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 Mar 26, 2026
First filing on the tape Dec 17, 2021 · 16 filings
SEC status approved since Jan 18, 2022
RAUM
$2.4B
reported, Item 5.F
Discretionary
0.0%
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
28
21 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$2.4B as of Mar 26, 2026
Mar 31, 2023$1.7B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Mar 31, 20230 then
Employees (5.A)28 as of Mar 26, 2026
Mar 31, 202323 then
Private funds: no history
RAUM +9.4% over the last fiscal year+13% a year over threeIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of Mar 26, 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
- $153MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.4%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- otherreportedItem 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
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- 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
- Other investment advisers$2.4B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 16reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- n/areported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=2.0derived
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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- C••••••• W••••• · Directorcontrolsince 10/2023 · owns less than 5%
- C•••••••• J••••• W••••••••• · Directorcontrolsince 07/2023 · owns less than 5%
- G••• F••••• M•••• · Directorcontrolsince 07/2023 · owns less than 5%
- G•••••• J•••• M•••• · Chief Compliance Officersince 02/2024 · owns less than 5%
Entity owners
- I••••••• C•••••• P••••••• ••••••• L•••••• · Ownerdirect · owns 75% or more
- I••••••• ••• H••••• 2••• L•• · Memberindirect · owns 75% or more of I••••••• P••••••• L••
- I••••••• P••••••• L•• · Shareholderindirect · owns 75% or more of I••••••• C•••••• P••••••• ••••••• L••••••
- S•• L••• ••••• H••••• 2•••• I••• · Sole Shareholderindirect · owns 75% or more of I••••••• ••• H••••• 2••• L••
- S•• L••• 2••• • 1• F•••••••• C••• · Shareholderindirect · owns 75% or more of S•• L••• A•••••••• C•••••• O• C••••• • U••• O••••••••• H•••••••• I•••
- S•• L••• A•••••••• C•••••• O• C••••• • U••• O••••••••• H•••••••• I••• · Sole Shareholderindirect · owns 75% or more of S•• L••• ••••• H••••• 2•••• I•••
- S•• L••• F•••••••• I••• · Sole Shareholderindirect · owns 75% or more of S•• L••• G••••• I••••••••• I•• · public reporting company
- S•• L••• G••••• I••••••••• I•• · Sole Shareholderindirect · owns 75% or more of S•• L••• 2••• • 1• F•••••••• C•••
Related persons
Schedule D 7.A
- A••••••• A•••• M••••••••• I•••broker-dealerinvestment adviserbanknRAUM $2.2B
- B••••••••• ••••• L•••••• P•••••••••investment advisernRAUM $24B
- B••••••••• R••• E••••• U• L••broker-dealern
- B••••••••• S•••••••• C•••••• P•••••••investment advisernRAUM $3.5B
- B•• U• R••• E••••• L•investment advisernRAUM $24B
- C••••••• C•• A•••••••• L••investment advisernRAUM $1.8B
- C••••••• C•• N• A•••••••• L••investment advisernRAUM $1.1B
- C••••••• C•••••• G•••• L•investment advisernRAUM $50B
- I••••••• C•••••• P••••••• L••••••investment adviserpooled vehicle sponsorn
- I••••••• E•• G•••••• P•••••• L•pooled vehicle sponsorn
- I••••••• E••••••• I••••••••• I••••• 4• G•••••• P•••••• L••pooled vehicle sponsorn
- I••••••• E••••••• I••••••••• I••••• 4• G•••••• P•••••• S•• R•••pooled vehicle sponsorn
- I••••••• I••••••••• I•• G•••••• P•••••• L••••••pooled vehicle sponsorn
- I••••••• I••••••••• V• G•••••• P•••••• L••pooled vehicle sponsorn
- I••••••• I••••••••• V• G•••••• P•••••• L••pooled vehicle sponsorn
- I••••••• I••••••••• V• G•••••• P•••••• S•• R•••pooled vehicle sponsorn
- I••••••• I••••••••• Y•••• G•••••• P•••••• L••••••pooled vehicle sponsorn
- I••••••••• I••••••••• G•••••• P•••••• L••••••pooled vehicle sponsorn
- S•• M•••••••••investment advisernRAUM $76B
- S•• L••• I••••••••• D••••••••• ••••• L••broker-dealern
Advisers that list I••••••• C•••••• P••••••• ••• L•• as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Mar 26, 2026discretionary share of RAUM of 0% against a peer median of 100% (1506 comparable advisers, 0.0th percentile, 33.7 robust deviations)peers: asset managers, $1B to $5B (1,506) · 0.0% percentile
What changed
consecutive filings, newest first
- Advisory employees · 15 to 21Oct 28, 2025 to Mar 26, 2026
- Employees · 20 to 28Oct 28, 2025 to Mar 26, 2026
- Other offices · 0 to 1Oct 28, 2025 to Mar 26, 2026
- Non-discretionary RAUM · $2.2B to $2.4BOct 28, 2025 to Mar 26, 2026
- RAUM · $2.2B to $2.4BOct 28, 2025 to Mar 26, 2026
- Financial planning clients · unset to Apr 1, 2025 to Jun 23, 2025
- Advisory employees · 20 to 15Feb 28, 2025 to Apr 1, 2025
- BD registered reps · 0 to 2Feb 28, 2025 to Apr 1, 2025
- Assets in custody · 622100000.0 to unsetFeb 28, 2025 to Apr 1, 2025
- Custody of client assets · true to falseFeb 28, 2025 to Apr 1, 2025
- Employees · 24 to 20Feb 28, 2025 to Apr 1, 2025
- Financial planning clients · 0 to unsetFeb 28, 2025 to Apr 1, 2025
- Non-discretionary RAUM · $1.8B to $2.2BFeb 28, 2025 to Apr 1, 2025
- RAUM · $1.8B to $2.2BFeb 28, 2025 to Apr 1, 2025
- Accounts · 15 to 16Feb 23, 2024 to Mar 28, 2024
- Pooled vehicle clients · 15.0 to unsetFeb 23, 2024 to Mar 28, 2024
- Assets in custody · $592M to $622MFeb 23, 2024 to Mar 28, 2024
- Employees · 23 to 24Feb 23, 2024 to Mar 28, 2024
- Non-discretionary RAUM · $1.7B to $1.8BFeb 23, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · 1676881160.0 to unsetFeb 23, 2024 to Mar 28, 2024
- RAUM · $1.7B to $1.8BFeb 23, 2024 to Mar 28, 2024
- Discretionary RAUM · $1.7B to $0Mar 31, 2023 to Jun 7, 2023
- Non-discretionary RAUM · $0 to $1.7BMar 31, 2023 to Jun 7, 2023
- Advisory employees · 18 to 20May 27, 2022 to Mar 31, 2023
- Assets in custody · $932M to $592MMay 27, 2022 to Mar 31, 2023
- Employees · 20 to 23May 27, 2022 to Mar 31, 2023
- Discretionary RAUM · $0 to $1.7BMay 27, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $932M to $0May 27, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $932M to $1.7BMay 27, 2022 to Mar 31, 2023
- RAUM · $932M to $1.7BMay 27, 2022 to Mar 31, 2023
- Related bank · false to trueMay 27, 2022 to Mar 31, 2023
- Accounts · 4 to 15Mar 22, 2022 to May 27, 2022
- Pooled vehicle clients · unset to 15.0Mar 22, 2022 to May 27, 2022
- Assets in custody · unset to 931597550.0Mar 22, 2022 to May 27, 2022
- Custody of client assets · false to trueMar 22, 2022 to May 27, 2022
- Non-discretionary RAUM · $916M to $932MMar 22, 2022 to May 27, 2022
- Pooled vehicle RAUM · unset to 931597550.0Mar 22, 2022 to May 27, 2022
- RAUM · $916M to $932MMar 22, 2022 to May 27, 2022
Signals
10 dated events
- I••••••• C•••••• P••••••• ••• L•• reported RAUM $2.2B, up 27% from $1.8B (2025-02-28 to 2025-04-01)Apr 1, 2025 · RAUM change · derived
- Walter Cassidy (Director) appeared on Schedule A of I••••••• C•••••• P••••••• ••• L••Dec 1, 2023 · Control person joined · fact
- Marek Filip Guz (Director) appeared on Schedule A of I••••••• C•••••• P••••••• ••• L••Oct 16, 2023 · Control person joined · fact
- Worthington James Crawford (Director) appeared on Schedule A of I••••••• C•••••• P••••••• ••• L••Oct 16, 2023 · Control person joined · fact
- Kevin Healy (Operations Director) no longer on Schedule A of I••••••• C•••••• P••••••• ••• L•• (listed 2023-07-27, absent 2023-10-16)Oct 16, 2023 · Control person left · inference
- Giacomo Paris (Board Member) no longer on Schedule A of I••••••• C•••••• P••••••• ••• L•• (listed 2023-06-07, absent 2023-07-27)Jul 27, 2023 · Control person left · inference
- I••••••• C•••••• P••••••• ••• L•• reported RAUM $1.7B, up 80% from $931.6M (2022-05-27 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Keith Pickard (Board Member) no longer on Schedule A of I••••••• C•••••• P••••••• ••• L•• (listed 2022-05-27, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Marie Jill Grenda (Chief Compliance Officer) no longer on Schedule A of I••••••• C•••••• P••••••• ••• L•• (listed 2022-02-23, absent 2022-03-22)Mar 22, 2022 · Control person left · inference
- I••••••• C•••••• P••••••• ••• L•• filed its initial SEC registration (Form ADV)Dec 17, 2021 · 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/infrared-capital-partners-ltd/?originalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- IRCP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 1-212-297-2650reportedpublic record, Form ADV, Mar 26, 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