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••• P•••••••• C•••••• M••••••••• L••
Latest filing Sep 8, 2026
First filing on the tape May 10, 2022 · 8 filings
SEC status approved since Jun 9, 2022
RAUM
$308M
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
3
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$308M as of Jun 26, 2026
Mar 22, 2023$60.8M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 26, 2026
Mar 22, 20230 then
Employees (5.A)4 as of Jun 26, 2026
Mar 22, 20234 then
Private funds1 as of Jun 26, 2026
Mar 22, 20231 then
RAUM +43% over the last fiscal year+72% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Sep 8, 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
- $103MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 19%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
- +43%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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $249M, 2 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
- Pooled investment vehicles$249M81%
- Charitable organizations$59.1M19%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- 1reported
- Accounts
- 3reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $249M for 2 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.81 institutional_share=0.19 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| D••• P•••••••• L• E••••• M••••• F••• | Hedge Fund | $64.2M | 4 | Oct 7, 2022 |
Owners and control persons
Schedule A and B, latest filing
- D• A••••• E•••• L••• · Chief Financial Officer, Chief Compliance Officer, Chief Operating Officercontrolsince 07/2022 · owns 5% to 10%
- E••••••• A•••••• M••• · Head Of M•••Etingcontrolsince 07/2022 · owns 5% to 10%
- E•••••••• P•••• · Chief Executive Officer, Chief Investment Officercontrolsince 03/2022 · owns 75% or more
Related persons
Schedule D 7.A
- D••• P•••••••• P••••••• G• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- high institutional concentrationStatic outlier · filing Sep 8, 2026institutional share of RAUM of 19% against a peer median of 0% (1568 comparable advisers, 98.0th percentile, 6.5 robust deviations)peers: asset managers, $100M to $500M (1,568) · 98% percentile
- institutional asset share shiftChange between filings · filing Mar 25, 2026institutional share of RAUM moved from 0.0% to 19.0% between the annual amendments of 2025-03-21 and 2026-03-25peers: asset managers, $100M to $500M (1,568)
What changed
consecutive filings, newest first
- Advisory employees · 4 to 3Jun 26, 2026 to Sep 8, 2026
- Employees · 4 to 3Jun 26, 2026 to Sep 8, 2026
- Financial planning clients · 0 to 0Jun 26, 2026 to Sep 8, 2026
- Private funds · 1 to unsetJun 26, 2026 to Sep 8, 2026
- Succession · false to unsetJun 26, 2026 to Sep 8, 2026
- Related adviser · false to trueMar 25, 2026 to Jun 26, 2026
- Accounts · 2 to 3Mar 21, 2025 to Mar 25, 2026
- Advisory activities · 1 to 2Mar 21, 2025 to Mar 25, 2026
- Charity clients · unset to 1.0Mar 21, 2025 to Mar 25, 2026
- Assets in custody · $216M to $249MMar 21, 2025 to Mar 25, 2026
- Discretionary RAUM · $216M to $308MMar 21, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $216M to $249MMar 21, 2025 to Mar 25, 2026
- RAUM · $216M to $308MMar 21, 2025 to Mar 25, 2026
- Accounts · 3 to 2Mar 21, 2024 to Mar 21, 2025
- Advisory activities · 2 to 1Mar 21, 2024 to Mar 21, 2025
- Assets in custody · $0 to $216MMar 21, 2024 to Mar 21, 2025
- Custody of client assets · false to trueMar 21, 2024 to Mar 21, 2025
- Financial planning clients · 0 to 0Mar 21, 2024 to Mar 21, 2025
- Discretionary RAUM · $107M to $216MMar 21, 2024 to Mar 21, 2025
- Pooled vehicle RAUM · $64.8M to $216MMar 21, 2024 to Mar 21, 2025
- RAUM · $107M to $216MMar 21, 2024 to Mar 21, 2025
- Charity clients · 1.0 to unsetMar 22, 2023 to Mar 21, 2024
- Discretionary RAUM · $60.8M to $107MMar 22, 2023 to Mar 21, 2024
- Pooled vehicle RAUM · $30.4M to $64.8MMar 22, 2023 to Mar 21, 2024
- RAUM · $60.8M to $107MMar 22, 2023 to Mar 21, 2024
- Charity clients · unset to 1.0Oct 7, 2022 to Mar 22, 2023
- Custody of client assets · true to falseOct 7, 2022 to Mar 22, 2023
- Discretionary RAUM · $57.7M to $60.8MOct 7, 2022 to Mar 22, 2023
- Pooled vehicle RAUM · $23.0M to $30.4MOct 7, 2022 to Mar 22, 2023
- RAUM · $57.7M to $60.8MOct 7, 2022 to Mar 22, 2023
- Accounts · 1 to 3May 10, 2022 to Oct 7, 2022
- Advisory activities · 1 to 2May 10, 2022 to Oct 7, 2022
- Pooled vehicle clients · unset to 2.0May 10, 2022 to Oct 7, 2022
- Assets in custody · unset to 0.0May 10, 2022 to Oct 7, 2022
- Custody of client assets · false to trueMay 10, 2022 to Oct 7, 2022
- Private funds · unset to 1May 10, 2022 to Oct 7, 2022
- Discretionary RAUM · $46.2M to $57.7MMay 10, 2022 to Oct 7, 2022
- Pooled vehicle RAUM · unset to 23000000.0May 10, 2022 to Oct 7, 2022
- RAUM · $46.2M to $57.7MMay 10, 2022 to Oct 7, 2022
Signals
3 dated events
- D••• P•••••••• C•••••• M••••••••• L•• reported RAUM $215.5M, up 102% from $106.8M (2024-03-21 to 2025-03-21)Mar 21, 2025 · RAUM change · derived
- Mark Adrian Enverga (Head Of Marketing) appeared on Schedule A of D••• P•••••••• C•••••• M••••••••• L••Oct 7, 2022 · Control person joined · fact
- D••• P•••••••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)May 10, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/doma-perpetualreportedpublic record, Form ADV, Sep 19, 2026
- Website
- d•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 305-549-5081reportedpublic record, Form ADV, Sep 8, 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