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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
P•••• S••••••••• M•••••• U•• I•••
Latest filing Mar 30, 2026
First filing on the tape Apr 20, 2023 · 15 filings
SEC status approved since May 23, 2023
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
31
13 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
2
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$1.1B as of Mar 30, 2026
Mar 29, 2024$600M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 29, 20240 then
Employees (5.A)31 as of Mar 30, 2026
Mar 29, 202418 then
Private funds2 as of Mar 30, 2026
Mar 29, 20241 then
RAUM +50% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
- $179MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 28%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +50%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $154M, 1 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
- 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)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$617M58%
- Insurance companies$302M28%
- Corporations and businesses$154M14%
- 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
- $154M for 1 clientsreported
- Compensation
- performancereported
- Class basis
- private_client_share=0.0 fund_share=0.58 institutional_share=0.28 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| P•••• S••••••••• I••••••••• C••••• F••• I• ••••••••• L••• | Other Private Fund | $61.7M | 1 | Apr 20, 2023 |
Owners and control persons
Schedule A and B, latest filing
- C••••••• D•••• · General Counsel And Secretarycontrolsince 07/2022 · owns less than 5%
- G••••••• D••••••• N•• · Chief Financial Officercontrolsince 07/2022 · owns less than 5%
- H••• B••••• M•• J•• · Chief Compliance Officercontrolsince 07/2022 · owns less than 5%
- D••••••••• A••••• R•••• · Trusteecontrolsince 10/2013 · owns F of T•• D•••••••• F••••• R•••••••• T••••
- D••••••••• P•••• G•• · Trusteecontrolsince 10/2013 · owns F of T•• D•••••••• F••••• R•••••••• T••••
- D•••• G•••• A••••• · Trusteecontrolsince 05/2023 · owns F of T•• D•••••••• F••••• R•••••••• T••••
- F••••••• G••••••• J•••• · Family Trusteecontrolsince 02/2024 · owns F of T•• D•••••••• F••••• R•••••••• T••••
- D••••••••• S•••••• C••••••• · Trustee, Non-Votingsince 03/2018 · owns F of T•• D•••••••• F••••• R•••••••• T••••
Entity owners
- P•••• S••••••••• M•••••• I•• · Shareholderdirect · owns 75% or more
- P•••••• H•••••• I••• · Shareholderindirect · owns 50% to 75% of P•••• C••••••••• O• C•••••
- P•••• C••••••••• O• C••••• · Shareholderindirect · owns 75% or more of P•••• S••••••••• C•••••• I•••
- P•••• S••••••••• C•••••• I••• · Shareholderindirect · owns 75% or more of P•••• S••••••••• M•••••• I••
- T•• D•••••••• F••••• R•••••••• T•••• · Shareholderindirect · owns 75% or more of P•••••• H•••••• I•••
Related persons
Schedule D 7.A
- P•••• S••••••••• C•••• A••••••• C••• S••••••• ••• G•• L••pooled vehicle sponsorn
- P•••• S••••••••• C•••• A••••••• C••• S••••••• G• I•••pooled vehicle sponsorn
- P•••• S••••••••• I••••••••• M••••••••• I•••investment advisern
- P••• F••• I• G•• L••pooled vehicle sponsory
- T•• C••••• L••• A•••••••• C••••••real estaten
Advisers that list P•••• S••••••••• M•••••• U•• I••• as a related person
- 312955 n
Offices
Schedule D 1.F, the 25 largest
- Montreal, Quebec, Canada
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- custody status changedChange between filings · filing Mar 30, 2026custody of client assets (Item 9.A): no on the filing of 2025-07-16, yes on the filing of 2026-03-30peers: other advisers, $1B to $5B (247)
- employee count surgeChange between filings · filing Mar 30, 2026employees (Item 5.A) moved from 18.0 to 31.0 (+72.0%) between the annual amendments of 2025-04-11 and 2026-03-30; the peer median change was 0.0% (152 comparable advisers, 99.0th percentile of changes)peers: other advisers, $1B to $5B (152) · 99% percentile
- institutional asset share shiftChange between filings · filing Mar 30, 2026institutional share of RAUM moved from 58.0% to 42.0% between the annual amendments of 2025-04-11 and 2026-03-30peers: other advisers, $1B to $5B (247)
What changed
consecutive filings, newest first
- Accounts · 4 to 6Jul 16, 2025 to Mar 30, 2026
- Advisory employees · 10 to 13Jul 16, 2025 to Mar 30, 2026
- Pooled vehicle clients · 2 to 4Jul 16, 2025 to Mar 30, 2026
- Assets in custody · unset to 153910869.0Jul 16, 2025 to Mar 30, 2026
- Custody of client assets · false to trueJul 16, 2025 to Mar 30, 2026
- Employees · 18 to 31Jul 16, 2025 to Mar 30, 2026
- Private funds · 1 to 2Jul 16, 2025 to Mar 30, 2026
- Discretionary RAUM · $715M to $1.1BJul 16, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $300M to $617MJul 16, 2025 to Mar 30, 2026
- RAUM · $715M to $1.1BJul 16, 2025 to Mar 30, 2026
- Financial planning clients · unset to Apr 11, 2025 to Jul 16, 2025
- Accounts · 3 to 4May 14, 2024 to Apr 11, 2025
- Advisory employees · 7 to 10May 14, 2024 to Apr 11, 2025
- Corporate clients · unset to 1.0May 14, 2024 to Apr 11, 2025
- Assets in custody · 600000000.0 to unsetMay 14, 2024 to Apr 11, 2025
- Custody of client assets · true to falseMay 14, 2024 to Apr 11, 2025
- Other offices · 1 to 2May 14, 2024 to Apr 11, 2025
- Discretionary RAUM · $600M to $715MMay 14, 2024 to Apr 11, 2025
- RAUM · $600M to $715MMay 14, 2024 to Apr 11, 2025
- Related broker-dealer · true to falseMay 14, 2024 to Apr 11, 2025
- Accounts · 0 to 3May 23, 2023 to Sep 22, 2023
- Advisory employees · 3 to 7May 23, 2023 to Sep 22, 2023
- Pooled vehicle clients · unset to 2.0May 23, 2023 to Sep 22, 2023
- Assets in custody · unset to 600000000.0May 23, 2023 to Sep 22, 2023
- Custody of client assets · false to trueMay 23, 2023 to Sep 22, 2023
- Employees · 16 to 18May 23, 2023 to Sep 22, 2023
- HQ city · WILMINGTON to MIAMIMay 23, 2023 to Sep 22, 2023
- HQ state · DE to FLMay 23, 2023 to Sep 22, 2023
- Discretionary RAUM · $0 to $600MMay 23, 2023 to Sep 22, 2023
- Pooled vehicle RAUM · unset to 300000000.0May 23, 2023 to Sep 22, 2023
- RAUM · $0 to $600MMay 23, 2023 to Sep 22, 2023
Signals
8 dated events
- P•••• S••••••••• M•••••• U•• I••• reported RAUM $1.1B, up 50% from $715.0M (2025-07-16 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- Michel Plessis-Belair (Trustee) no longer on Schedule A of P•••• S••••••••• M•••••• U•• I••• (listed 2024-03-29, absent 2024-05-14)May 14, 2024 · Control person left · inference
- Guy Fortin (Trustee) no longer on Schedule A of P•••• S••••••••• M•••••• U•• I••• (listed 2024-03-29, absent 2024-05-14)May 14, 2024 · Control person left · inference
- Albert Gary Doer (Trustee) appeared on Schedule A of P•••• S••••••••• M•••••• U•• I•••Mar 29, 2024 · Control person joined · fact
- James Gregory Fleming (Family Trustee) appeared on Schedule A of P•••• S••••••••• M•••••• U•• I•••Mar 29, 2024 · Control person joined · fact
- Nmn D•••• G••••• (Head Of Business Development And Partnerships) no longer on Schedule A of P•••• S••••••••• M•••••• U•• I••• (listed 2023-05-23, absent 2023-09-22)Sep 22, 2023 · Control person left · inference
- Decio Thomas Murray (Managing Partner) no longer on Schedule A of P•••• S••••••••• M•••••• U•• I••• (listed 2023-05-23, absent 2023-09-22)Sep 22, 2023 · Control person left · inference
- P•••• S••••••••• M•••••• U•• I••• filed its initial SEC registration (Form ADV)Apr 20, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- P•••• S••••••••• M•••••• U•• I••• · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/power-sustainablereportedpublic record, Form ADV, Sep 19, 2026
- Website
- p•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 1-514-286-8989reportedpublic record, Form ADV, Mar 30, 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