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
P••••••• E••••• P•••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Jun 9, 2021 · 7 filings
SEC status approved since Jul 12, 2021
RAUM
$2.4B
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
40
37 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
10
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$2.4B as of Mar 30, 2026
Mar 30, 2022$513M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 30, 20220 then
Employees (5.A)40 as of Mar 30, 2026
Mar 30, 202222 then
Private funds10 as of Mar 30, 2026
Mar 30, 20225 then
RAUM +22% over the last fiscal year+32% 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
- $243MderivedRAUM 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
- +22%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, otherreportedItem 5.G
- Custody
- yesreportedItem 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.4B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 10reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 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
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S•••••••• H•••••• C••••••• L•• | Private Equity Fund | $454M | 31 | Mar 31, 2023 |
| R•••••• H•••••• C••••••• L•• | Private Equity Fund | $351M | 13 | Mar 30, 2021 |
| P••••••• E••••• P••••••• O••••••••• F••• I• •••••••• L••• | Private Equity Fund | $285M | 12 | Mar 31, 2023 |
| P••••••• E••••• P••••••• O••••••••• F••• I• •••••••• L••• | Private Equity Fund | $269M | 12 | Mar 30, 2021 |
| P••••••• E••••• P••••••• O••••••••• F••• I• L••• | Private Equity Fund | $222M | 30 | Mar 30, 2021 |
| P••••••• E••••• P••••••• O••••••••• F••• I•• L••• | Private Equity Fund | $167M | 30 | Mar 31, 2023 |
| P••••••• S•••••••• L•••••• C•••••• I•• L•• | Private Equity Fund | $101M | 13 | Mar 29, 2024 |
| P••••••• C••••••••• H••••••• •••••••• L••• | Private Equity Fund | $39.9M | 4 | Mar 12, 2020 |
| P••••••• C••••••••• H•••••••• L••• | Private Equity Fund | $9.8M | 1 | Mar 12, 2020 |
Owners and control persons
Schedule A and B, latest filing
- L•••••••• S•••••• D•••• · Chief Executive Officercontrolsince 06/2018 · owns less than 5%
- O••••••• T•••• N•• · Chief Financial Officercontrolsince 06/2018 · owns less than 5%
- S••••••• L••••• P••••• · Chief Investment Officercontrolsince 06/2018 · owns less than 5%
- V•••••• K•••• S•••• · Chief Compliance Officer, General Counselcontrolsince 07/2018 · owns less than 5%
- L•••••••• S•••••• D•••• · Managing Membercontrolsince 09/2018 · owns 50% to 75% of P••••••• E••••• P••••••• H••••••• G•• L••
- L•••••••• S•••••• D•••• · Managing Membercontrolsince 05/2018 · owns 75% or more of S•••••• C••••••• L••
- S••••••• L••••• P••••• · Managing Membercontrolsince 09/2018 · owns 50% to 75% of P••••••• E••••• P••••••• H••••••• G•• L••
- S••••••• L••••• P••••• · Managing Membercontrolsince 04/2013 · owns 75% or more of R••• I••••••••• G• L••
- S••••••• L••••• P••••• · Limited Partnercontrolsince 04/2013 · owns 75% or more of R••• I••••••••• P••••••• L•
Entity owners
- P••••••• E••••• P••••••• H•••••••• L••• · Managing Memberdirect · owns 75% or more
- G••••• C••••••• L•• · Limited Partnerindirect · owns 25% to 50% of P••••••• E••••• P••••••• H•••••••• L•••
- P••••••• E••••• P••••••• H••••••• G•• L•• · General Partnerindirect · owns F of P••••••• E••••• P••••••• H•••••••• L•••
- R••• I••••••••• G• L•• · General Partnerindirect · owns F of R••• I••••••••• P••••••• L•
- R••• I••••••••• P••••••• L• · Managing Memberindirect · owns 75% or more of G••••• C••••••• L••
- S•••••• C••••••• L•• · Limited Partnerindirect · owns 25% to 50% of P••••••• E••••• P••••••• H•••••••• L•••
Related persons
Schedule D 7.A
- P••••••• E••••• P••••••• O••••••••• G• I• •••••••• L•••pooled vehicle sponsorn
- P••••••• E••••• P••••••• O••••••••• G• I• L•••pooled vehicle sponsorn
- P••••••• E••••• P••••••• O••••••••• G• I• •••••••• L•••pooled vehicle sponsorn
- P••••••• E••••• P••••••• O••••••••• G• I•• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 9 to 10Apr 25, 2025 to Mar 30, 2026
- Advisory employees · 30 to 37Apr 25, 2025 to Mar 30, 2026
- Pooled vehicle clients · 9 to 10Apr 25, 2025 to Mar 30, 2026
- Employees · 36 to 40Apr 25, 2025 to Mar 30, 2026
- Private funds · 9 to 10Apr 25, 2025 to Mar 30, 2026
- Discretionary RAUM · $2.0B to $2.4BApr 25, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $2.0B to $2.4BApr 25, 2025 to Mar 30, 2026
- RAUM · $2.0B to $2.4BApr 25, 2025 to Mar 30, 2026
- Employees · 34 to 36Mar 29, 2024 to Apr 25, 2025
- Financial planning clients · unset to Mar 29, 2024 to Apr 25, 2025
- Discretionary RAUM · $1.7B to $2.0BMar 29, 2024 to Apr 25, 2025
- Pooled vehicle RAUM · $1.7B to $2.0BMar 29, 2024 to Apr 25, 2025
- RAUM · $1.7B to $2.0BMar 29, 2024 to Apr 25, 2025
- Accounts · 8 to 9Mar 31, 2023 to Mar 29, 2024
- Advisory employees · 25 to 30Mar 31, 2023 to Mar 29, 2024
- Pooled vehicle clients · 8 to 9Mar 31, 2023 to Mar 29, 2024
- Employees · 29 to 34Mar 31, 2023 to Mar 29, 2024
- Private funds · 8 to 9Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.0B to $1.7BMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.0B to $1.7BMar 31, 2023 to Mar 29, 2024
- RAUM · $1.0B to $1.7BMar 31, 2023 to Mar 29, 2024
- Accounts · 5 to 8Jul 6, 2022 to Mar 31, 2023
- Advisory employees · 19 to 25Jul 6, 2022 to Mar 31, 2023
- Pooled vehicle clients · 5 to 8Jul 6, 2022 to Mar 31, 2023
- Employees · 22 to 29Jul 6, 2022 to Mar 31, 2023
- Private funds · 5 to 8Jul 6, 2022 to Mar 31, 2023
- Discretionary RAUM · $513M to $1.0BJul 6, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $513M to $1.0BJul 6, 2022 to Mar 31, 2023
- RAUM · $513M to $1.0BJul 6, 2022 to Mar 31, 2023
- Advisory employees · 18 to 19Jun 9, 2021 to Mar 30, 2022
- Private funds · 10 to 5Jun 9, 2021 to Mar 30, 2022
- Discretionary RAUM · $463M to $513MJun 9, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $463M to $513MJun 9, 2021 to Mar 30, 2022
- RAUM · $463M to $513MJun 9, 2021 to Mar 30, 2022
Signals
4 dated events
- P••••••• E••••• P•••••••• L•• reported RAUM $1.7B, up 60% from $1.0B (2023-03-31 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- P••••••• E••••• P•••••••• L•• reported RAUM $1.0B, up 104% from $513.4M (2022-07-06 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- James Victor Sansone (Chief Operating Officer) no longer on Schedule A of P••••••• E••••• P•••••••• L•• (listed 2022-03-30, absent 2022-07-06)Jul 6, 2022 · Control person left · inference
- P••••••• E••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Jun 9, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- P••••••• E••••• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- P••••••• E••••• P•••••••• L•• · Private Equityshared crd · organization
- P••••••• E••••• P•••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/paceline-equity-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- p•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 469-405-0908reportedpublic 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