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•• O•••••••• R••••••••• A•••••• L••
Latest filing Mar 30, 2026
First filing on the tape Jan 16, 2025 · 3 filings
SEC status approved since Jan 31, 2025
RAUM
$348M
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
331
113 advisory (5.B.1)
Offices
8
beyond the principal office
Private funds
3
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$348M as of Mar 30, 2026
Jan 16, 2025$0 then
HNW client RAUM$0 as of Mar 30, 2026
Jan 16, 2025$0 then
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Jan 16, 20250 then
Employees (5.A)331 as of Mar 30, 2026
Jan 16, 2025268 then
Private funds: 3
RAUM n/a over the last fiscal yearIARs 0 to 0offices 7 to 8
Practice profile
derived from the filing of Mar 30, 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
- $87.0MderivedRAUM 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
- unknownderived9 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
- $348M, 4 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$348M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $348M for 4 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••••••• G•••••• N• M••••• N••• · Managing Partnercontrolsince 07/2024 · owns less than 5%
- F••••••••• L•••• M•••• · Chief Compliance Officercontrolsince 07/2024 · owns less than 5%
- M••••••• • C••••• P•••••••• M•••• · General Counselcontrolsince 12/2024 · owns less than 5%
- S••••• D••••••• L•• · Chief Financial Officercontrolsince 07/2024 · owns less than 5%
- W••••• S••••• M•••• · Chairman And Managing Partnercontrolsince 07/2024 · owns less than 5%
Entity owners
- I• S•••••• C•••••• L•• · Sole Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- custody status changedChange between filings · filing Mar 30, 2026custody of client assets (Item 9.A): no on the filing of 2025-09-10, yes on the filing of 2026-03-30peers: asset managers, $100M to $500M (1,568)
- business activity changedChange between filings · filing Mar 30, 2026advises private funds (Item 7.B): no on the filing of 2025-09-10, yes on the filing of 2026-03-30peers: asset managers, $100M to $500M (1,568)
What changed
consecutive filings, newest first
- Accounts · 0 to 4Sep 10, 2025 to Mar 30, 2026
- Advisory employees · 196 to 113Sep 10, 2025 to Mar 30, 2026
- Advisory activities · 3 to 1Sep 10, 2025 to Mar 30, 2026
- Business name · I• S•••••• C•••••• R••••••••• A•••••• L•• to I•• O•••••••• R••••••••• A•••••• L••Sep 10, 2025 to Mar 30, 2026
- Pooled vehicle clients · 0 to 4Sep 10, 2025 to Mar 30, 2026
- Assets in custody · unset to 348117613.0Sep 10, 2025 to Mar 30, 2026
- Custody of client assets · false to trueSep 10, 2025 to Mar 30, 2026
- Employees · 268 to 331Sep 10, 2025 to Mar 30, 2026
- Legal name · I• S•••••• C•••••• R••••••••• A•••••• L•• to I•• O•••••••• R••••••••• A•••••• L••Sep 10, 2025 to Mar 30, 2026
- Other offices · 7 to 8Sep 10, 2025 to Mar 30, 2026
- Private funds · unset to 3Sep 10, 2025 to Mar 30, 2026
- Discretionary RAUM · $0 to $348MSep 10, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $0 to $348MSep 10, 2025 to Mar 30, 2026
- RAUM · $0 to $348MSep 10, 2025 to Mar 30, 2026
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
- I•• O•••••••• R••••••••• A•••••• L•• · Independent Sponsorsshared crd · capital_provider
- I•• O•••••••• R••••••••• A•••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- isquaredcapital.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 786-693-5781reportedpublic record, Form ADV, Mar 30, 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