM change · derived
- D••••••••• C•••••• P••••••• L•• filed its initial SEC registration (Form ADV)Jul 17, 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/distillate-capital-partners-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- d•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 312-270-1212reportedpublic record, Form ADV, Feb 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