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.

SEC-registered adviser

Manifest

No RAUM reportedChicago, IllinoisCRD 307739SEC 801-118459websiteIAPD
Legal name Manifesthq Advisors LLC
Latest filing Mar 31, 2026
First filing on the tape Mar 17, 2020 · 9 filings
SEC status approved since Apr 15, 2020
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
12
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$0 as of Mar 31, 2026
Mar 31, 2025$0 then
HNW client RAUM$0 as of Mar 31, 2026
Feb 18, 2021$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Feb 18, 20210 then
Employees (5.A)12 as of Mar 31, 2026
Feb 18, 202110 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
RAUM per advisor
$0derivedRAUM 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
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
6.0derivedItem 5.A over advisors
Advisors per office
2.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
fixed feesreportedItem 5.E
Advisory activities
financial planning, pension consulting, selection of other advisers, publications, educational seminarsreportedItem 5.G
Ownership
controlled by a public reporting companyderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • controlled by a public reporting company (10.A)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
0reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
fixedreported
Class basis
private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Jake C Henry HoodackChicago, IlJan 28, 202511 y0
John Gerard RuaneChicago, IlApr 8, 202610 y1
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    Every departureEvery arrival
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • M. Anuraag Tripathi · Ceocontrol
      since 04/2018 · owns 50% to 75%
    • Meenakshi Chitra Lakshmanan · Cto
      since 05/2019 · owns 25% to 50%
    • Fang-Chi Rick Yeh · Cco
      since 09/2019 · owns less than 5%
    Related persons
    Schedule D 7.A
    • Rick Yeh
      n
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Chicago, Il · principal210
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Corporate clients · unset to 7.0
      Mar 31, 2025 to Mar 31, 2026
    • Accounts · unset to 0.0
      Mar 30, 2024 to Mar 31, 2025
    • Financial planning clients · 0 to 0
      Mar 30, 2024 to Mar 31, 2025
    • Discretionary RAUM · unset to 0.0
      Mar 30, 2024 to Mar 31, 2025
    • Non-discretionary RAUM · unset to 0.0
      Mar 30, 2024 to Mar 31, 2025
    • RAUM · unset to 0.0
      Mar 30, 2024 to Mar 31, 2025
    • Related adviser · false to true
      Mar 30, 2024 to Mar 31, 2025
    • Advisory employees · 3 to 2
      Mar 30, 2023 to Mar 30, 2024
    • Employees · 10 to 12
      Mar 30, 2023 to Mar 30, 2024
    • State-registered IARs · 1 to 0
      Mar 30, 2023 to Mar 30, 2024
    • Related adviser · true to false
      Mar 30, 2023 to Mar 30, 2024
    • Advisory activities · 4 to 5
      Mar 31, 2022 to Mar 30, 2023
    • State-registered IARs · 0 to 1
      Mar 31, 2022 to Mar 30, 2023
    • Related adviser · false to true
      Mar 31, 2022 to Mar 30, 2023
    • HNW RAUM · unset to 0.0
      Nov 20, 2020 to Feb 18, 2021
    • Pooled vehicle clients · 0.0 to unset
      Mar 17, 2020 to Nov 20, 2020
    • Legal name · MANIFESTHQ LLC to MANIFESTHQ ADVISORS LLC
      Mar 17, 2020 to Nov 20, 2020
    • Individual RAUM · unset to 0.0
      Mar 17, 2020 to Nov 20, 2020
    Signals
    1 dated events
    • Manifest filed its initial SEC registration (Form ADV)
      Mar 17, 2020 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Firm profile
    linkedin.com/company/usemanifestreportedpublic record, Form ADV, Sep 17, 2026
    Website
    manifest.helpscoutdocs.comreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    224-612-5704reportedpublic record, Form ADV, Mar 31, 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
    No RAUM reportedderiveda 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