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
F•••• I••••••••• G••••• L•
Latest filing Aug 17, 2026
First filing on the tape Nov 21, 2023 · 10 filings
SEC status approved since Jan 3, 2024
RAUM
$4.6B
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
17
6 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
8
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$4.6B as of Aug 17, 2026
Mar 31, 2025$1.9B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 17, 2026
Mar 31, 20250 then
Employees (5.A)17 as of Aug 17, 2026
Mar 31, 202512 then
Private funds8 as of Aug 17, 2026
Mar 31, 20256 then
RAUM +142% over the last fiscal yearIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of Aug 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
- $332MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +105%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 individuals, portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $4.5B, 13 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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$4.5B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 14reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $4.5B for 13 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.98 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
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| R••••• S••• L• | Hedge Fund | $903M | 6 | Apr 17, 2024 |
| B•• C••••• T•• F••• I• L• | Hedge Fund | $259M | 2 | Apr 17, 2024 |
| B•••• S•••••••• O••••••••• M••••• F•••• L• | Hedge Fund | $127M | 31 | Mar 31, 2022 |
| B•• E•• 1• L•• | Other Private Fund | $58.2M | 42 | Mar 31, 2022 |
| B•• S••••••• S••••• A• L•• | Other Private Fund | $9.9M | 26 | Mar 31, 2022 |
| B••••••••• L•• | Other Private Fund | $2.1M | 12 | Mar 31, 2022 |
| B•• S••••••• S••••• B• L•• | Other Private Fund | $396,549 | 11 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- M••••••••• M••• · Cio And Managing Partnercontrolsince 11/2023 · owns 75% or more
- P•••••• J••••• L•••• · Cfo, Coo, Ccocontrolsince 11/2023 · owns 10% to 25%
- M••••••••• M••• · Ownercontrolsince 11/2023 · owns 75% or more of F•• G•• L••
Entity owners
- F•• G•• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
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, 2026RAUM (Item 5.F) moved from $1,921,686,281 to $3,937,073,284 (+105.0%) between the annual amendments of 2025-03-31 and 2026-03-30; the peer median change was +11.0% (1368 comparable advisers, 95.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 95% percentile
What changed
consecutive filings, newest first
- Accounts · 11 to 14May 18, 2026 to Aug 17, 2026
- Pooled vehicle clients · 10 to 13May 18, 2026 to Aug 17, 2026
- Assets in custody · $3.9B to $4.5BMay 18, 2026 to Aug 17, 2026
- Employees · 12 to 17May 18, 2026 to Aug 17, 2026
- Private funds · 6 to 8May 18, 2026 to Aug 17, 2026
- Discretionary RAUM · $3.9B to $4.6BMay 18, 2026 to Aug 17, 2026
- Pooled vehicle RAUM · $3.8B to $4.5BMay 18, 2026 to Aug 17, 2026
- RAUM · $3.9B to $4.6BMay 18, 2026 to Aug 17, 2026
- Accounts · 10 to 11Jun 5, 2025 to Mar 30, 2026
- Pooled vehicle clients · 9 to 10Jun 5, 2025 to Mar 30, 2026
- Assets in custody · unset to 3937073284.0Jun 5, 2025 to Mar 30, 2026
- Custody of client assets · false to trueJun 5, 2025 to Mar 30, 2026
- Other offices · 0 to 1Jun 5, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.9B to $3.9BJun 5, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $1.8B to $3.8BJun 5, 2025 to Mar 30, 2026
- RAUM · $1.9B to $3.9BJun 5, 2025 to Mar 30, 2026
- Financial planning clients · 0 to 0May 6, 2025 to Jun 5, 2025
- Accounts · 9 to 10Apr 17, 2024 to Mar 31, 2025
- Employees · 11 to 12Apr 17, 2024 to Mar 31, 2025
- Private funds · 7 to 6Apr 17, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.4B to $1.9BApr 17, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.4B to $1.8BApr 17, 2024 to Mar 31, 2025
- RAUM · $1.4B to $1.9BApr 17, 2024 to Mar 31, 2025
- Accounts · unset to 9.0Jan 3, 2024 to Apr 17, 2024
- Pooled vehicle clients · unset to 9.0Jan 3, 2024 to Apr 17, 2024
- Private funds · unset to 7Jan 3, 2024 to Apr 17, 2024
- Discretionary RAUM · unset to 1359276313.0Jan 3, 2024 to Apr 17, 2024
- Non-discretionary RAUM · unset to 0.0Jan 3, 2024 to Apr 17, 2024
- Pooled vehicle RAUM · unset to 1359276313.0Jan 3, 2024 to Apr 17, 2024
- RAUM · unset to 1359276313.0Jan 3, 2024 to Apr 17, 2024
- Related adviser · true to falseJan 3, 2024 to Apr 17, 2024
- Related adviser · false to trueJan 2, 2024 to Jan 3, 2024
Signals
3 dated events
- F•••• I••••••••• G••••• L• reported RAUM $3.9B, up 105% from $1.9B (2025-06-05 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- F•••• I••••••••• G••••• L• reported RAUM $1.9B, up 41% from $1.4B (2024-04-17 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- F•••• I••••••••• G••••• L• filed its initial SEC registration (Form ADV)Nov 21, 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
- Website
- f•••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 973-315-5394reportedpublic record, Form ADV, Aug 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