DFX Intelligence
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SEC-registered adviser
2•• A•••• M•••••••••
Legal name 2•• A•••• M••••••••• L••
Latest filing Mar 25, 2026
First filing on the tape Jul 11, 2023 · 5 filings
SEC status approved since Aug 10, 2023
RAUM
$293M
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
11
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$293M as of Mar 25, 2026
Mar 27, 2024$260M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 25, 2026
Mar 27, 20240 then
Employees (5.A)11 as of Mar 25, 2026
Mar 27, 202410 then
Private funds2 as of Mar 25, 2026
Mar 27, 20241 then
RAUM -39% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 25, 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
- $73.2MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -39%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $293M, 4 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- 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$293M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $293M for 4 clientsreported
- 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| 2•• M•••• C••••• M••••• F•••• L• | Hedge Fund | $189M | 30 | Mar 22, 2023 |
Owners and control persons
Schedule A and B, latest filing
- B•••• M•••••• · Cco/Cfocontrolsince 10/2022 · owns less than 5%
- D••••••••• D•••••• M•••••• · Partnercontrolsince 02/2022 · owns 25% to 50%
- D•••• B••••• L•••• · Ciocontrolsince 02/2022 · owns 25% to 50%
- M• C••••• M•••• G•••••• · Partnercontrolsince 02/2022 · owns 5% to 10%
- H••••••• B••••• J••••• · Partnersince 02/2022 · owns 5% to 10%
Related persons
Schedule D 7.A
- 2•• M•••• C••••• G•• L••investment adviserpooled vehicle sponsorn
- 2•• R••••••• G••••• L••investment advisern
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM down 25 %Change between filings · filing Mar 25, 2026RAUM (Item 5.F) moved from $483,727,000 to $292,984,056 (-39.0%) between the annual amendments of 2025-03-14 and 2026-03-25; the peer median change was +4.0% (1145 comparable advisers, 6.0th percentile of changes)peers: asset managers, $100M to $500M (1,145) · 5.9% percentile
What changed
consecutive filings, newest first
- Accounts · 3 to 4Jul 9, 2025 to Mar 25, 2026
- Pooled vehicle clients · 3 to 4Jul 9, 2025 to Mar 25, 2026
- Assets in custody · $357M to $293MJul 9, 2025 to Mar 25, 2026
- Private funds · 1 to 2Jul 9, 2025 to Mar 25, 2026
- Discretionary RAUM · $357M to $293MJul 9, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $357M to $293MJul 9, 2025 to Mar 25, 2026
- RAUM · $357M to $293MJul 9, 2025 to Mar 25, 2026
- Advisory employees · 5 to 6Mar 14, 2025 to Jul 9, 2025
- Assets in custody · $484M to $357MMar 14, 2025 to Jul 9, 2025
- Employees · 10 to 11Mar 14, 2025 to Jul 9, 2025
- Financial planning clients · unset to Mar 14, 2025 to Jul 9, 2025
- Discretionary RAUM · $484M to $357MMar 14, 2025 to Jul 9, 2025
- Pooled vehicle RAUM · $484M to $357MMar 14, 2025 to Jul 9, 2025
- RAUM · $484M to $357MMar 14, 2025 to Jul 9, 2025
- Related broker-dealer · true to falseMar 14, 2025 to Jul 9, 2025
- Assets in custody · $189M to $484MMar 27, 2024 to Mar 14, 2025
- Discretionary RAUM · $260M to $484MMar 27, 2024 to Mar 14, 2025
- Pooled vehicle RAUM · $260M to $484MMar 27, 2024 to Mar 14, 2025
- RAUM · $260M to $484MMar 27, 2024 to Mar 14, 2025
- Related broker-dealer · false to trueMar 27, 2024 to Mar 14, 2025
- Assets in custody · $126M to $189MJul 11, 2023 to Mar 27, 2024
- Private funds · 2 to 1Jul 11, 2023 to Mar 27, 2024
- Discretionary RAUM · $126M to $260MJul 11, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $126M to $260MJul 11, 2023 to Mar 27, 2024
- RAUM · $126M to $260MJul 11, 2023 to Mar 27, 2024
Signals
4 dated events
- 2•• A•••• M••••••••• reported RAUM $357.3M, down 26% from $483.7M (2025-03-14 to 2025-07-09)Jul 9, 2025 · RAUM change · derived
- 2•• A•••• M••••••••• reported RAUM $483.7M, up 86% from $260.1M (2024-03-27 to 2025-03-14)Mar 14, 2025 · RAUM change · derived
- 2•• A•••• M••••••••• reported RAUM $260.1M, up 107% from $125.7M (2023-07-11 to 2024-03-27)Mar 27, 2024 · RAUM change · derived
- 2•• A•••• M••••••••• filed its initial SEC registration (Form ADV)Jul 11, 2023 · 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/22v-asset-management/aboutreportedpublic record, Form ADV, Sep 21, 2026
- Website
- 2••••.comreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- 917-224-2277reportedpublic record, Form ADV, Mar 25, 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