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••••••••• C•••••• L••••••
Latest filing Mar 25, 2026
First filing on the tape Jan 4, 2021 · 9 filings
SEC status approved since Apr 23, 2021
RAUM
$1.6B
reported, Item 5.F
Discretionary
31%
of RAUM
Private clients
100%
$1.6B individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
16
16 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$1.6B as of Mar 25, 2026
Mar 31, 2022$821M then
HNW client RAUM$224M as of Mar 25, 2026
Mar 31, 2022$39.3M then
State-registered IARs (5.B.3)0 as of Mar 25, 2026
Mar 31, 20220 then
Employees (5.A)16 as of Mar 25, 2026
Mar 31, 20228 then
Private funds: no history
RAUM +53% over the last fiscal year+20% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
Archetypes, each a printed rule
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- 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
- $57.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 31%derivedof RAUM
- Institutional
- 0.2%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
- +53%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, hourly, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 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
- 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$1.4B86%
- High-net-worth individuals$224M14%
- Charitable organizations$3.8M0.2%
- Individual clients
- 22reported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 28reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourly, performancereported
- Class basis
- private_client_share=1.0 fund_share=0.0 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- C••••• G•••• P•••••• · Directorcontrolsince 08/2020 · owns less than 5%
- H•••••••• A•••••• N•••• · Directorcontrolsince 10/2012 · owns less than 5%
- H••••• E••••• L••••• · Chief Compliance Officercontrolsince 11/2023 · owns less than 5%
- M•••••••• J•••••• M•••••• · Chief Executive Officer And Directorcontrolsince 10/2007 · owns less than 5%
- C••••• G•••• P•••••• · Directorcontrolsince 02/2018 · owns 50% to 75% of I••••••••• G•••• L•••••• •••
- M•••••••• J•••••• M•••••• · Directorcontrolsince 11/2017 · owns 50% to 75% of I••••••••• G•••• L•••••• •••
- M•••••• J••• · Directorsince 09/2025 · owns less than 5%
Entity owners
- I••••••••• G•••• L•••••• ••• · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 25, 2026RAUM (Item 5.F) moved from $1,054,881,782 to $1,617,409,650 (+53.0%) between the annual amendments of 2025-04-02 and 2026-03-25; the peer median change was +17.0% (1298 comparable advisers, 93.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,298) · 93% percentile
What changed
consecutive filings, newest first
- Accounts · 26 to 28Apr 2, 2025 to Mar 25, 2026
- Advisory employees · 13 to 16Apr 2, 2025 to Mar 25, 2026
- Individual clients · 26 to 22Apr 2, 2025 to Mar 25, 2026
- Employees · 13 to 16Apr 2, 2025 to Mar 25, 2026
- Discretionary RAUM · $230M to $503MApr 2, 2025 to Mar 25, 2026
- HNW RAUM · $48.6M to $224MApr 2, 2025 to Mar 25, 2026
- Individual RAUM · $1.0B to $1.4BApr 2, 2025 to Mar 25, 2026
- Non-discretionary RAUM · $825M to $1.1BApr 2, 2025 to Mar 25, 2026
- RAUM · $1.1B to $1.6BApr 2, 2025 to Mar 25, 2026
- Accounts · 23 to 26Mar 28, 2024 to Apr 2, 2025
- Advisory employees · 14 to 13Mar 28, 2024 to Apr 2, 2025
- Individual clients · 20 to 26Mar 28, 2024 to Apr 2, 2025
- Employees · 14 to 13Mar 28, 2024 to Apr 2, 2025
- Financial planning clients · 11-25 to 26-50Mar 28, 2024 to Apr 2, 2025
- HQ state · unset to Mar 28, 2024 to Apr 2, 2025
- Discretionary RAUM · $0 to $230MMar 28, 2024 to Apr 2, 2025
- HNW RAUM · $38.7M to $48.6MMar 28, 2024 to Apr 2, 2025
- Individual RAUM · $897M to $1.0BMar 28, 2024 to Apr 2, 2025
- Non-discretionary RAUM · $943M to $825MMar 28, 2024 to Apr 2, 2025
- RAUM · $943M to $1.1BMar 28, 2024 to Apr 2, 2025
- Accounts · 19 to 23Mar 31, 2023 to Mar 28, 2024
- Advisory employees · 11 to 14Mar 31, 2023 to Mar 28, 2024
- Individual clients · 16 to 20Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle clients · 1.0 to unsetMar 31, 2023 to Mar 28, 2024
- Employees · 11 to 14Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $25.0M to $0Mar 31, 2023 to Mar 28, 2024
- HNW RAUM · $33.3M to $38.7MMar 31, 2023 to Mar 28, 2024
- Individual RAUM · $860M to $897MMar 31, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $901M to $943MMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · 25000000.0 to unsetMar 31, 2023 to Mar 28, 2024
- RAUM · $926M to $943MMar 31, 2023 to Mar 28, 2024
- Accounts · 18 to 19Sep 30, 2022 to Mar 31, 2023
- Advisory employees · 8 to 11Sep 30, 2022 to Mar 31, 2023
- Advisory activities · 4 to 5Sep 30, 2022 to Mar 31, 2023
- Individual clients · 15 to 16Sep 30, 2022 to Mar 31, 2023
- Employees · 8 to 11Sep 30, 2022 to Mar 31, 2023
- Discretionary RAUM · $25.0M to $25.0MSep 30, 2022 to Mar 31, 2023
- HNW RAUM · $39.3M to $33.3MSep 30, 2022 to Mar 31, 2023
- Individual RAUM · $747M to $860MSep 30, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $796M to $901MSep 30, 2022 to Mar 31, 2023
Signals
5 dated events
- I••••••••• C•••••• L•••••• reported RAUM $1.6B, up 53% from $1.1B (2025-04-02 to 2026-03-25)Mar 25, 2026 · RAUM change · derived
- L••••• E•••• H•••• (Chief Compliance Officer) appeared on Schedule A of I••••••••• C•••••• L••••••Mar 28, 2024 · Control person joined · fact
- Rozalia Agata Shorten (Chief Compliance Officer) no longer on Schedule A of I••••••••• C•••••• L•••••• (listed 2023-03-31, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- I••••••••• C•••••• L•••••• reported RAUM $737.1M, up 850% from $77.6M (2021-01-07 to 2021-05-21)May 21, 2021 · RAUM change · derived
- I••••••••• C•••••• L•••••• filed its initial SEC registration (Form ADV)Jan 4, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/islandbridge-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- i•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 44 20 3405 1040reportedpublic record, Form ADV, Mar 25, 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
- Independent wealth managerderiveda 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