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
H• I••••••••• L•••••
Latest filing Jul 24, 2026
First filing on the tape Jun 28, 2022 · 9 filings
SEC status approved since Jul 29, 2022
RAUM
$1.1B
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
8
5 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
5
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$1.1B as of Jul 24, 2026
Mar 24, 2023$699M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 24, 2026
Mar 24, 20230 then
Employees (5.A)8 as of Jul 24, 2026
Mar 24, 20238 then
Private funds5 as of Jul 24, 2026
Mar 24, 20235 then
RAUM +3.5% over the last fiscal year+17% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 24, 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
- $227MderivedRAUM 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
- +3.7%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 assetsreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.1B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- 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
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| H••• I••••••••• L• | Other Private Fund | $413M | 4 | Jun 28, 2022 |
| P• O•••••••• L•• | Other Private Fund | $368M | 3 | Jun 28, 2022 |
| H•••• I•••••••• L• | Other Private Fund | $130M | 2 | Jun 28, 2022 |
| P•• I••••••••• L•• | Other Private Fund | $122M | 2 | Jun 28, 2022 |
| P•••• O• O•• L• | Other Private Fund | $25.4M | 9 | Mar 20, 2024 |
| N•• F••••• P••••••••• L•• | Other Private Fund | $16.5M | 3 | Jun 28, 2022 |
Owners and control persons
Schedule A and B, latest filing
- G•••••••• M•••• M• · Chief Investment Officercontrolsince 11/2022 · owns less than 5%
- H••••• R••••••• C• · Managing Partnercontrolsince 06/2022 · owns less than 5%
- R••••• T••••• · Chief Financial Officer, Chief Compliance Officer, Secretarycontrolsince 06/2022 · owns less than 5%
- S•••••••• A•••• M• · Chief Executive Officer & Managing Partnercontrolsince 06/2022 · owns less than 5%
- G•••• K••••••• M• · Trusteecontrolsince 12/2015 · owns F of M••••• G•• F•• K•••••• M• G•••
- S•••••••• A•••• M• · Trusteecontrolsince 07/1993 · owns F of M••••• G•• F•• A••• M• S•••••••
- S•••••••• A•••• M• · Trusteecontrolsince 07/1993 · owns F of M••••• G•• F•• S•••• M• S•••••
- S•••••••• A•••• M• · Managing Member And Ownercontrolsince 07/1993 · owns 75% or more of A•• G• L••
Entity owners
- P• O•••••••• L••• · Ownerdirect · owns 75% or more
- A•• G• L•• · Managing Member And Ownerindirect · owns 75% or more of P••• G• L••
- M••••• G•• F•• A••• M• S••••••• · Limited Partnerindirect · owns 25% to 50% of P• O•••••••• L•••
- M••••• G•• F•• K•••••• M• G••• · Limited Partnerindirect · owns 25% to 50% of P• O•••••••• L•••
- M••••• G•• F•• S•••• M• S••••• · Limited Partnerindirect · owns 25% to 50% of P• O•••••••• L•••
- P••• G• L•• · General Partnerindirect · owns F of P• O•••••••• L•••
Related persons
Schedule D 7.A
- A•• G• L••pooled vehicle sponsory
- H••• G• L••pooled vehicle sponsorn
- P••• G• L••pooled vehicle sponsory
- Q•••• I•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Tulsa, OK1 employees
What changed
consecutive filings, newest first
- Discretionary RAUM · $1.1B to $1.1BMar 26, 2026 to Jul 24, 2026
- Pooled vehicle RAUM · $1.1B to $1.1BMar 26, 2026 to Jul 24, 2026
- RAUM · $1.1B to $1.1BMar 26, 2026 to Jul 24, 2026
- Accounts · 6 to 5Jul 17, 2025 to Mar 26, 2026
- Advisory employees · 4 to 5Jul 17, 2025 to Mar 26, 2026
- Pooled vehicle clients · 6 to 5Jul 17, 2025 to Mar 26, 2026
- Private funds · 6 to 5Jul 17, 2025 to Mar 26, 2026
- Discretionary RAUM · $1.1B to $1.1BJul 17, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $1.1B to $1.1BJul 17, 2025 to Mar 26, 2026
- RAUM · $1.1B to $1.1BJul 17, 2025 to Mar 26, 2026
- Financial planning clients · unset to Mar 25, 2025 to Jul 17, 2025
- Discretionary RAUM · $1.1B to $1.1BMar 25, 2025 to Jul 17, 2025
- Pooled vehicle RAUM · $1.1B to $1.1BMar 25, 2025 to Jul 17, 2025
- RAUM · $1.1B to $1.1BMar 25, 2025 to Jul 17, 2025
- Discretionary RAUM · $1.1B to $1.1BJul 16, 2024 to Mar 25, 2025
- Pooled vehicle RAUM · $1.1B to $1.1BJul 16, 2024 to Mar 25, 2025
- RAUM · $1.1B to $1.1BJul 16, 2024 to Mar 25, 2025
- Discretionary RAUM · $810M to $1.1BMar 20, 2024 to Jul 16, 2024
- Pooled vehicle RAUM · $810M to $1.1BMar 20, 2024 to Jul 16, 2024
- RAUM · $810M to $1.1BMar 20, 2024 to Jul 16, 2024
- Accounts · 5 to 6Jul 26, 2023 to Mar 20, 2024
- Pooled vehicle clients · 5 to 6Jul 26, 2023 to Mar 20, 2024
- Private funds · 5 to 6Jul 26, 2023 to Mar 20, 2024
- Discretionary RAUM · $697M to $810MJul 26, 2023 to Mar 20, 2024
- Pooled vehicle RAUM · $697M to $810MJul 26, 2023 to Mar 20, 2024
- RAUM · $697M to $810MJul 26, 2023 to Mar 20, 2024
- Business name · H• I••••••••• to H• I••••••••• L•••••Mar 24, 2023 to Jul 26, 2023
- Discretionary RAUM · $699M to $697MMar 24, 2023 to Jul 26, 2023
- Pooled vehicle RAUM · $699M to $697MMar 24, 2023 to Jul 26, 2023
- RAUM · $699M to $697MMar 24, 2023 to Jul 26, 2023
- Advisory employees · 3 to 4Jun 28, 2022 to Mar 24, 2023
- Employees · 5 to 8Jun 28, 2022 to Mar 24, 2023
- Legal name · H• I••••••••• to H• I••••••••• L•••••Jun 28, 2022 to Mar 24, 2023
- Discretionary RAUM · $624M to $699MJun 28, 2022 to Mar 24, 2023
- Pooled vehicle RAUM · $624M to $699MJun 28, 2022 to Mar 24, 2023
- RAUM · $624M to $699MJun 28, 2022 to Mar 24, 2023
Signals
3 dated events
- H• I••••••••• L••••• reported RAUM $1.1B, up 35% from $809.9M (2024-03-20 to 2024-07-16)Jul 16, 2024 · RAUM change · derived
- M Mark Ghobrial (Chief Investment Officer) appeared on Schedule A of H• I••••••••• L•••••Mar 24, 2023 · Control person joined · fact
- H• I••••••••• filed its initial SEC registration (Form ADV)Jun 28, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- H• I••••••••• L••••• · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/8724769reportedpublic record, Form ADV, Sep 18, 2026
- Website
- h•••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 918-664-1914reportedpublic record, Form ADV, Jul 24, 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