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
P•••• I••••••••• P•••••••• L•••
Latest filing Jun 18, 2026
First filing on the tape Jun 6, 2024 · 9 filings
SEC status approved since Jul 8, 2024
RAUM
$289M
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
8
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
2
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$289M as of Jun 18, 2026
Mar 28, 2025$229M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 18, 2026
Mar 28, 20250 then
Employees (5.A)8 as of Jun 18, 2026
Mar 28, 202511 then
Private funds2 as of Jun 18, 2026
Mar 28, 20252 then
RAUM +26% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jun 18, 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
- $144MderivedRAUM 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
- +26%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
- $277M, 2 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$289M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $277M for 2 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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| P•••• I••••••••• F•••• L••• | Hedge Fund | $218M | 53 | Jan 19, 2021 |
| A••••• E••••••••• F••• | Hedge Fund | $21.6M | 3 | Jun 6, 2024 |
Owners and control persons
Schedule A and B, latest filing
- W•••• D•••• · Managing Principalcontrolsince 01/2020 · owns 75% or more
- B•••••••• Z••••••• L•••• R•••••• · Chief Compliance Officersince 07/2024 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- Boston, MA3 employees
What changed
consecutive filings, newest first
- Other offices · 0 to 1May 1, 2026 to Jun 18, 2026
- Advisory employees · 7 to 4Nov 21, 2025 to Mar 30, 2026
- Assets in custody · $229M to $277MNov 21, 2025 to Mar 30, 2026
- Employees · 11 to 8Nov 21, 2025 to Mar 30, 2026
- Other offices · 1 to 0Nov 21, 2025 to Mar 30, 2026
- Discretionary RAUM · $229M to $289MNov 21, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $229M to $289MNov 21, 2025 to Mar 30, 2026
- RAUM · $229M to $289MNov 21, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 28, 2025 to Jul 3, 2025
- Advisory employees · 6 to 7Aug 8, 2024 to Mar 28, 2025
- Assets in custody · $239M to $229MAug 8, 2024 to Mar 28, 2025
- Employees · 9 to 11Aug 8, 2024 to Mar 28, 2025
- Discretionary RAUM · $239M to $229MAug 8, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $239M to $229MAug 8, 2024 to Mar 28, 2025
- RAUM · $239M to $229MAug 8, 2024 to Mar 28, 2025
- Private funds · 4 to 2Jun 6, 2024 to Jul 25, 2024
Signals
1 dated events
- P•••• I••••••••• P•••••••• L••• filed its initial SEC registration (Form ADV)Jun 6, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- P•••• I••••••••• P•••••••• L••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- powerinnovationpartners.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 307-421-6700reportedpublic record, Form ADV, Jun 18, 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