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.

SEC-registered adviser

Springcoast Capital Partners, L.P.

Asset manager (funds and pooled vehicles)New York, New YorkCRD 327164SEC 801-130831websiteIAPD
Latest filing Mar 30, 2026
First filing on the tape Jun 28, 2024 · 3 filings
SEC status approved since Jul 29, 2024
RAUM
$1.5B
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
18
10 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
10
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$1.5B as of Mar 30, 2026
Mar 30, 2025$862M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 30, 20250 then
Employees (5.A)18 as of Mar 30, 2026
Mar 30, 202515 then
Private funds10 as of Mar 30, 2026
Mar 30, 202510 then
RAUM +73% 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
$149MderivedRAUM 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
+73%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 pooled vehiclesreportedItem 5.G
Custody
$1.5B, 10 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)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$1.5B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
10reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$1.5B for 10 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
      Every departureEvery arrival
      Private funds
      8 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      Scp Harbor, L.P.Private Equity Fund$533M15Mar 27, 2024
      Springcoast Partners I, L.P.Private Equity Fund$86.3M35Mar 27, 2024
      Springcoast Dw, L.P.Private Equity Fund$33.2M31Aug 4, 2023
      Hillfort Cm, L.P.Private Equity Fund$28.5M17Aug 4, 2023
      Hillfort Egnyte, L.P.Private Equity Fund$13.3M10Aug 4, 2023
      Hillfort Gumgum, L.P.Private Equity Fund$7.2M16Aug 4, 2023
      Hillfort Acronis, L.P.Private Equity Fund$7.1M8Aug 4, 2023
      Springcoast Partners I-A, L.P.Private Equity Fund$5.1M2Jun 28, 2024
      Owners and control persons
      Schedule A and B, latest filing
      • Margaret Susan Gately · Cco And Cfocontrol
        since 02/2023 · owns less than 5%
      • Jens Holger Staude · Managing Partnercontrol
        since 02/2023 · owns 25% to 50%
      • Blaise Grant Wentworth · Managing Partnercontrol
        since 02/2023 · owns 25% to 50%
      • Jens Holger Staude · Managing Membercontrol
        since 02/2023 · owns 50% to 75% of Springcoast, LLC
      • Blaise Grant Wentworth · Managing Membercontrol
        since 02/2023 · owns 50% to 75% of Springcoast, LLC
      Entity owners
      • Springcoast, LLC · General Partner
        direct · owns less than 5%
      Related persons
      Schedule D 7.A
      • Scp Harbor Gp, L.P.
        pooled vehicle sponsory
      • Springcoast Partners I Gp, L.P.
        pooled vehicle sponsory
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • RAUM up 50 %Change between filings · filing Mar 30, 2026
        RAUM (Item 5.F) moved from $861,558,701 to $1,489,507,423 (+73.0%) between the annual amendments of 2025-03-30 and 2026-03-30; the peer median change was +11.0% (1368 comparable advisers, 91.0th percentile of changes)
        peers: asset managers, $1B to $5B (1,368) · 91% percentile
      How anomalies are measured
      What changed
      consecutive filings, newest first
      • Advisory employees · 8 to 10
        Mar 30, 2025 to Mar 30, 2026
      • Assets in custody · $862M to $1.5B
        Mar 30, 2025 to Mar 30, 2026
      • Employees · 15 to 18
        Mar 30, 2025 to Mar 30, 2026
      • Discretionary RAUM · $862M to $1.5B
        Mar 30, 2025 to Mar 30, 2026
      • Pooled vehicle RAUM · $862M to $1.5B
        Mar 30, 2025 to Mar 30, 2026
      • RAUM · $862M to $1.5B
        Mar 30, 2025 to Mar 30, 2026
      • Accounts · 8 to 10
        Jun 28, 2024 to Mar 30, 2025
      • Pooled vehicle clients · 8 to 10
        Jun 28, 2024 to Mar 30, 2025
      • Assets in custody · $714M to $862M
        Jun 28, 2024 to Mar 30, 2025
      • Financial planning clients · unset to
        Jun 28, 2024 to Mar 30, 2025
      • Private funds · 16 to 10
        Jun 28, 2024 to Mar 30, 2025
      • Discretionary RAUM · $714M to $862M
        Jun 28, 2024 to Mar 30, 2025
      • Pooled vehicle RAUM · $714M to $862M
        Jun 28, 2024 to Mar 30, 2025
      • RAUM · $714M to $862M
        Jun 28, 2024 to Mar 30, 2025
      Signals
      2 dated events
      • Springcoast Capital Partners, L.P. reported RAUM $1.5B, up 73% from $861.6M (2025-03-30 to 2026-03-30)
        Mar 30, 2026 · RAUM change · derived
      • Springcoast Capital Partners, L.P. filed its initial SEC registration (Form ADV)
        Jun 28, 2024 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/springcoastreportedpublic record, Form ADV, Sep 18, 2026
      Website
      springcoast.comreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      212-857-6955reportedpublic 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
      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