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•••••• P•••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Jun 29, 2023 · 8 filings
SEC status approved since Jul 31, 2023
RAUM
$329M
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
16
11 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
3
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$329M as of Mar 30, 2026
Mar 28, 2024$298M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 28, 20240 then
Employees (5.A)16 as of Mar 30, 2026
Mar 28, 202411 then
Private funds3 as of Mar 30, 2026
Mar 28, 20243 then
RAUM +10% over the last fiscal yearIARs 0 to 0offices 0 to 2
Practice profile
derived from the filing of Mar 30, 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
- $110MderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +10%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
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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$329M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- 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=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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| F•••••• F••• L• | Private Equity Fund | $62.4M | 78 | Feb 8, 2022 |
| F•••••• F••• B• L• | Private Equity Fund | $19.4M | 10 | Feb 8, 2022 |
| F•••••• F••• ••••••••• L• | Private Equity Fund | $2.9M | 18 | Feb 8, 2022 |
Owners and control persons
Schedule A and B, latest filing
- C•••••• B•••••••• S•••••• · Partnercontrolsince 07/2020 · owns 25% to 50%
- M•••••• M••••••• A••• · Partner / Chief Compliance Officercontrolsince 07/2020 · owns 10% to 25%
- P••••• M•••••• H••••••• · Partnercontrolsince 07/2020 · owns 25% to 50%
Related persons
Schedule D 7.A
- F•••••• H••••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Employees · 12 to 16Jul 30, 2025 to Mar 30, 2026
- Other offices · 0 to 2Jul 30, 2025 to Mar 30, 2026
- Discretionary RAUM · $298M to $329MJul 30, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $298M to $329MJul 30, 2025 to Mar 30, 2026
- RAUM · $298M to $329MJul 30, 2025 to Mar 30, 2026
- Financial planning clients · unset to Jun 17, 2025 to Jul 30, 2025
- Advisory employees · 10 to 11Jul 29, 2024 to Mar 28, 2025
- Employees · 11 to 12Jul 29, 2024 to Mar 28, 2025
- HQ city · ROCKVILLE to BETHESDAJul 29, 2024 to Mar 28, 2025
- Discretionary RAUM · $298M to $298MJul 29, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $298M to $298MJul 29, 2024 to Mar 28, 2025
- RAUM · $298M to $298MJul 29, 2024 to Mar 28, 2025
- Discretionary RAUM · $241M to $298MAug 18, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $241M to $298MAug 18, 2023 to Mar 28, 2024
- RAUM · $241M to $298MAug 18, 2023 to Mar 28, 2024
- Private funds · 6 to 3Jun 29, 2023 to Aug 18, 2023
Signals
2 dated events
- E Chijioke Asomugha (Partner) no longer on Schedule A of F•••••• P•••••••• L•• (listed 2024-03-28, absent 2024-07-29)Jul 29, 2024 · Control person left · inference
- F•••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Jun 29, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- F•••••• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- F•••••• P•••••••• L•• · Private Equityshared crd · organization
- F•••••• P•••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- fvlcrum.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 202-960-1170reportedpublic record, Form ADV, Mar 30, 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