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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Former SEC-registered adviser
I••••••••• F•••••• V•••••••• L••
Latest filing Mar 27, 2025
First filing on the tape Jun 29, 2023 · 3 filings
SEC status approved since Jul 28, 2023
RAUM
$280M
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
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$280M as of Mar 27, 2025
Mar 25, 2024$280M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2025
Mar 25, 20240 then
Employees (5.A)8 as of Mar 27, 2025
Mar 25, 20245 then
Private funds2 as of Mar 27, 2025
Mar 25, 20242 then
RAUM -0.1% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 2025; 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
- $140MderivedRAUM 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
- -0.1%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
- $280M, 2 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$280M100%
- 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
- $280M for 2 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- absent from the latest SEC rosterderived
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 |
|---|---|---|---|---|
| I••••••••• F•••••• C•• P•••••••• L• | Venture Capital Fund | $275M | 53 | May 8, 2021 |
| I••••••••• F•••••• V••••••• I• L• | Private Equity Fund | $4.8M | 20 | May 8, 2021 |
Owners and control persons
Schedule A and B, latest filing
- F•••••••• S••••• R••••• · Managing Membercontrolsince 03/2021 · owns 75% or more
- M•••••• C••••••••• V•••••• · Chief Compliance Officer And Chief Operating Officercontrolsince 03/2021 · owns less than 5%
Related persons
Schedule D 7.A
- I••••••••• F•••••• C•• G•• L••pooled vehicle sponsorn
- I••••••••• F•••••• V••••••• I• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $280M to $280MMar 25, 2024 to Mar 27, 2025
- Employees · 5 to 8Mar 25, 2024 to Mar 27, 2025
- Financial planning clients · unset to Mar 25, 2024 to Mar 27, 2025
- HQ city · unset to Mar 25, 2024 to Mar 27, 2025
- HQ state · unset to Mar 25, 2024 to Mar 27, 2025
- Discretionary RAUM · $280M to $280MMar 25, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $280M to $280MMar 25, 2024 to Mar 27, 2025
- RAUM · $280M to $280MMar 25, 2024 to Mar 27, 2025
- Assets in custody · $280M to $280MJun 29, 2023 to Mar 25, 2024
- Employees · 6 to 5Jun 29, 2023 to Mar 25, 2024
- Private funds · 4 to 2Jun 29, 2023 to Mar 25, 2024
- Discretionary RAUM · $281M to $280MJun 29, 2023 to Mar 25, 2024
- Pooled vehicle RAUM · $281M to $280MJun 29, 2023 to Mar 25, 2024
- RAUM · $281M to $280MJun 29, 2023 to Mar 25, 2024
Signals
2 dated events
- I••••••••• F•••••• V•••••••• L•• no longer on the SEC adviser roster (last listed 2025-09-02, RAUM $280.0M)Dec 20, 2025 · Left the SEC roster · derived
- I••••••••• F•••••• V•••••••• L•• filed its initial SEC registration (Form ADV)Jun 29, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- I••••••••• F•••••• V•••••••• L•• · Private Equityshared crd · organization
- I••••••••• F•••••• V•••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/intersection-fintech-venturesreportedpublic record, Form ADV, Sep 19, 2026
- Website
- i•••••••••.comreportedpublic record, Form ADV, Sep 19, 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
- Former SEC-registered 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