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••• P••• C••••••• L•••
Latest filing Apr 22, 2026
First filing on the tape Jun 27, 2023 · 7 filings
SEC status approved since Jul 27, 2023
RAUM
$699M
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
18
17 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
10
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$699M as of Apr 22, 2026
Mar 26, 2024$357M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 22, 2026
Mar 26, 20240 then
Employees (5.A)18 as of Apr 22, 2026
Mar 26, 202412 then
Private funds10 as of Apr 22, 2026
Mar 26, 20248 then
RAUM +56% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Apr 22, 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
- $69.9MderivedRAUM 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
- +56%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
- $594M, 10 clientsreportedItem 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$699M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 10reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $594M for 10 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 |
|---|---|---|---|---|
| I••• P••• F••• I• Q• L••• | Private Equity Fund | $171M | 22 | Mar 30, 2023 |
| I•• P••• S••• L••• | Private Equity Fund | $54.0M | 17 | Mar 29, 2022 |
| I•• Y••••••••• C••••••••• L••• | Private Equity Fund | $41.0M | 8 | Mar 26, 2024 |
| I••• P••• P••••• L••• | Private Equity Fund | $35.9M | 8 | Sep 3, 2021 |
| I••• P••• F••• I• B• L••• | Private Equity Fund | $26.8M | 8 | Mar 30, 2023 |
| I•• P••• C••••••••• L••• | Private Equity Fund | $25.8M | 5 | Mar 30, 2023 |
| I••• P••• P•••• •••• L••• | Private Equity Fund | $1.5M | 2 | Sep 3, 2021 |
| I••• P••• F••• I• A• L••• | Private Equity Fund | $1.3M | 4 | Mar 30, 2023 |
Owners and control persons
Schedule A and B, latest filing
- M•••• S••••• E••••• · Limited Partnercontrolsince 03/2021 · owns 50% to 75%
- O••••••••• C••••••• U••••• · Chief Compliance Officercontrolsince 10/2022 · owns less than 5%
- R••••••••• R•••••• W•••••• · Limited Partnercontrolsince 03/2021 · owns 50% to 75%
- M•••• S••••• E••••• · Managing Partner And Membercontrolsince 03/2021 · owns 50% to 75% of I••• P••• C•••••• L••
- R••••••••• R•••••• W•••••• · Managing Partner And Membercontrolsince 03/2021 · owns 50% to 75% of I••• P••• C•••••• L••
Entity owners
- I••• P••• C•••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- I•• P••• C•••••••• G•• L••pooled vehicle sponsorn
- I•• P••• S•• G•• L•••pooled vehicle sponsorn
- I•• Y••••••••• C•••••••• G•• L••pooled vehicle sponsorn
- I••• P••• F••• I• G•• L•••pooled vehicle sponsorn
- I••• P••• P•••• G•• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Nashville, TN7 employees
What changed
consecutive filings, newest first
- Accounts · 7 to 10Mar 24, 2025 to Mar 27, 2026
- Advisory employees · 18 to 17Mar 24, 2025 to Mar 27, 2026
- Pooled vehicle clients · 7 to 10Mar 24, 2025 to Mar 27, 2026
- Assets in custody · $447M to $594MMar 24, 2025 to Mar 27, 2026
- Employees · 19 to 18Mar 24, 2025 to Mar 27, 2026
- Private funds · 7 to 10Mar 24, 2025 to Mar 27, 2026
- Discretionary RAUM · $447M to $699MMar 24, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $447M to $699MMar 24, 2025 to Mar 27, 2026
- RAUM · $447M to $699MMar 24, 2025 to Mar 27, 2026
- Accounts · 8 to 7Jul 3, 2024 to Mar 24, 2025
- Advisory employees · 14 to 18Jul 3, 2024 to Mar 24, 2025
- Pooled vehicle clients · 8 to 7Jul 3, 2024 to Mar 24, 2025
- Assets in custody · $357M to $447MJul 3, 2024 to Mar 24, 2025
- Employees · 14 to 19Jul 3, 2024 to Mar 24, 2025
- Financial planning clients · unset to Jul 3, 2024 to Mar 24, 2025
- Private funds · 8 to 7Jul 3, 2024 to Mar 24, 2025
- Discretionary RAUM · $357M to $447MJul 3, 2024 to Mar 24, 2025
- Pooled vehicle RAUM · $357M to $447MJul 3, 2024 to Mar 24, 2025
- RAUM · $357M to $447MJul 3, 2024 to Mar 24, 2025
- Advisory employees · 12 to 14Apr 23, 2024 to Jul 3, 2024
- Employees · 12 to 14Apr 23, 2024 to Jul 3, 2024
- HQ city · NASHVILLE to CHARLOTTESVILLEApr 23, 2024 to Jul 3, 2024
- HQ state · TN to VAApr 23, 2024 to Jul 3, 2024
- Accounts · 7 to 8Jun 27, 2023 to Mar 26, 2024
- Pooled vehicle clients · 7 to 8Jun 27, 2023 to Mar 26, 2024
- Assets in custody · $263M to $357MJun 27, 2023 to Mar 26, 2024
- Private funds · 14 to 8Jun 27, 2023 to Mar 26, 2024
- Discretionary RAUM · $263M to $357MJun 27, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $263M to $357MJun 27, 2023 to Mar 26, 2024
- RAUM · $263M to $357MJun 27, 2023 to Mar 26, 2024
Signals
2 dated events
- I••• P••• C••••••• L••• reported RAUM $698.5M, up 56% from $447.1M (2025-03-24 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- I••• P••• C••••••• L••• filed its initial SEC registration (Form ADV)Jun 27, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- I••• P••• C••••••• L••• · Independent Sponsorsshared crd · capital_provider
- I••• P••• C••••••• L••• · Private Equityshared crd · organization
- I••• P••• C••••••• L••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- ironpathcapital.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 434-257-3288reportedpublic record, Form ADV, Apr 22, 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