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•••••••• C•••••• P••••••• L••
Latest filing Aug 20, 2026
First filing on the tape Jun 17, 2022 · 11 filings
SEC status approved since Jul 14, 2022
RAUM
$283M
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
13
7 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
5
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$283M as of Aug 20, 2026
Mar 17, 2023$101M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 20, 2026
Mar 17, 20230 then
Employees (5.A)13 as of Aug 20, 2026
Mar 17, 202311 then
Private funds5 as of Aug 20, 2026
Mar 17, 20231 then
RAUM +22% over the last fiscal year+41% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 20, 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
- $47.2MderivedRAUM 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
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%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
- 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)
- 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$283M100%
- 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
- noreported
- 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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| D•••••••• C•••••• H••••••••• F••• I•• L• | Private Equity Fund | $54.5M | 156 | Nov 10, 2022 |
| D•• H••• L•• | Other Private Fund | $34.6M | 89 | Apr 25, 2024 |
| D• C• C••••••••• L• | Private Equity Fund | $5.3M | 26 | Mar 29, 2024 |
| D•••••••• C•••••• H••••••••• P••••••• F••• I•• L• | Private Equity Fund | $4.3M | 1 | Mar 29, 2024 |
| D•••••••• C•••••• H••••••••• F••• I• ••••• L• | Private Equity Fund | $901,673 | 13 | Mar 29, 2024 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• C•••• · Managing Membercontrolsince 01/2020 · owns 25% to 50%
- H•••••••• C•••• · Managing Membercontrolsince 01/2020 · owns 25% to 50%
- W•••••••• C••••• · Managing Member / Chief Compliance Officercontrolsince 01/2020 · owns 25% to 50%
- W••••••• M••• · Managing Membersince 04/2022 · owns 5% to 10%
Related persons
Schedule D 7.A
- D•••••••• C•••••• H••••••••• F••• I• G•• L••n
- D•••••••• C•••••• H••••••••• F••• I• G•• L•pooled vehicle sponsorn
- D•• B••••• G•• L•pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Los Angeles, CA3 employees
- Laguna Beach, CA2 employees
- , 1 employees
What changed
consecutive filings, newest first
- Employees · 16 to 13Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $233M to $283MMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $233M to $283MMar 28, 2025 to Mar 30, 2026
- RAUM · $233M to $283MMar 28, 2025 to Mar 30, 2026
- Employees · 15 to 16Nov 7, 2024 to Mar 28, 2025
- Financial planning clients · unset to Nov 7, 2024 to Mar 28, 2025
- Discretionary RAUM · $177M to $233MNov 7, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $177M to $233MNov 7, 2024 to Mar 28, 2025
- RAUM · $177M to $233MNov 7, 2024 to Mar 28, 2025
- Accounts · 5 to 6Mar 29, 2024 to Apr 25, 2024
- Pooled vehicle clients · 5 to 6Mar 29, 2024 to Apr 25, 2024
- Private funds · 4 to 5Mar 29, 2024 to Apr 25, 2024
- Discretionary RAUM · $142M to $177MMar 29, 2024 to Apr 25, 2024
- Pooled vehicle RAUM · $142M to $177MMar 29, 2024 to Apr 25, 2024
- RAUM · $142M to $177MMar 29, 2024 to Apr 25, 2024
- Accounts · 2 to 5May 24, 2023 to Mar 29, 2024
- Pooled vehicle clients · 2 to 5May 24, 2023 to Mar 29, 2024
- Employees · 11 to 15May 24, 2023 to Mar 29, 2024
- Private funds · 1 to 4May 24, 2023 to Mar 29, 2024
- Discretionary RAUM · $101M to $142MMay 24, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $101M to $142MMay 24, 2023 to Mar 29, 2024
- RAUM · $101M to $142MMay 24, 2023 to Mar 29, 2024
- Accounts · unset to 2.0Jun 17, 2022 to Nov 10, 2022
- Pooled vehicle clients · unset to 2.0Jun 17, 2022 to Nov 10, 2022
- Assets in custody · 0.0 to unsetJun 17, 2022 to Nov 10, 2022
- Employees · 8 to 11Jun 17, 2022 to Nov 10, 2022
- Private funds · unset to 1Jun 17, 2022 to Nov 10, 2022
- Discretionary RAUM · unset to 100895000.0Jun 17, 2022 to Nov 10, 2022
- Non-discretionary RAUM · unset to 0.0Jun 17, 2022 to Nov 10, 2022
- Pooled vehicle RAUM · unset to 100895000.0Jun 17, 2022 to Nov 10, 2022
- RAUM · unset to 100895000.0Jun 17, 2022 to Nov 10, 2022
Signals
1 dated events
- D•••••••• C•••••• P••••••• L•• filed its initial SEC registration (Form ADV)Jun 17, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- D•••••••• C•••••• P••••••• L•• · Independent Sponsorsshared crd · capital_provider
- D•••••••• C•••••• P••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/dauntless-capital-partners/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- dauntlesscapital.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 202-656-1250reportedpublic record, Form ADV, Aug 20, 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