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•• G•••• L•
Latest filing Mar 25, 2026
First filing on the tape Feb 14, 2022 · 9 filings
SEC status approved since Mar 15, 2022
RAUM
$864M
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
29
16 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
3
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$864M as of Mar 25, 2026
Mar 10, 2023$1.4B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 25, 2026
Mar 10, 20230 then
Employees (5.A)29 as of Mar 25, 2026
Mar 10, 202317 then
Private funds3 as of Mar 25, 2026
Mar 10, 20234 then
RAUM -52% over the last fiscal year-15% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 25, 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
- $216MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -52%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
- 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)
- 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$864M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| I•• G•••• A•••• B•••• F•••••• L• | Other Private Fund | $600M | 144 | Mar 29, 2024 |
| I•• G•••• S•••••••• F•••••• 2••• L• | Other Private Fund | $220M | 79 | Feb 14, 2022 |
| I•• G•••• S•••••••• F•••••• 2••• L• | Other Private Fund | $180M | 21 | Feb 14, 2022 |
| I•• G•••• I•••••• H••••••• 2••• L•• | Other Private Fund | $100M | 1 | Feb 14, 2022 |
| I•• G•••• S•••••••• F•••••• I• L• | Other Private Fund | $87.0M | 154 | Aug 29, 2019 |
| I•• G•••• I•••••• H••••••• 2••• A• L•• | Other Private Fund | $50.0M | 1 | Mar 29, 2024 |
Owners and control persons
Schedule A and B, latest filing
- H••••••• M•••• A••••• · Limited Partnercontrolsince 05/2017 · owns 75% or more
- S••••••••• W•••••• B••••••• · Chief Operating Officer And Chief Compliance Officercontrolsince 01/2020 · owns less than 5%
- H••••••• M•••• A••••• · Managing Member/Ownercontrolsince 08/2019 · owns 75% or more of I•• G•••• A• G• L••
Entity owners
- I•• G•••• A• G• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- I•• G•••• S•••••••• F•••••• I• G• L••pooled vehicle sponsorn
- I•• G•••• V•••••• G• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- San Francisco, CA2 employees
ADV anomalies
4 against comparable advisers; where to look, not conclusions
- discretionary share shiftChange between filings · filing Mar 25, 2026discretionary share of RAUM moved from 58.0% to 100.0% between the annual amendments of 2025-03-31 and 2026-03-25peers: asset managers, $500M to $1B (784)
- custody status changedChange between filings · filing Mar 25, 2026custody of client assets (Item 9.A): yes on the filing of 2025-03-31, no on the filing of 2026-03-25peers: asset managers, $500M to $1B (784)
- institutional asset share shiftChange between filings · filing Mar 25, 2026institutional share of RAUM moved from 42.0% to 0.0% between the annual amendments of 2025-03-31 and 2026-03-25peers: asset managers, $500M to $1B (784)
- RAUM down 50 %Change between filings · filing Mar 25, 2026RAUM (Item 5.F) moved from $1,803,500,000 to $864,042,000 (-52.0%) between the annual amendments of 2025-03-31 and 2026-03-25; the peer median change was +8.0% (672 comparable advisers, 0.0th percentile of changes)peers: asset managers, $500M to $1B (672) · 0.4% percentile
What changed
consecutive filings, newest first
- Accounts · 5 to 4Mar 31, 2025 to Mar 25, 2026
- Advisory employees · 14 to 16Mar 31, 2025 to Mar 25, 2026
- Assets in custody · 0.0 to unsetMar 31, 2025 to Mar 25, 2026
- Custody of client assets · true to falseMar 31, 2025 to Mar 25, 2026
- Employees · 28 to 29Mar 31, 2025 to Mar 25, 2026
- Private funds · 4 to 3Mar 31, 2025 to Mar 25, 2026
- Discretionary RAUM · $1.1B to $864MMar 31, 2025 to Mar 25, 2026
- Non-discretionary RAUM · $750M to $0Mar 31, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $1.1B to $864MMar 31, 2025 to Mar 25, 2026
- RAUM · $1.8B to $864MMar 31, 2025 to Mar 25, 2026
- Accounts · 6 to 5Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 5 to 4Mar 29, 2024 to Mar 31, 2025
- Employees · 20 to 28Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $837M to $1.1BMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $837M to $1.1BMar 29, 2024 to Mar 31, 2025
- RAUM · $1.6B to $1.8BMar 29, 2024 to Mar 31, 2025
- Accounts · 5 to 6Oct 25, 2023 to Mar 29, 2024
- Advisory employees · 10 to 14Oct 25, 2023 to Mar 29, 2024
- Pooled vehicle clients · 4 to 5Oct 25, 2023 to Mar 29, 2024
- Assets in custody · $637M to $0Oct 25, 2023 to Mar 29, 2024
- Employees · 17 to 20Oct 25, 2023 to Mar 29, 2024
- Discretionary RAUM · $637M to $837MOct 25, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $637M to $837MOct 25, 2023 to Mar 29, 2024
- RAUM · $1.4B to $1.6BOct 25, 2023 to Mar 29, 2024
- Other offices · 2 to 1Apr 27, 2023 to Aug 23, 2023
- Business name · I•• G•••• L•• to I•• G•••• L•Mar 10, 2023 to Apr 27, 2023
- Legal name · I•• G•••• L•• to I•• G•••• L•Mar 10, 2023 to Apr 27, 2023
- Accounts · 4 to 5Feb 17, 2022 to Mar 10, 2023
- Advisory employees · 9 to 10Feb 17, 2022 to Mar 10, 2023
- Assets in custody · $585M to $637MFeb 17, 2022 to Mar 10, 2023
- Employees · 14 to 17Feb 17, 2022 to Mar 10, 2023
- Organization form · Limited Liability Company to Limited PartnershipFeb 17, 2022 to Mar 10, 2023
- Discretionary RAUM · $585M to $637MFeb 17, 2022 to Mar 10, 2023
- Non-discretionary RAUM · $0 to $750MFeb 17, 2022 to Mar 10, 2023
- Pooled vehicle RAUM · $585M to $637MFeb 17, 2022 to Mar 10, 2023
- RAUM · $585M to $1.4BFeb 17, 2022 to Mar 10, 2023
- Related adviser · false to trueFeb 17, 2022 to Mar 10, 2023
- Private funds · 8 to 4Feb 14, 2022 to Feb 17, 2022
Signals
3 dated events
- I•• G•••• L• reported RAUM $864.0M, down 52% from $1.8B (2025-03-31 to 2026-03-25)Mar 25, 2026 · RAUM change · derived
- I•• G•••• L• reported RAUM $1.4B, up 137% from $585.2M (2022-02-17 to 2023-03-10)Mar 10, 2023 · RAUM change · derived
- I•• G•••• L•• filed its initial SEC registration (Form ADV)Feb 14, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- I•• G•••• L• · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/i80-groupreportedpublic record, Form ADV, Sep 19, 2026
- Website
- i•••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-433-3626reportedpublic record, Form ADV, Mar 25, 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