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
D••••••• P•••••••• F•••••• L••
Latest filing Apr 29, 2026
First filing on the tape Sep 20, 2023 · 7 filings
SEC status approved since Oct 24, 2023
RAUM
$3.4B
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
119
62 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$3.4B as of Apr 29, 2026
Feb 20, 2024$623M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 29, 2026
Feb 20, 20240 then
Employees (5.A)119 as of Apr 29, 2026
Feb 20, 202461 then
Private funds: no history
RAUM +40% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Apr 29, 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
- $3.4BderivedRAUM 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
- unknownderived3 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, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for investment companiesreportedItem 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- C•••••••• J•••••• A•••••••• · Co-Head & Partnercontrolsince 06/2023 · owns less than 5%
- C•••• M••••••• J••••• · General Counsel And Chief Compliance Officercontrolsince 08/2024 · owns less than 5%
- G••••••• S••••• K••••••• · Co-Chief Executive Officer & Co-Presidentcontrolsince 02/2022 · owns less than 5%
- L••••••••• J•••••••• N•• · Co-Chief Executive Officer & Co-Presidentcontrolsince 02/2022 · owns less than 5%
- P••••••••• B•••••••• D•••• · Co-Head & Partnercontrolsince 06/2023 · owns less than 5%
- S••••• V•••••• H•••••• · Chief Financial Officercontrolsince 10/2023 · owns less than 5%
- C•••••••• J•••••• A•••••••• · Limited Partnercontrolsince 06/2022 · owns 25% to 50% of D••••••• P•••••••• F•••••• F••••• L•
- G••••••• S••••• K••••••• · Membercontrolsince 11/2016 · owns 50% to 75% of D••••••• C•••••• P••••••• G• L••
- G••••••• S••••• K••••••• · Membercontrolsince 07/2021 · owns 75% or more of S• D••••••• L••
- L••••••••• J•••••••• N•• · Limited Partnercontrolsince 07/2021 · owns 75% or more of D••••••• M••••••••• I••••••••• L•
- L••••••••• J•••••••• N•• · Membercontrolsince 11/2016 · owns 50% to 75% of D••••••• C•••••• P••••••• G• L••
- P••••••••• B•••••••• D•••• · Limited Partnercontrolsince 06/2022 · owns 25% to 50% of D••••••• P•••••••• F•••••• F••••• L•
Entity owners
- D••••••• P•••••••• F•••••• P••••••••• L• · Sole Memberdirect · owns 75% or more
- D••••••• C•••••• P••••••• G• L•• · General Partnerindirect · owns F of D••••••• C•••••• P••••••• L•
- D••••••• C•••••• P••••••• L• · Sole Memberindirect · owns 75% or more of D••••••• P•••••••• F•••••• H••••••• L••
- D••••••• C•••••• P••••••• L• · Limited Partnerindirect · owns 50% to 75% of D••••••• P•••••••• F•••••• F••••• L•
- D••••••• M••••••••• I••••••••• L• · Limited Partnerindirect · owns 25% to 50% of D••••••• C•••••• P••••••• L•
- D••••••• P•••••••• F•••••• F••••• L• · Limited Partnerindirect · owns 75% or more of D••••••• P•••••••• F•••••• P••••••••• L•
- D••••••• P•••••••• F•••••• H••••••• L•• · General Partnerindirect · owns F of D••••••• P•••••••• F•••••• P••••••••• L•
- D••••••• P•••••••• F•••••• H••••••• L•• · General Partnerindirect · owns F of D••••••• P•••••••• F•••••• F••••• L•
- S• D••••••• L•• · Limited Partnerindirect · owns 25% to 50% of D••••••• C•••••• P••••••• L•
Related persons
Schedule D 7.A
- D••••••• A••••••••• L••bankpooled vehicle sponsorn
- D••••••• C•••••• P••••••• L•investment adviserbankyRAUM $29B
- D••••••• C•• A••••••• L••investment advisern
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom5 employees
- West Palm Beach, FL4 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- employee count surgeChange between filings · filing Apr 29, 2026employees (Item 5.A) moved from 78.0 to 119.0 (+53.0%) between the annual amendments of 2025-03-31 and 2026-04-29; the peer median change was 0.0% (1109 comparable advisers, 98.0th percentile of changes)peers: asset managers, $1B to $5B (1,109) · 98% percentile
What changed
consecutive filings, newest first
- Advisory employees · 48 to 62Sep 9, 2025 to Mar 31, 2026
- Employees · 78 to 119Sep 9, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.5B to $3.4BSep 9, 2025 to Mar 31, 2026
- RAUM · $2.5B to $3.4BSep 9, 2025 to Mar 31, 2026
- Advisory employees · 46 to 48Aug 1, 2024 to Mar 31, 2025
- Employees · 69 to 78Aug 1, 2024 to Mar 31, 2025
- Financial planning clients · unset to Aug 1, 2024 to Mar 31, 2025
- Discretionary RAUM · $623M to $2.5BAug 1, 2024 to Mar 31, 2025
- RAUM · $623M to $2.5BAug 1, 2024 to Mar 31, 2025
- Advisory employees · 39 to 46Feb 20, 2024 to Aug 1, 2024
- Employees · 61 to 69Feb 20, 2024 to Aug 1, 2024
- Accounts · unset to 1.0Sep 20, 2023 to Feb 20, 2024
- Advisory employees · 36 to 39Sep 20, 2023 to Feb 20, 2024
- Employees · 55 to 61Sep 20, 2023 to Feb 20, 2024
- Discretionary RAUM · unset to 622880000.0Sep 20, 2023 to Feb 20, 2024
- Non-discretionary RAUM · unset to 0.0Sep 20, 2023 to Feb 20, 2024
- RAUM · unset to 622880000.0Sep 20, 2023 to Feb 20, 2024
Signals
7 dated events
- D••••••• P•••••••• F•••••• L•• reported RAUM $3.4B, up 40% from $2.5B (2025-09-09 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- D••••••• P•••••••• F•••••• L•• reported RAUM $2.5B, up 296% from $622.9M (2024-08-01 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- Nmn Shailini Rao (General Counsel And Chief Compliance Officer) no longer on Schedule A of D••••••• P•••••••• F•••••• L•• (listed 2024-02-20, absent 2024-08-01)Aug 1, 2024 · Control person left · inference
- Joshua Michael Cohn (General Counsel And Chief Compliance Officer) appeared on Schedule A of D••••••• P•••••••• F•••••• L••Aug 1, 2024 · Control person joined · fact
- Gerard Matthew Gilmartin (Co-Chief Operating Officer, Chief Financial Officer And Head Of Operations) no longer on Schedule A of D••••••• P•••••••• F•••••• L•• (listed 2023-09-20, absent 2024-02-20)Feb 20, 2024 · Control person left · inference
- H•••••• V••••• S•••• (Chief Financial Officer) appeared on Schedule A of D••••••• P•••••••• F•••••• L••Feb 20, 2024 · Control person joined · fact
- D••••••• P•••••••• F•••••• L•• filed its initial SEC registration (Form ADV)Sep 20, 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
- Firm profile
- linkedin.com/company/diameter-capital-partners-lpreportedpublic record, Form ADV, Sep 19, 2026
- Website
- d•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-665-1400reportedpublic record, Form ADV, Apr 29, 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