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•• P•••••••
Legal name R•••• T•••• C•••••• M••••••••• L•••
Latest filing Mar 30, 2026
First filing on the tape Jul 29, 2021 · 10 filings
SEC status approved since Aug 30, 2021
RAUM
$362M
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
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$362M as of Mar 30, 2026
Mar 31, 2022$305M then
HNW client RAUM$0 as of Mar 30, 2026
Apr 4, 2023$0 then
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 31, 20220 then
Employees (5.A)3 as of Mar 30, 2026
Mar 31, 20225 then
Private funds4 as of Mar 30, 2026
Mar 31, 20224 then
RAUM +56% over the last fiscal year-18% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
- $90.6MderivedRAUM 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
- +56%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
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$362M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- 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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| R•• P••••••• F••• I••• L••• | Private Equity Fund | $138M | 8 | Mar 29, 2021 |
| L••••• V••••• H•••••••• L•• | Private Equity Fund | $41.8M | 8 | Mar 29, 2021 |
| R•• S• F•••• L••• | Private Equity Fund | $32.7M | 7 | Apr 4, 2023 |
| R•• P••••••• A•• F•••• L•• | Private Equity Fund | $456,325 | 15 | Jun 30, 2020 |
| R•• P••••••• F••• I• L•no longer reported | Private Equity Fund | $58,340 | 10 | Jun 30, 2020 |
Owners and control persons
Schedule A and B, latest filing
- B•••••••• A•••••• · Managing Partnercontrolsince 12/2018 · owns 25% to 50%
- C••••• A••••• · Limited Partnercontrolsince 12/2018 · owns 25% to 50%
- L••• C••••••••• J•••• · Managing Partner & Chief Compliance Officercontrolsince 12/2018 · owns 25% to 50%
Related persons
Schedule D 7.A
- R•• M••••••••• I•• L•••investment advisern
- R•• P••••••• G• I•• L••pooled vehicle sponsorn
- R•• P••••••• G• I••• L•••pooled vehicle sponsorn
- R•• P••••••• G• V• L••pooled vehicle sponsorn
- R•• S• G•• L•pooled 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 up 50 %Change between filings · filing Mar 30, 2026RAUM (Item 5.F) moved from $231,946,338 to $362,381,696 (+56.0%) between the annual amendments of 2025-03-31 and 2026-03-30; the peer median change was +4.0% (1148 comparable advisers, 92.0th percentile of changes)peers: asset managers, $100M to $500M (1,148) · 92% percentile
What changed
consecutive filings, newest first
- Accounts · 5 to 4Oct 22, 2025 to Mar 30, 2026
- Advisory employees · 4 to 3Oct 22, 2025 to Mar 30, 2026
- Pooled vehicle clients · 5 to 4Oct 22, 2025 to Mar 30, 2026
- Employees · 4 to 3Oct 22, 2025 to Mar 30, 2026
- Private funds · 5 to 4Oct 22, 2025 to Mar 30, 2026
- Discretionary RAUM · $232M to $362MOct 22, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $232M to $362MOct 22, 2025 to Mar 30, 2026
- RAUM · $232M to $362MOct 22, 2025 to Mar 30, 2026
- Accounts · 4 to 5Jun 28, 2024 to Mar 31, 2025
- Pooled vehicle clients · 4 to 5Jun 28, 2024 to Mar 31, 2025
- Financial planning clients · unset to Jun 28, 2024 to Mar 31, 2025
- Private funds · 4 to 5Jun 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $212M to $232MJun 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $212M to $232MJun 28, 2024 to Mar 31, 2025
- RAUM · $212M to $232MJun 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $209M to $212MMar 29, 2024 to Jun 28, 2024
- Pooled vehicle RAUM · $209M to $212MMar 29, 2024 to Jun 28, 2024
- RAUM · $209M to $212MMar 29, 2024 to Jun 28, 2024
- Advisory employees · 5 to 4Apr 4, 2023 to Mar 29, 2024
- Employees · 5 to 4Apr 4, 2023 to Mar 29, 2024
- Discretionary RAUM · $666M to $209MApr 4, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $666M to $209MApr 4, 2023 to Mar 29, 2024
- RAUM · $666M to $209MApr 4, 2023 to Mar 29, 2024
- Charity clients · unset to 0.0Mar 31, 2022 to Apr 4, 2023
- Corporate clients · unset to 0.0Mar 31, 2022 to Apr 4, 2023
- HNW clients · unset to 0.0Mar 31, 2022 to Apr 4, 2023
- Individual clients · unset to 0.0Mar 31, 2022 to Apr 4, 2023
- Pension plan clients · unset to 0.0Mar 31, 2022 to Apr 4, 2023
- Discretionary RAUM · $305M to $666MMar 31, 2022 to Apr 4, 2023
- HNW RAUM · unset to 0.0Mar 31, 2022 to Apr 4, 2023
- Individual RAUM · unset to 0.0Mar 31, 2022 to Apr 4, 2023
- Pension RAUM · unset to 0.0Mar 31, 2022 to Apr 4, 2023
- Pooled vehicle RAUM · $305M to $666MMar 31, 2022 to Apr 4, 2023
- RAUM · $305M to $666MMar 31, 2022 to Apr 4, 2023
- Discretionary RAUM · $191M to $305MAug 25, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $191M to $305MAug 25, 2021 to Mar 31, 2022
- RAUM · $191M to $305MAug 25, 2021 to Mar 31, 2022
- Legal name · R•••• T•••• CAPITAL MANAGEMENT, LP to R•••• T•••• C•••••• M••••••••• L•••Jul 29, 2021 to Aug 5, 2021
- Private funds · 8 to 4Jul 29, 2021 to Aug 5, 2021
Signals
5 dated events
- R•• P••••••• reported RAUM $362.4M, up 56% from $231.9M (2025-10-22 to 2026-03-30)Mar 30, 2026 · ria raum c••••e · derived
- R•• P••••••• reported RAUM $209.0M, down 69% from $665.6M (2023-04-04 to 2024-03-29)Mar 29, 2024 · ria raum c••••e · derived
- R•• P••••••• reported RAUM $665.6M, up 118% from $305.0M (2022-03-31 to 2023-04-04)Apr 4, 2023 · ria raum c••••e · derived
- R•• P••••••• reported RAUM $305.0M, up 60% from $190.7M (2021-08-25 to 2022-03-31)Mar 31, 2022 · ria raum c••••e · derived
- R•• P••••••• filed its initial SEC registration (Form ADV)Jul 29, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- R•• P••••••• · Independent Sponsorsshared crd · capital_provider
- R•• P••••••• · Private Equityshared crd · organization
- R•• P••••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- rtcpartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 305-527-9320reportedpublic record, Form ADV, Mar 30, 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