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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

SEC-registered adviser

S••••••••• P•••••••

Asset manager (funds and pooled vehicles)Venice, CaliforniaCRD 330218SEC 801-133985websiteIAPD
Legal name S••••••••• P••••••• M••••••••• L••
Latest filing Jul 28, 2026
First filing on the tape Jul 16, 2025 · 3 filings
SEC status approved since Jul 25, 2025
RAUM
$279M
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
7
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$279M as of Jul 28, 2026
Jul 16, 2025$239M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 28, 2026
Jul 16, 20250 then
Employees (5.A)7 as of Jul 28, 2026
Jul 16, 20257 then
Private funds1 as of Jul 28, 2026
Jul 16, 20251 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jul 28, 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
$279MderivedRAUM 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
unknownderivedbetween 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
yesreportedItem 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)
  • 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$279M100%
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
$0 for 0 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
      1 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      S••••••••• P••••••• F••• 1• L•Private Equity Fund$94.5M10Feb 23, 2024
      Owners and control persons
      Schedule A and B, latest filing
      • H•••••• N•••••••• G••••• · Partnercontrol
        since 10/2023 · owns 10% to 25%
      • L••••• M•••• S•••••• · Partner, Chief Compliance Officer Partnercontrol
        since 10/2023 · owns 10% to 25%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Assets in custody · $239M to $0
        Jul 16, 2025 to Mar 25, 2026
      • Discretionary RAUM · $239M to $279M
        Jul 16, 2025 to Mar 25, 2026
      • Pooled vehicle RAUM · $239M to $279M
        Jul 16, 2025 to Mar 25, 2026
      • RAUM · $239M to $279M
        Jul 16, 2025 to Mar 25, 2026
      Signals
      No event on the tape.
      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/superbloom-partners1reportedpublic record, Form ADV, Sep 18, 2026
      Website
      s•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      310-614-7198reportedpublic record, Form ADV, Jul 28, 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