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
R••••••••• P••••••• L•
Latest filing May 14, 2026
First filing on the tape Nov 14, 2024 · 4 filings
SEC status approved since Dec 16, 2024
RAUM
$436M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$436M
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$436M as of May 14, 2026
Mar 14, 2025$156M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of May 14, 2026
Mar 14, 20251 then
Employees (5.A)5 as of May 14, 2026
Mar 14, 20254 then
Private funds1 as of May 14, 2026
Mar 14, 20251 then
RAUM +180% over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of May 14, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $436MderivedRAUM 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
- $39.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 22%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 5.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +180%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $660,000, 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
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$284M65%
- State and municipal entities$96.8M22%
- Pooled investment vehicles$55.0M13%
- 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
- $660,000 for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.78 institutional_share=0.22 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••• K• F•••••• | Mclean, Va | Feb 5, 2025 | 22 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- J••• K• F•••••• from S•••• C•••••• M••••••••• L••Feb 5, 2025 · Other
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| R••••••••• G••••• F•••• M••••• F••• L• | Hedge Fund | $29.8M | 4 | Apr 19, 2024 |
Owners and control persons
Schedule A and B, latest filing
- H••••• A•••••• A•• · Ceo, Cio, LPcontrolsince 01/2023 · owns 75% or more
- S••••• M••••••• A•••• · Cfo, Cco, LPcontrolsince 04/2023 · owns 10% to 25%
- H••••• A•••••• A•• · Managing Membercontrolsince 06/2023 · owns 75% or more of R••••••••• M•••••• G•• L••
Entity owners
- R••••••••• M•••••• G•• L•• · G•••••• Partner Of R••••••••• Partners, LPdirect · owns less than 5%
Related persons
Schedule D 7.A
- R••••••••• P••••••• G•• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- high institutional concentrationStatic outlier · filing May 14, 2026institutional share of RAUM of 22% against a peer median of 0% (1567 comparable advisers, 99.0th percentile, 7.5 robust deviations)peers: ASSET_M••••••, $100M to $500M (1,567) · 99% percentile
- RAUM up 50 %Change between filings · filing Mar 27, 2026RAUM (Item 5.F) moved from $155,738,000 to $436,146,000 (+180.0%) between the annual amendments of 2025-03-14 and 2026-03-27; the peer median change was +4.0% (1148 comparable advisers, 99.0th percentile of changes)peers: ASSET_M••••••, $100M to $500M (1,148) · 99% percentile
- institutional asset share shiftChange between filings · filing Mar 27, 2026institutional share of RAUM moved from 0.0% to 22.0% between the annual amendments of 2025-03-14 and 2026-03-27peers: ASSET_M••••••, $100M to $500M (1,567)
What changed
consecutive filings, newest first
- Accounts · 4 to 11Mar 14, 2025 to Mar 27, 2026
- Pooled vehicle clients · 1 to 3Mar 14, 2025 to Mar 27, 2026
- Assets in custody · $1.3M to $660,000Mar 14, 2025 to Mar 27, 2026
- Employees · 4 to 5Mar 14, 2025 to Mar 27, 2026
- Discretionary RAUM · $156M to $436MMar 14, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $30.6M to $55.0MMar 14, 2025 to Mar 27, 2026
- RAUM · $156M to $436MMar 14, 2025 to Mar 27, 2026
- Pooled vehicle clients · 2 to 1Nov 14, 2024 to Mar 14, 2025
- Assets in custody · $1.3M to $1.3MNov 14, 2024 to Mar 14, 2025
- Financial planning clients · unset to Nov 14, 2024 to Mar 14, 2025
- State-registered IARs · 0 to 1Nov 14, 2024 to Mar 14, 2025
- Private funds · 2 to 1Nov 14, 2024 to Mar 14, 2025
- Discretionary RAUM · $163M to $156MNov 14, 2024 to Mar 14, 2025
- Pooled vehicle RAUM · $161M to $30.6MNov 14, 2024 to Mar 14, 2025
- RAUM · $163M to $156MNov 14, 2024 to Mar 14, 2025
Signals
2 dated events
- R••••••••• P••••••• L• reported RAUM $436.1M, up 180% from $155.7M (2025-03-14 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- R••••••••• P••••••• L• filed its initial SEC registration (Form ADV)Nov 14, 2024 · 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/ravenswood-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- ravenswood-partners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 703-382-8689reportedpublic record, Form ADV, May 14, 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
- $436Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026