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
F••• I• P•••••••
Legal name F••• I• P••••••• M••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Jun 30, 2021 · 11 filings
SEC status approved since Aug 2, 2021
RAUM
$284M
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
8
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$284M as of Mar 31, 2026
Mar 31, 2022$168M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20220 then
Employees (5.A)9 as of Mar 31, 2026
Mar 31, 202212 then
Private funds8 as of Mar 31, 2026
Mar 31, 20229 then
RAUM -5.1% over the last fiscal year+10% 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
- $35.5MderivedRAUM 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
- -5.1%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
- $44.0M, 6 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)
- 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$284M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $44.0M for 6 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
10 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| F••• I• P••••••• F••• I• L••• | Venture Capital Fund | $105M | 37 | Jul 1, 2020 |
| F••• I• P••••••• F••• I•• L••• | Venture Capital Fund | $90.5M | 37 | Mar 31, 2022 |
| H••••••••• L•• | Venture Capital Fund | $29.9M | 1 | Jun 30, 2021 |
| H••••••••• L•• | Venture Capital Fund | $9.2M | 6 | Mar 31, 2023 |
| F••• I••••••••• L•• | Venture Capital Fund | $4.2M | 10 | Jun 30, 2021 |
| T••• Y• S•• L•• | Venture Capital Fund | $3.9M | 11 | Jun 30, 2021 |
| U••••••••• L•• | Venture Capital Fund | $913,243 | 8 | Jun 30, 2021 |
| C•••••• L•• | Venture Capital Fund | $300,000 | 10 | Jun 30, 2021 |
| T••• Y• S• A••••• L•• | Venture Capital Fund | $257,355 | 11 | Jun 30, 2021 |
| A••••••••• L••no longer reported | Venture Capital Fund | $0 | 12 | Jun 30, 2021 |
Owners and control persons
Schedule A and B, latest filing
- D••••• J•••••• · Partnercontrolsince 01/2019 · owns 5% to 10%
- D• F••••••••• M••••••• · Partnercontrolsince 02/2020 · owns 5% to 10%
- D••••• E•••••• B•••••• · Chief Executive Officercontrolsince 01/2019 · owns 50% to 75%
- P•••••• T•••• M•••••• · Chief Financial Officercontrolsince 06/2021 · owns 5% to 10%
- T•••••• E•••• W•••••• · Chief Technology Officer & Chief Compliance Officercontrolsince 01/2019 · owns 10% to 25%
Related persons
Schedule D 7.A
- F••• I• P••••••• G• I•• L••pooled vehicle sponsorn
- F••• I• P••••••• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 9 to 8Mar 28, 2025 to Mar 31, 2026
- Pooled vehicle clients · 9 to 8Mar 28, 2025 to Mar 31, 2026
- Assets in custody · $47.4M to $44.0MMar 28, 2025 to Mar 31, 2026
- Private funds · 9 to 8Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $300M to $284MMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $300M to $284MMar 28, 2025 to Mar 31, 2026
- RAUM · $300M to $284MMar 28, 2025 to Mar 31, 2026
- Advisory employees · 8 to 6Jul 1, 2024 to Mar 28, 2025
- Assets in custody · $48.7M to $47.4MJul 1, 2024 to Mar 28, 2025
- Employees · 12 to 9Jul 1, 2024 to Mar 28, 2025
- Financial planning clients · unset to Jul 1, 2024 to Mar 28, 2025
- HQ city · unset to NEW YORKJul 1, 2024 to Mar 28, 2025
- HQ state · unset to NYJul 1, 2024 to Mar 28, 2025
- Discretionary RAUM · $244M to $300MJul 1, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $244M to $300MJul 1, 2024 to Mar 28, 2025
- RAUM · $244M to $300MJul 1, 2024 to Mar 28, 2025
- HQ city · NEW YORK to unsetJun 7, 2024 to Jul 1, 2024
- HQ state · NY to unsetJun 7, 2024 to Jul 1, 2024
- Accounts · 8 to 9Feb 22, 2024 to Mar 26, 2024
- Pooled vehicle clients · 8 to 9Feb 22, 2024 to Mar 26, 2024
- Assets in custody · $40.2M to $48.7MFeb 22, 2024 to Mar 26, 2024
- Employees · 17 to 12Feb 22, 2024 to Mar 26, 2024
- Discretionary RAUM · $213M to $244MFeb 22, 2024 to Mar 26, 2024
- Pooled vehicle RAUM · $213M to $244MFeb 22, 2024 to Mar 26, 2024
- RAUM · $213M to $244MFeb 22, 2024 to Mar 26, 2024
- Private funds · 8 to 9May 19, 2023 to Feb 13, 2024
- Accounts · 9 to 8Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 6 to 8Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 9 to 8Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $66.0M to $40.2MMar 31, 2022 to Mar 31, 2023
- Employees · 12 to 17Mar 31, 2022 to Mar 31, 2023
- Private funds · 9 to 8Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $168M to $213MMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $168M to $213MMar 31, 2022 to Mar 31, 2023
- RAUM · $168M to $213MMar 31, 2022 to Mar 31, 2023
- Accounts · 8 to 9Jun 30, 2021 to Mar 31, 2022
- Advisory employees · 5 to 6Jun 30, 2021 to Mar 31, 2022
- Pooled vehicle clients · 8 to 9Jun 30, 2021 to Mar 31, 2022
- Assets in custody · $32.9M to $66.0MJun 30, 2021 to Mar 31, 2022
- Private funds · 16 to 9Jun 30, 2021 to Mar 31, 2022
Signals
2 dated events
- M••••••• De F••••••••• (Partner) appeared on Schedule A of F••• I• P•••••••Mar 31, 2022 · Control person joined · fact
- F••• I• P••••••• filed its initial SEC registration (Form ADV)Jun 30, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- F••• i• P••••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/full-in-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- f•••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 469-955-5953reportedpublic 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