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••••••• S•••••
Legal name C••••••• C•••••• L••
Latest filing Mar 10, 2026
First filing on the tape Jun 23, 2023 · 7 filings
SEC status approved since Jul 25, 2023
RAUM
$102M
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
9
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
6
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$102M as of Mar 10, 2026
Mar 26, 2024$200M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 10, 2026
Mar 26, 20240 then
Employees (5.A)9 as of Mar 10, 2026
Mar 26, 202410 then
Private funds6 as of Mar 10, 2026
Mar 26, 20246 then
RAUM -21% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 10, 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
- $17.1MderivedRAUM 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
- -21%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 vehicles, publicationsreportedItem 5.G
- Custody
- $102M, 6 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)
- 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$102M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $102M for 6 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
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C••••••• C••••• O••••••••• F••• L•• | Other Private Fund | $60.6M | 122 | Jun 23, 2023 |
| C• L••• T••• E••••• F••• I• L• | Private Equity Fund | $52.5M | 30 | Jun 23, 2023 |
| C• S••••••••• C••••••••• 1• L• | Other Private Fund | $41.1M | 7 | Jun 23, 2023 |
| C• S••••••••• C••••••••• 2• L• | Other Private Fund | $17.0M | 4 | Jun 23, 2023 |
| C••••••• N•••• L•• | Other Private Fund | $15.8M | 46 | Jun 23, 2023 |
| C• S••••••••• C••••••••• 3• L• | Other Private Fund | $12.7M | 27 | Jun 23, 2023 |
Owners and control persons
Schedule A and B, latest filing
- G••••••• B••••• S••••• · Presidentcontrolsince 12/2015 · owns 25% to 50%
- G••••••••• C••••••••• E•••••• · Chief Compliance Officer And Controllercontrolsince 08/2024 · owns less than 5%
- S••••••••• A••••••••• N•• · Chief Executive Officercontrolsince 12/2015 · owns 25% to 50%
- P•••••• A••• M••••• · Trusteecontrolsince 12/2017 · owns F of 2••• A• F••••• T••••
- P•••••• J•••• M•••••• · Trusteecontrolsince 12/2017 · owns F of 2••• P••••• F••••• T••••
Entity owners
- 2••• A• F••••• T•••• · Limited Partnerindirect · owns 50% to 75% of S•••••• F•••• L•
- 2••• P••••• F••••• T•••• · Limited Partnerindirect · owns 25% to 50% of S•••••• P••••••• I• L•
- S•••••• F•••• L• · Limited Partnerindirect · owns 75% or more of S•••••• P••••••• I• L•
- S•••••• P••••••• M••••••••• L•• · General Partnerindirect · owns F of S•••••• F•••• L•
- S•••••• P••••••• M••••••••• L•• · General Partnerindirect · owns F of S•••••• P••••••• I• L•
- S•••••• P••••••• I• L• · Memberdirect · owns 5% to 10%
Related persons
Schedule D 7.A
- C• S••••••••• C•••••••• G• L••pooled vehicle sponsory
- C••••••• M••••••••• P••••••• I• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $130M to $102MNov 17, 2025 to Mar 10, 2026
- Employees · 10 to 9Nov 17, 2025 to Mar 10, 2026
- Discretionary RAUM · $130M to $102MNov 17, 2025 to Mar 10, 2026
- Pooled vehicle RAUM · $130M to $102MNov 17, 2025 to Mar 10, 2026
- RAUM · $130M to $102MNov 17, 2025 to Mar 10, 2026
- Business name · C••••••• C•••••• to R••••••• S•••••Mar 24, 2025 to Nov 17, 2025
- Assets in custody · $200M to $130MAug 29, 2024 to Mar 24, 2025
- Financial planning clients · unset to Aug 29, 2024 to Mar 24, 2025
- Discretionary RAUM · $200M to $130MAug 29, 2024 to Mar 24, 2025
- Pooled vehicle RAUM · $200M to $130MAug 29, 2024 to Mar 24, 2025
- RAUM · $200M to $130MAug 29, 2024 to Mar 24, 2025
- Advisory employees · 8 to 7Jun 23, 2023 to Mar 26, 2024
- Assets in custody · $202M to $200MJun 23, 2023 to Mar 26, 2024
- Discretionary RAUM · $202M to $200MJun 23, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $202M to $200MJun 23, 2023 to Mar 26, 2024
- RAUM · $202M to $200MJun 23, 2023 to Mar 26, 2024
Signals
2 dated events
- Eleanor Christina Gustavson (Chief Compliance Officer And Controller) appeared on Schedule A of R••••••• S•••••Aug 29, 2024 · Control person joined · fact
- C••••••• C•••••• filed its initial SEC registration (Form ADV)Jun 23, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- R••••••• S••••• · Independent Sponsorsshared crd · capital_provider
- C••••••• C•••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/republicsquarecapitalreportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- linkedin.com/company/crowdoutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- repsquare.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 512-900-2646reportedpublic record, Form ADV, Mar 10, 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