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••••••••• Q••••••••• I••••••••• L••
Latest filing Feb 10, 2026
First filing on the tape Jul 21, 2023 · 15 filings
SEC status approved since Aug 24, 2023
RAUM
$845M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.1%
$691,061 individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$169M
derived; firm RAUM over IAPD count
Employees
6
5 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$845M as of Feb 10, 2026
Feb 28, 2024$26.9M then
HNW client RAUM$691,061 as of Feb 10, 2026
Feb 28, 2024$576,560 then
State-registered IARs (5.B.3)5 as of Feb 10, 2026
Feb 28, 20245 then
Employees (5.A)6 as of Feb 10, 2026
Feb 28, 20246 then
Private funds: no history
RAUM +102% over the last fiscal yearIARs 4 to 5offices 4 to 6
Practice profile
derived from the filing of Feb 10, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- RAUM per advisor
- $169MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $345,531derivedHNW RAUM over HNW clients
- Average account
- $44.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 100%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 0.7derived7 offices incl. principal (1.F.5)
- RAUM growth, one year
- +102%derivedbetween the last two annual amendments
- Advisor growth, one year
- +25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 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
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- State and municipal entities$841M100%
- Corporations and businesses$3.2M0.4%
- High-net-worth individuals$691,0610.1%
- Individual clients
- n/areported
- HNW clients
- 2reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 19reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.0 institutional_share=1.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| A••••••• W••••••• | Bellevue, Wa | Mar 24, 2021 | 10 y | 0 |
| G••••• I••••••• L• B•••Chartered Financial Analyst | University Place, Wa | Jun 7, 2022 | 15 y | 0 |
| S•••••• W•••Chartered Financial Analyst | Bellevue, Wa | Aug 16, 2022 | 14 y | 0 |
| K•••••• A••• S•••••••Chartered Financial Analyst | Boston, Ma | Mar 7, 2025 | 28 y | 0 |
| D••• L• T••• | Bellevue, Wa | Oct 27, 2025 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••• G•••••• I••••••• L• · Researcher And Portfolio Mangagercontrolsince 10/2022 · owns 5% to 10%
- S•••••••• K••••••• A••• · Co-Ceo, Cco, Coo, Cfocontrolsince 07/2020 · owns 25% to 50%
- W•••••••• A••••••• · Co-Ceo, Ciocontrolsince 07/2020 · owns 25% to 50%
- H••••• N•••• F•••••• · Head Of Sales And Marketingsince 07/2023 · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Bellevue, Wa · principal | 4 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- office count surgeChange between filings · filing Feb 10, 2026offices other than the principal office (Item 1.F.5) moved from 4.0 to 6.0 (+50.0%) between the annual amendments of 2025-03-04 and 2026-02-10; the peer median change was 0.0% (8 comparable advisers, 100.0th percentile of changes)peers: institutional managers, $500M to $1B (8) · 100% percentile
- RAUM up 50 %Change between filings · filing Feb 10, 2026RAUM (Item 5.F) moved from $418,425,685 to $844,781,025 (+102.0%) between the annual amendments of 2025-03-04 and 2026-02-10; the peer median change was +13.0% (63 comparable advisers, 97.0th percentile of changes)peers: institutional managers, $500M to $1B (63) · 97% percentile
What changed
consecutive filings, newest first
- Accounts · 6 to 19Oct 27, 2025 to Feb 10, 2026
- Advisory employees · 4 to 5Oct 27, 2025 to Feb 10, 2026
- Corporate clients · unset to 1.0Oct 27, 2025 to Feb 10, 2026
- HNW clients · 1 to 2Oct 27, 2025 to Feb 10, 2026
- Pension plan clients · 4.0 to unsetOct 27, 2025 to Feb 10, 2026
- Employees · 5 to 6Oct 27, 2025 to Feb 10, 2026
- HQ city · to BELLEVUEOct 27, 2025 to Feb 10, 2026
- HQ state · to WAOct 27, 2025 to Feb 10, 2026
- State-registered IARs · 4 to 5Oct 27, 2025 to Feb 10, 2026
- Other offices · 4 to 6Oct 27, 2025 to Feb 10, 2026
- Discretionary RAUM · $418M to $845MOct 27, 2025 to Feb 10, 2026
- HNW RAUM · $564,663 to $691,061Oct 27, 2025 to Feb 10, 2026
- Pension RAUM · 417861022.0 to unsetOct 27, 2025 to Feb 10, 2026
- RAUM · $418M to $845MOct 27, 2025 to Feb 10, 2026
- Financial planning clients · 0 to 0May 21, 2025 to Oct 27, 2025
- Pension plan clients · 3 to 4Jan 31, 2025 to Mar 4, 2025
- Accounts · 7 to 6Dec 11, 2024 to Jan 31, 2025
- Advisory employees · 5 to 4Dec 11, 2024 to Jan 31, 2025
- Employees · 6 to 5Dec 11, 2024 to Jan 31, 2025
- HQ city · unset to Dec 11, 2024 to Jan 31, 2025
- HQ state · unset to Dec 11, 2024 to Jan 31, 2025
- State-registered IARs · 5 to 4Dec 11, 2024 to Jan 31, 2025
- Discretionary RAUM · $389M to $418MDec 11, 2024 to Jan 31, 2025
- HNW RAUM · $593,090 to $564,663Dec 11, 2024 to Jan 31, 2025
- Pension RAUM · $388M to $418MDec 11, 2024 to Jan 31, 2025
- RAUM · $389M to $418MDec 11, 2024 to Jan 31, 2025
- Accounts · 6 to 7Sep 5, 2024 to Dec 11, 2024
- Other offices · 5 to 4Sep 5, 2024 to Dec 11, 2024
- Discretionary RAUM · $280M to $389MSep 5, 2024 to Dec 11, 2024
- HNW RAUM · $518,146 to $593,090Sep 5, 2024 to Dec 11, 2024
- Pension RAUM · $279M to $388MSep 5, 2024 to Dec 11, 2024
- RAUM · $280M to $389MSep 5, 2024 to Dec 11, 2024
- Accounts · 5 to 6Jul 15, 2024 to Sep 5, 2024
- Pension plan clients · 2 to 3Jul 15, 2024 to Sep 5, 2024
- Discretionary RAUM · $163M to $280MJul 15, 2024 to Sep 5, 2024
- HNW RAUM · $594,384 to $518,146Jul 15, 2024 to Sep 5, 2024
- Pension RAUM · $163M to $279MJul 15, 2024 to Sep 5, 2024
- RAUM · $163M to $280MJul 15, 2024 to Sep 5, 2024
- Accounts · 3 to 5May 6, 2024 to May 22, 2024
- Accounts · 2 to 3Feb 28, 2024 to May 6, 2024
Signals
6 dated events
- I••••••••• Q••••••••• I••••••••• L•• reported RAUM $844.8M, up 102% from $418.4M (2025-10-27 to 2026-02-10)Feb 10, 2026 · RAUM change · derived
- I••••••••• Q••••••••• I••••••••• L•• reported RAUM $389.0M, up 39% from $280.0M (2024-09-05 to 2024-12-11)Dec 11, 2024 · RAUM change · derived
- W•••••• T•••••• B••••• (Researcher And Portfolio Mangager) no longer on Schedule A of I••••••••• Q••••••••• I••••••••• L•• (listed 2024-09-05, absent 2024-12-11)Dec 11, 2024 · Control person left · inference
- I••••••••• Q••••••••• I••••••••• L•• reported RAUM $280.0M, up 71% from $163.5M (2024-07-15 to 2024-09-05)Sep 5, 2024 · RAUM change · derived
- S•••••• W••• (Portfolio Mangager) no longer on Schedule A of I••••••••• Q••••••••• I••••••••• L•• (listed 2023-12-08, absent 2024-02-28)Feb 28, 2024 · Control person left · inference
- I••••••••• Q••••••••• I••••••••• L•• filed its initial SEC registration (Form ADV)Jul 21, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/integrated-quantitative-investmentsreportedpublic record, Form ADV, Sep 18, 2026
- Website
- integratedquant.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-686-2008reportedpublic record, Form ADV, Feb 10, 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
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $169Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026