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•••••• M••••••••• L••
Latest filing Sep 16, 2026
First filing on the tape Jul 17, 2025 · 3 filings
SEC status approved since Aug 14, 2025
RAUM
$834M
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
8
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$834M as of Mar 30, 2026
Jul 17, 2025$210M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Jul 17, 20250 then
Employees (5.A)8 as of Mar 30, 2026
Jul 17, 20258 then
Private funds23 as of Mar 30, 2026
Jul 17, 202518 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Sep 16, 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
- $36.3MderivedRAUM 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
- unknownderived2 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
- $834M, 23 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
- buys or sells securities as principal to or from clients (8.A.2)
- 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$834M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 23reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $834M for 23 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
- D••••• I••••••• S•••• · Managing Partnercontrolsince 09/2024 · owns less than 5%
- F••••• P••••••• W••••• · Managing Partnercontrolsince 09/2024 · owns less than 5%
- M••••••••• Y••••••• N•• · Chief Compliance Officer & Vp Of Financecontrolsince 06/2025 · owns less than 5%
Entity owners
- G•••••••• G•••• L•• · Managing Memberdirect · owns 50% to 75%
- I•••••• G••• L•• · General Parterdirect · owns less than 5%
- P••••• V••••••• L•• · Managing Memberdirect · owns 50% to 75%
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
- Financial planning clients · to unsetMar 30, 2026 to Sep 16, 2026
- Private funds · 23 to unsetMar 30, 2026 to Sep 16, 2026
- Succession · false to unsetMar 30, 2026 to Sep 16, 2026
- Accounts · 18 to 23Jul 17, 2025 to Mar 30, 2026
- Pooled vehicle clients · 18 to 23Jul 17, 2025 to Mar 30, 2026
- Assets in custody · $210M to $834MJul 17, 2025 to Mar 30, 2026
- Other offices · 3 to 1Jul 17, 2025 to Mar 30, 2026
- Private funds · 18 to 23Jul 17, 2025 to Mar 30, 2026
- Discretionary RAUM · $210M to $834MJul 17, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $210M to $834MJul 17, 2025 to Mar 30, 2026
- RAUM · $210M to $834MJul 17, 2025 to Mar 30, 2026
Signals
1 dated events
- I•••••• M••••••••• L•• reported RAUM $834.1M, up 298% from $209.6M (2025-07-17 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- I•••••• M••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/ironarc-venturesreportedpublic record, Form ADV, Sep 18, 2026
- Website
- i•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (206) 450-7899reportedpublic record, Form ADV, Sep 16, 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