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
R•• C•••••• M••••••••• L••
Latest filing May 29, 2026
First filing on the tape Mar 18, 2024 · 5 filings
SEC status approved since Apr 18, 2024
RAUM
$224M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$224M
derived; firm RAUM over IAPD count
Employees
4
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
1
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$224M as of May 29, 2026
Jan 29, 2025$179M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of May 29, 2026
Jan 29, 20251 then
Employees (5.A)4 as of May 29, 2026
Jan 29, 20254 then
Private funds1 as of May 29, 2026
Jan 29, 20251 then
RAUM +25% over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of May 29, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $224MderivedRAUM 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
- $74.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 41%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 4.0derivedItem 5.A over advisors
- Advisors per office
- 0.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +25%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $132M, 1 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- 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$132M59%
- Charitable organizations$92.9M41%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- 1reported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $132M for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.59 institutional_share=0.41 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••••• D•••• A•••• | Dallas, Tx | Apr 17, 2020 | 11 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- J••••• D•••• A•••• from B••••• H••••• G••••• I••••••••Apr 17, 2020 · Other
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| R•• E••••••• M•••••• F••••••••• F•••• L• | Hedge Fund | $78.5M | 29 | Mar 18, 2024 |
Owners and control persons
Schedule A and B, latest filing
- A••••• J•••••• D•••• · Managing Membercontrolsince 01/2019 · owns 50% to 75%
- H•••••• J•••••• O••••• · Chief Compliance Officer And Operating Officer/Membercontrolsince 01/2021 · owns 25% to 50%
- H•••••• O•••••• J••••• · Trusteesince 11/1998 · owns 75% or more of H••••• F••••• R•••••••• T••••
Entity owners
- H••••• F••••• R•••••••• T•••• · Memberdirect · owns less than 5%
Related persons
Schedule D 7.A
- R•• E••• G•• L•pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- New York, NY1 employees
What changed
consecutive filings, newest first
- Assets in custody · $86.2M to $132MFeb 24, 2025 to Mar 4, 2026
- Discretionary RAUM · $179M to $224MFeb 24, 2025 to Mar 4, 2026
- Pooled vehicle RAUM · $86.2M to $132MFeb 24, 2025 to Mar 4, 2026
- RAUM · $179M to $224MFeb 24, 2025 to Mar 4, 2026
- Financial planning clients · unset to Jan 29, 2025 to Feb 24, 2025
- Assets in custody · $78.5M to $86.2MMar 18, 2024 to Jan 29, 2025
- Discretionary RAUM · $174M to $179MMar 18, 2024 to Jan 29, 2025
- Pooled vehicle RAUM · $78.5M to $86.2MMar 18, 2024 to Jan 29, 2025
- RAUM · $174M to $179MMar 18, 2024 to Jan 29, 2025
Signals
1 dated events
- R•• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Mar 18, 2024 · 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
- rebcm.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 214-572-8922reportedpublic record, Form ADV, May 29, 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
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $224Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026