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
F• D•••••• I••••••••• A••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Jan 16, 2026 · 2 filings
SEC status approved since Jan 21, 2026
RAUM
$3.2B
reported, Item 5.F
Discretionary
69%
of RAUM
Private clients
1.5%
$48.8M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
52
10 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
6
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$3.2B as of Mar 30, 2026
Jan 16, 2026$1.7B then
HNW client RAUM: $48.8M
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Jan 16, 20260 then
Employees (5.A)52 as of Mar 30, 2026
Jan 16, 202612 then
Private funds6 as of Mar 30, 2026
Jan 16, 20266 then
RAUM n/a over the last fiscal year
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
- $65.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 69%derivedof RAUM
- Institutional
- 9.4%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 individuals, 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
- 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)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.8B89%
- Insurance companies$293M9.1%
- High-net-worth individuals$48.8M1.5%
- Investment companies$16.0M0.5%
- State and municipal entities$10.0M0.3%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 49reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.02 fund_share=0.89 institutional_share=0.09 related_bd=true related_bank=true bd_reps=9.0derived
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
- A••••••• D••••• J•••• · Principalcontrolsince 01/2017 · owns less than 5%
- B•••••• M•••• R••••• · Chief Legal Officercontrolsince 09/2025 · owns less than 5%
- D•••••••• E••••••••• C•••••• · Managing Director, Ccocontrolsince 09/2025 · owns less than 5%
- F•••••• M••••••• C•••• · Chief Executive Officercontrolsince 09/2025 · owns less than 5%
- M•••••••• J•••••• D•••• · Chief Financial Officercontrolsince 09/2025 · owns less than 5%
- S••••••• S••••••• S•••• · General Counselcontrolsince 09/2025 · owns less than 5%
Entity owners
- F••••••• S••••• H•••••••• L••• · 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.
What changed
consecutive filings, newest first
- Accounts · 29 to 49Jan 16, 2026 to Mar 30, 2026
- Advisory employees · 2 to 10Jan 16, 2026 to Mar 30, 2026
- BD registered reps · 0 to 9Jan 16, 2026 to Mar 30, 2026
- Pooled vehicle clients · 29 to 39Jan 16, 2026 to Mar 30, 2026
- Employees · 12 to 52Jan 16, 2026 to Mar 30, 2026
- Other offices · 0 to 1Jan 16, 2026 to Mar 30, 2026
- Discretionary RAUM · $1.3B to $2.2BJan 16, 2026 to Mar 30, 2026
- HNW RAUM · unset to 48778439.0Jan 16, 2026 to Mar 30, 2026
- Non-discretionary RAUM · $400M to $1.0BJan 16, 2026 to Mar 30, 2026
- Pooled vehicle RAUM · $1.7B to $2.8BJan 16, 2026 to Mar 30, 2026
- RAUM · $1.7B to $3.2BJan 16, 2026 to Mar 30, 2026
Signals
1 dated events
- F• D•••••• I••••••••• A••••••• L•• reported RAUM $3.2B, up 89% from $1.7B (2026-01-16 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- F• D•••••• I••••••••• A••••••• L•• · Independent Sponsorsshared crd · capital_provider
- F• D•••••• I••••••••• A••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/futurestandardfsreportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- linkedin.com/company/portfolio-advisorsreportedpublic record, Form ADV, Sep 18, 2026
- Website
- fscreit.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 215-220-6651reportedpublic 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