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

R•••••• H••••••••• C•••••• L••

Asset manager (funds and pooled vehicles)Austin, TexasCRD 315069SEC 801-126255websiteIAPD
Latest filing Mar 31, 2026
First filing on the tape Jun 29, 2022 · 5 filings
SEC status approved since Jul 29, 2022
RAUM
$964M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$964M
derived; firm RAUM over IAPD count
Employees
12
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
6
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$964M as of Mar 31, 2026
Mar 30, 2023$571M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Mar 31, 2026
Mar 30, 20231 then
Employees (5.A)12 as of Mar 31, 2026
Mar 30, 202311 then
Private funds6 as of Mar 31, 2026
Mar 30, 20234 then
RAUM +52% over the last fiscal year+19% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
RAUM per advisor
$964MderivedRAUM 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
$161MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
12.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+52%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 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)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • 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$964M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
6reported
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
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
L••••• F•••••• B•••••••Austin, TxAug 1, 202219 y0
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Private funds
      4 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      R•••• I•• L••Private Equity Fund$531M10May 25, 2021
      R•••• I•• L•Private Equity Fund$35.8M44Mar 30, 2023
      R•••• I• L•Private Equity Fund$33.5M13May 25, 2021
      R•••• G•••• I• L•Private Equity Fund$1.1M16May 25, 2021
      Owners and control persons
      Schedule A and B, latest filing
      • A•••••••• R•••• D••• · Chairman, Managing Directorcontrol
        since 04/2018 · owns 50% to 75%
      • F••••••• L•••••• E•••••••• · President, Managing Directorcontrol
        since 04/2018 · owns 50% to 75%
      • R••••••• L•••• L••••• · Partner, Fund Operations, Chief Compliance Officercontrol
        since 04/2018 · owns less than 5%
      Related persons
      Schedule D 7.A
      • R•••• G• I• L•
        pooled vehicle sponsory
      • R•••• G• I•• L••
        pooled vehicle sponsory
      • R•••• G• I•• L•
        pooled vehicle sponsory
      • R•••• M•••• L••
        pooled vehicle sponsory
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 5 to 6
        Mar 27, 2025 to Mar 31, 2026
      • Advisory employees · 11 to 12
        Mar 27, 2025 to Mar 31, 2026
      • Pooled vehicle clients · 5 to 6
        Mar 27, 2025 to Mar 31, 2026
      • Employees · 11 to 12
        Mar 27, 2025 to Mar 31, 2026
      • Private funds · 5 to 6
        Mar 27, 2025 to Mar 31, 2026
      • Discretionary RAUM · $633M to $964M
        Mar 27, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $633M to $964M
        Mar 27, 2025 to Mar 31, 2026
      • RAUM · $633M to $964M
        Mar 27, 2025 to Mar 31, 2026
      • Accounts · 4 to 5
        Mar 29, 2024 to Mar 27, 2025
      • Pooled vehicle clients · 4 to 5
        Mar 29, 2024 to Mar 27, 2025
      • Financial planning clients · unset to
        Mar 29, 2024 to Mar 27, 2025
      • Private funds · 4 to 5
        Mar 29, 2024 to Mar 27, 2025
      • Discretionary RAUM · $70.4M to $633M
        Mar 29, 2024 to Mar 27, 2025
      • Non-discretionary RAUM · $531M to $0
        Mar 29, 2024 to Mar 27, 2025
      • Pooled vehicle RAUM · $601M to $633M
        Mar 29, 2024 to Mar 27, 2025
      • RAUM · $601M to $633M
        Mar 29, 2024 to Mar 27, 2025
      • Discretionary RAUM · $50.6M to $70.4M
        Mar 30, 2023 to Mar 29, 2024
      • Non-discretionary RAUM · $520M to $531M
        Mar 30, 2023 to Mar 29, 2024
      • Pooled vehicle RAUM · $571M to $601M
        Mar 30, 2023 to Mar 29, 2024
      • RAUM · $571M to $601M
        Mar 30, 2023 to Mar 29, 2024
      • Accounts · 3 to 4
        Jun 29, 2022 to Mar 30, 2023
      • Pooled vehicle clients · 3 to 4
        Jun 29, 2022 to Mar 30, 2023
      • Private funds · 6 to 4
        Jun 29, 2022 to Mar 30, 2023
      • Discretionary RAUM · $24.0M to $50.6M
        Jun 29, 2022 to Mar 30, 2023
      • Non-discretionary RAUM · $500M to $520M
        Jun 29, 2022 to Mar 30, 2023
      • Pooled vehicle RAUM · $524M to $571M
        Jun 29, 2022 to Mar 30, 2023
      • RAUM · $524M to $571M
        Jun 29, 2022 to Mar 30, 2023
      Signals
      2 dated events
      • R•••••• H••••••••• C•••••• L•• reported RAUM $964.3M, up 52% from $633.4M (2025-03-27 to 2026-03-31)
        Mar 31, 2026 · RAUM change · derived
      • R•••••• H••••••••• C•••••• L•• filed its initial SEC registration (Form ADV)
        Jun 29, 2022 · 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/revival-healthcare-capital/mycompanyreportedpublic record, Form ADV, Sep 19, 2026
      Website
      r••••.comreportedpublic record, Form ADV, Sep 19, 2026
      Principal office phone
      512-291-2111reportedpublic 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
      $964Mderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026