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
I••••••• P•••••••• L•
Latest filing Mar 9, 2026
First filing on the tape Jul 19, 2018 · 16 filings
SEC status approved since Dec 3, 2019
RAUM
$577M
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
5
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$577M as of Mar 9, 2026
Mar 20, 2020$115M then
HNW client RAUM$0 as of Mar 9, 2026
Mar 20, 2020$0 then
State-registered IARs (5.B.3)0 as of Mar 9, 2026
Mar 20, 20200 then
Employees (5.A)5 as of Mar 9, 2026
Mar 20, 20201 then
Private funds5 as of Mar 9, 2026
Mar 14, 20234 then
RAUM +36% over the last fiscal year+40% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 9, 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
- $115MderivedRAUM 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
- +36%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, otherreportedItem 5.G
- Custody
- $577M, 5 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$577M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $577M for 5 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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| P•••••• H••••••• J•• L•• | Private Equity Fund | $80.8M | 4 | Nov 7, 2022 |
| C••••• H••••••• J•• L•• | Private Equity Fund | $80.7M | 8 | Nov 7, 2022 |
| H••••••• H••••••• J•• L•• | Private Equity Fund | $48.5M | 10 | Nov 7, 2022 |
| P•••••• H••••••• J• 2• L•• | Private Equity Fund | $28.9M | 2 | Nov 7, 2022 |
| H••••••• H••••••• J• 2• L•• | Private Equity Fund | $10.8M | 6 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- H••••••••• J•••••• J••• · M••••••• Partner / Limited Partner / Chief Compliance Officercontrolsince 05/2018 · owns 75% or more
- H••••••••• J•••••• J••• · M••••••• M•••••controlsince 05/2018 · owns 75% or more of I••••••• G••••• L••
Entity owners
- I••••••• G••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- B•••• H••••••• G•• L•pooled vehicle sponsory
- C••••• H••••••• M•• L•pooled vehicle sponsory
- H••••••• H••••••• M•• L•pooled vehicle sponsory
- I••••••• G••••• L••pooled vehicle sponsory
- I••••••• M••••• L••pooled vehicle sponsory
- P•••••• H••••••• M••••••• M•••••• L•pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 3 to 5Mar 21, 2025 to Mar 9, 2026
- Assets in custody · $425M to $577MMar 21, 2025 to Mar 9, 2026
- Employees · 3 to 5Mar 21, 2025 to Mar 9, 2026
- Discretionary RAUM · $425M to $577MMar 21, 2025 to Mar 9, 2026
- Pooled vehicle RAUM · $425M to $577MMar 21, 2025 to Mar 9, 2026
- RAUM · $425M to $577MMar 21, 2025 to Mar 9, 2026
- Assets in custody · $250M to $425MApr 1, 2024 to Mar 21, 2025
- Financial planning clients · unset to Apr 1, 2024 to Mar 21, 2025
- HQ city · unset to Apr 1, 2024 to Mar 21, 2025
- HQ state · unset to Apr 1, 2024 to Mar 21, 2025
- Discretionary RAUM · $250M to $425MApr 1, 2024 to Mar 21, 2025
- Pooled vehicle RAUM · $250M to $425MApr 1, 2024 to Mar 21, 2025
- RAUM · $250M to $425MApr 1, 2024 to Mar 21, 2025
- Accounts · 4 to 5Sep 8, 2023 to Mar 28, 2024
- Pooled vehicle clients · 4 to 5Sep 8, 2023 to Mar 28, 2024
- Assets in custody · $212M to $250MSep 8, 2023 to Mar 28, 2024
- Private funds · 4 to 5Sep 8, 2023 to Mar 28, 2024
- Discretionary RAUM · $212M to $250MSep 8, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $212M to $250MSep 8, 2023 to Mar 28, 2024
- RAUM · $212M to $250MSep 8, 2023 to Mar 28, 2024
- Assets in custody · $214M to $212MNov 7, 2022 to Mar 14, 2023
- Discretionary RAUM · $214M to $212MNov 7, 2022 to Mar 14, 2023
- Pooled vehicle RAUM · $214M to $212MNov 7, 2022 to Mar 14, 2023
- RAUM · $214M to $212MNov 7, 2022 to Mar 14, 2023
- Accounts · 9 to 4Mar 31, 2022 to Nov 7, 2022
- Advisory employees · 2 to 3Mar 31, 2022 to Nov 7, 2022
- Pooled vehicle clients · 9 to 4Mar 31, 2022 to Nov 7, 2022
- Assets in custody · $140M to $214MMar 31, 2022 to Nov 7, 2022
- Employees · 2 to 3Mar 31, 2022 to Nov 7, 2022
- Private funds · unset to 4Mar 31, 2022 to Nov 7, 2022
- Discretionary RAUM · $140M to $214MMar 31, 2022 to Nov 7, 2022
- Non-discretionary RAUM · $151M to $0Mar 31, 2022 to Nov 7, 2022
- Pooled vehicle RAUM · $290M to $214MMar 31, 2022 to Nov 7, 2022
- RAUM · $290M to $214MMar 31, 2022 to Nov 7, 2022
- Accounts · 3 to 9Mar 30, 2021 to Mar 31, 2022
- Pooled vehicle clients · 3 to 9Mar 30, 2021 to Mar 31, 2022
- Assets in custody · $34.9M to $140MMar 30, 2021 to Mar 31, 2022
- Discretionary RAUM · $34.9M to $140MMar 30, 2021 to Mar 31, 2022
- Non-discretionary RAUM · $127M to $151MMar 30, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $162M to $290MMar 30, 2021 to Mar 31, 2022
Signals
4 dated events
- I••••••• P•••••••• L• reported RAUM $577.3M, up 36% from $425.4M (2025-03-21 to 2026-03-09)Mar 9, 2026 · RAUM change · derived
- I••••••• P•••••••• L• reported RAUM $425.4M, up 70% from $249.7M (2024-04-01 to 2025-03-21)Mar 21, 2025 · RAUM change · derived
- I••••••• P•••••••• L• reported RAUM $290.0M, up 79% from $162.2M (2021-03-30 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- I••••••• P•••••••• L• filed its initial SEC registration (Form ADV)Jul 19, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- I••••••• P•••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- infinedi.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 917-596-4593reportedpublic record, Form ADV, Mar 9, 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