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
D••••• G••••• P•••••••
Legal name D••••• M••••••••• L••
Latest filing May 1, 2026
First filing on the tape Feb 11, 2021 · 10 filings
SEC status approved since Mar 15, 2021
RAUM
$831M
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
11
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
7
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$831M as of May 1, 2026
Mar 24, 2022$231M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 1, 2026
Mar 24, 20220 then
Employees (5.A)11 as of May 1, 2026
Mar 24, 20226 then
Private funds7 as of May 1, 2026
Mar 24, 20223 then
RAUM +44% over the last fiscal year+49% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 1, 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
- $119MderivedRAUM 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
- +39%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
- yesreportedItem 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)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$831M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 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 |
|---|---|---|---|---|
| D••••• G••••• P••••••• F••• I• L••• | Private Equity Fund | $209M | 102 | Feb 11, 2021 |
| D••••• G••••• P••••••• S•• I• L••• | Private Equity Fund | $59.4M | 5 | Mar 24, 2022 |
| D••••• G••••• P••••••• S•• I•• L••• | Private Equity Fund | $28.8M | 7 | Apr 27, 2024 |
| D••••• G••••• P••••••• F••• I• A••• L••• | Private Equity Fund | $15.2M | 7 | Mar 24, 2022 |
Owners and control persons
Schedule A and B, latest filing
- L•••• J••••• E••••• · Member And Managercontrolsince 04/2020 · owns 75% or more
- S•••••• W••••••• G••••• · Chief Compliance Officercontrolsince 10/2022 · owns less than 5%
Related persons
Schedule D 7.A
- D•• F••• I• G• L••pooled vehicle sponsorn
- D•• S•• I• G•• L••pooled vehicle sponsorn
- D•• S•• I• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $802M to $831MMar 26, 2026 to May 1, 2026
- Pooled vehicle RAUM · $802M to $831MMar 26, 2026 to May 1, 2026
- RAUM · $802M to $831MMar 26, 2026 to May 1, 2026
- Accounts · 6 to 7Jun 4, 2025 to Mar 26, 2026
- Advisory employees · 8 to 9Jun 4, 2025 to Mar 26, 2026
- Pooled vehicle clients · 6 to 7Jun 4, 2025 to Mar 26, 2026
- Employees · 9 to 11Jun 4, 2025 to Mar 26, 2026
- Private funds · 6 to 7Jun 4, 2025 to Mar 26, 2026
- Discretionary RAUM · $578M to $802MJun 4, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $578M to $802MJun 4, 2025 to Mar 26, 2026
- RAUM · $578M to $802MJun 4, 2025 to Mar 26, 2026
- Financial planning clients · unset to Mar 28, 2025 to Jun 4, 2025
- Accounts · 4 to 6Apr 27, 2024 to Mar 28, 2025
- Advisory employees · 7 to 8Apr 27, 2024 to Mar 28, 2025
- Pooled vehicle clients · 4 to 6Apr 27, 2024 to Mar 28, 2025
- Employees · 8 to 9Apr 27, 2024 to Mar 28, 2025
- Private funds · 4 to 6Apr 27, 2024 to Mar 28, 2025
- Discretionary RAUM · $313M to $578MApr 27, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $313M to $578MApr 27, 2024 to Mar 28, 2025
- RAUM · $313M to $578MApr 27, 2024 to Mar 28, 2025
- Related adviser · false to trueApr 27, 2024 to Mar 28, 2025
- Pooled vehicle clients · 2 to 4Mar 18, 2024 to Apr 27, 2024
- Private funds · 2 to 4Mar 18, 2024 to Apr 27, 2024
- Discretionary RAUM · $313M to $313MMar 18, 2024 to Apr 27, 2024
- Pooled vehicle RAUM · $313M to $313MMar 18, 2024 to Apr 27, 2024
- RAUM · $313M to $313MMar 18, 2024 to Apr 27, 2024
- Advisory employees · 6 to 7Mar 28, 2023 to Mar 18, 2024
- Employees · 6 to 8Mar 28, 2023 to Mar 18, 2024
- Discretionary RAUM · $253M to $313MMar 28, 2023 to Mar 18, 2024
- Pooled vehicle RAUM · $253M to $313MMar 28, 2023 to Mar 18, 2024
- RAUM · $253M to $313MMar 28, 2023 to Mar 18, 2024
- Accounts · 3 to 4Oct 26, 2022 to Mar 28, 2023
- Pooled vehicle clients · 3 to 2Oct 26, 2022 to Mar 28, 2023
- Assets in custody · unset to 0.0Oct 26, 2022 to Mar 28, 2023
- Custody of client assets · false to trueOct 26, 2022 to Mar 28, 2023
- Private funds · 3 to 2Oct 26, 2022 to Mar 28, 2023
- Discretionary RAUM · $231M to $253MOct 26, 2022 to Mar 28, 2023
- Pooled vehicle RAUM · $231M to $253MOct 26, 2022 to Mar 28, 2023
- RAUM · $231M to $253MOct 26, 2022 to Mar 28, 2023
- Accounts · 1 to 3Feb 11, 2021 to Mar 24, 2022
Signals
5 dated events
- D••••• G••••• P••••••• reported RAUM $802.1M, up 39% from $578.4M (2025-06-04 to 2026-03-26)Mar 26, 2026 · RAUM change · derived
- D••••• G••••• P••••••• reported RAUM $578.4M, up 85% from $312.7M (2024-04-27 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- G••••• W•••••• S••••• (Chief Compliance Officer) appeared on Schedule A of D••••• G••••• P•••••••Oct 26, 2022 · Control person joined · fact
- L••• B•••••• Mckeehan (Chief Compliance Officer) no longer on Schedule A of D••••• G••••• P••••••• (listed 2022-03-24, absent 2022-10-26)Oct 26, 2022 · Control person left · inference
- D••••• G••••• P••••••• filed its initial SEC registration (Form ADV)Feb 11, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- D••••• G••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- D••••• G••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/denali-growth-partners-dgpreportedpublic record, Form ADV, Sep 19, 2026
- Website
- d•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 617-758-8673reportedpublic record, Form ADV, May 1, 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