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
N•••••• C•••••• L••
Latest filing Jun 12, 2026
First filing on the tape Dec 11, 2024 · 5 filings
SEC status approved since Jan 10, 2025
RAUM
$294M
reported, Item 5.F
Discretionary
0.0%
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
5
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$294M as of Jun 12, 2026
May 9, 2025$199M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 12, 2026
May 9, 20250 then
Employees (5.A)5 as of Jun 12, 2026
May 9, 20255 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jun 12, 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
- $29.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- 28%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, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, 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
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$210M72%
- State and municipal entities$83.3M28%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 10reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.72 institutional_share=0.28 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•••• E•••• M•••••• · Managing Member And Chief Compliance Officercontrolsince 11/2024 · owns 25% to 50%
- N•••••••• J•••• J••••• · Managing Membercontrolsince 11/2024 · owns 25% to 50%
- T•••• A••••• N•• · Managing Membercontrolsince 11/2024 · owns 25% to 50%
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
- low discretionary shareStatic outlier · filing Jun 12, 2026discretionary share of RAUM of 0% against a peer median of 100% (1568 comparable advisers, 0.0th percentile, 33.7 robust deviations)peers: asset managers, $100M to $500M (1,568) · 0.0% percentile
- high institutional concentrationStatic outlier · filing Jun 12, 2026institutional share of RAUM of 28% against a peer median of 0% (1568 comparable advisers, 99.0th percentile, 9.6 robust deviations)peers: asset managers, $100M to $500M (1,568) · 99% percentile
What changed
consecutive filings, newest first
- Non-discretionary RAUM · $199M to $294MMay 9, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $142M to $210MMay 9, 2025 to Mar 27, 2026
- RAUM · $199M to $294MMay 9, 2025 to Mar 27, 2026
- Accounts · unset to 10.0Dec 12, 2024 to May 9, 2025
- Advisory activities · 1 to 2Dec 12, 2024 to May 9, 2025
- Pooled vehicle clients · unset to 9.0Dec 12, 2024 to May 9, 2025
- Financial planning clients · unset to Dec 12, 2024 to May 9, 2025
- HQ city · unset to Dec 12, 2024 to May 9, 2025
- HQ state · unset to Dec 12, 2024 to May 9, 2025
- Discretionary RAUM · unset to 0.0Dec 12, 2024 to May 9, 2025
- Non-discretionary RAUM · unset to 198905778.0Dec 12, 2024 to May 9, 2025
- Pooled vehicle RAUM · unset to 142372469.0Dec 12, 2024 to May 9, 2025
- RAUM · unset to 198905778.0Dec 12, 2024 to May 9, 2025
Signals
1 dated events
- N•••••• C•••••• L•• filed its initial SEC registration (Form ADV)Dec 11, 2024 · 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
- Firm profile
- linkedin.com/company/newmile-capital-llcreportedpublic record, Form ADV, Sep 19, 2026
- Website
- n•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 703-307-5527reportedpublic record, Form ADV, Jun 12, 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