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•••••• D••••• L••••••
Legal name 2•••••• D••••• L•••••• L•
Latest filing Mar 31, 2026
First filing on the tape Sep 2, 2022 · 12 filings
SEC status approved since Oct 4, 2022
RAUM
$2.6B
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
142
83 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$2.6B as of Mar 31, 2026
Mar 29, 2024$1.7B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20230 then
Employees (5.A)142 as of Mar 31, 2026
Mar 31, 202352 then
Private funds: no history
RAUM +13% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $2.6BderivedRAUM 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
- +13%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
- 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)
- 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
- 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=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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- 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•••• L••••• N•••• · Senior Partnercontrolsince 08/2022 · owns less than 5%
- Z•••••• E•••• N••• · Senior Partnercontrolsince 08/2022 · owns less than 5%
- H•••••• J•••••• J••••• · Sole 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•••••• D••••• L•••••• G• L•• · General Partnerdirect · owns less than 5%
- 2•••••• D••••• L•••••• M••••••••• L• · Limited Partnerdirect · owns 75% or more
- 2• N•••• · Limited Partnerindirect · owns 75% or more of 2•••••• D••••• L•••••• T•••• L•
- 2• N•••• · Sole Memberindirect · owns 75% or more of 2•••••• D••••• L•••••• G• L••
- 2• N•••• · Managing Memberindirect · owns F of 2•••••• D••••• L•••••• M••••••••• G• L••
- 2•••••• D••••• L•••••• M••••••••• G• L•• · General Partnerindirect · owns F of 2•••••• D••••• L•••••• M••••••••• L•
- 2•••••• D••••• L•••••• M••••••••• G• L•• · General Partnerindirect · owns F of 2•••••• D••••• L•••••• T•••• L•
- 2•••••• D••••• L•••••• T•••• L• · Limited Partnerindirect · owns 75% or more of 2•••••• D••••• L•••••• M••••••••• L•
- 2•••••• H••••••• L• · Limited Partnerindirect · owns 75% or more of 2• N••••
- 2•••••• P••••••• G• L•• · General Partnerindirect · owns F of 2•••••• H••••••• L•
- 2•••••• P••••••• G• L•• · General Partnerindirect · owns 75% or more of 2• N••••
- 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•••••• I• L•investment advisern
- 2•••••• I•• L•investment advisern
- 2•••••• I•••••••• C••••••••• P••••••• G• L••pooled vehicle sponsorn
- 2••••••investment adviserpooled vehicle sponsoryRAUM $33B
- 2•••••• P•••••• E••••• L•investment adviserbankn
- 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•••••• D••••• L•••••• as a related person
- 322923 n
Offices
Schedule D 1.F, the 25 largest
- Miami, FL5 employees
What changed
consecutive filings, newest first
- Advisory employees · 59 to 83Jan 30, 2026 to Mar 31, 2026
- Employees · 101 to 142Jan 30, 2026 to Mar 31, 2026
- Discretionary RAUM · $2.3B to $2.6BJan 30, 2026 to Mar 31, 2026
- RAUM · $2.3B to $2.6BJan 30, 2026 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jun 10, 2025
- Advisory employees · 35 to 59Aug 26, 2024 to Mar 31, 2025
- Employees · 81 to 101Aug 26, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.7B to $2.3BAug 26, 2024 to Mar 31, 2025
- RAUM · $1.7B to $2.3BAug 26, 2024 to Mar 31, 2025
- Accounts · unset to 1.0Oct 24, 2023 to Mar 29, 2024
- Advisory employees · 23 to 35Oct 24, 2023 to Mar 29, 2024
- Employees · 52 to 81Oct 24, 2023 to Mar 29, 2024
- Discretionary RAUM · unset to 1703018206.0Oct 24, 2023 to Mar 29, 2024
- Non-discretionary RAUM · unset to 0.0Oct 24, 2023 to Mar 29, 2024
- RAUM · unset to 1703018206.0Oct 24, 2023 to Mar 29, 2024
- Related bank · false to trueOct 24, 2023 to Mar 29, 2024
- Advisory employees · 13 to 23Jan 11, 2023 to Mar 31, 2023
- Employees · 27 to 52Jan 11, 2023 to Mar 31, 2023
Signals
4 dated events
- 2•••••• D••••• L•••••• reported RAUM $2.3B, up 37% from $1.7B (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 2•••••• D••••• L•••••• (listed 2024-03-29, absent 2024-08-26)Aug 26, 2024 · Control person left · inference
- Andrew Rabinowitz (Senior Partner) appeared on Schedule A of 2•••••• D••••• L••••••Jul 17, 2023 · Control person joined · fact
- 2•••••• D••••• L•••••• filed its initial SEC registration (Form ADV)Sep 2, 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/26-northreportedpublic record, Form ADV, Sep 18, 2026
- Website
- 2••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-257-5220reportedpublic record, Form ADV, Mar 31, 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