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•••••••• C•••••• L•

Asset manager (funds and pooled vehicles)New York, New YorkCRD 299445SEC 801-114446websiteIAPD
Latest filing Mar 26, 2026
First filing on the tape Nov 15, 2018 · 14 filings
SEC status approved since Dec 17, 2018
RAUM
$1.8B
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
11
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$1.8B as of Mar 26, 2026
Mar 25, 2019$250M then
HNW client RAUM$0 as of Sep 8, 2025
Mar 25, 2019$0 then
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Mar 25, 20190 then
Employees (5.A)11 as of Mar 26, 2026
Mar 25, 20196 then
Private funds3 as of Mar 26, 2026
Mar 25, 20191 then
RAUM -35% over the last fiscal year-15% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 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
$367MderivedRAUM 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
-35%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
$1.8B, 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)
  • 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)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$1.8B100%
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
$1.8B 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=true 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
      7 reported on Schedule D 7.B.(1)
      Owners and control persons
      Schedule A and B, latest filing
      • A••••• C••••••••• A•••••••• · Managing Limited Partnercontrol
        since 04/2018 · owns 25% to 50%
      • G••••••• J••••• W•••••• · Chief Compliance Officer/Chief Financial Officercontrol
        since 07/2018 · owns less than 5%
      • T••••• W••••• L••••• · Managing Limited Partnercontrol
        since 04/2018 · owns 25% to 50%
      • A••••• C••••••••• A•••••••• · Membercontrol
        since 04/2018 · owns 50% to 75% of I•••••••• C•••••• L••
      • T••••• W••••• L••••• · Membercontrol
        since 04/2018 · owns 50% to 75% of I•••••••• C•••••• L••
      Entity owners
      • I•••••••• C•••••• L•• · General Partner
        direct · owns less than 5%
      Related persons
      Schedule D 7.A
      • I•••••••• C•••••• G• L••
        bankpooled vehicle sponsorn
      • I•••••••• C•••••• L•
        bankpooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • RAUM down 25 %Change between filings · filing Mar 26, 2026
        RAUM (Item 5.F) moved from $2,842,780,253 to $1,836,295,483 (-35.0%) between the annual amendments of 2025-03-27 and 2026-03-26; the peer median change was +11.0% (1368 comparable advisers, 2.0th percentile of changes)
        peers: asset managers, $1B to $5B (1,368) · 2.0% percentile
      What changed
      consecutive filings, newest first
      • Accounts · 8 to 5
        Sep 8, 2025 to Mar 26, 2026
      • Advisory employees · 5 to 6
        Sep 8, 2025 to Mar 26, 2026
      • Charity clients · 0.0 to unset
        Sep 8, 2025 to Mar 26, 2026
      • Corporate clients · 0.0 to unset
        Sep 8, 2025 to Mar 26, 2026
      • HNW clients · 0.0 to unset
        Sep 8, 2025 to Mar 26, 2026
      • Individual clients · 0.0 to unset
        Sep 8, 2025 to Mar 26, 2026
      • Pension plan clients · 0.0 to unset
        Sep 8, 2025 to Mar 26, 2026
      • Pooled vehicle clients · 8 to 5
        Sep 8, 2025 to Mar 26, 2026
      • Assets in custody · $2.8B to $1.8B
        Sep 8, 2025 to Mar 26, 2026
      • Employees · 10 to 11
        Sep 8, 2025 to Mar 26, 2026
      • Private funds · 6 to 3
        Sep 8, 2025 to Mar 26, 2026
      • Discretionary RAUM · $2.8B to $1.8B
        Sep 8, 2025 to Mar 26, 2026
      • HNW RAUM · 0.0 to unset
        Sep 8, 2025 to Mar 26, 2026
      • Individual RAUM · 0.0 to unset
        Sep 8, 2025 to Mar 26, 2026
      • Pension RAUM · 0.0 to unset
        Sep 8, 2025 to Mar 26, 2026
      • Pooled vehicle RAUM · $2.8B to $1.8B
        Sep 8, 2025 to Mar 26, 2026
      • RAUM · $2.8B to $1.8B
        Sep 8, 2025 to Mar 26, 2026
      • Accounts · 9 to 8
        May 21, 2024 to Mar 27, 2025
      • Advisory employees · 6 to 5
        May 21, 2024 to Mar 27, 2025
      • Pooled vehicle clients · 9 to 8
        May 21, 2024 to Mar 27, 2025
      • Assets in custody · $3.1B to $2.8B
        May 21, 2024 to Mar 27, 2025
      • Employees · 11 to 10
        May 21, 2024 to Mar 27, 2025
      • Financial planning clients · unset to
        May 21, 2024 to Mar 27, 2025
      • Private funds · 7 to 6
        May 21, 2024 to Mar 27, 2025
      • Discretionary RAUM · $3.1B to $2.8B
        May 21, 2024 to Mar 27, 2025
      • Pooled vehicle RAUM · $3.1B to $2.8B
        May 21, 2024 to Mar 27, 2025
      • RAUM · $3.1B to $2.8B
        May 21, 2024 to Mar 27, 2025
      • Accounts · 7 to 9
        Nov 22, 2023 to Mar 26, 2024
      • Pooled vehicle clients · 7 to 9
        Nov 22, 2023 to Mar 26, 2024
      • Assets in custody · $3.0B to $3.1B
        Nov 22, 2023 to Mar 26, 2024
      • Discretionary RAUM · $3.0B to $3.1B
        Nov 22, 2023 to Mar 26, 2024
      • Pooled vehicle RAUM · $3.0B to $3.1B
        Nov 22, 2023 to Mar 26, 2024
      • RAUM · $3.0B to $3.1B
        Nov 22, 2023 to Mar 26, 2024
      • Private funds · 5 to 7
        Mar 30, 2023 to Nov 22, 2023
      • Advisory employees · 5 to 6
        Mar 30, 2022 to Mar 30, 2023
      • Assets in custody · $2.5B to $3.0B
        Mar 30, 2022 to Mar 30, 2023
      • Employees · 10 to 11
        Mar 30, 2022 to Mar 30, 2023
      • Discretionary RAUM · $2.5B to $3.0B
        Mar 30, 2022 to Mar 30, 2023
      • Pooled vehicle RAUM · $2.5B to $3.0B
        Mar 30, 2022 to Mar 30, 2023
      • RAUM · $2.5B to $3.0B
        Mar 30, 2022 to Mar 30, 2023
      Signals
      5 dated events
      • I•••••••• C•••••• L• reported RAUM $1.8B, down 35% from $2.8B (2025-09-08 to 2026-03-26)
        Mar 26, 2026 · RAUM change · derived
      • I•••••••• C•••••• L• reported RAUM $2.5B, up 187% from $873.4M (2021-03-29 to 2022-03-30)
        Mar 30, 2022 · RAUM change · derived
      • I•••••••• C•••••• L• reported RAUM $873.4M, up 121% from $396.1M (2020-03-27 to 2021-03-29)
        Mar 29, 2021 · RAUM change · derived
      • I•••••••• C•••••• L• reported RAUM $396.1M, up 58% from $250.0M (2019-10-30 to 2020-03-27)
        Mar 27, 2020 · RAUM change · derived
      • I•••••••• C•••••• L• filed its initial SEC registration (Form ADV)
        Nov 15, 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/impactive-capitalreportedpublic record, Form ADV, Sep 19, 2026
      Website
      i•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
      Principal office phone
      (212) 218-8810reportedpublic record, Form ADV, Mar 26, 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