DFX Intelligence

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

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RIA / WealthRegistered adviserInstitutional managerSEC registeredRAUM 10b 100b

P••••••• I••••••••• A•••• M•••••••••

D•••••• P••••••• ASSET MANAGEMENT, CRD 166048

BRUSSELS

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Data as of Apr 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 43
On other graphs: 0
Observed: Dec 4, 2012 to Apr 29, 2026
23 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: institutional managerderived••• Locked
Regulatory AUM: $17B••• Locked
Discretionary RAUM: $16B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 191
Advisory employees

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••• D•••••• P••••••• S•	Owner	E	yes	10/2013	Oct 8, 2015	Mar 27, 2024
C••••••• S•••••	Director	Na	yes	08/2022	Mar 30, 2023	Mar 27, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B••• D•••••• P••••••• S•	n/a	n/a	n/a	Y	yes	n/a

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	$17B	n/a	n/a	$11B	16.3%	191	n/a	0	n/a

Relationships

Controls (18)

← H••••• S•••••OwnerDIRECTOR, ownership code NA, individual
Dec 4, 2012 to Mar 27, 2024factForm ADV
← L••••• H•••• R•••OwnerDIRECTOR - CHAIRMAN OF THE BOARD OF DIRECTORS, ownership code NA, individual
Dec 4, 2012 to Mar 27, 2024factForm ADV
← D• C••••••• P••••OwnerDIRECTOR - CHAIRMAN OF THE MANAGEMENT BOARD, ownership code NA, individual
Dec 16, 2013 to Mar 27, 2024factForm ADV
← M•••••• R••••••••• T••••OwnerDIRECTOR, ownership code NA, individual
Oct 8, 2015 to Mar 27, 2024

Dated events

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

Order

Occurred
30 Mar 2023
Control person joined4 events
P••••••• I••••••••• A•••• M•••••••••: control person joined, 4 events, on 30 Mar 2023
- ••• Locked
- ••• Locked
- ••• Locked
Occurred
30 Mar 2023
Control person left3 events
P••••••• I••••••••• A•••• M•••••••••: control person left, 3 events, on 30 Mar 2023
- ••• Locked
- ••• Locked
- ••• Locked
Occurred
30 Mar 2022
Control person joined2 events
P••••••• I••••••••• A•••• M•••••••••: control person joined, 2 events, on 30 Mar 2022
- ••• Locked
- ••• Locked
Occurred
30 Mar 2022
Control person left2 events
P••••••• I••••••••• A•••• M•••••••••: control person left, 2 events, on 30 Mar 2022
- ••• Locked
- ••• Locked
Occurred
31 Mar 2021
Control person joined3 events
P••••••• I••••••••• A•••• M•••••••••: control person joined, 3 events, on 31 Mar 2021
- ••• Locked
- ••• Locked
- ••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 4, 2012
Last observed: Apr 29, 2026 4 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.

All 19 rows

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
M•••••• R••••••••• T••••	Director	Na	yes	10/2015	Oct 8, 2015	Mar 27, 2024
P••••• T••••	Director	Na	yes	08/2022	Mar 30, 2023	Mar 27, 2024
S••••••• J•••••	Director	Na	yes	01/2020	Mar 31, 2021	Mar 27, 2024
T•••••• C•••••••• C••••••••	DIRECTOR - CHIEF LEGAL OFFICER	Na	yes	07/2021	May 13, 2016	Mar 27, 2024
v•• B••••••••• F••••	Director	Na	yes	06/2021	Mar 30, 2022	Mar 27, 2024
V•• G••••••••• J••••• F••••	Director	Na	yes	08/2017	Mar 29, 2018	Mar 27, 2024
V•• H••••• F••••••••	Director	Na	yes	04/2022	Mar 30, 2023	Mar 27, 2024
V•••••••• S••	Director	Na	yes	04/2022	Mar 30, 2023	Mar 27, 2024
H•••• S••••	CHIEF COMPLIANCE OFFICER	Na	no	06/2021	Mar 30, 2022	Mar 27, 2024

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2014	Mar 24, 2015	$13B	$13B	61	35	n/a	n/a	n/a
2013	Mar 28, 2014	$15B	$15B	61	35	n/a	n/a	n/a