DFX Intelligence
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SEC-registered adviser
I••• C•••••• M••••••••• L•
Latest filing May 19, 2026
First filing on the tape Jun 5, 2024 · 7 filings
SEC status approved since Jul 19, 2024
RAUM
$218M
reported, Item 5.F
Discretionary
81%
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
8
5 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
1
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$218M as of May 19, 2026
Mar 31, 2025$187M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 19, 2026
Mar 31, 20250 then
Employees (5.A)8 as of May 19, 2026
Mar 31, 20257 then
Private funds1 as of May 19, 2026
Mar 31, 20251 then
RAUM +16% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of May 19, 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
- $43.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 81%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
- +16%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $32.7M, 1 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$32.7M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $32.7M for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.15 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| I••• C•••••• A•••• F••• I• L• | Other Private Fund | $51.4M | 9 | Nov 14, 2024 |
Owners and control persons
Schedule A and B, latest filing
- B••••• F••••• A••••••• · Chief Financial Officercontrolsince 10/2024 · owns less than 5%
- B•••••••• M••••••• R••••• · Chief Investment Officercontrolsince 04/2024 · owns less than 5%
- R••••• S••••• E••••• · Chief Compliance Officercontrolsince 04/2024 · owns less than 5%
- A• T••••• M••••••• A• · Membercontrolsince 04/2024 · owns 50% to 75% of I••• C•••••• M••••••••• L••
- B•••••••• M••••••• R••••• · Membercontrolsince 04/2024 · owns 50% to 75% of I••• C•••••• M••••••••• L••
Entity owners
- I••• C•••••• M••••••••• L•• · General Partnerdirect · owns 75% or more
Related persons
Schedule D 7.A
- I••• C•••••• G• I• L•pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Doha, Qatar1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- discretionary share shiftChange between filings · filing Apr 10, 2026discretionary share of RAUM moved from 100.0% to 81.0% between the annual amendments of 2025-03-31 and 2026-04-10peers: other advisers, $100M to $500M (212)
What changed
consecutive filings, newest first
- Accounts · 4 to 5Oct 1, 2025 to Mar 30, 2026
- Assets in custody · $187M to $32.7MOct 1, 2025 to Mar 30, 2026
- Employees · 7 to 8Oct 1, 2025 to Mar 30, 2026
- Discretionary RAUM · $187M to $178MOct 1, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $0 to $40.6MOct 1, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $39.7M to $32.7MOct 1, 2025 to Mar 30, 2026
- RAUM · $187M to $218MOct 1, 2025 to Mar 30, 2026
- Assets in custody · $202M to $187MNov 14, 2024 to Mar 31, 2025
- Financial planning clients · unset to Nov 14, 2024 to Mar 31, 2025
- Discretionary RAUM · $202M to $187MNov 14, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $51.6M to $39.7MNov 14, 2024 to Mar 31, 2025
- RAUM · $202M to $187MNov 14, 2024 to Mar 31, 2025
- Accounts · unset to 4.0Jun 5, 2024 to Nov 14, 2024
- Advisory employees · 2 to 5Jun 5, 2024 to Nov 14, 2024
- Pooled vehicle clients · unset to 1.0Jun 5, 2024 to Nov 14, 2024
- Assets in custody · unset to 202249493.0Jun 5, 2024 to Nov 14, 2024
- Custody of client assets · false to trueJun 5, 2024 to Nov 14, 2024
- Employees · 3 to 7Jun 5, 2024 to Nov 14, 2024
- HQ city · unset to NEW YORKJun 5, 2024 to Nov 14, 2024
- HQ state · unset to NYJun 5, 2024 to Nov 14, 2024
- Legal name · I••• C•••••• M••••••••• L• to I••• C•••••• M••••••••• L•Jun 5, 2024 to Nov 14, 2024
- Private funds · unset to 1Jun 5, 2024 to Nov 14, 2024
- Discretionary RAUM · unset to 202249493.0Jun 5, 2024 to Nov 14, 2024
- Non-discretionary RAUM · unset to 0.0Jun 5, 2024 to Nov 14, 2024
- Pooled vehicle RAUM · unset to 51605618.0Jun 5, 2024 to Nov 14, 2024
- RAUM · unset to 202249493.0Jun 5, 2024 to Nov 14, 2024
Signals
2 dated events
- Augustus Frank Bosco (Chief Financial Officer) appeared on Schedule A of I••• C•••••• M••••••••• L•Nov 14, 2024 · Control person joined · fact
- I••• C•••••• M••••••••• L• filed its initial SEC registration (Form ADV)Jun 5, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- I••• C•••••• M••••••••• L• · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/irth-capital-managementreportedpublic record, Form ADV, May 19, 2026
- Website
- i•••.capitalreportedpublic record, Form ADV, May 19, 2026
- Principal office phone
- 212-597-2476reportedpublic record, Form ADV, May 19, 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
- Other adviserderiveda 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