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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Former SEC-registered adviser
D•••••• C•••••• M••••••••• I•••
Latest filing Aug 3, 2026
First filing on the tape Aug 3, 2026 · 1 filings
RAUM
$60.3M
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
100%
$60.3M individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
0 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of Aug 3, 2026; every figure names its basis
- RAUM per advisor
- $15.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 26derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.6MderivedHNW RAUM over HNW clients
- Average account
- $591,127derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived2 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, hourly, fixed fees, commissionsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 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
- is a broker-dealer (6.A.1)
- buys or sells securities as principal to or from clients (8.A.2)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$39.6M66%
- Individuals$20.7M34%
- Individual clients
- 91reported
- HNW clients
- 11reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 102reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourly, commissionsreported
- Class basis
- on the IAPD state feed, not SEC-registeredderived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J•••• M•••••• P•••••••• | Cambridge, Ma | Jan 6, 2012 | 34 y | 3 |
| T••••• F•••••• B•••• | Cambridge, Ma | Jun 28, 2024 | 21 y | 0 |
| R•••••• E•••••Chartered Financial Consultant | Cambridge, Ma | Jan 13, 2026 | 38 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 days0 left over 36 months
Left, latest
- D••••• W• G•••••• to C•••••• A••••••• S•••••••• I••Jun 1, 2023 · Other
- D•••• B•••• M••••• to V••• F•••••••• A•••••••• I•••Jan 22, 2019 · Other
- K••• J••• R••••••• to M••••• S••••••Sep 4, 2018 · Other
- A••••• J• R••• to O•••• F•• I•••Feb 4, 2014 · Other
- B••••••• P••• R••••• to B••••••• R••• I••••••••• A•••••••Dec 19, 2013 · Other
- D•••• B•••• M••••• to C••••••••• F•••••••• N••••••Jan 30, 2009 · Other
Joined, latest
- R•••••• E••••• from L••• K••• • C••••••Jan 13, 2026 · RIA to a state-registered adviser
- D••••• W• G•••••• from C••••• I••••••••• S••••••• L••Oct 17, 2022 · Other
- D•••• B•••• M••••• from C••••••••• F•••••••• N••••••May 4, 2012 · Affiliated broker-dealer or bank to a state-registered adviser
- J•••• M•••••• P•••••••• from F•••• A••••• S••••••••• I•••Jan 6, 2012 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Cambridge, Ma · principal | 6 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
One filing, no change to show.
Signals
1 dated events
- D••••• W• G•••••• left D•••••• C•••••• M••••••••• I••• for C•••••• A••••••• S•••••••• I•• (registered 2024-03-13)Jun 1, 2023 · Advisor changed firm · 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
- Website
- davincicapitalmanagement.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-354-3222reportedpublic record, Form ADV, Aug 3, 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
- STATE REGISTEREDderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 15, 2026