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
I•• P••••••• I•••
Latest filing Jul 17, 2026
First filing on the tape Nov 27, 2024 · 5 filings
SEC status approved since Jan 30, 2025
RAUM
$555M
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
20
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
47
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$555M as of Jul 17, 2026
Mar 28, 2025$483M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 17, 2026
Mar 28, 20250 then
Employees (5.A)20 as of Jul 17, 2026
Mar 28, 202519 then
Private funds47 as of Jul 17, 2026
Mar 28, 20255 then
RAUM +15% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jul 17, 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
- $11.8MderivedRAUM 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
- +15%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
- $555M, 47 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$555M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 47reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $555M for 47 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
Private funds
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| I•• P•••••• S••••••••• I• ••••••• L• | Private Equity Fund | $135M | 116 | Mar 28, 2021 |
| I•• P•••••• S••••••••• I•• ••••••• L••• | Other Private Fund | $27.4M | 80 | Nov 27, 2024 |
| I•• P•••••• S••••••••• I•• ••••••••• S••• | Other Private Fund | $22.8M | 20 | Nov 27, 2024 |
| I•• P•••••• M•••••• ••••••• L• | Venture Capital Fund | $18.7M | 18 | Mar 29, 2022 |
| I•• P•••••• P•••••• F••• I• | Private Equity Fund | $15.4M | 18 | Nov 27, 2024 |
Owners and control persons
Schedule A and B, latest filing
- A••••••• A•• · Cfo, Coo, Clo, Cco & Directorcontrolsince 09/2021 · owns less than 5%
- H•••••••• I••••• · Ceo, Directorcontrolsince 09/2021 · owns less than 5%
Entity owners
- I•• P•••••• H••••••• L•••••• · Shareholder - Commonsharesdirect · owns 75% or more
Related persons
Schedule D 7.A
- D••••• I• G•• F• G•pooled vehicle sponsorn
- I•• P•••••• I••••••••• M••••••••• L•••investment advisern
- I•• P•••••• L••••••investment advisern
- I•• P•••••• M•••••• ••••••• G• L••pooled vehicle sponsorn
- I•• P•••••• S••••••••• G•pooled vehicle sponsorn
- I•• P•••••• S••••••••• O••••••••• I• L••••••pooled vehicle sponsorn
- I• G•• P••••• G•pooled vehicle sponsorn
- I• P•••••• G•pooled vehicle sponsorn
- P••••••• G• L••••••pooled vehicle sponsorn
- P••••••• I• G• L••••••pooled vehicle sponsorn
- S••••••••• I• ••••••• G• L••••••pooled vehicle sponsorn
- S••••••••• I• ••••••••• G• L••••••pooled vehicle sponsorn
- S••••••••• I•• ••••••• G• L••••••pooled vehicle sponsorn
- S••••••••• I•• ••••••••• G• L••••••pooled vehicle sponsorn
- S••••••••• I•• ••••••••• G• S•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- many private funds relative to firm sizeStatic outlier · filing Jul 17, 2026private funds per $1B of RAUM of 84.7 against a peer median of 8.9 (462 comparable advisers, 98.0th percentile, 12.8 robust deviations)peers: asset managers, $500M to $1B (462) · 98% percentile
- discretionary share shiftChange between filings · filing Mar 31, 2026discretionary share of RAUM moved from 0.0% to 100.0% between the annual amendments of 2025-03-28 and 2026-03-31peers: asset managers, $500M to $1B (784)
- private fund count surgeChange between filings · filing Mar 31, 2026private funds (Schedule D 7.B.1) moved from 5.0 to 47.0 (+840.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was 0.0% (489 comparable advisers, 100.0th percentile of changes)peers: asset managers, $500M to $1B (489) · 100% percentile
What changed
consecutive filings, newest first
- Accounts · 40 to 47Mar 28, 2025 to Mar 31, 2026
- Pooled vehicle clients · 40 to 47Mar 28, 2025 to Mar 31, 2026
- Assets in custody · $12.6M to $555MMar 28, 2025 to Mar 31, 2026
- Employees · 19 to 20Mar 28, 2025 to Mar 31, 2026
- Private funds · 5 to 47Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $0 to $555MMar 28, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $483M to $0Mar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $483M to $555MMar 28, 2025 to Mar 31, 2026
- RAUM · $483M to $555MMar 28, 2025 to Mar 31, 2026
- Advisory employees · 3 to 8Nov 27, 2024 to Mar 28, 2025
- Assets in custody · $10.7M to $12.6MNov 27, 2024 to Mar 28, 2025
- Employees · 5 to 19Nov 27, 2024 to Mar 28, 2025
- Financial planning clients · unset to Nov 27, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $446M to $483MNov 27, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $446M to $483MNov 27, 2024 to Mar 28, 2025
- RAUM · $446M to $483MNov 27, 2024 to Mar 28, 2025
Signals
1 dated events
- I•• P••••••• I••• filed its initial SEC registration (Form ADV)Nov 27, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- I•• P••••••• I••• · Independent Sponsorsshared crd · capital_provider
- I•• P••••••• I••• · Private Equityshared crd · organization
- I•• P••••••• I••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/ion-pacificreportedpublic record, Form ADV, Sep 19, 2026
- Website
- i•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- +1-714-408-4618reportedpublic record, Form ADV, Jul 17, 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