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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

A•••• I••••••••

A•••• I•••••••• LLC, CRD 109605

GREENWICH, CT

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Search this name across graphsid dfx:ria:29fb9366-71e3-fb45-6a81-bdef5f1d7128

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 4
On other graphs: 0
Observed: Mar 29, 2012 to Mar 27, 2026
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

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=0.7 institutional_share=0.3 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $28BItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $28B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
A•••• I•••••••• T•••• I• ••••• E••••••• M•••••• E••••• F••••	Other Private Fund	$883M	Mar 27, 2024	73	Mar 29, 2012	reported	021-106137
A•••• I•••••••• T•••• I• ••••• I••••••••• E••••• F••• I••	Other Private Fund

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••• H••••••• G• C•••	MANAGING MEMBER	Na	yes	07/2021	Mar 27, 2014	Mar 27, 2024
A•••• H••••••• G• C•••	GENERAL PARTNER	F	yes	12/2013	Mar 27, 2014

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

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

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$28B	$24B	14.6%	$17B	19.2%	57	60	0	0

Relationships

Advises (12)

→ A•••• I••••••••• O••••••••• F•••• L•••Private fundHedge Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ A•••• G••••• S••••••••• O••••••••• F•••• L•••Private fundHedge Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ A•••• I••••••••• S••••••••• O••••••••• F•••• L•••Private fundHedge Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ A•••• O••••••• O••••••••• F••• L•

Dated events

Occurred
Mar 29, 2023
Control person left
Kunis Marina Jacobson (Trustee) no longer on Schedule A of A•••• I•••••••• (listed 2022-03-31, absent 2023-03-29)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2021
Regulatory AUM changed
A•••• I•••••••• reported RAUM $18.5B, up 38% from $13.5B (2020-03-27 to 2021-03-30)
Form ADVobserved 6 days ago
$5.1B
Occurred
Mar 27, 2020
Regulatory AUM changed
A•••• I•••••••• reported RAUM $13.5B, up 38% from $9.7B (2019-03-27 to 2020-03-27)
Form ADVobserved 6 days ago
$3.7B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:29fb9366-71e3-fb45-6a81-bdef5f1d7128
First observed: Mar 29, 2012
Last observed: Mar 27, 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.