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A••••• C••••• M••••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

A••••• C••••• M••••••••• L••

CRD 156115

NEW YORK, NY

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Search this name across graphsid dfx:ria:2462eb55-ac9c-148b-35a5-accb733cf729

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 42
Dated events: 17
On other graphs: 0
Observed: Mar 28, 2012 to Mar 31, 2026
37 observations

Across DFX

owners resolved from Schedule A/B to their own records, measured by hand

Private Equityowner

A••••• C•••••• M••••••••• L•••

owned by this firm per Schedule A, named with its CRD in Item 7.A · confidence 90% · family precision 100%

Private Creditcandidate

A••••• C••••• M••••••••• L••

Credit provider · name unique adv

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=571.0
Regulatory AUM: $30B••• Locked
Discretionary RAUM: $30B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3,564

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•• H••••••• ••••••••• L•••	LIMITED PARTNER	E	yes	10/2012	Dec 10, 2024	Dec 10, 2024
A•• H••••••• G•• L•••	GENERAL PARTNER	F	yes	10/2012	Dec 20, 2012	Dec 10, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
A••••• C•••••• M••••••••• L•••	n/a	OTHER_A••••••	$718B	N	yes	n/a
A••••• M••••••••• L•••	n/a	FORMER_SEC_A••••••	$90B	N	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
GOREGAON EAST, MUMBAI	n/a	India	577	no
NEW YORK	NY	United States	431	no
London	n/a	United Kingdom	360	no
EL SEGUNDO	CA	United States	221	no
Greenwich	Ct

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$30B	$19B	60.2%	$6.1B	70.2%	3,564	3,126	28	26

Relationships

Affiliated with (22)

← A••••• C•••••• M••••••••• L•••Registered adviserother investment adviser, bank, common control
factForm ADV
→ A••••• I••••••••• M••••••••• L•••Registered adviserother investment adviser, bank, common control
factForm ADV
→ A••••• M••••••••• L•••Registered adviserother investment adviser, bank, common control
factForm ADV
→ A••••• C•••••• M••••••••• L•••Registered adviser

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 31, 2026
Regulatory AUM changed
A••••• C••••• M••••••••• L•• reported RAUM $30.0B, up 60% from $18.7B (2025-09-02 to 2026-03-31)
Form ADVobserved 7 days ago
$11.3B
Occurred
Mar 31, 2025
Regulatory AUM changed
A••••• C••••• M••••••••• L•• reported RAUM $18.7B, up 117% from $8.6B (2025-01-22 to 2025-03-31)
Form ADVobserved 7 days ago
$10.1B
Occurred
May 10, 2024
Control person joined
A Whitney Chatterjee (Chief Legal Officer) appeared on Schedule A of A••••• C••••• M••••••••• L••
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2462eb55-ac9c-148b-35a5-accb733cf729
First observed: Mar 28, 2012
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Controls (16)

← Z•••••• J••••• C••••••OwnerCO-PRESIDENT OF A••••• A•••• M••••••••• I•••, ownership code NA, individual
Mar 28, 2012 to Dec 10, 2024factForm ADV
← R••••• M•••• J••••••OwnerCHIEF EXECUTIVE OFFICER OF A••••• G••••• M••••••••• I•••, ownership code NA, individual
Mar 28, 2012 to Dec 10, 2024factForm ADV
← A••••• C•••••• M••••••••• L•••OwnerSOLE MEMBER, ownership code E, domestic entity
Mar 28, 2012 to Dec 10, 2024factForm ADV
← K•••••••• S••••• M•••••OwnerCO-PRESIDENT OF A••••• A•••• M••••••••• I•••, ownership code NA, individual
Mar 29, 2019 to Dec 10, 2024factForm ADV
← L•••• Y•••• K••••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 9, 2021 to Dec 10, 2024factForm ADV
← K••••• M•••••• B••••••OwnerCHIEF FINANCIAL OFFICER OF A••••• G••••• M••••••••• I•••, ownership code NA, individual
Jun 20, 2013 to Dec 10, 2024factForm ADV
← C••••••••• W••••••• A•OwnerCHIEF LEGAL OFFICER, ownership code NA, individual
May 10, 2024 to Dec 10, 2024factForm ADV
← A•• H••••••• ••••••••• L•••OwnerLIMITED PARTNER, ownership code E, domestic entity
Dec 10, 2024 to Dec 10, 2024factForm ADV
← A•• H••••••• G•• L•••OwnerGENERAL PARTNER, ownership code F, foreign entity
Dec 20, 2012 to Dec 10, 2024factForm ADV
← A•• C••••OwnerLIMITED PARTNER, ownership code D, domestic entity
Mar 28, 2012 to Dec 10, 2024factForm ADV
← A••••• A•••• M••••••••• I•••OwnerLIMITED PARTNER, ownership code C, domestic entity
Jan 12, 2022 to Dec 10, 2024factForm ADV
← A••••• C•••••• C••••• M••••••••• L••OwnerSOLE MEMBER, ownership code E, domestic entity
Jul 16, 2021 to Dec 10, 2024factForm ADV
← A••••• C•••••• M••••••••• G•• L••OwnerGENERAL PARTNER, ownership code F, domestic entity
Mar 28, 2012 to Dec 10, 2024factForm ADV
← A••••• G••••• M••••••••• I•••OwnerSOLE SHAREHOLDER, ownership code E, domestic entity
Jan 6, 2020 to Dec 10, 2024factForm ADV
← A••••• M••••••••• H•••••••• L•••OwnerMANAGING MEMBER, ownership code E, domestic entity
Mar 28, 2012 to Dec 10, 2024factForm ADV
← A••••• M•••••••• H••••••• G•• L••OwnerGENERAL PARTNER, ownership code F, domestic entity
Mar 28, 2012 to Dec 10, 2024factForm ADV