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
F•••• P••••••• M••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape May 15, 2023 · 9 filings
SEC status approved since Jun 16, 2023
RAUM
$392M
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
28
7 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
11
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$392M as of Mar 31, 2026
Mar 27, 2024$288M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 27, 20240 then
Employees (5.A)28 as of Mar 31, 2026
Mar 27, 202432 then
Private funds11 as of Mar 31, 2026
Mar 27, 20247 then
RAUM +40% 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
- $35.6MderivedRAUM 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
- +40%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-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 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$392M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 11reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, fixed, 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
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A••• I••••••••• P••••••• H•••••••• L•• | Private Equity Fund | $145M | 22 | Jul 5, 2022 |
| A••• D•••• I• Q•• L• | Private Equity Fund | $69.7M | 6 | May 15, 2023 |
| F•••• G••••• F•••• L••• | Venture Capital Fund | $34.8M | 4 | Dec 13, 2022 |
| A••• C•••••• P•••••••• L•• | Private Equity Fund | $16.0M | 6 | May 15, 2023 |
| A••• D•••• I•• L• | Private Equity Fund | $10.2M | 1 | May 15, 2023 |
| A••• D• R••••• 2••• Q•• L• | Private Equity Fund | $7.9M | 71 | Jul 5, 2022 |
| A••• D• R••••• 2•••• L• | Private Equity Fund | $4.9M | 86 | Jul 5, 2022 |
| F•• N••• S••• L• | Venture Capital Fund | $714,250 | 6 | Apr 18, 2024 |
Owners and control persons
Schedule A and B, latest filing
- S•••••• G••••••• W•••••• · Chief Compliance Officer, General Counselcontrolsince 04/2022 · owns less than 5%
- B•••••••• J••••••• C••••• · Membercontrolsince 11/2015 · owns 50% to 75% of F•••• P•••••••• L••
- D•••••••• J•••••• R••••• · Membercontrolsince 11/2015 · owns 50% to 75% of F•••• P•••••••• L••
Entity owners
- F•••• P•••••••• L•• · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- A••• D•••• I• G•• L••pooled vehicle sponsorn
- A••• M•••••••• L••pooled vehicle sponsorn
- A••• W•••••• I••••••••• L••pooled vehicle sponsory
- D• R••••• 2•••• L••pooled vehicle sponsory
- F•••• G••••• F••• G•• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Los Angeles, CA2 employees
What changed
consecutive filings, newest first
- Accounts · 9 to 11Oct 24, 2025 to Mar 31, 2026
- Pooled vehicle clients · 9 to 11Oct 24, 2025 to Mar 31, 2026
- Assets in custody · $268M to $0Oct 24, 2025 to Mar 31, 2026
- Employees · 25 to 28Oct 24, 2025 to Mar 31, 2026
- Private funds · 9 to 11Oct 24, 2025 to Mar 31, 2026
- Discretionary RAUM · $279M to $392MOct 24, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $279M to $392MOct 24, 2025 to Mar 31, 2026
- RAUM · $279M to $392MOct 24, 2025 to Mar 31, 2026
- Accounts · 8 to 9May 23, 2024 to Mar 31, 2025
- Advisory employees · 15 to 7May 23, 2024 to Mar 31, 2025
- Pooled vehicle clients · 8 to 9May 23, 2024 to Mar 31, 2025
- Assets in custody · $289M to $268MMay 23, 2024 to Mar 31, 2025
- Employees · 32 to 25May 23, 2024 to Mar 31, 2025
- Financial planning clients · unset to May 23, 2024 to Mar 31, 2025
- Private funds · 8 to 9May 23, 2024 to Mar 31, 2025
- Discretionary RAUM · $289M to $279MMay 23, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $289M to $279MMay 23, 2024 to Mar 31, 2025
- RAUM · $289M to $279MMay 23, 2024 to Mar 31, 2025
- Other offices · 0 to 1Apr 18, 2024 to May 2, 2024
- Accounts · 7 to 8Mar 27, 2024 to Apr 18, 2024
- Pooled vehicle clients · 7 to 8Mar 27, 2024 to Apr 18, 2024
- Assets in custody · $288M to $289MMar 27, 2024 to Apr 18, 2024
- Private funds · 7 to 8Mar 27, 2024 to Apr 18, 2024
- Discretionary RAUM · $288M to $289MMar 27, 2024 to Apr 18, 2024
- Pooled vehicle RAUM · $288M to $289MMar 27, 2024 to Apr 18, 2024
- RAUM · $288M to $289MMar 27, 2024 to Apr 18, 2024
- Assets in custody · $350M to $288MJan 23, 2024 to Mar 27, 2024
- Discretionary RAUM · $350M to $288MJan 23, 2024 to Mar 27, 2024
- Pooled vehicle RAUM · $350M to $288MJan 23, 2024 to Mar 27, 2024
- RAUM · $350M to $288MJan 23, 2024 to Mar 27, 2024
Signals
2 dated events
- F•••• P••••••• M••••••••• L•• reported RAUM $391.6M, up 40% from $279.4M (2025-10-24 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- F•••• P••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)May 15, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- F•••• P••••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- F•••• P••••••• M••••••••• L•• · Private Equityshared crd · organization
- F•••• P••••••• M••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/fifth-partnersreportedpublic record, Form ADV, Sep 19, 2026
- Firm profile
- linkedin.com/company/arch-ep/aboutreportedpublic record, Form ADV, Sep 19, 2026
- Website
- fifthpartners.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 214-492-5863reportedpublic 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