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
S••••• C•••••••
Legal name S••••• C••••••• P••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Oct 30, 2020 · 11 filings
SEC status approved since Dec 1, 2020
RAUM
$740M
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
17
17 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$740M as of Mar 30, 2026
Mar 31, 2021$254M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 31, 20210 then
Employees (5.A)17 as of Mar 30, 2026
Mar 31, 202112 then
Private funds5 as of Mar 30, 2026
Mar 31, 20213 then
RAUM +9.1% over the last fiscal year+16% a year over threeIARs 0 to 0
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
- $148MderivedRAUM 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
- +9.1%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
- $740M, 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
- 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$740M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $740M 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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S••••• C••••••• F••• I• L••• | Private Equity Fund | $460M | 38 | Mar 31, 2021 |
| S••••• C••••••• C••••• C•••••••• L••• | Private Equity Fund | $48.1M | 7 | Mar 31, 2023 |
| S••••• C••••••• F••• I• C•••••••• L••• | Private Equity Fund | $22.7M | 2 | Mar 31, 2021 |
| S••••• F••••• I••••••••• L••• | Private Equity Fund | $4.2M | 21 | Mar 31, 2021 |
Owners and control persons
Schedule A and B, latest filing
- B•••• S•••••• T••••• · Managing Partnercontrolsince 09/2020 · owns 50% to 75%
- B••••• T••••••• P•••••• · Managing Partnercontrolsince 09/2020 · owns 10% to 25%
- H•••• J••• M••••• · Managing Partnercontrolsince 09/2020 · owns 10% to 25%
- L•••• C••••••• P••••••• · Chief Compliance Officercontrolsince 09/2020 · owns less than 5%
Related persons
Schedule D 7.A
- S••••• C••••••• F••• I• G•• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 16 to 17Apr 28, 2025 to Mar 30, 2026
- Assets in custody · $679M to $740MApr 28, 2025 to Mar 30, 2026
- Employees · 16 to 17Apr 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $679M to $740MApr 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $679M to $740MApr 28, 2025 to Mar 30, 2026
- RAUM · $679M to $740MApr 28, 2025 to Mar 30, 2026
- Accounts · 4 to 5Mar 28, 2024 to Apr 28, 2025
- Advisory employees · 14 to 16Mar 28, 2024 to Apr 28, 2025
- Pooled vehicle clients · 4 to 5Mar 28, 2024 to Apr 28, 2025
- Assets in custody · $470M to $679MMar 28, 2024 to Apr 28, 2025
- Employees · 15 to 16Mar 28, 2024 to Apr 28, 2025
- Financial planning clients · unset to Mar 28, 2024 to Apr 28, 2025
- Private funds · 4 to 5Mar 28, 2024 to Apr 28, 2025
- Discretionary RAUM · $535M to $679MMar 28, 2024 to Apr 28, 2025
- Pooled vehicle RAUM · $535M to $679MMar 28, 2024 to Apr 28, 2025
- RAUM · $535M to $679MMar 28, 2024 to Apr 28, 2025
- Discretionary RAUM · $470M to $535MApr 28, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $470M to $535MApr 28, 2023 to Mar 28, 2024
- RAUM · $470M to $535MApr 28, 2023 to Mar 28, 2024
- Accounts · 3 to 4Aug 16, 2022 to Mar 31, 2023
- Advisory employees · 13 to 14Aug 16, 2022 to Mar 31, 2023
- Pooled vehicle clients · 3 to 4Aug 16, 2022 to Mar 31, 2023
- Assets in custody · $413M to $470MAug 16, 2022 to Mar 31, 2023
- Employees · 14 to 15Aug 16, 2022 to Mar 31, 2023
- HQ city · WALTHAM to BOSTONAug 16, 2022 to Mar 31, 2023
- Private funds · 3 to 4Aug 16, 2022 to Mar 31, 2023
- Discretionary RAUM · $413M to $470MAug 16, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $413M to $470MAug 16, 2022 to Mar 31, 2023
- RAUM · $413M to $470MAug 16, 2022 to Mar 31, 2023
- Advisory employees · 11 to 13Mar 31, 2021 to Mar 31, 2022
- Assets in custody · unset to 412591961.0Mar 31, 2021 to Mar 31, 2022
- Custody of client assets · false to trueMar 31, 2021 to Mar 31, 2022
- Employees · 12 to 14Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $254M to $413MMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $254M to $413MMar 31, 2021 to Mar 31, 2022
- RAUM · $254M to $413MMar 31, 2021 to Mar 31, 2022
- Accounts · unset to 3.0Jan 20, 2021 to Mar 31, 2021
- Advisory employees · 8 to 11Jan 20, 2021 to Mar 31, 2021
- Pooled vehicle clients · 0 to 3Jan 20, 2021 to Mar 31, 2021
- Employees · 9 to 12Jan 20, 2021 to Mar 31, 2021
Signals
3 dated events
- S••••• C••••••• reported RAUM $678.8M, up 27% from $535.3M (2024-03-28 to 2025-04-28)Apr 28, 2025 · RAUM change · derived
- S••••• C••••••• reported RAUM $412.6M, up 63% from $253.6M (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- S••••• C••••••• filed its initial SEC registration (Form ADV)Oct 30, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- S••••• C••••••• Partners LLC · Family Officesshared crd · manager
- S••••• C••••••• · Independent Sponsorsshared crd · capital_provider
- S••••• C••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/stride-consumer-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- strideconsumer.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (781) 208-7375reportedpublic 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