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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
H••••• P•••• C•••••• L•
Latest filing Jul 2, 2026
First filing on the tape Nov 16, 2020 · 16 filings
SEC status approved since Dec 17, 2020
RAUM
$7.8B
reported, Item 5.F
Discretionary
96%
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
74
55 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
19
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$7.8B as of Jul 2, 2026
Mar 30, 2022$1.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 2, 2026
Mar 19, 20210 then
Employees (5.A)74 as of Jul 2, 2026
Mar 19, 202117 then
Private funds19 as of Jul 2, 2026
Mar 30, 20221 then
RAUM +42% over the last fiscal year+36% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 2, 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
- $237MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 96%derivedof RAUM
- Institutional
- 9.3%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
- +42%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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $6.8B, 20 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
- 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$6.8B87%
- Insurance companies$724M9.3%
- Banks and thrifts$301M3.9%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 33reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $6.8B for 20 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.87 institutional_share=0.09 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
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| H••••• P•••• C•••••• M••••• A••••••••• L••• | Private Equity Fund | $1.3B | 263 | Mar 30, 2022 |
| H•• B•••••••• C•••••••• A••••••••• L••• | Private Equity Fund | $434M | 8 | Mar 28, 2024 |
| H•• A••••• C••••••••• L••• | Private Equity Fund | $37.9M | 1 | Mar 31, 2023 |
| H••••• P•••• C•••••• I•••••••• ••••••••• L•••no longer reported | Private Equity Fund | $25.0M | 1 | Apr 9, 2021 |
| H•• G••• • N•• L•••••• M••••• A••••••••• L••• | Private Equity Fund | $0 | 0 | Mar 28, 2024 |
| H•• G••• • P•••••••• M••••• A••••••••• L••• | Private Equity Fund | $0 | 0 | Mar 28, 2024 |
| H•• G••• • P•••••••• ••• L••• | Private Equity Fund | $0 | 1 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- G••••••• B••••••• J•• · Chairmancontrolsince 06/2020 · owns less than 5%
- K••••••••• A•••••••• Y•••••• · Ceocontrolsince 06/2020 · owns less than 5%
- P••••• D••••• M•••••• · Ccocontrolsince 03/2024 · owns less than 5%
- G••••••• B••••••• J•• · Membercontrolsince 06/2020 · owns 50% to 75% of H••••• P•••• C•••••• M•••••• L••
- G••••••• B••••••• J•• · Limited Partnercontrolsince 12/2019 · owns 75% or more of B•• V•••••• I•••••••• L•
- K••••••••• A•••••••• Y•••••• · Limited Partnercontrolsince 09/2021 · owns 50% to 75% of A• F••••• H•• M••••••••• F•• H••••••• L•
- K••••••••• A•••••••• Y•••••• · Membercontrolsince 06/2020 · owns 25% to 50% of H••••• P•••• C•••••• M•••••• L••
Entity owners
- H•• M••••••••• M••••• H••••••• L• · Limited Partnerdirect · owns 75% or more
- H••••• P•••• C•••••• M•••••• L•• · General Partnerdirect · owns less than 5%
- A• F••••• H•• M••••••••• F•• H••••••• L• · Limited Partnerindirect · owns 25% to 50% of H•• P••••••• L•
- B•• V•••••• I•••••••• L• · Limited Partnerindirect · owns 50% to 75% of H•• P••••••• L•
- H•• P••••••• L• · Limited Partnerindirect · owns 75% or more of H•• M••••••••• M••••• H••••••• L•
- H••••• P•••• C•••••• M•••••• L•• · General Partnerindirect · owns F of H•• M••••••••• M••••• H••••••• L•
Related persons
Schedule D 7.A
- H••••• P•••• C•••••• G• L••pooled vehicle sponsorn
- H••••• P•••• C•••••• G••• • N•• L•••••• G•• L••pooled vehicle sponsorn
- H••••• P•••• C•••••• G••• • N•• L•••••• U••• L••pooled vehicle sponsorn
- H••••• P•••• C•••••• G••• • P•••••••• G• L••pooled vehicle sponsorn
- H••••• P•••• C•••••• G••• • P•••••••• U•• L••pooled vehicle sponsorn
- H••••• P•••• C•••••• U•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- private fund count surgeChange between filings · filing Mar 31, 2026private funds (Schedule D 7.B.1) moved from 6.0 to 18.0 (+200.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +3.0% (487 comparable advisers, 100.0th percentile of changes)peers: ASSET_M••••••, $5B to $20B (487) · 100% percentile
What changed
consecutive filings, newest first
- Private funds · 18 to 19Mar 31, 2026 to Jul 2, 2026
- Accounts · 14 to 33Mar 28, 2025 to Mar 31, 2026
- Advisory employees · 45 to 55Mar 28, 2025 to Mar 31, 2026
- Pooled vehicle clients · 6 to 20Mar 28, 2025 to Mar 31, 2026
- Assets in custody · $4.2B to $6.8BMar 28, 2025 to Mar 31, 2026
- Employees · 53 to 74Mar 28, 2025 to Mar 31, 2026
- Private funds · 6 to 18Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $5.5B to $7.5BMar 28, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $0 to $301MMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $5.0B to $6.8BMar 28, 2025 to Mar 31, 2026
- RAUM · $5.5B to $7.8BMar 28, 2025 to Mar 31, 2026
- Accounts · 11 to 14Sep 30, 2024 to Mar 28, 2025
- Advisory employees · 31 to 45Sep 30, 2024 to Mar 28, 2025
- Advisory activities · 1 to 2Sep 30, 2024 to Mar 28, 2025
- Assets in custody · $3.6B to $4.2BSep 30, 2024 to Mar 28, 2025
- Employees · 51 to 53Sep 30, 2024 to Mar 28, 2025
- Financial planning clients · unset to Sep 30, 2024 to Mar 28, 2025
- Discretionary RAUM · $4.1B to $5.5BSep 30, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $3.6B to $5.0BSep 30, 2024 to Mar 28, 2025
- RAUM · $4.1B to $5.5BSep 30, 2024 to Mar 28, 2025
- Accounts · 2 to 11Nov 29, 2023 to Mar 28, 2024
- Advisory employees · 19 to 31Nov 29, 2023 to Mar 28, 2024
- Pooled vehicle clients · 2 to 6Nov 29, 2023 to Mar 28, 2024
- Assets in custody · $3.1B to $3.6BNov 29, 2023 to Mar 28, 2024
- Employees · 28 to 51Nov 29, 2023 to Mar 28, 2024
- Private funds · 2 to 6Nov 29, 2023 to Mar 28, 2024
- Discretionary RAUM · $3.1B to $4.1BNov 29, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $3.1B to $3.6BNov 29, 2023 to Mar 28, 2024
- RAUM · $3.1B to $4.1BNov 29, 2023 to Mar 28, 2024
- Accounts · 1 to 2Jan 10, 2023 to Mar 31, 2023
- Advisory employees · 15 to 19Jan 10, 2023 to Mar 31, 2023
- Pooled vehicle clients · 1 to 2Jan 10, 2023 to Mar 31, 2023
- Assets in custody · $1.1B to $3.1BJan 10, 2023 to Mar 31, 2023
- Employees · 22 to 28Jan 10, 2023 to Mar 31, 2023
- Private funds · 1 to 2Jan 10, 2023 to Mar 31, 2023
- Discretionary RAUM · $2.8B to $3.1BJan 10, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $2.8B to $3.1BJan 10, 2023 to Mar 31, 2023
- RAUM · $2.8B to $3.1BJan 10, 2023 to Mar 31, 2023
- Discretionary RAUM · $1.1B to $2.8BJun 15, 2022 to Jan 10, 2023
- Pooled vehicle RAUM · $1.1B to $2.8BJun 15, 2022 to Jan 10, 2023
Signals
7 dated events
- H••••• P•••• C•••••• L• reported RAUM $7.8B, up 42% from $5.5B (2025-03-28 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- H••••• P•••• C•••••• L• reported RAUM $5.5B, up 36% from $4.1B (2024-09-30 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- H••••• P•••• C•••••• L• reported RAUM $4.1B, up 31% from $3.1B (2023-11-29 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Ruth Debra Bricker (Cco) no longer on Schedule A of H••••• P•••• C•••••• L• (listed 2023-11-29, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- M•••••• D•••• P•••• (Cco) appeared on Schedule A of H••••• P•••• C•••••• L•Mar 28, 2024 · Control person joined · fact
- H••••• P•••• C•••••• L• reported RAUM $2.8B, up 167% from $1.1B (2022-06-15 to 2023-01-10)Jan 10, 2023 · RAUM change · derived
- H••••• P•••• C•••••• L• filed its initial SEC registration (Form ADV)Nov 16, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- H••••• P•••• C•••••• L• · Independent Sponsorsshared crd · capital_provider
- H••••• P•••• C•••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/hunterpointcapitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- hunterpointcapital.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (212) 970-0700reportedpublic record, Form ADV, Jul 2, 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