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
I•••••••• G••••• P•••••••• L•••
Latest filing Mar 31, 2026
First filing on the tape Jun 29, 2022 · 10 filings
SEC status approved since Jul 29, 2022
RAUM
$873M
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
12
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
11
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$873M as of Mar 31, 2026
Mar 31, 2023$407M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20230 then
Employees (5.A)12 as of Mar 31, 2026
Mar 31, 20238 then
Private funds11 as of Mar 31, 2026
Mar 31, 20236 then
RAUM +28% over the last fiscal year+29% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $79.3MderivedRAUM 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
- +28%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
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$873M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 11reported
- 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
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| R••••• F••• I•• L•• | Private Equity Fund | $167M | 40 | Mar 30, 2022 |
| M••••••••• B••••••• I• L•• | Private Equity Fund | $129M | 87 | Mar 25, 2022 |
| G••••• T•••••• V• L•• | Private Equity Fund | $95.8M | 50 | Mar 31, 2023 |
| F••••••••• T••• V• L•• | Private Equity Fund | $92.3M | 38 | Mar 31, 2023 |
| L••••••• M•••••• I• L•• | Private Equity Fund | $23.8M | 73 | Mar 25, 2022 |
| I•••••••• G••••• P••••••• F••• I•• L••• | Private Equity Fund | $23.2M | 22 | Mar 27, 2024 |
| S•• C••••• I• L•• | Private Equity Fund | $20.6M | 24 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• J••••• D••• · Limited/Managing Partnercontrolsince 03/2019 · owns less than 5%
- B••••••• J••••• D••• · Directorcontrolsince 03/2019 · owns 75% or more of I•••••••• G••••• P••••••• U••• L••
- O•••• K•••••• A••••• · Chief Compliance Officersince 01/2022 · owns less than 5%
Entity owners
- I•••••••• G••••• P••••••• U••• L•• · General Partnerdirect · owns 75% or more
Related persons
Schedule D 7.A
- F••••••••• T••• G• L••pooled vehicle sponsory
- G••••• T•••••• G• L••pooled vehicle sponsory
- I•••••••• G••••• P••••••• I• G•• L••pooled vehicle sponsory
- L••••••• M•••••• G• L••pooled vehicle sponsory
- M••••••••• B••••••• G• L••pooled vehicle sponsory
- R••••• F••• G• L••pooled vehicle sponsory
- S•• C••••• G• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 8 to 11May 7, 2025 to Mar 31, 2026
- Advisory employees · 7 to 8May 7, 2025 to Mar 31, 2026
- Pooled vehicle clients · 8 to 11May 7, 2025 to Mar 31, 2026
- Employees · 10 to 12May 7, 2025 to Mar 31, 2026
- Private funds · 8 to 11May 7, 2025 to Mar 31, 2026
- Discretionary RAUM · $688M to $873MMay 7, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $688M to $873MMay 7, 2025 to Mar 31, 2026
- RAUM · $688M to $873MMay 7, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 28, 2025 to May 7, 2025
- Discretionary RAUM · $684M to $688MMar 28, 2025 to May 7, 2025
- Pooled vehicle RAUM · $684M to $688MMar 28, 2025 to May 7, 2025
- RAUM · $684M to $688MMar 28, 2025 to May 7, 2025
- Accounts · 7 to 8Apr 23, 2024 to Mar 28, 2025
- Pooled vehicle clients · 7 to 8Apr 23, 2024 to Mar 28, 2025
- Employees · 8 to 10Apr 23, 2024 to Mar 28, 2025
- Private funds · 7 to 8Apr 23, 2024 to Mar 28, 2025
- Discretionary RAUM · $588M to $684MApr 23, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $588M to $684MApr 23, 2024 to Mar 28, 2025
- RAUM · $588M to $684MApr 23, 2024 to Mar 28, 2025
- Accounts · 6 to 7Jun 23, 2023 to Mar 27, 2024
- Pooled vehicle clients · 6 to 7Jun 23, 2023 to Mar 27, 2024
- Private funds · 6 to 7Jun 23, 2023 to Mar 27, 2024
- Discretionary RAUM · $407M to $588MJun 23, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $407M to $588MJun 23, 2023 to Mar 27, 2024
- RAUM · $407M to $588MJun 23, 2023 to Mar 27, 2024
- Accounts · 3 to 6Jul 1, 2022 to Mar 31, 2023
- Advisory employees · 5 to 7Jul 1, 2022 to Mar 31, 2023
- Pooled vehicle clients · 3 to 6Jul 1, 2022 to Mar 31, 2023
- Assets in custody · unset to 0.0Jul 1, 2022 to Mar 31, 2023
- Employees · 6 to 8Jul 1, 2022 to Mar 31, 2023
- Private funds · 3 to 6Jul 1, 2022 to Mar 31, 2023
- Discretionary RAUM · $0 to $407MJul 1, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $201M to $0Jul 1, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $201M to $407MJul 1, 2022 to Mar 31, 2023
- RAUM · $201M to $407MJul 1, 2022 to Mar 31, 2023
- Private funds · 6 to 3Jun 29, 2022 to Jul 1, 2022
Signals
4 dated events
- I•••••••• G••••• P•••••••• L••• reported RAUM $872.6M, up 27% from $688.3M (2025-05-07 to 2026-03-31)Mar 31, 2026 · ria raum c••••• · derived
- I•••••••• G••••• P•••••••• L••• reported RAUM $588.4M, up 45% from $406.9M (2023-06-23 to 2024-03-27)Mar 27, 2024 · ria raum c••••• · derived
- I•••••••• G••••• P•••••••• L••• reported RAUM $406.9M, up 102% from $201.5M (2022-07-01 to 2023-03-31)Mar 31, 2023 · ria raum c••••• · derived
- I•••••••• G••••• P•••••••• L••• filed its initial SEC registration (Form ADV)Jun 29, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- I•••••••• G••••• P•••••••• L••• · Independent Sponsorsshared crd · capital_provider
- I•••••••• G••••• P•••••••• L••• · Private Equityshared crd · organization
- I•••••••• G••••• P•••••••• L••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- integritygrowth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 3106895190reportedpublic 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
- 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