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••••••• C••••••• L••

Asset manager (funds and pooled vehicles)Orlando, FloridaCRD 314673SEC 801-127680websiteIAPD
Latest filing Mar 31, 2026
First filing on the tape Mar 17, 2023 · 4 filings
SEC status approved since Apr 18, 2023
RAUM
$300M
reported, Item 5.F
Discretionary
28%
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
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
8
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$300M as of Mar 31, 2026
Mar 28, 2024$201M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20240 then
Employees (5.A)8 as of Mar 31, 2026
Mar 28, 20248 then
Private funds8 as of Mar 31, 2026
Mar 28, 20246 then
RAUM +40% over the last fiscal yearIARs 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
$33.4MderivedRAUM over accounts (5.F.2.f)
Discretionary
28%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
+40%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
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$300M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
9reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
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)
      FundTypeGross assetsOwnersFirst reported
      F•••••• O••••••••• F•••Venture Capital Fund$136M1Mar 17, 2023
      D••••••• F••• I••• L•Venture Capital Fund$26.4M54Mar 28, 2024
      F•• I•••••••• F••• I•• L•Venture Capital Fund$16.5M50May 7, 2021
      F•• I•••••••• F••• I• L•Venture Capital Fund$15.0M40May 7, 2021
      D••••••• P••••••• F••• I• L•Venture Capital Fund$5.0M44Mar 30, 2022
      D••••••• H•• P•••••••• L••no longer reportedOther Private Fund$3.5M25May 7, 2021
      F•••••• T••••••••• R••••••• I••••••••• F•••Venture Capital Fund$580,7671Mar 17, 2023
      F•• T•• P••••••• L• F••• I• L••Other Private Fund$527,7539May 7, 2021
      Owners and control persons
      Schedule A and B, latest filing
      • C•••• I•••••• K•••• · Coocontrol
        since 01/2018 · owns 25% to 50%
      • L•••••• M•••••• · Ccocontrol
        since 01/2018 · owns 25% to 50%
      • P•••• B••••••• · Ceocontrol
        since 01/2018 · owns 25% to 50%
      Related persons
      Schedule D 7.A
      • D••••••• C•••••• F••• I• G•• L•• ••••••• A•••••••
        investment adviserpooled vehicle sponsorn
      • D••••••• P••••••• F••• I• G•• L•• ••••••• A•••••••
        investment adviserpooled vehicle sponsorn
      • F•• I•••••••• I• G•• L•• ••••••• A•••••••
        investment adviserpooled vehicle sponsorn
      • F•• M••••••••• P•••••••• L•• ••••••• A•••••••
        investment adviserpooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 8 to 9
        Mar 13, 2025 to Mar 31, 2026
      • Pooled vehicle clients · 8 to 9
        Mar 13, 2025 to Mar 31, 2026
      • Private funds · 6 to 8
        Mar 13, 2025 to Mar 31, 2026
      • Discretionary RAUM · $76.0M to $82.8M
        Mar 13, 2025 to Mar 31, 2026
      • Non-discretionary RAUM · $138M to $217M
        Mar 13, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $214M to $300M
        Mar 13, 2025 to Mar 31, 2026
      • RAUM · $214M to $300M
        Mar 13, 2025 to Mar 31, 2026
      • Financial planning clients · unset to
        Mar 28, 2024 to Mar 13, 2025
      • Discretionary RAUM · $64.6M to $76.0M
        Mar 28, 2024 to Mar 13, 2025
      • Non-discretionary RAUM · $136M to $138M
        Mar 28, 2024 to Mar 13, 2025
      • Pooled vehicle RAUM · $201M to $214M
        Mar 28, 2024 to Mar 13, 2025
      • RAUM · $201M to $214M
        Mar 28, 2024 to Mar 13, 2025
      • Advisory employees · 6 to 8
        Mar 17, 2023 to Mar 28, 2024
      • Private funds · 12 to 6
        Mar 17, 2023 to Mar 28, 2024
      • Discretionary RAUM · $41.6M to $64.6M
        Mar 17, 2023 to Mar 28, 2024
      • Non-discretionary RAUM · $109M to $136M
        Mar 17, 2023 to Mar 28, 2024
      • Pooled vehicle RAUM · $151M to $201M
        Mar 17, 2023 to Mar 28, 2024
      • RAUM · $151M to $201M
        Mar 17, 2023 to Mar 28, 2024
      Signals
      1 dated events
      • D••••••• C••••••• L•• filed its initial SEC registration (Form ADV)
        Mar 17, 2023 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/deepworkcapitalreportedpublic record, Form ADV, Sep 18, 2026
      Website
      d•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      407-988-3014reportedpublic 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