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
I••••••• H••••••• L•
Latest filing May 27, 2026
First filing on the tape Jun 17, 2021 · 18 filings
SEC status approved since Jul 16, 2021
RAUM
$5.5B
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
25
16 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
12
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$5.5B as of May 27, 2026
Mar 9, 2022$175M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 27, 2026
Mar 9, 20220 then
Employees (5.A)25 as of May 27, 2026
Mar 9, 202213 then
Private funds12 as of May 27, 2026
Mar 9, 20221 then
RAUM +115% over the last fiscal year+62% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 27, 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
- $457MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +114%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
- 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$5.5B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 12reported
- 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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| I••••••• C•••••• P••••••• L• | Private Equity Fund | $1.3B | 139 | Jun 17, 2021 |
| I••••••• U•• C•••••••• I• L• | Private Equity Fund | $222M | 14 | Mar 7, 2024 |
| I••••••• B••••••••• C•••••••• I• L• | Private Equity Fund | $151M | 2 | Mar 7, 2024 |
| I••••••• N•• C•••••••• L• | Private Equity Fund | $30.2M | 6 | May 30, 2023 |
| I••••••• U•• C•••••••• L• | Private Equity Fund | $23.6M | 1 | Mar 7, 2024 |
Owners and control persons
Schedule A and B, latest filing
- B••••• U•••••• M••••• · Limited Partner And Member Of Management Committeecontrolsince 03/2021 · owns 25% to 50%
- G••••••••• E•••••• J••••• · Trustee Of O•••• 2••• F••••• T••••controlsince 11/2019 · owns less than 5%
- H•••••••• G•••• I•• · Chief Compliance Officer And General Counselcontrolsince 01/2023 · owns less than 5%
- K•••••• R••••••• E••• F•••••• · Limited Partner And Member Of Management Committeecontrolsince 03/2021 · owns 10% to 25%
- O••••• C••••••• M•••• · Trustee Of O•••• 2••• F••••• T••••controlsince 11/2019 · owns 10% to 25%
- O••••• T••••• C• · Limited Partner And Member Of Management Committeecontrolsince 03/2021 · owns 50% to 75%
- B••••• U•••••• M••••• · Membercontrolsince 12/2021 · owns 75% or more of W••••• G••••• L••
- B••••• U•••••• M••••• · Investment Managercontrolsince 02/2021 · owns F of M•••••• B••• 2••• I••••••••• T••••
- K•••••• R••••••• E••• F•••••• · Membercontrolsince 12/2021 · owns 75% or more of N••••••••• L••
- O••••• T••••• C• · Membercontrolsince 03/2021 · owns 75% or more of I••••••• H••••••• L••
Entity owners
- I••••••• H••••••• L•• · General Partnerdirect · owns less than 5%
- N••••••••• L•• · Limited Partnerdirect · owns 10% to 25%
- O•••• 2••• F••••• T•••• · Limited Partnerdirect · owns 10% to 25%
- W••••• G••••• L•• · Limited Partnerdirect · owns 25% to 50%
- M•••••• B••• 2••• I••••••••• T•••• · Memberindirect · owns 50% to 75% of W••••• G••••• L••
Related persons
Schedule D 7.A
- I••••••• G• H••••••• L•pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Boca Raton, FL1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- private fund count surgeChange between filings · filing Mar 30, 2026private funds (Schedule D 7.B.1) moved from 5.0 to 12.0 (+140.0%) between the annual amendments of 2025-03-21 and 2026-03-30; the peer median change was +3.0% (487 comparable advisers, 99.0th percentile of changes)peers: asset managers, $5B to $20B (487) · 99% percentile
- RAUM up 50 %Change between filings · filing Mar 30, 2026RAUM (Item 5.F) moved from $2,553,423,021 to $5,475,834,182 (+114.0%) between the annual amendments of 2025-03-21 and 2026-03-30; the peer median change was +13.0% (631 comparable advisers, 97.0th percentile of changes)peers: asset managers, $5B to $20B (631) · 97% percentile
What changed
consecutive filings, newest first
- Discretionary RAUM · $5.5B to $5.5BMar 30, 2026 to May 27, 2026
- Pooled vehicle RAUM · $5.5B to $5.5BMar 30, 2026 to May 27, 2026
- RAUM · $5.5B to $5.5BMar 30, 2026 to May 27, 2026
- Accounts · 5 to 12Mar 21, 2025 to Mar 30, 2026
- Advisory employees · 11 to 16Mar 21, 2025 to Mar 30, 2026
- Pooled vehicle clients · 5 to 12Mar 21, 2025 to Mar 30, 2026
- Assets in custody · $137M to $0Mar 21, 2025 to Mar 30, 2026
- Employees · 23 to 25Mar 21, 2025 to Mar 30, 2026
- Private funds · 5 to 12Mar 21, 2025 to Mar 30, 2026
- Discretionary RAUM · $2.6B to $5.5BMar 21, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $2.6B to $5.5BMar 21, 2025 to Mar 30, 2026
- RAUM · $2.6B to $5.5BMar 21, 2025 to Mar 30, 2026
- Assets in custody · $814M to $137MMay 20, 2024 to Mar 21, 2025
- Employees · 22 to 23May 20, 2024 to Mar 21, 2025
- Financial planning clients · unset to May 20, 2024 to Mar 21, 2025
- Discretionary RAUM · $1.8B to $2.6BMay 20, 2024 to Mar 21, 2025
- Pooled vehicle RAUM · $1.8B to $2.6BMay 20, 2024 to Mar 21, 2025
- RAUM · $1.8B to $2.6BMay 20, 2024 to Mar 21, 2025
- Accounts · 2 to 5May 30, 2023 to Mar 7, 2024
- Advisory employees · 9 to 11May 30, 2023 to Mar 7, 2024
- Pooled vehicle clients · 2 to 5May 30, 2023 to Mar 7, 2024
- Assets in custody · $291M to $814MMay 30, 2023 to Mar 7, 2024
- Employees · 19 to 22May 30, 2023 to Mar 7, 2024
- Private funds · 2 to 5May 30, 2023 to Mar 7, 2024
- Discretionary RAUM · $1.3B to $1.8BMay 30, 2023 to Mar 7, 2024
- Pooled vehicle RAUM · $1.3B to $1.8BMay 30, 2023 to Mar 7, 2024
- RAUM · $1.3B to $1.8BMay 30, 2023 to Mar 7, 2024
- Advisory activities · 2 to 1Mar 29, 2023 to May 30, 2023
- Pooled vehicle clients · 1 to 2Mar 29, 2023 to May 30, 2023
- Private funds · 1 to 2Mar 29, 2023 to May 30, 2023
- Pooled vehicle RAUM · $1.3B to $1.3BMar 29, 2023 to May 30, 2023
- Accounts · 1 to 2Feb 2, 2023 to Mar 29, 2023
- Advisory employees · 7 to 9Feb 2, 2023 to Mar 29, 2023
- Advisory activities · 1 to 2Feb 2, 2023 to Mar 29, 2023
- Assets in custody · $0 to $291MFeb 2, 2023 to Mar 29, 2023
- Employees · 13 to 19Feb 2, 2023 to Mar 29, 2023
- Discretionary RAUM · $162M to $1.3BFeb 2, 2023 to Mar 29, 2023
- Pooled vehicle RAUM · $162M to $1.3BFeb 2, 2023 to Mar 29, 2023
- RAUM · $162M to $1.3BFeb 2, 2023 to Mar 29, 2023
- Other offices · 0 to 1Mar 9, 2022 to Apr 28, 2022
Signals
8 dated events
- I••••••• H••••••• L• reported RAUM $5.5B, up 114% from $2.6B (2025-03-21 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- I••••••• H••••••• L• reported RAUM $2.6B, up 46% from $1.8B (2024-05-20 to 2025-03-21)Mar 21, 2025 · RAUM change · derived
- I••••••• H••••••• L• reported RAUM $1.8B, up 35% from $1.3B (2023-05-30 to 2024-03-07)Mar 7, 2024 · RAUM change · derived
- I••••••• H••••••• L• reported RAUM $1.3B, up 701% from $162.4M (2023-02-02 to 2023-03-29)Mar 29, 2023 · RAUM change · derived
- M•••• C•••••• O•••• (Trustee Of O•••• 2••• F••••• T••••) appeared on Schedule A of I••••••• H••••••• L•Mar 29, 2023 · Control person joined · fact
- Joseph Edward Goldthorpe (Trustee Of O•••• 2••• F••••• T••••) appeared on Schedule A of I••••••• H••••••• L•Mar 29, 2023 · Control person joined · fact
- Martin Declan Kelly (Limited Partner/Senior Advisor) no longer on Schedule A of I••••••• H••••••• L• (listed 2021-06-23, absent 2021-08-03)Aug 3, 2021 · Control person left · inference
- I••••••• H••••••• L• filed its initial SEC registration (Form ADV)Jun 17, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- I••••••• H••••••• L• · Independent Sponsorsshared crd · capital_provider
- I••••••• H••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/integrumlpreportedpublic record, Form ADV, Sep 18, 2026
- Website
- i•••••••.usreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-970-2500reportedpublic record, Form ADV, May 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
- 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