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
R•••••••• P••••••• L•
Latest filing Apr 8, 2026
First filing on the tape Mar 30, 2022 · 12 filings
SEC status approved since May 2, 2022
RAUM
$3.3B
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
25
15 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$3.3B as of Apr 8, 2026
Mar 27, 2023$1.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 8, 2026
Mar 27, 20230 then
Employees (5.A)25 as of Apr 8, 2026
Mar 27, 202323 then
Private funds5 as of Apr 8, 2026
Mar 27, 20233 then
RAUM +60% over the last fiscal year+36% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 8, 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
- $666MderivedRAUM 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
- +60%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
- $3.3B, 5 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$3.3B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.3B for 5 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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| R•••••••• P••••••• I• L••• | Private Equity Fund | $977M | 72 | Mar 30, 2022 |
| R•••••••• P••••••• I••• L••• | Private Equity Fund | $423M | 29 | Mar 30, 2022 |
| R•••••••• P••••••• C•••••• L• | Private Equity Fund | $38.9M | 2 | Jan 6, 2021 |
Owners and control persons
Schedule A and B, latest filing
- D••••••• F••••••••• N•• · Co-Founder, Managing Partnercontrolsince 04/2020 · owns 25% to 50%
- M•••••••• E•••• J•••• · Chief Compliance Officer, General Counselcontrolsince 05/2022 · owns less than 5%
- P•••••••• C••••••• E••••• · Co-Founder, Managing Partnercontrolsince 04/2020 · owns 25% to 50%
- P••••• S••••• A••••• · Chief Operating Officer, Partnercontrolsince 12/2020 · owns less than 5%
- W••••••••• D••••• H••• · Co-Founder, Managing Partnercontrolsince 04/2020 · owns 25% to 50%
- D••••••• F••••••••• N•• · Co-Founder, Managing Partnercontrolsince 04/2020 · owns 25% to 50% of R•••••••• P••••••• G• L••
- P•••••••• C••••••• E••••• · Co-Founder, Managing Partnercontrolsince 04/2020 · owns 25% to 50% of R•••••••• P••••••• G• L••
- W••••••••• D••••• H••• · Co-Founder, Managing Partnercontrolsince 04/2020 · owns 25% to 50% of R•••••••• P••••••• G• L••
Entity owners
- R•••••••• P••••••• G• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- R•••••••• P••••••• C•••••• G• L•pooled vehicle sponsorn
- R•••••••• P••••••• I• G•• 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 Apr 8, 2026private funds (Schedule D 7.B.1) moved from 3.0 to 5.0 (+67.0%) between the annual amendments of 2025-03-27 and 2026-04-08; the peer median change was 0.0% (1022 comparable advisers, 97.0th percentile of changes)peers: asset managers, $1B to $5B (1,022) · 97% percentile
What changed
consecutive filings, newest first
- Assets in custody · $3.3B to $3.3BSep 4, 2025 to Mar 30, 2026
- Discretionary RAUM · $3.3B to $3.3BSep 4, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $3.3B to $3.3BSep 4, 2025 to Mar 30, 2026
- RAUM · $3.3B to $3.3BSep 4, 2025 to Mar 30, 2026
- Accounts · 3 to 5Mar 27, 2025 to Sep 4, 2025
- Pooled vehicle clients · 3 to 5Mar 27, 2025 to Sep 4, 2025
- Assets in custody · $2.1B to $3.3BMar 27, 2025 to Sep 4, 2025
- Private funds · 3 to 5Mar 27, 2025 to Sep 4, 2025
- Discretionary RAUM · $2.1B to $3.3BMar 27, 2025 to Sep 4, 2025
- Pooled vehicle RAUM · $2.1B to $3.3BMar 27, 2025 to Sep 4, 2025
- RAUM · $2.1B to $3.3BMar 27, 2025 to Sep 4, 2025
- Assets in custody · $1.4B to $2.1BMar 29, 2024 to Mar 27, 2025
- Employees · 26 to 25Mar 29, 2024 to Mar 27, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 27, 2025
- Discretionary RAUM · $1.4B to $2.1BMar 29, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $1.4B to $2.1BMar 29, 2024 to Mar 27, 2025
- RAUM · $1.4B to $2.1BMar 29, 2024 to Mar 27, 2025
- Advisory employees · 13 to 15May 22, 2023 to Mar 29, 2024
- Assets in custody · $376M to $1.4BMay 22, 2023 to Mar 29, 2024
- Employees · 23 to 26May 22, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.3B to $1.4BMay 22, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.3B to $1.4BMay 22, 2023 to Mar 29, 2024
- RAUM · $1.3B to $1.4BMay 22, 2023 to Mar 29, 2024
- Advisory employees · 10 to 13Dec 20, 2022 to Mar 27, 2023
- Assets in custody · $323M to $376MDec 20, 2022 to Mar 27, 2023
- Employees · 17 to 23Dec 20, 2022 to Mar 27, 2023
- Discretionary RAUM · $1.5B to $1.3BDec 20, 2022 to Mar 27, 2023
- Pooled vehicle RAUM · $1.5B to $1.3BDec 20, 2022 to Mar 27, 2023
- RAUM · $1.5B to $1.3BDec 20, 2022 to Mar 27, 2023
- Assets in custody · $1.4B to $323MMar 30, 2022 to May 24, 2022
- Private funds · 6 to 3Mar 30, 2022 to May 24, 2022
- Discretionary RAUM · $1.4B to $1.5BMar 30, 2022 to May 24, 2022
- Pooled vehicle RAUM · $1.4B to $1.5BMar 30, 2022 to May 24, 2022
- RAUM · $1.4B to $1.5BMar 30, 2022 to May 24, 2022
Signals
4 dated events
- R•••••••• P••••••• L• reported RAUM $3.3B, up 57% from $2.1B (2025-03-27 to 2025-09-04)Sep 4, 2025 · RAUM change · derived
- R•••••••• P••••••• L• reported RAUM $2.1B, up 45% from $1.4B (2024-03-29 to 2025-03-27)Mar 27, 2025 · RAUM change · derived
- James Evan Magruder (Chief Compliance Officer, General Counsel) appeared on Schedule A of R•••••••• P••••••• L•May 24, 2022 · Control person joined · fact
- R•••••••• P••••••• L• filed its initial SEC registration (Form ADV)Mar 30, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- R•••••••• P••••••• L• · Independent Sponsorsshared crd · capital_provider
- R•••••••• P••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/recognizepartnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- r••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 917-200-0213reportedpublic record, Form ADV, Apr 8, 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