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•••••• P••••••• L••
Latest filing Mar 27, 2026
First filing on the tape Mar 29, 2021 · 11 filings
SEC status approved since May 5, 2021
RAUM
$2.2B
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
9
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$2.2B as of Mar 27, 2026
Mar 29, 2022$2.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 29, 20220 then
Employees (5.A)9 as of Mar 27, 2026
Mar 29, 20228 then
Private funds2 as of Mar 27, 2026
Mar 29, 20222 then
RAUM +58% over the last fiscal year+22% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
Archetypes, each a printed rule
- PE backed · a Schedule A entity owner at 25 percent or more whose exact legal name is a PE fund vehicle or a classified PE sponsor on the DFX private equity graph
- 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
- $124MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 45%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
- +58%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 assetsreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- a PE fund or sponsor is a 25 percent or greater owner 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$1.0B45%
- Corporations and businesses$794M35%
- Pooled investment vehicles$429M19%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 10reported
- Charitable clients
- n/areported
- Accounts
- 18reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.19 institutional_share=0.45 related_bd=false related_bank=true 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•••••• R••• P•••••• E••••• C••••••••• I••••••••• T•••• | Other Private Fund | $109M | 1 | Mar 29, 2022 |
| P•••••• G••••• R••• P•••••• E••••• L• | Hedge Fund | $65.1M | 4 | Mar 27, 2019 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• E•••• J••• · Membercontrolsince 01/2022 · owns 5% to 10%
- M••••• L•••••• T• · Chief Compliance Officer, General Counselcontrolsince 03/2021 · owns less than 5%
- S••••• C•••• J••••• · Member; Chief Investment Officercontrolsince 01/2022 · owns 50% to 75%
- T••••• J••••• R••••••• · Member; Chief Operations Officer; Chief Financial Officercontrolsince 01/2022 · owns 5% to 10%
Entity owners
- L•• H••••••• L• · Memberdirect · owns 25% to 50%
- J••• H•••••• L••• I•••••••• C• U•• · Limited Partnerindirect · owns 25% to 50% of L•• H••••••• L• · public reporting company
- L•• H•••••• G•• L•• · General Partnerindirect · owns F of L•• H••••••• L•
Related persons
Schedule D 7.A
- P•••••• G••• I• L••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 16 to 18Mar 27, 2025 to Mar 27, 2026
- Pooled vehicle clients · 4 to 5Mar 27, 2025 to Mar 27, 2026
- Private funds · 1 to 2Mar 27, 2025 to Mar 27, 2026
- Discretionary RAUM · $1.4B to $2.2BMar 27, 2025 to Mar 27, 2026
- Pension RAUM · $981M to $1.0BMar 27, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $370M to $429MMar 27, 2025 to Mar 27, 2026
- RAUM · $1.4B to $2.2BMar 27, 2025 to Mar 27, 2026
- Accounts · 14 to 16Mar 29, 2024 to Mar 27, 2025
- Pooled vehicle clients · 2 to 4Mar 29, 2024 to Mar 27, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 27, 2025
- Discretionary RAUM · $1.3B to $1.4BMar 29, 2024 to Mar 27, 2025
- Pension RAUM · $887M to $981MMar 29, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $347M to $370MMar 29, 2024 to Mar 27, 2025
- RAUM · $1.3B to $1.4BMar 29, 2024 to Mar 27, 2025
- Related adviser · false to trueMar 29, 2024 to Mar 27, 2025
- Accounts · 13 to 14Mar 29, 2023 to Mar 29, 2024
- Advisory activities · 3 to 2Mar 29, 2023 to Mar 29, 2024
- Pension plan clients · 9 to 10Mar 29, 2023 to Mar 29, 2024
- Pooled vehicle clients · 3 to 2Mar 29, 2023 to Mar 29, 2024
- Employees · 8 to 9Mar 29, 2023 to Mar 29, 2024
- Private funds · 2 to 1Mar 29, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.2B to $1.3BMar 29, 2023 to Mar 29, 2024
- Pension RAUM · $792M to $887MMar 29, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $386M to $347MMar 29, 2023 to Mar 29, 2024
- RAUM · $1.2B to $1.3BMar 29, 2023 to Mar 29, 2024
- Accounts · 9 to 13Jun 23, 2022 to Mar 29, 2023
- Advisory activities · 2 to 3Jun 23, 2022 to Mar 29, 2023
- Pension plan clients · 6 to 9Jun 23, 2022 to Mar 29, 2023
- Discretionary RAUM · $2.1B to $1.2BJun 23, 2022 to Mar 29, 2023
- Pension RAUM · $935M to $792MJun 23, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $1.1B to $386MJun 23, 2022 to Mar 29, 2023
- RAUM · $2.1B to $1.2BJun 23, 2022 to Mar 29, 2023
- Business name · H••• L•• to P•••••• P••••••• L••Mar 29, 2022 to Jun 23, 2022
- Accounts · 0 to 9Jan 24, 2022 to Mar 29, 2022
- Advisory employees · 0 to 3Jan 24, 2022 to Mar 29, 2022
- Charity clients · 0.0 to unsetJan 24, 2022 to Mar 29, 2022
- Corporate clients · 0.0 to unsetJan 24, 2022 to Mar 29, 2022
- HNW clients · 0.0 to unsetJan 24, 2022 to Mar 29, 2022
- Individual clients · 0.0 to unsetJan 24, 2022 to Mar 29, 2022
- Pension plan clients · 0 to 6Jan 24, 2022 to Mar 29, 2022
Signals
8 dated events
- P•••••• P••••••• L•• reported RAUM $2.2B, up 58% from $1.4B (2025-03-27 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- P•••••• P••••••• L•• reported RAUM $1.2B, down 41% from $2.1B (2022-06-23 to 2023-03-29)Mar 29, 2023 · RAUM change · derived
- Joshua Carl Silva (Member; Chief Investment Officer) appeared on Schedule A of P•••••• P••••••• L••Jan 14, 2022 · Control person joined · fact
- John Erik Bender (Member) appeared on Schedule A of P•••••• P••••••• L••Jan 14, 2022 · Control person joined · fact
- Rutledge James Tufts (Member; Chief Operations Officer; Chief Financial Officer) appeared on Schedule A of P•••••• P••••••• L••Jan 14, 2022 · Control person joined · fact
- Lee Richard Selvala (Chief Executive Officer) no longer on Schedule A of P•••••• P••••••• L•• (listed 2021-08-18, absent 2022-01-14)Jan 14, 2022 · Control person left · inference
- Francis Curtis Brockelman (Indirect Owner) no longer on Schedule A of P•••••• P••••••• L•• (listed 2021-08-18, absent 2022-01-14)Jan 14, 2022 · Control person left · inference
- H••• L•• filed its initial SEC registration (Form ADV)Mar 29, 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/passaic-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- passaicpartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 201-603-7200reportedpublic record, Form ADV, Mar 27, 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
- Other adviserderiveda 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