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••••• C•••••• P•••••••
Legal name R••••• C•••••• M••••••••• L••
Latest filing Aug 13, 2026
First filing on the tape Jun 28, 2024 · 7 filings
SEC status approved since Aug 16, 2024
RAUM
$269M
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
4
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$269M as of Aug 13, 2026
Mar 31, 2025$252M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 13, 2026
Mar 31, 20250 then
Employees (5.A)4 as of Aug 13, 2026
Mar 31, 20254 then
Private funds: 4
RAUM +6.6% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Aug 13, 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
- $269MderivedRAUM 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
- +6.6%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 investment companiesreportedItem 5.G
- Custody
- $253M, 1 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
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $253M for 1 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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| R••••• C•••••• P••••••• I• Q• L• | Other Private Fund | $175M | 421 | Jul 30, 2021 |
| R••••• C•••••• P••••••• I• Q• L• | Other Private Fund | $30.2M | 162 | Mar 29, 2024 |
| R••••• C•••••• P••••••• I• L• | Other Private Fund | $28.0M | 97 | Jul 30, 2021 |
| R••••• C•••••• P••••••• I• L• | Other Private Fund | $11.5M | 99 | Mar 29, 2024 |
Owners and control persons
Schedule A and B, latest filing
- A•••••• J•••••• P•••• · Chief Compliance Officer/Principalcontrolsince 11/2022 · owns 10% to 25%
- K••••••••• C••••••••• F•••• · Principalcontrolsince 11/2022 · owns 10% to 25%
- M••••••• D•••••• E••• · Ceocontrolsince 07/2021 · owns less than 5%
- M••••••• A•••••• B••• · Trusteecontrolsince 12/2018 · owns 50% to 75% of A••••• A•• D••••• M•••••• L••••• T•••• D•••• D••••••• 1•••••• A•• A•••••• T••••••
- M••••••• D•••••• E••• · Trusteecontrolsince 12/2018 · owns 50% to 75% of A••••• A•• D••••• M•••••• L••••• T•••• D•••• D••••••• 1•••••• A•• A•••••• T••••••
Entity owners
- S••••••• F••••••• L•• · Memberdirect · owns 75% or more
- A••••• A•• D••••• M•••••• L••••• T•••• D•••• D••••••• 1•••••• A•• A•••••• T•••••• · Memberindirect · owns 75% or more of S••••••• F••••••• L••
Related persons
Schedule D 7.A
- C••••••• C•••••• M••••••••• L••investment advisern
- R••••• C•••••• P••••••• I• G•• L••pooled vehicle sponsorn
- R••••• C•••••• P••••••• I• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $260M to $253MOct 2, 2025 to Mar 28, 2026
- Discretionary RAUM · $256M to $269MOct 2, 2025 to Mar 28, 2026
- RAUM · $256M to $269MOct 2, 2025 to Mar 28, 2026
- Related adviser · true to falseOct 2, 2025 to Mar 28, 2026
- Accounts · 4 to 1Mar 31, 2025 to Oct 2, 2025
- Pooled vehicle clients · 4.0 to unsetMar 31, 2025 to Oct 2, 2025
- Private funds · 4 to unsetMar 31, 2025 to Oct 2, 2025
- Discretionary RAUM · $252M to $256MMar 31, 2025 to Oct 2, 2025
- Pooled vehicle RAUM · 251812985.0 to unsetMar 31, 2025 to Oct 2, 2025
- RAUM · $252M to $256MMar 31, 2025 to Oct 2, 2025
- Advisory employees · 3 to 4Aug 15, 2024 to Mar 31, 2025
- Assets in custody · $245M to $260MAug 15, 2024 to Mar 31, 2025
- Employees · 3 to 4Aug 15, 2024 to Mar 31, 2025
- Financial planning clients · unset to Aug 15, 2024 to Mar 31, 2025
- Discretionary RAUM · $245M to $252MAug 15, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $245M to $252MAug 15, 2024 to Mar 31, 2025
- RAUM · $245M to $252MAug 15, 2024 to Mar 31, 2025
- Private funds · 8 to 4Jun 28, 2024 to Jul 17, 2024
Signals
2 dated events
- Bari Alissa Mafrice (Trustee) appeared on Schedule A of R••••• C•••••• P•••••••Jul 17, 2024 · Control person joined · fact
- R••••• C•••••• P••••••• filed its initial SEC registration (Form ADV)Jun 28, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- R••••• C•••••• P••••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/remora-capital-partnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- r••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 615-380-1095reportedpublic record, Form ADV, Aug 13, 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