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
T•• R••••••••• P•••••••••
Legal name R•• • L•••••• I••••••••• C•••••• I•••
Latest filing Sep 8, 2026
First filing on the tape Sep 22, 2023 · 7 filings
SEC status approved since Oct 19, 2023
RAUM
$1.1B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
82%
$877M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
25
11 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$1.1B as of Mar 31, 2026
Mar 29, 2024$899M then
HNW client RAUM$778M as of Mar 31, 2026
Mar 29, 2024$281M then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20240 then
Employees (5.A)25 as of Mar 31, 2026
Mar 29, 202425 then
Private funds: no history
RAUM +14% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Sep 8, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- 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
- $1.7MderivedHNW RAUM over HNW clients
- Average account
- $415,842derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 18%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
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- -5.0%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$778M73%
- Charitable organizations$108M10%
- Individuals$98.9M9.3%
- Pension and profit-sharing plans$81.5M7.6%
- Individual clients
- 504reported
- HNW clients
- 467reported
- Pension plan clients
- 7reported
- Charitable clients
- 30reported
- Accounts
- 2,564reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.82 fund_share=0.0 institutional_share=0.18 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••••• J•••••••• J•• · Chief Compliance Officercontrolsince 03/2020 · owns less than 5%
- M••••••••• G••••• · Chairmancontrolsince 09/2022 · owns less than 5%
- M••••••• F••••••• H•••• · Chief Financial Officer Operating Officercontrolsince 12/2023 · owns less than 5%
- T•••••• M••••••• D••• · Secretarycontrolsince 09/2022 · owns less than 5%
- C••••••••• A•••••• M•••••• · Shareholdercontrolsince 06/2024 · owns 25% to 50% of M•••• I••••••••• L•••
- C••••••••• N••••••• · Shareholdercontrolsince 06/2024 · owns 25% to 50% of M•••• I••••••••• L•••
- C••••••••• S••••••••• D•••• · Shareholdercontrolsince 06/2024 · owns 25% to 50% of M•••• I••••••••• L•••
- C••••••••• D••••••••• · Shareholdercontrolsince 06/2024 · owns 25% to 50% of M•••• I••••••••• L•••
Entity owners
- G••••••• C•••••• G•••• L•••••• · Shareholderdirect · owns 50% to 75%
- M•••• I••••••••• L••• · Shareholderindirect · owns 25% to 50% of G••••••• C•••••• G•••• L••••••
- E•••••• I••••••••• I••• · Shareholderdirect · owns 25% to 50%
Related persons
Schedule D 7.A
- A•••••••• C•••••• M••••••••• L••investment advisernRAUM $10.0B
- A••••••••• B•••••• L••••••n
- A••••••••• G••••• I••••••••• M••••••••• L••investment advisern
- A••• C•••••• M••••••••• L••investment advisernRAUM $1.6B
- G••••••• A•••• M••••••••• L••••••investment advisernRAUM $5.9B
- G••••••• C•••••• A••••••• L•investment advisernRAUM $2.5B
- G••••••• C•••••• L•investment advisernRAUM $11B
- G••••••• C•••••• R••• E••••• G• I••pooled vehicle sponsorn
- G••••••• P••••••• I•••investment advisern
- M••••• A•••••• C•••••• I•••investment advisern
Advisers that list T•• R••••••••• P••••••••• as a related person
Offices
Schedule D 1.F, the 25 largest
- Burlington, Ontario, Canada
ADV anomalies
5 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Sep 8, 2026C••••••••• N••••••• (SHAREHOLDER) left Schedule A between the filings of 2024-11-27 and 2026-09-08peers: independent wealth managers, $1B to $5B (1,362)
- control person changedChange between filings · filing Sep 8, 2026C••••••••• S••••••••• D•••• (SHAREHOLDER) left Schedule A between the filings of 2024-11-27 and 2026-09-08peers: independent wealth managers, $1B to $5B (1,362)
- control person changedChange between filings · filing Sep 8, 2026C••••••••• A•••••• M•••••• (SHAREHOLDER) left Schedule A between the filings of 2024-11-27 and 2026-09-08peers: independent wealth managers, $1B to $5B (1,362)
- control person changedChange between filings · filing Sep 8, 2026C••••••••• D••••••••• (SHAREHOLDER) left Schedule A between the filings of 2024-11-27 and 2026-09-08peers: independent wealth managers, $1B to $5B (1,362)
- HNW share shiftChange between filings · filing Mar 31, 2026HNW share of RAUM moved from 31.0% to 73.0% between the annual amendments of 2025-03-31 and 2026-03-31peers: independent wealth managers, $1B to $5B (1,362)
What changed
consecutive filings, newest first
- Financial planning clients · 0 to 0Mar 31, 2026 to Sep 8, 2026
- HQ state · to unsetMar 31, 2026 to Sep 8, 2026
- Succession · false to unsetMar 31, 2026 to Sep 8, 2026
- Accounts · 2,992 to 2,564Mar 31, 2025 to Mar 31, 2026
- Charity clients · 9 to 30Mar 31, 2025 to Mar 31, 2026
- HNW clients · 332 to 467Mar 31, 2025 to Mar 31, 2026
- Individual clients · 690 to 504Mar 31, 2025 to Mar 31, 2026
- Pension plan clients · 30 to 7Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $938M to $1.1BMar 31, 2025 to Mar 31, 2026
- HNW RAUM · $294M to $778MMar 31, 2025 to Mar 31, 2026
- Individual RAUM · $609M to $98.9MMar 31, 2025 to Mar 31, 2026
- Pension RAUM · $26.8M to $81.5MMar 31, 2025 to Mar 31, 2026
- RAUM · $938M to $1.1BMar 31, 2025 to Mar 31, 2026
- Accounts · 2,546 to 2,992Nov 27, 2024 to Mar 31, 2025
- Charity clients · 8 to 9Nov 27, 2024 to Mar 31, 2025
- HNW clients · 319 to 332Nov 27, 2024 to Mar 31, 2025
- Individual clients · 663 to 690Nov 27, 2024 to Mar 31, 2025
- Pension plan clients · 28 to 30Nov 27, 2024 to Mar 31, 2025
- Financial planning clients · 0 to 0Nov 27, 2024 to Mar 31, 2025
- HQ state · unset to Nov 27, 2024 to Mar 31, 2025
- Discretionary RAUM · $899M to $938MNov 27, 2024 to Mar 31, 2025
- HNW RAUM · $281M to $294MNov 27, 2024 to Mar 31, 2025
- Individual RAUM · $584M to $609MNov 27, 2024 to Mar 31, 2025
- Pension RAUM · $25.6M to $26.8MNov 27, 2024 to Mar 31, 2025
- RAUM · $899M to $938MNov 27, 2024 to Mar 31, 2025
- Accounts · 2,323 to 2,546Jan 3, 2024 to Mar 29, 2024
- Discretionary RAUM · $856M to $899MJan 3, 2024 to Mar 29, 2024
- HNW RAUM · $268M to $281MJan 3, 2024 to Mar 29, 2024
- Individual RAUM · $558M to $584MJan 3, 2024 to Mar 29, 2024
- Pension RAUM · $23.6M to $25.6MJan 3, 2024 to Mar 29, 2024
- RAUM · $856M to $899MJan 3, 2024 to Mar 29, 2024
- Business name · R•• • L•••••• to T•• R••••••••• P•••••••••Sep 22, 2023 to Jan 3, 2024
Signals
6 dated events
- Dimitris-Stavros Chryssafou-Christodoulou (Shareholder) appeared on Schedule A of T•• R••••••••• P•••••••••Nov 27, 2024 · Control person joined · fact
- Diana Stephanie Christodoulou (Shareholder) appeared on Schedule A of T•• R••••••••• P•••••••••Nov 27, 2024 · Control person joined · fact
- Michael Andrew Christodoulou (Shareholder) appeared on Schedule A of T•• R••••••••• P•••••••••Nov 27, 2024 · Control person joined · fact
- Nicholas Christodoulou (Shareholder) appeared on Schedule A of T•• R••••••••• P•••••••••Nov 27, 2024 · Control person joined · fact
- Henry Francis Mercuri (Chief Financial Officer) appeared on Schedule A of T•• R••••••••• P•••••••••Jan 3, 2024 · Control person joined · fact
- R•• • L•••••• filed its initial SEC registration (Form ADV)Sep 22, 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
- Business email
- h••••@r•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 519-578-6849reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 519-578-7269reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 888-578-7542reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- ca.linkedin.com/company/the-raelipskie-partnershipreportedpublic record, Form ADV, Sep 18, 2026
- Website
- r•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 519 578 6849reportedpublic record, Form ADV, Sep 8, 2026
- Contact form
- r•••••••••.comreportedpublished by the firm, firm site, Sep 16, 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
- Independent wealth managerderiveda 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