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
N•••• I••••• V•••••••
Legal name N•••• I••••• V•••••••• L••
Latest filing Mar 20, 2026
First filing on the tape May 19, 2020 · 12 filings
SEC status approved since Jun 19, 2020
RAUM
$441M
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
9
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$441M as of Mar 20, 2026
Mar 31, 2021$68.6M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 20, 2026
Mar 31, 20210 then
Employees (5.A)9 as of Mar 20, 2026
Mar 31, 20215 then
Private funds4 as of Mar 20, 2026
Mar 31, 20211 then
RAUM -19% over the last fiscal year+15% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 20, 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
- $147MderivedRAUM 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
- -19%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
- $441M, 4 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)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$441M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $441M for 4 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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| N•• V•••••• M••••• F•••• L• | Hedge Fund | $171M | 150 | Apr 20, 2022 |
| N•• F••• I•• L• | Venture Capital Fund | $120M | 80 | Mar 31, 2023 |
| N•••• I••••• V••••••• F••• I• L• | Venture Capital Fund | $110M | 99 | May 19, 2020 |
Owners and control persons
Schedule A and B, latest filing
- H•••••••• G••••• H•••• · Member; Chairmancontrolsince 04/2020 · owns 25% to 50%
- H•••••••• J••••• A•••••••• · Member; Managing Partnercontrolsince 04/2020 · owns 25% to 50%
- K••••• S••••••• N•• · Chief Compliance Officercontrolsince 12/2023 · owns less than 5%
- M••••• C••••••• C••••• · Chief Operations Officercontrolsince 12/2023 · owns less than 5%
- S••••• T•••••• L•••••• · Member; Managing Partnercontrolsince 04/2020 · owns 25% to 50%
Related persons
Schedule D 7.A
- N•• F••• I• G•• L••pooled vehicle sponsorn
- N•• V•••••• G• L••pooled vehicle sponsorn
- N•••• I••••• V••••••• F••• I• G•• L••pooled vehicle sponsorn
Advisers that list N•••• I••••• V••••••• as a related person
- 288743 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 4 to 3Mar 27, 2025 to Mar 20, 2026
- Advisory employees · 9 to 6Mar 27, 2025 to Mar 20, 2026
- Pooled vehicle clients · 4 to 3Mar 27, 2025 to Mar 20, 2026
- Assets in custody · $0 to $441MMar 27, 2025 to Mar 20, 2026
- Employees · 12 to 9Mar 27, 2025 to Mar 20, 2026
- Discretionary RAUM · $545M to $441MMar 27, 2025 to Mar 20, 2026
- Pooled vehicle RAUM · $545M to $441MMar 27, 2025 to Mar 20, 2026
- RAUM · $545M to $441MMar 27, 2025 to Mar 20, 2026
- Accounts · 3 to 4Oct 24, 2024 to Mar 27, 2025
- Advisory employees · 7 to 9Oct 24, 2024 to Mar 27, 2025
- Pooled vehicle clients · 3 to 4Oct 24, 2024 to Mar 27, 2025
- Employees · 11 to 12Oct 24, 2024 to Mar 27, 2025
- Financial planning clients · unset to Oct 24, 2024 to Mar 27, 2025
- Private funds · 3 to 4Oct 24, 2024 to Mar 27, 2025
- Discretionary RAUM · $401M to $545MOct 24, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $401M to $545MOct 24, 2024 to Mar 27, 2025
- RAUM · $401M to $545MOct 24, 2024 to Mar 27, 2025
- Advisory employees · 5 to 7Dec 5, 2023 to Mar 29, 2024
- Employees · 9 to 11Dec 5, 2023 to Mar 29, 2024
- Discretionary RAUM · $293M to $401MDec 5, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $293M to $401MDec 5, 2023 to Mar 29, 2024
- RAUM · $293M to $401MDec 5, 2023 to Mar 29, 2024
- Accounts · 2 to 3Apr 20, 2022 to Mar 31, 2023
- Pooled vehicle clients · 2 to 3Apr 20, 2022 to Mar 31, 2023
- Assets in custody · $38.8M to $0Apr 20, 2022 to Mar 31, 2023
- Employees · 7 to 9Apr 20, 2022 to Mar 31, 2023
- Private funds · 2 to 3Apr 20, 2022 to Mar 31, 2023
- Discretionary RAUM · $96.9M to $293MApr 20, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $96.9M to $293MApr 20, 2022 to Mar 31, 2023
- RAUM · $96.9M to $293MApr 20, 2022 to Mar 31, 2023
- Related adviser · true to falseApr 20, 2022 to Mar 31, 2023
- Advisory employees · 3 to 5Mar 31, 2021 to Apr 20, 2022
- Pooled vehicle clients · 1 to 2Mar 31, 2021 to Apr 20, 2022
- Assets in custody · $6.5M to $38.8MMar 31, 2021 to Apr 20, 2022
- Employees · 5 to 7Mar 31, 2021 to Apr 20, 2022
- Private funds · 1 to 2Mar 31, 2021 to Apr 20, 2022
- Discretionary RAUM · $68.6M to $96.9MMar 31, 2021 to Apr 20, 2022
- Pooled vehicle RAUM · $68.6M to $96.9MMar 31, 2021 to Apr 20, 2022
- RAUM · $68.6M to $96.9MMar 31, 2021 to Apr 20, 2022
- Accounts · 1 to 2Jul 9, 2020 to Mar 31, 2021
Signals
7 dated events
- N•••• I••••• V••••••• reported RAUM $544.8M, up 36% from $400.9M (2024-10-24 to 2025-03-27)Mar 27, 2025 · RAUM change · derived
- N•••• I••••• V••••••• reported RAUM $400.9M, up 37% from $292.8M (2023-12-05 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Carvon Charles Moran (Chief Operations Officer) appeared on Schedule A of N•••• I••••• V•••••••Mar 29, 2024 · Control person joined · fact
- Shivank Kumar (Chief Compliance Officer) appeared on Schedule A of N•••• I••••• V•••••••Dec 4, 2023 · Control person joined · fact
- Davenport Jeremy Henderson (Chief Compliance Officer) no longer on Schedule A of N•••• I••••• V••••••• (listed 2023-03-31, absent 2023-12-04)Dec 4, 2023 · Control person left · inference
- N•••• I••••• V••••••• reported RAUM $292.8M, up 202% from $96.9M (2022-04-20 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- N•••• I••••• V••••••• filed its initial SEC registration (Form ADV)May 19, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- N•••• I••••• V••••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/north-island-venturesreportedpublic record, Form ADV, Sep 19, 2026
- Website
- northisland.venturesreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 347-404-2298reportedpublic record, Form ADV, Mar 20, 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