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
F••••••••• A•••• M••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Nov 23, 2022 · 9 filings
SEC status approved since Jan 3, 2023
RAUM
$535M
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
17
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$535M as of Mar 31, 2026
Apr 3, 2023$256M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Apr 3, 20230 then
Employees (5.A)17 as of Mar 31, 2026
Apr 3, 20238 then
Private funds2 as of Mar 31, 2026
Apr 3, 20234 then
RAUM +44% over the last fiscal year+28% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $178MderivedRAUM 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
- +44%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-based, otherreportedItem 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$535M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- 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
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| F••••••••• P••••••• L•••no longer reported | Real Estate Fund | $82.4M | 100 | May 3, 2021 |
| F••••••••• S•••••••• C•••••• F•••••• L•• | Real Estate Fund | $70.4M | 20 | Nov 23, 2022 |
| F••••••••• R••• E••••• I••••••••• T•••• L••no longer reported | Real Estate Fund | $55.0M | 1 | May 3, 2021 |
| S•• A••••• L•• | Other Private Fund | $29.4M | 18 | Nov 23, 2022 |
| G••••••• B••••••• I• L•• | Other Private Fund | $9.1M | 13 | Nov 23, 2022 |
| F••••••••• P••••••• C••••• L• | Real Estate Fund | $7.7M | 10 | Nov 23, 2022 |
| R••••• P••••••• L••no longer reported | Other Private Fund | $4.9M | 1 | May 3, 2021 |
| F••••••••• S•••••••• C•••••• F•••••• L••no longer reported | Other Private Fund | $524,000 | 4 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- D••••••••• A•••••• A• · Ccocontrolsince 10/2024 · owns less than 5%
- L••••••• J••• · Partnercontrolsince 11/2018 · owns less than 5%
- W•••••• B••••• T••••• · Managing Partnercontrolsince 12/2019 · owns less than 5%
- W•••••• S••••• · Partnercontrolsince 11/2018 · owns less than 5%
- L••••••• J••• · Membercontrolsince 01/2022 · owns 25% to 50% of F••••••••• A•••• M••••••••• H••••• L••
- W•••••• B••••• T••••• · Membercontrolsince 01/2022 · owns 25% to 50% of F••••••••• A•••• M••••••••• H••••• L••
- W•••••• S••••• · Membercontrolsince 01/2022 · owns 25% to 50% of F••••••••• A•••• M••••••••• H••••• L••
- B••••• A•••••• · Partnersince 07/2019 · owns less than 5%
Entity owners
- F••••••••• A•••• M••••••••• H••••• L•• · Sole Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- F••••••••• A•••• M••••••••• G• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 4 to 3Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 8 to 7Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $346M to $0Mar 31, 2025 to Mar 31, 2026
- Employees · 16 to 17Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $371M to $535MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $371M to $535MMar 31, 2025 to Mar 31, 2026
- RAUM · $371M to $535MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 4 to 3Nov 22, 2024 to Mar 31, 2025
- Assets in custody · $341M to $346MNov 22, 2024 to Mar 31, 2025
- Employees · 14 to 16Nov 22, 2024 to Mar 31, 2025
- Financial planning clients · unset to Nov 22, 2024 to Mar 31, 2025
- Private funds · 3 to 2Nov 22, 2024 to Mar 31, 2025
- Discretionary RAUM · $349M to $371MNov 22, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $349M to $371MNov 22, 2024 to Mar 31, 2025
- RAUM · $349M to $371MNov 22, 2024 to Mar 31, 2025
- Related adviser · false to trueNov 22, 2024 to Mar 31, 2025
- Accounts · 5 to 4Nov 14, 2023 to Apr 4, 2024
- Advisory employees · 6 to 8Nov 14, 2023 to Apr 4, 2024
- Pooled vehicle clients · 5 to 4Nov 14, 2023 to Apr 4, 2024
- Assets in custody · $256M to $341MNov 14, 2023 to Apr 4, 2024
- Employees · 8 to 14Nov 14, 2023 to Apr 4, 2024
- Private funds · 4 to 3Nov 14, 2023 to Apr 4, 2024
- Discretionary RAUM · $256M to $349MNov 14, 2023 to Apr 4, 2024
- Pooled vehicle RAUM · $256M to $349MNov 14, 2023 to Apr 4, 2024
- RAUM · $256M to $349MNov 14, 2023 to Apr 4, 2024
- Business name · R••••• M••••••••• L•• to F••••••••• A•••• M••••••••• L••Feb 13, 2023 to Apr 3, 2023
- Assets in custody · $178M to $256MFeb 13, 2023 to Apr 3, 2023
- Private funds · 5 to 4Feb 13, 2023 to Apr 3, 2023
- Discretionary RAUM · $178M to $256MFeb 13, 2023 to Apr 3, 2023
- Pooled vehicle RAUM · $178M to $256MFeb 13, 2023 to Apr 3, 2023
- RAUM · $178M to $256MFeb 13, 2023 to Apr 3, 2023
- HQ city · WHITE PLAINS to DARIENNov 23, 2022 to Feb 13, 2023
- HQ state · NY to CTNov 23, 2022 to Feb 13, 2023
- Private funds · 10 to 5Nov 23, 2022 to Feb 13, 2023
Signals
3 dated events
- F••••••••• A•••• M••••••••• L•• reported RAUM $535.4M, up 44% from $370.7M (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- A Alexis Digirolamo (Cco) appeared on Schedule A of F••••••••• A•••• M••••••••• L••Nov 22, 2024 · Control person joined · fact
- R••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Nov 23, 2022 · 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
- Website
- Fairbridgellc.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 833-869-3443reportedpublic record, Form ADV, Mar 31, 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
Across the graphs
F••••••••• A•••• M••••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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