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•••••• C•••••• M••••••••• L•••
Legal name I•••••• C•••••• M••••••••• L•
Latest filing Apr 21, 2026
First filing on the tape May 31, 2024 · 6 filings
SEC status approved since Jul 15, 2024
RAUM
$150M
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
13
10 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$150M as of Apr 21, 2026
Mar 27, 2025$102M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 21, 2026
Mar 27, 20250 then
Employees (5.A)13 as of Apr 21, 2026
Mar 27, 20259 then
Private funds2 as of Apr 21, 2026
Mar 27, 20252 then
RAUM +47% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Apr 21, 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
- $75.2MderivedRAUM 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
- +47%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
- 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)
- 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$150M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2reported
- 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=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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| I•••••• C•••• F••• I• L• | Private Equity Fund | $102M | 30 | Nov 12, 2024 |
| I•••••• C•••• F••• I•• L• | Private Equity Fund | $0 | 0 | Nov 12, 2024 |
Owners and control persons
Schedule A and B, latest filing
- C••••••••• V••••••• J•••• · Chief Compliance Officercontrolsince 04/2024 · owns less than 5%
- N••••••• J••••••• · Managing Partnercontrolsince 03/2024 · owns less than 5%
- N••••••• J••••••• · Limited Partnercontrolsince 05/2024 · owns 75% or more of I•••••• M••••••••• H••••••• L•
Entity owners
- I•••••• C•••••• M••••••••• L•• · General Partner Of I•••••• C•••••• M••••••••• L•direct · owns less than 5%
- I•••••• M••••••••• H••••••• L• · Limited Partner Of I•••••• C•••••• M••••••••• L•direct · owns 75% or more
- I•••••• C•••••• M••••••••• L•• · General Partnerindirect · owns F of I•••••• M••••••••• H••••••• L•
Related persons
Schedule D 7.A
- I•••••• C•••• G• I• L•pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 7 to 10Mar 27, 2025 to Mar 27, 2026
- Employees · 9 to 13Mar 27, 2025 to Mar 27, 2026
- Discretionary RAUM · $102M to $150MMar 27, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $102M to $150MMar 27, 2025 to Mar 27, 2026
- RAUM · $102M to $150MMar 27, 2025 to Mar 27, 2026
- Employees · 10 to 9Nov 12, 2024 to Mar 27, 2025
- Financial planning clients · unset to Nov 12, 2024 to Mar 27, 2025
- Discretionary RAUM · $102M to $102MNov 12, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $102M to $102MNov 12, 2024 to Mar 27, 2025
- RAUM · $102M to $102MNov 12, 2024 to Mar 27, 2025
- Accounts · unset to 2.0Jun 6, 2024 to Nov 12, 2024
- Advisory employees · 3 to 7Jun 6, 2024 to Nov 12, 2024
- Pooled vehicle clients · unset to 2.0Jun 6, 2024 to Nov 12, 2024
- Employees · 6 to 10Jun 6, 2024 to Nov 12, 2024
- Private funds · unset to 2Jun 6, 2024 to Nov 12, 2024
- Discretionary RAUM · unset to 102150000.0Jun 6, 2024 to Nov 12, 2024
- Non-discretionary RAUM · unset to 0.0Jun 6, 2024 to Nov 12, 2024
- Pooled vehicle RAUM · unset to 102150000.0Jun 6, 2024 to Nov 12, 2024
- RAUM · unset to 102150000.0Jun 6, 2024 to Nov 12, 2024
- Legal name · I•••••• C•••••• M••••••••• L••• to I•••••• C•••••• M••••••••• L•May 31, 2024 to Jun 6, 2024
Signals
1 dated events
- I•••••• C•••••• M••••••••• L••• filed its initial SEC registration (Form ADV)May 31, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- I•••••• C•••••• M••••••••• L••• · Independent Sponsorsshared crd · capital_provider
- I•••••• C•••••• M••••••••• L••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/invidia-capital-managementreportedpublic record, Form ADV, Sep 19, 2026
- Website
- i•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-970-6430reportedpublic record, Form ADV, Apr 21, 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