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
2••••••
Legal name 2•••••• P••••••• L•
Latest filing Jul 1, 2026
First filing on the tape Aug 8, 2022 · 17 filings
SEC status approved since Sep 8, 2022
RAUM
$33B
reported, Item 5.F
Discretionary
93%
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
142
83 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
38
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$33B as of Jul 1, 2026
Mar 31, 2023$10B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 1, 2026
Mar 31, 20230 then
Employees (5.A)142 as of Jul 1, 2026
Mar 31, 202352 then
Private funds38 as of Jul 1, 2026
Mar 31, 202315 then
RAUM +25% over the last fiscal year+48% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 1, 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
- $488MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 93%derivedof RAUM
- Institutional
- 37%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
- +25%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, fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $11B, 30 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$17B57%
- Insurance companies$12B39%
- Corporations and businesses$946M3.1%
- Charitable organizations$234M0.8%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 67reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $11B for 30 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.53 institutional_share=0.37 related_bd=false related_bank=true 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
24 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•• P••••••• L• | Private Equity Fund | $3.6B | 8 | Aug 8, 2022 |
| H•• S••••• L• | Private Equity Fund | $1.5B | 4 | Aug 8, 2022 |
| 2•• P•••••• E••••• P••••••• I• L• | Private Equity Fund | $992M | 65 | Mar 29, 2024 |
| H•• S••••• I• L• | Private Equity Fund | $356M | 4 | Aug 8, 2022 |
| 2•••••• I•••••••• C••••••••• P••••••• L• | Private Equity Fund | $261M | 2 | Mar 29, 2024 |
| 2•• P•••••• E••••• P••••••• I•• L• | Private Equity Fund | $259M | 10 | Mar 29, 2024 |
| H•• I••••••••• H••••••• L•• | Hedge Fund | $184M | 9 | Aug 8, 2022 |
| H•• 1••• P••••••• L•• | Private Equity Fund | $114M | 3 | Aug 8, 2022 |
| O•• A••••••••• L•• | Private Equity Fund | $59.5M | 2 | Aug 8, 2022 |
| H•• 1••• O•• P•••• I••••••••• L•• | Private Equity Fund | $57.7M | 3 | Aug 8, 2022 |
| H•• A•• A••••••••• L•• | Private Equity Fund | $28.7M | 4 | Aug 8, 2022 |
| M•• P• I••••••••• L•• | Private Equity Fund | $28.5M | 3 | Aug 8, 2022 |
| H•• 1••• M••••••••• P••••••• L•• | Private Equity Fund | $21.9M | 3 | Aug 8, 2022 |
| M•• H• I••••••••• L•• | Private Equity Fund | $12.2M | 3 | Aug 8, 2022 |
| M•• R• I• I••••••••• L•• | Private Equity Fund | $4.7M | 2 | Aug 8, 2022 |
| R••••• N•••• I••••• L•• | Securitized Asset Fund | $1.4M | 1 | Mar 29, 2024 |
| J••••• N•••• I••••• L•• | Securitized Asset Fund | $1.4M | 1 | Mar 29, 2024 |
| T•••• N•••• I••••• L•• | Securitized Asset Fund | $1.4M | 1 | Mar 29, 2024 |
| G••••• N•••• I••••• L•• | Securitized Asset Fund | $1.4M | 1 | Mar 29, 2024 |
| C••••••• N•••• I••••• L•• | Securitized Asset Fund | $1.4M | 1 | Mar 29, 2024 |
| E•••••• N•••• I••••• L•• | Securitized Asset Fund | $1.4M | 1 | Mar 29, 2024 |
| H•• 1••• P••••••• L•• | Private Equity Fund | $1.3M | 3 | Aug 8, 2022 |
| H•• N•• L•• | Private Equity Fund | $1.2M | 4 | Aug 8, 2022 |
| H•• 1••• P••••••• F••••• L•• | Private Equity Fund | $1.2M | 7 | Aug 8, 2022 |
Owners and control persons
Schedule A and B, latest filing
- C••••••• C•••• B••••••• · Partnercontrolsince 08/2022 · owns less than 5%
- H•••••• J•••••• J••••• · Foundercontrolsince 08/2022 · owns less than 5%
- M•••••••• B••••••• M• · Senior Partnercontrolsince 08/2022 · owns less than 5%
- R••••••••• A••••• · Senior Partner And Chief Compliance Officercontrolsince 03/2024 · owns less than 5%
- W•••••••• M•••• L••••••• · Senior Partnercontrolsince 01/2023 · owns less than 5%
- W•••• L••••• N•••• · Senior Partnercontrolsince 08/2022 · owns less than 5%
- Z•••••• E•••• N••• · Senior Partnercontrolsince 08/2022 · owns less than 5%
- H•••••• J•••••• J••••• · Managing Membercontrolsince 07/2010 · owns 75% or more of H•• M••••••••• L••
- H•••••• J•••••• J••••• · Managing Membercontrolsince 08/2022 · owns 75% or more of J• 2• F••••• L••
Entity owners
- 2•••••• H••••••• L• · Limited Partnerdirect · owns 75% or more
- 2•••••• P••••••• G• L•• · General Partnerdirect · owns less than 5%
- 2•••••• P••••••• G• L•• · General Partnerindirect · owns F of 2•••••• H••••••• L•
- H•• M••••••••• L•• · Sole Memberindirect · owns 75% or more of 2•••••• P••••••• G• L••
- J• 2• F••••• L•• · Limited Partnerindirect · owns 75% or more of 2•••••• H••••••• L•
Related persons
Schedule D 7.A
- 2•• P•••••• E••••• P••••••• I• G• L•bankpooled vehicle sponsorn
- 2•••••• D••••• L••••••investment adviserbanknRAUM $2.6B
- 2•••••• I•••••••• C••••••••• P••••••• G• L••pooled vehicle sponsorn
- A••• I•• L•••real estaten
- H•• 1••• M••••••••• P••••••• L••pooled vehicle sponsorn
- H•• 1••• O•• P•••• P••••••• L••pooled vehicle sponsorn
- H•• 1••• P••••••• L••pooled vehicle sponsorn
- H•• I••••••••• H••••••• L••pooled vehicle sponsorn
- H•• M••••••••• L••pooled vehicle sponsorn
- H•• M•• L••pooled vehicle sponsorn
- H•• S••••• I• L••pooled vehicle sponsorn
- H•• S••••• L••pooled vehicle sponsorn
- M•• F••••• L••pooled vehicle sponsorn
- M•• P••••••• L•pooled vehicle sponsorn
Advisers that list 2•••••• as a related person
- 323152 y
Offices
Schedule D 1.F, the 25 largest
- Miami, FL5 employees
What changed
consecutive filings, newest first
- Accounts · 47 to 67Jan 30, 2026 to Mar 31, 2026
- Advisory employees · 59 to 83Jan 30, 2026 to Mar 31, 2026
- Corporate clients · unset to 5.0Jan 30, 2026 to Mar 31, 2026
- Pooled vehicle clients · 27 to 38Jan 30, 2026 to Mar 31, 2026
- Assets in custody · $13B to $11BJan 30, 2026 to Mar 31, 2026
- Employees · 101 to 142Jan 30, 2026 to Mar 31, 2026
- Private funds · 27 to 38Jan 30, 2026 to Mar 31, 2026
- Discretionary RAUM · $25B to $30BJan 30, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $1.5B to $2.3BJan 30, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $13B to $17BJan 30, 2026 to Mar 31, 2026
- RAUM · $26B to $33BJan 30, 2026 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jun 10, 2025
- Accounts · 34 to 47Aug 26, 2024 to Mar 31, 2025
- Advisory employees · 35 to 59Aug 26, 2024 to Mar 31, 2025
- Advisory activities · 2 to 3Aug 26, 2024 to Mar 31, 2025
- Pooled vehicle clients · 24 to 27Aug 26, 2024 to Mar 31, 2025
- Assets in custody · $3.8B to $13BAug 26, 2024 to Mar 31, 2025
- Employees · 81 to 101Aug 26, 2024 to Mar 31, 2025
- Private funds · 24 to 27Aug 26, 2024 to Mar 31, 2025
- Discretionary RAUM · $13B to $25BAug 26, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $500M to $1.5BAug 26, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $7.8B to $13BAug 26, 2024 to Mar 31, 2025
- RAUM · $14B to $26BAug 26, 2024 to Mar 31, 2025
- Accounts · 21 to 34Mar 8, 2024 to Mar 29, 2024
- Advisory employees · 23 to 35Mar 8, 2024 to Mar 29, 2024
- Charity clients · 3.0 to unsetMar 8, 2024 to Mar 29, 2024
- Pooled vehicle clients · 15 to 24Mar 8, 2024 to Mar 29, 2024
- Assets in custody · $6.0B to $3.8BMar 8, 2024 to Mar 29, 2024
- Employees · 52 to 81Mar 8, 2024 to Mar 29, 2024
- Private funds · 15 to 24Mar 8, 2024 to Mar 29, 2024
- Discretionary RAUM · $10B to $13BMar 8, 2024 to Mar 29, 2024
- Non-discretionary RAUM · $0 to $500MMar 8, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $4.7B to $7.8BMar 8, 2024 to Mar 29, 2024
- RAUM · $10B to $14BMar 8, 2024 to Mar 29, 2024
- Related bank · false to trueMar 8, 2024 to Mar 29, 2024
- Business name · 2• N•••• to 2••••••Dec 19, 2023 to Mar 8, 2024
- Accounts · 20 to 21Aug 8, 2022 to Mar 31, 2023
- Advisory employees · 13 to 23Aug 8, 2022 to Mar 31, 2023
- Advisory activities · 1 to 2Aug 8, 2022 to Mar 31, 2023
- Assets in custody · $5.3B to $6.0BAug 8, 2022 to Mar 31, 2023
Signals
10 dated events
- 26North reported RAUM $32.7B, up 25% from $26.1B (2026-01-30 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- 26North reported RAUM $26.1B, up 87% from $14.0B (2024-08-26 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Fiore Francesco Marra (Chief Financial Officer) no longer on Schedule A of 26North (listed 2024-03-29, absent 2024-08-26)Aug 26, 2024 · Control person left · inference
- 26North reported RAUM $14.0B, up 38% from $10.1B (2024-03-08 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Andrew Rabinowitz (Senior Partner) appeared on Schedule A of 26NorthAug 4, 2023 · Control person joined · fact
- B••••••• C••• C•••••• (Partner) appeared on Schedule A of 26NorthAug 4, 2023 · Control person joined · fact
- M Brendan Mcgovern (Senior Partner) appeared on Schedule A of 26NorthAug 4, 2023 · Control person joined · fact
- 26North reported RAUM $10.1B, up 91% from $5.3B (2022-08-08 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Lawrence Mark Weinberg (Senior Partner) appeared on Schedule A of 26NorthMar 31, 2023 · Control person joined · fact
- 2• N•••• filed its initial SEC registration (Form ADV)Aug 8, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/26-northreportedpublic record, Form ADV, Sep 18, 2026
- Website
- 26n.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-257-5220reportedpublic record, Form ADV, Jul 1, 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
- Other adviserderiveda 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