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•••• P•••••• E••••• P•••••••• L••
Latest filing May 19, 2026
First filing on the tape Jun 26, 2018 · 15 filings
SEC status approved since Jul 26, 2018
RAUM
$5.1B
reported, Item 5.F
Discretionary
0.0%
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
26
13 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
22
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$5.1B as of May 19, 2026
Mar 28, 2019$1.9B then
HNW client RAUM$0 as of Mar 31, 2021
Mar 28, 2019$0 then
State-registered IARs (5.B.3)0 as of May 19, 2026
Mar 28, 20190 then
Employees (5.A)26 as of May 19, 2026
Mar 28, 20198 then
Private funds22 as of May 19, 2026
Mar 28, 201911 then
RAUM +12% over the last fiscal year+10% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 19, 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
- $205MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- 0.4%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
- +12%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, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $2.1B, 16 clientsreportedItem 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
- 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)
- 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$4.3B84%
- Corporations and businesses$780M15%
- Insurance companies$19.5M0.4%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 25reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.1B for 16 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.84 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
22 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S•••• P•••••• E••••• P••••••• V• ••••••••• L• | Private Equity Fund | $567M | 5 | Mar 30, 2020 |
| S•••• I••••••••• F••• I•• L•• | Private Equity Fund | $490M | 7 | Mar 30, 2018 |
| S•• S•••••••• A•••••• L•• | Private Equity Fund | $410M | 5 | Mar 30, 2018 |
| S•• C•••••• P••••••• I• ••••••••• L•• | Private Equity Fund | $410M | 5 | Mar 29, 2019 |
| S•• P•••••• E••••• P••••••• I• ••••••••• L•• | Private Equity Fund | $330M | 6 | Mar 30, 2018 |
| S•••• P•••••• E••••• P••••••• V• L•• | Private Equity Fund | $236M | 6 | Mar 30, 2020 |
| S•••• P•••••• E••••• P••••••• V• ••••••••• L• | Private Equity Fund | $184M | 3 | Mar 24, 2023 |
| S•• P•••••• E••••• P••••••• I• ••••••••• L• | Private Equity Fund | $172M | 4 | Mar 30, 2018 |
| S••• I••••••••• F••• I•• L• | Private Equity Fund | $101M | 5 | Mar 30, 2018 |
| S•••• P•••••• E••••• P••••••• V•• L•• | Private Equity Fund | $72.1M | 5 | Mar 24, 2023 |
| S•• E••••• H••••••• L•••no longer reported | Private Equity Fund | $61.3M | 4 | Mar 31, 2014 |
| S•••• C••••• I••••••••• F••• L• | Private Equity Fund | $42.8M | 2 | Mar 30, 2018 |
| S•••• I••••••••• F•••• L•• | Private Equity Fund | $21.4M | 3 | Mar 30, 2018 |
| S•••• M•• H•••••••• L•• | Private Equity Fund | $17.9M | 3 | Mar 31, 2022 |
| S•••• C•••••••• F••• 2•••• L•• | Private Equity Fund | $16.9M | 9 | Mar 30, 2018 |
| S•••• P•••••••• L••no longer reported | Private Equity Fund | $7.5M | 5 | Mar 28, 2019 |
| S•••• P•• C••••••••• F••• V• L•• | Private Equity Fund | $5.0M | 14 | Mar 30, 2020 |
| S•• C• C••••••••• F••• I•• L•• | Private Equity Fund | $3.4M | 10 | Mar 30, 2018 |
| S•••• P•• C••••••••• F••• V•• L•• | Private Equity Fund | $2.3M | 11 | Mar 27, 2024 |
| S•• P•• C••••••••• F••• I•• L•• | Private Equity Fund | $1.9M | 7 | Mar 30, 2018 |
| S•• S••• I••••••••• P•••••••• L•• | Private Equity Fund | $1.2M | 5 | Mar 30, 2018 |
| S•••• C•••••••• F•••• L•• | Private Equity Fund | $149,502 | 5 | Mar 30, 2018 |
Owners and control persons
Schedule A and B, latest filing
- C•••• E••••• · Chief Operating Officercontrolsince 07/2018 · owns less than 5%
- C•••••• A••••••••• B••••••• · Senior Managing Directorcontrolsince 05/2018 · owns less than 5%
- G•••••••• J•••• M•••• · General Counsel And Chief Compliance Officercontrolsince 12/2024 · owns less than 5%
- G•••••••• N•••••••• E•••••• · Elected Managercontrolsince 04/2021 · owns F of C••• S•••• O•••••••• C••• L••
- G••••••••• J••••••• W•••• · Elected Managercontrolsince 03/2024 · owns F of C••• S•••• O•••••••• C••• L••
- G••••••••• L•••••••• S•••• · Elected Managercontrolsince 12/2012 · owns F of C••• S•••• O•••••••• C••• L••
- S••••• H•••••• I•• · Elected Managercontrolsince 12/2012 · owns F of C••• S•••• O•••••••• C••• L••
Entity owners
- C••• S•••• • C••• I••• · Sole Memberdirect · owns 75% or more
- C••• S•••• O•••••••• C••• L•• · Shareholderindirect · owns 75% or more of C••• S•••• • C••• I•••
Related persons
Schedule D 7.A
No related person reported.
Advisers that list S•••• P•••••• E••••• P•••••••• L•• as a related person
- 161503 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing May 19, 2026discretionary share of RAUM of 0% against a peer median of 100% (684 comparable advisers, 0.0th percentile, 33.7 robust deviations)peers: asset managers, $5B to $20B (684) · 0.0% percentile
What changed
consecutive filings, newest first
- Accounts · 23 to 25Mar 28, 2025 to Mar 31, 2026
- Advisory employees · 11 to 13Mar 28, 2025 to Mar 31, 2026
- Pooled vehicle clients · 20 to 22Mar 28, 2025 to Mar 31, 2026
- Assets in custody · $2.0B to $2.1BMar 28, 2025 to Mar 31, 2026
- Employees · 20 to 26Mar 28, 2025 to Mar 31, 2026
- Private funds · 20 to 22Mar 28, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $4.6B to $5.1BMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $3.8B to $4.3BMar 28, 2025 to Mar 31, 2026
- RAUM · $4.6B to $5.1BMar 28, 2025 to Mar 31, 2026
- Advisory employees · 7 to 11Feb 13, 2025 to Mar 28, 2025
- Assets in custody · $1.8B to $2.0BFeb 13, 2025 to Mar 28, 2025
- Employees · 16 to 20Feb 13, 2025 to Mar 28, 2025
- Financial planning clients · unset to Feb 13, 2025 to Mar 28, 2025
- Non-discretionary RAUM · $3.8B to $4.6BFeb 13, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $3.1B to $3.8BFeb 13, 2025 to Mar 28, 2025
- RAUM · $3.8B to $4.6BFeb 13, 2025 to Mar 28, 2025
- Related bank · true to falseFeb 13, 2025 to Mar 28, 2025
- Accounts · 22 to 23Mar 24, 2023 to Mar 27, 2024
- Advisory employees · 6 to 7Mar 24, 2023 to Mar 27, 2024
- Pooled vehicle clients · 19 to 20Mar 24, 2023 to Mar 27, 2024
- Assets in custody · $1.7B to $1.8BMar 24, 2023 to Mar 27, 2024
- Employees · 17 to 16Mar 24, 2023 to Mar 27, 2024
- Private funds · 19 to 20Mar 24, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $3.8B to $3.8BMar 24, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $3.0B to $3.1BMar 24, 2023 to Mar 27, 2024
- RAUM · $3.8B to $3.8BMar 24, 2023 to Mar 27, 2024
- Accounts · 20 to 22Aug 17, 2022 to Mar 24, 2023
- Advisory employees · 5 to 6Aug 17, 2022 to Mar 24, 2023
- Corporate clients · unset to 2.0Aug 17, 2022 to Mar 24, 2023
- Pooled vehicle clients · 17 to 19Aug 17, 2022 to Mar 24, 2023
- Assets in custody · $2.4B to $1.7BAug 17, 2022 to Mar 24, 2023
- Employees · 15 to 17Aug 17, 2022 to Mar 24, 2023
- Financial planning clients · 0 to unsetAug 17, 2022 to Mar 24, 2023
- Private funds · 17 to 19Aug 17, 2022 to Mar 24, 2023
- Non-discretionary RAUM · $4.3B to $3.8BAug 17, 2022 to Mar 24, 2023
- Pooled vehicle RAUM · $3.5B to $3.0BAug 17, 2022 to Mar 24, 2023
- RAUM · $4.3B to $3.8BAug 17, 2022 to Mar 24, 2023
- Related adviser · true to falseAug 17, 2022 to Mar 24, 2023
- Accounts · 16 to 20May 13, 2021 to Mar 31, 2022
- Advisory employees · 6 to 5May 13, 2021 to Mar 31, 2022
Signals
9 dated events
- Marie Jill Guzzetti (General Counsel And Chief Compliance Officer) appeared on Schedule A of S•••• P•••••• E••••• P•••••••• L••Dec 20, 2024 · Control person joined · fact
- Wayne Jeffrey Greenberg (Elected Manager) appeared on Schedule A of S•••• P•••••• E••••• P•••••••• L••Mar 27, 2024 · Control person joined · fact
- Raymond Maurice Greenberg (Elected Manager) no longer on Schedule A of S•••• P•••••• E••••• P•••••••• L•• (listed 2023-03-24, absent 2024-03-27)Mar 27, 2024 · Control person left · inference
- Waters Benjamin Magleby (Chief Compliance Officer) no longer on Schedule A of S•••• P•••••• E••••• P•••••••• L•• (listed 2022-03-31, absent 2022-08-17)Aug 17, 2022 · Control person left · inference
- S•••• P•••••• E••••• P•••••••• L•• reported RAUM $4.3B, up 84% from $2.3B (2021-05-13 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Ehrlich Nehemiah Ginsburg (Elected Manager) appeared on Schedule A of S•••• P•••••• E••••• P•••••••• L••May 13, 2021 · Control person joined · fact
- P Bertil Lundqvist (Elected Manager) no longer on Schedule A of S•••• P•••••• E••••• P•••••••• L•• (listed 2020-03-30, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- S•••• P•••••• E••••• P•••••••• L•• reported RAUM $1.9B, up 26% from $1.5B (2018-09-28 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
- S•••• P•••••• E••••• P••••••• L•• filed its initial SEC registration (Form ADV)Jun 26, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- S•••• P•••••• E••••• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- S•••• P•••••• E••••• P•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/starr-private-equity-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- S••••PEP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 646-648-5507reportedpublic record, Form ADV, May 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
- 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