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•••••••• C•••••• P•••••••• L•••
Latest filing May 27, 2026
First filing on the tape May 26, 2020 · 26 filings
SEC status approved since Jun 25, 2020
RAUM
$591M
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
4
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$591M as of May 27, 2026
Mar 31, 2021$1.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 27, 2026
Mar 31, 20210 then
Employees (5.A)4 as of May 27, 2026
Mar 31, 202113 then
Private funds4 as of May 27, 2026
Mar 31, 20212 then
RAUM -11% over the last fiscal year-39% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 27, 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
- $65.7MderivedRAUM 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
- -11%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
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$591M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- 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=true 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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| I•••••••• C•••••• P••••••• S••••• M••••• F••• I•• L••• | Hedge Fund | $1.5B | 230 | Aug 27, 2021 |
| I•••••••• C•••••• P••••••• S••••• M••••• F•••• L••• | Hedge Fund | $127M | 102 | Aug 17, 2018 |
| I••••• U• H•••••••• L•• | Private Equity Fund | $73.5M | 4 | Aug 27, 2021 |
| I•••••••• C•••••• P••••••• S••••• M••••• F••• A• L•••no longer reported | Hedge Fund | $72.0M | 1 | Feb 27, 2020 |
| I•••••••• C•••••• P••••••• S••••• M••••• F••• B• L••• | Hedge Fund | $46.8M | 15 | Mar 1, 2023 |
Owners and control persons
Schedule A and B, latest filing
- H••••• G•••••• F•••• · Limited Partner; Managing Partnercontrolsince 05/2020 · owns 10% to 25%
- P•••••• P•••••••• B••••••••• · General Counsel & Chief Compliance Officercontrolsince 01/2021 · owns less than 5%
- S••• C••••• W••• · Chief Financial Officercontrolsince 07/2020 · owns less than 5%
- S•••••••• A•••• T•••••• · Chief Operating Officercontrolsince 07/2020 · owns less than 5%
- U••••• J••••••• W••••••• · Limited Partner; Managing Partner; Portfolio Managercontrolsince 07/2020 · owns 75% or more
- H••••• G•••••• F•••• · Managing Membercontrolsince 05/2020 · owns F of I•••••••• C•••••• P•••••••• L•••••
- U••••• J••••••• W••••••• · Managing Membercontrolsince 07/2020 · owns 75% or more of I•••••••• C•••••• P•••••••• L•••••
- S•••••• W••••••• J••••• · Limited Partnersince 07/2020 · owns less than 5%
Entity owners
- I•••••••• C•••••• P•••••••• L••••• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- S••••• G• I• L•••bankpooled vehicle sponsorn
- S••••• G• I•• L•••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $662M to $591MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $662M to $591MMar 31, 2025 to Mar 31, 2026
- RAUM · $662M to $591MMar 31, 2025 to Mar 31, 2026
- Accounts · 10 to 9Jan 8, 2025 to Mar 31, 2025
- Advisory employees · 8 to 3Jan 8, 2025 to Mar 31, 2025
- Advisory activities · 2 to 1Jan 8, 2025 to Mar 31, 2025
- Employees · 22 to 4Jan 8, 2025 to Mar 31, 2025
- Financial planning clients · unset to Jan 8, 2025 to Mar 31, 2025
- Discretionary RAUM · $1.7B to $662MJan 8, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $1.7B to $662MJan 8, 2025 to Mar 31, 2025
- RAUM · $1.7B to $662MJan 8, 2025 to Mar 31, 2025
- Advisory employees · 10 to 8Jan 2, 2024 to Mar 29, 2024
- Employees · 21 to 22Jan 2, 2024 to Mar 29, 2024
- Discretionary RAUM · $2.7B to $1.7BJan 2, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $2.7B to $1.7BJan 2, 2024 to Mar 29, 2024
- RAUM · $2.7B to $1.7BJan 2, 2024 to Mar 29, 2024
- Accounts · 9 to 10Mar 1, 2023 to Mar 31, 2023
- Pooled vehicle clients · 8 to 9Mar 1, 2023 to Mar 31, 2023
- Assets in custody · 1753342000.0 to unsetMar 1, 2023 to Mar 31, 2023
- Custody of client assets · true to falseMar 1, 2023 to Mar 31, 2023
- Employees · 18 to 21Mar 1, 2023 to Mar 31, 2023
- Discretionary RAUM · $2.1B to $2.7BMar 1, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $2.1B to $2.7BMar 1, 2023 to Mar 31, 2023
- RAUM · $2.1B to $2.7BMar 1, 2023 to Mar 31, 2023
- Private funds · 3 to 4Jul 27, 2022 to Mar 1, 2023
- Accounts · 5 to 9Aug 30, 2021 to Mar 31, 2022
- Advisory employees · 6 to 10Aug 30, 2021 to Mar 31, 2022
- Advisory activities · 1 to 2Aug 30, 2021 to Mar 31, 2022
- Pooled vehicle clients · 5 to 8Aug 30, 2021 to Mar 31, 2022
- Assets in custody · $1.3B to $1.8BAug 30, 2021 to Mar 31, 2022
- Employees · 13 to 18Aug 30, 2021 to Mar 31, 2022
- Private funds · 4 to 3Aug 30, 2021 to Mar 31, 2022
- Discretionary RAUM · $1.3B to $2.1BAug 30, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $1.3B to $2.1BAug 30, 2021 to Mar 31, 2022
- RAUM · $1.3B to $2.1BAug 30, 2021 to Mar 31, 2022
- Private funds · 2 to 4May 17, 2021 to Aug 27, 2021
- Assets in custody · $1.3B to $1.3BApr 1, 2021 to May 5, 2021
- Discretionary RAUM · $1.3B to $1.3BApr 1, 2021 to May 5, 2021
- Pooled vehicle RAUM · $1.3B to $1.3BApr 1, 2021 to May 5, 2021
- RAUM · $1.3B to $1.3BApr 1, 2021 to May 5, 2021
Signals
12 dated events
- I•••••••• C•••••• P•••••••• L••• reported RAUM $662.3M, down 62% from $1.7B (2025-01-08 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- I•••••••• C•••••• P•••••••• L••• reported RAUM $1.7B, down 35% from $2.7B (2024-01-02 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Eva Tiffany Zlotnicka (Limited Partner; Managing Partner) no longer on Schedule A of I•••••••• C•••••• P•••••••• L••• (listed 2023-07-31, absent 2024-01-02)Jan 2, 2024 · Control person left · inference
- Lynn Forester De Rothschild (Limited Partner; Managing Partner) no longer on Schedule A of I•••••••• C•••••• P•••••••• L••• (listed 2023-05-12, absent 2023-07-31)Jul 31, 2023 · Control person left · inference
- I•••••••• C•••••• P•••••••• L••• reported RAUM $2.7B, up 30% from $2.1B (2023-03-01 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- I•••••••• C•••••• P•••••••• L••• reported RAUM $2.1B, up 60% from $1.3B (2021-08-30 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Baptiste-Henri Philippe Pradel (Chief Compliance Officer And Legal Counsel) appeared on Schedule A of I•••••••• C•••••• P•••••••• L•••Jan 7, 2021 · Control person joined · fact
- Wing Chuck Siu (Chief Financial Officer) appeared on Schedule A of I•••••••• C•••••• P•••••••• L•••Jul 8, 2020 · Control person joined · fact
- Eva Tiffany Zlotnicka (Limited Partner) appeared on Schedule A of I•••••••• C•••••• P•••••••• L•••Jul 8, 2020 · Control person joined · fact
- Williams Jeffrey Ubben (Limited Partner) appeared on Schedule A of I•••••••• C•••••• P•••••••• L•••Jul 8, 2020 · Control person joined · fact
- Therese Anne Sullivan (Chief Compliance Officer) appeared on Schedule A of I•••••••• C•••••• P•••••••• L•••Jul 8, 2020 · Control person joined · fact
- I•••••••• C•••••• P•••••••• L••• filed its initial SEC registration (Form ADV)May 26, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- I•••••••• C•••••• P•••••••• L••• · Independent Sponsorsshared crd · capital_provider
- I•••••••• C•••••• P•••••••• L••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/inclusive-capital-partnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- i•••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 708-302-0775reportedpublic record, Form ADV, Sep 17, 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