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••••••• G••••• P•••••••
Legal name I••••••• G••••• M••••••••• L••
Latest filing Apr 15, 2026
First filing on the tape Jun 29, 2022 · 10 filings
SEC status approved since Aug 3, 2022
RAUM
$1.3B
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
12
12 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
17
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$1.3B as of Apr 15, 2026
Mar 30, 2023$427M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 15, 2026
Mar 30, 20230 then
Employees (5.A)12 as of Apr 15, 2026
Mar 30, 20236 then
Private funds17 as of Apr 15, 2026
Mar 30, 20239 then
RAUM +22% over the last fiscal year+44% a year over threeIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of Apr 15, 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
- $74.3MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%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
- $1.3B, 17 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 hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.3B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 17reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.3B for 17 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
10 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| I••••••• G••••• F••• I• L••• | Private Equity Fund | $297M | 21 | Sep 21, 2021 |
| I••••••• G••••• F••• I•• L••• | Private Equity Fund | $101M | 9 | Mar 29, 2024 |
| I••••••• A•••• L••• | Private Equity Fund | $40.5M | 7 | Sep 21, 2021 |
| I••••••• R••••••• L•• | Private Equity Fund | $39.6M | 6 | Jun 29, 2022 |
| I••••••• S•••••• L••• | Private Equity Fund | $36.3M | 7 | Jun 29, 2022 |
| I••••••• C••••• L•••••••• L••• | Private Equity Fund | $32.4M | 9 | Sep 21, 2021 |
| I••••••• S•••••• L••• | Private Equity Fund | $19.8M | 5 | Mar 30, 2023 |
| I••••••• B••••• L••• | Private Equity Fund | $8.1M | 9 | Sep 21, 2021 |
| I••••••• P•••••••• L••• | Private Equity Fund | $4.0M | 4 | Jun 29, 2022 |
| I••••••• G• F••• L•• | Private Equity Fund | $450,000 | 8 | Sep 21, 2021 |
Owners and control persons
Schedule A and B, latest filing
- B••••• H•••••• · Chief Compliance Officer, Partner, Head Of Operationscontrolsince 09/2019 · owns less than 5%
- D••••••• J•••• J•••• · Managing Partnercontrolsince 05/2019 · owns 50% to 75%
- N••••••• W••••••• B••••••• · Managing Partnercontrolsince 05/2019 · owns 50% to 75%
Related persons
Schedule D 7.A
- I••••••• G••••• P••••••• I• G•• L••pooled vehicle sponsorn
- I••••••• G••••• P••••••• I• G•• L••pooled vehicle sponsorn
- I••••••• S•• P•••••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 14 to 17Apr 22, 2025 to Mar 31, 2026
- Advisory employees · 10 to 12Apr 22, 2025 to Mar 31, 2026
- Pooled vehicle clients · 14 to 17Apr 22, 2025 to Mar 31, 2026
- Assets in custody · $1.0B to $1.3BApr 22, 2025 to Mar 31, 2026
- Employees · 10 to 12Apr 22, 2025 to Mar 31, 2026
- Other offices · 0 to 1Apr 22, 2025 to Mar 31, 2026
- Private funds · 14 to 17Apr 22, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.0B to $1.3BApr 22, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.0B to $1.3BApr 22, 2025 to Mar 31, 2026
- RAUM · $1.0B to $1.3BApr 22, 2025 to Mar 31, 2026
- Accounts · 10 to 14Apr 15, 2024 to Apr 22, 2025
- Advisory employees · 8 to 10Apr 15, 2024 to Apr 22, 2025
- Pooled vehicle clients · 10 to 14Apr 15, 2024 to Apr 22, 2025
- Assets in custody · $612M to $1.0BApr 15, 2024 to Apr 22, 2025
- Employees · 8 to 10Apr 15, 2024 to Apr 22, 2025
- Financial planning clients · unset to Apr 15, 2024 to Apr 22, 2025
- Private funds · 10 to 14Apr 15, 2024 to Apr 22, 2025
- Discretionary RAUM · $612M to $1.0BApr 15, 2024 to Apr 22, 2025
- Pooled vehicle RAUM · $612M to $1.0BApr 15, 2024 to Apr 22, 2025
- RAUM · $612M to $1.0BApr 15, 2024 to Apr 22, 2025
- Accounts · 9 to 10Apr 14, 2023 to Mar 29, 2024
- Advisory employees · 6 to 8Apr 14, 2023 to Mar 29, 2024
- BD registered reps · 1 to 0Apr 14, 2023 to Mar 29, 2024
- Pooled vehicle clients · 9 to 10Apr 14, 2023 to Mar 29, 2024
- Assets in custody · $427M to $612MApr 14, 2023 to Mar 29, 2024
- Employees · 6 to 8Apr 14, 2023 to Mar 29, 2024
- Private funds · 9 to 10Apr 14, 2023 to Mar 29, 2024
- Discretionary RAUM · $427M to $612MApr 14, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $427M to $612MApr 14, 2023 to Mar 29, 2024
- RAUM · $427M to $612MApr 14, 2023 to Mar 29, 2024
- Accounts · 8 to 9Dec 2, 2022 to Mar 30, 2023
- Advisory employees · 8 to 6Dec 2, 2022 to Mar 30, 2023
- Pooled vehicle clients · 8 to 9Dec 2, 2022 to Mar 30, 2023
- Assets in custody · $310M to $427MDec 2, 2022 to Mar 30, 2023
- Employees · 8 to 6Dec 2, 2022 to Mar 30, 2023
- Private funds · 8 to 9Dec 2, 2022 to Mar 30, 2023
- Discretionary RAUM · $310M to $427MDec 2, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $310M to $427MDec 2, 2022 to Mar 30, 2023
- RAUM · $310M to $427MDec 2, 2022 to Mar 30, 2023
- HQ city · SAN FRANCISCO to SAN MATEOJun 29, 2022 to Dec 2, 2022
Signals
4 dated events
- I••••••• G••••• P••••••• reported RAUM $1.0B, up 69% from $612.4M (2024-04-15 to 2025-04-22)Apr 22, 2025 · RAUM change · derived
- I••••••• G••••• P••••••• reported RAUM $612.4M, up 43% from $427.0M (2023-04-14 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- I••••••• G••••• P••••••• reported RAUM $427.0M, up 38% from $309.9M (2022-12-02 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- I••••••• G••••• P••••••• filed its initial SEC registration (Form ADV)Jun 29, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- I••••••• G••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- I••••••• G••••• P••••••• · Private Equityshared crd · organization
- I••••••• G••••• P••••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/invictusgrowthreportedpublic record, Form ADV, Sep 18, 2026
- Website
- i•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 415-886-9830reportedpublic record, Form ADV, Apr 15, 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