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
O• F•••• I••••••••• R•••••••
Legal name O• F•••• I••••••••• R••••••• L••
Latest filing Jul 2, 2026
First filing on the tape Jun 14, 2018 · 12 filings
SEC status approved since Jul 13, 2018
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$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
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$0 as of Jul 2, 2026
Jul 30, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 2, 2026
May 17, 20190 then
Employees (5.A)7 as of Jul 2, 2026
May 17, 20195 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jul 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
- unknownderivedRAUM over accounts (5.F.2.f)
- Discretionary
- unknownderivedof RAUM
- Institutional
- unknownderivedpensions, 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
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- hourly, fixed fees, subscriptionreportedItem 5.E
- Advisory activities
- publications, otherreportedItem 5.G
- 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
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 0reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- fixed, hourlyreported
- Class basis
- private_client_share=0.0 fund_share=0.0 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- P••••••• A•••••• J•••••• M••••• · Managing Partnercontrolsince 10/2017 · owns 25% to 50%
- T••••••• Y•••••• · Managing Partner And Ccocontrolsince 10/2017 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · unset to 0.0Jul 30, 2024 to Jul 30, 2025
- Financial planning clients · unset to Jul 30, 2024 to Jul 30, 2025
- HQ state · unset to Jul 30, 2024 to Jul 30, 2025
- Discretionary RAUM · unset to 0.0Jul 30, 2024 to Jul 30, 2025
- Non-discretionary RAUM · unset to 0.0Jul 30, 2024 to Jul 30, 2025
- RAUM · unset to 0.0Jul 30, 2024 to Jul 30, 2025
- Employees · 5 to 7Jun 21, 2023 to Jun 27, 2024
- Employees · 6 to 5Jun 14, 2018 to May 17, 2019
Signals
2 dated events
- M••• S•••••••• (Partner And Senior Advisor) no longer on Schedule A of O• F•••• I••••••••• R••••••• (listed 2022-08-01, absent 2023-06-15)Jun 15, 2023 · Control person left · inference
- O• F•••• I••••••••• R••••••• filed its initial SEC registration (Form ADV)Jun 14, 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
- Website
- ONF••••R•••••••.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 44 (0) 203 95 00 895reportedpublic record, Form ADV, Jul 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
- No RAUM reportedderiveda 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