DFX Intelligence
RIA Intelligence
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SEC-registered adviser
I••••••• C••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Feb 7, 2020 · 12 filings
SEC status approved since Mar 11, 2020
RAUM
$1.0B
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
16
11 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
4
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$1.0B as of Mar 30, 2026
Mar 29, 2021$201M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 29, 20210 then
Employees (5.A)16 as of Mar 30, 2026
Mar 29, 20214 then
Private funds4 as of Mar 30, 2026
Mar 29, 20231 then
RAUM -3.3% over the last fiscal year+48% 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
- $84.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 35%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- -3.3%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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $408M, 9 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
- 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)
- 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$567M56%
- Sovereign wealth funds$351M35%
- Corporations and businesses$94.7M9.3%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 12reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $408M for 9 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.56 institutional_share=0.35 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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| I••••••• G••••• M••••• F•••• L••• | Hedge Fund | $298M | 2 | Mar 29, 2024 |
| I••••••• P•••••• O••••••••• L•• | Private Equity Fund | $7.0M | 13 | Mar 29, 2024 |
| I••••••• S••• P••••••• 2•••• L••• | Private Equity Fund | $1.9M | 3 | Mar 29, 2023 |
Owners and control persons
Schedule A and B, latest filing
- A•••••••• M••••• A•••• · Co-Ciocontrolsince 04/2022 · owns 10% to 25%
- A•••••••• B•••• W••••• · Head Of Data Sciencecontrolsince 11/2020 · owns 5% to 10%
- G•••••••• S••••••• G•••••• · Coo & Ccocontrolsince 02/2020 · owns less than 5%
- J••••••• S•••••• M••••• · Co-Ciocontrolsince 11/2020 · owns 25% to 50%
- V•• R•••••••• S••••••••• N•• · Co-Ciocontrolsince 11/2020 · owns 25% to 50%
Entity owners
- I••• I••••••••• C•••••• L•• · Member/Ownerdirect · owns 10% to 25%
- T•• P••••• I••••••••• F••• · Memberindirect · owns 75% or more of I••• I••••••••• C•••••• L••
Related persons
Schedule D 7.A
- I••••••• C•••••• P• G•• L••pooled vehicle sponsorn
- I••••••• G••••• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Corporate clients · unset to 1.0Mar 28, 2025 to Mar 30, 2026
- Pooled vehicle clients · 11 to 10Mar 28, 2025 to Mar 30, 2026
- Assets in custody · $579M to $408MMar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.0B to $1.0BMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $680M to $567MMar 28, 2025 to Mar 30, 2026
- RAUM · $1.0B to $1.0BMar 28, 2025 to Mar 30, 2026
- Accounts · 7 to 12Mar 29, 2024 to Mar 28, 2025
- Advisory employees · 10 to 11Mar 29, 2024 to Mar 28, 2025
- Pooled vehicle clients · 5 to 11Mar 29, 2024 to Mar 28, 2025
- Assets in custody · $307M to $579MMar 29, 2024 to Mar 28, 2025
- Employees · 14 to 16Mar 29, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 28, 2025
- Other offices · 1 to 2Mar 29, 2024 to Mar 28, 2025
- Private funds · 3 to 4Mar 29, 2024 to Mar 28, 2025
- Discretionary RAUM · $757M to $1.0BMar 29, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $393M to $680MMar 29, 2024 to Mar 28, 2025
- RAUM · $757M to $1.0BMar 29, 2024 to Mar 28, 2025
- Accounts · 3 to 7Mar 29, 2023 to Mar 29, 2024
- Advisory employees · 5 to 10Mar 29, 2023 to Mar 29, 2024
- Pooled vehicle clients · 1 to 5Mar 29, 2023 to Mar 29, 2024
- Assets in custody · $1.7M to $307MMar 29, 2023 to Mar 29, 2024
- Employees · 7 to 14Mar 29, 2023 to Mar 29, 2024
- Private funds · 1 to 3Mar 29, 2023 to Mar 29, 2024
- Discretionary RAUM · $310M to $757MMar 29, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.7M to $393MMar 29, 2023 to Mar 29, 2024
- RAUM · $310M to $757MMar 29, 2023 to Mar 29, 2024
- Accounts · 2 to 3Mar 25, 2022 to Mar 29, 2023
- Advisory employees · 4 to 5Mar 25, 2022 to Mar 29, 2023
- Advisory activities · 1 to 2Mar 25, 2022 to Mar 29, 2023
- Pooled vehicle clients · unset to 1.0Mar 25, 2022 to Mar 29, 2023
- Assets in custody · unset to 1741410.0Mar 25, 2022 to Mar 29, 2023
- Custody of client assets · false to trueMar 25, 2022 to Mar 29, 2023
- Employees · 5 to 7Mar 25, 2022 to Mar 29, 2023
- Private funds · unset to 1Mar 25, 2022 to Mar 29, 2023
- Discretionary RAUM · $387M to $310MMar 25, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · unset to 1741410.0Mar 25, 2022 to Mar 29, 2023
- RAUM · $387M to $310MMar 25, 2022 to Mar 29, 2023
- Advisory employees · 3 to 4Oct 13, 2021 to Mar 25, 2022
- Employees · 4 to 5Oct 13, 2021 to Mar 25, 2022
- Discretionary RAUM · $395M to $387MOct 13, 2021 to Mar 25, 2022
Signals
7 dated events
- I••••••• C••••••• L•• reported RAUM $1.0B, up 38% from $756.8M (2024-03-29 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- I••••••• C••••••• L•• reported RAUM $756.8M, up 144% from $309.6M (2023-03-29 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Ahmed Mazen Aljubeir (Co-Cio) appeared on Schedule A of I••••••• C••••••• L••Mar 29, 2023 · Control person joined · fact
- I••••••• C••••••• L•• reported RAUM $394.6M, up 96% from $200.9M (2021-03-29 to 2021-09-15)Sep 15, 2021 · RAUM change · derived
- Marwan Suhaib Jamjoom (Co-Cio) appeared on Schedule A of I••••••• C••••••• L••Mar 29, 2021 · Control person joined · fact
- Waleed Badr Alrumaih (Head Of Data Science) appeared on Schedule A of I••••••• C••••••• L••Mar 29, 2021 · Control person joined · fact
- I••••••• C••••••• L•• filed its initial SEC registration (Form ADV)Feb 7, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- I••••••• C••••••• L•• · Independent Sponsorsshared crd · capital_provider
- I••••••• C••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/isometry-capital/aboutreportedpublic record, Form ADV, Sep 21, 2026
- Website
- i•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 347-480-2544reportedpublic 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
- Other adviserderiveda 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