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••••• E••••• P••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Apr 29, 2020 · 9 filings
SEC status approved since May 29, 2020
RAUM
$669M
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
19
15 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$669M as of Mar 31, 2026
Mar 26, 2021$265M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 26, 20210 then
Employees (5.A)19 as of Mar 31, 2026
Mar 26, 202110 then
Private funds1 as of Mar 31, 2026
Mar 26, 20211 then
RAUM +2.9% over the last fiscal year+4.6% 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
- $669MderivedRAUM 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
- +2.9%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
- Custody
- $669M, 1 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
- 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$669M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $669M for 1 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| R••••• E••••• I• L• | Private Equity Fund | $590M | 46 | Apr 29, 2020 |
Owners and control persons
Schedule A and B, latest filing
- C••••••••• P•••••• M•••• · Managing Partnercontrolsince 01/2019 · owns less than 5%
- K••••••••• S•••• P•••••• · Chief Financial Officer & Chief Compliance Officercontrolsince 01/2019 · owns less than 5%
- C••••••••• P•••••• M•••• · Investment Advisorcontrolsince 12/2012 · owns F of Q••••••••• I• T••••
- C••••••••• P•••••• M•••• · Investment Advisor & Trusteecontrolsince 12/2015 · owns F of Q••••••••• I•• T••••
- C••••••••• J••••••• C•••• · Trusteesince 12/2012 · owns F of Q••••••••• I• T••••
- F•••• L•••• A•• · Trusteesince 12/2015 · owns F of Q••••••••• I•• T••••
- F•••• L•••• A•• · Trusteesince 12/2012 · owns F of Q••••••••• I• T••••
Entity owners
- R••••• E••••• M••••••••• L•• · Limited Partnerdirect · owns 75% or more
- R••••• E••••• P••••••• L•• · General Partnerdirect · owns less than 5%
- Q••••••••• I• T•••• · Sole Memberindirect · owns 75% or more of R••••• E••••• C•••••• L••
- Q••••••••• I•• T•••• · Sole Memberindirect · owns 75% or more of R••••• E••••• M••••••••• L••
- R••••• E••••• C•••••• L•• · Memberindirect · owns 50% to 75% of R••••• E••••• P••••••• L••
- R••••• E••••• M••••••••• L•• · Managing Memberindirect · owns 50% to 75% of R••••• E••••• P••••••• L••
Related persons
Schedule D 7.A
- I••••• P•••• C•••••• M••••••••• L•••investment advisernRAUM $114M
- R••••• E••••• I• G• L•pooled vehicle sponsorn
Advisers that list R••••• E••••• P••••••• L• as a related person
- 157579 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 14 to 15May 30, 2025 to Mar 31, 2026
- Assets in custody · $650M to $669MMay 30, 2025 to Mar 31, 2026
- Employees · 18 to 19May 30, 2025 to Mar 31, 2026
- Discretionary RAUM · $650M to $669MMay 30, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $650M to $669MMay 30, 2025 to Mar 31, 2026
- RAUM · $650M to $669MMay 30, 2025 to Mar 31, 2026
- Assets in custody · $790M to $650MApr 29, 2025 to May 30, 2025
- Financial planning clients · unset to Apr 29, 2025 to May 30, 2025
- Advisory employees · 11 to 14Mar 28, 2024 to Apr 29, 2025
- Assets in custody · $590M to $790MMar 28, 2024 to Apr 29, 2025
- Employees · 16 to 18Mar 28, 2024 to Apr 29, 2025
- Discretionary RAUM · $590M to $650MMar 28, 2024 to Apr 29, 2025
- Pooled vehicle RAUM · $590M to $650MMar 28, 2024 to Apr 29, 2025
- RAUM · $590M to $650MMar 28, 2024 to Apr 29, 2025
- Advisory employees · 8 to 11Mar 31, 2023 to Mar 28, 2024
- Assets in custody · $585M to $590MMar 31, 2023 to Mar 28, 2024
- Employees · 12 to 16Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $585M to $590MMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $585M to $590MMar 31, 2023 to Mar 28, 2024
- RAUM · $585M to $590MMar 31, 2023 to Mar 28, 2024
- Advisory employees · 9 to 8Mar 29, 2022 to Mar 31, 2023
- Assets in custody · $0 to $585MMar 29, 2022 to Mar 31, 2023
- Employees · 10 to 12Mar 29, 2022 to Mar 31, 2023
- Discretionary RAUM · $566M to $585MMar 29, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $566M to $585MMar 29, 2022 to Mar 31, 2023
- RAUM · $566M to $585MMar 29, 2022 to Mar 31, 2023
- Discretionary RAUM · $265M to $566MMar 26, 2021 to Mar 29, 2022
- Pooled vehicle RAUM · $265M to $566MMar 26, 2021 to Mar 29, 2022
- RAUM · $265M to $566MMar 26, 2021 to Mar 29, 2022
- Discretionary RAUM · $175M to $265MSep 24, 2020 to Mar 26, 2021
- Pooled vehicle RAUM · $175M to $265MSep 24, 2020 to Mar 26, 2021
- RAUM · $175M to $265MSep 24, 2020 to Mar 26, 2021
- Accounts · 0 to 1Apr 29, 2020 to Sep 24, 2020
- Discretionary RAUM · $0 to $175MApr 29, 2020 to Sep 24, 2020
- Pooled vehicle RAUM · $0 to $175MApr 29, 2020 to Sep 24, 2020
- RAUM · $0 to $175MApr 29, 2020 to Sep 24, 2020
Signals
2 dated events
- R••••• E••••• P••••••• L• reported RAUM $565.6M, up 113% from $265.0M (2021-03-26 to 2022-03-29)Mar 29, 2022 · ria raum c••••e · derived
- R••••• E••••• P••••••• L• filed its initial SEC registration (Form ADV)Apr 29, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- R••••• E••••• P••••••• L• · Independent Sponsorsshared crd · capital_provider
- R••••• E••••• P••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/radial-equity-partnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- r•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-551-4600reportedpublic 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