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.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0

Regulatory AUM

$167MItem 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

$167M

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

7

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

3

Private funds

1Schedule D 7.B(1)

Custody, client assets

$167M

SEC number

801-129061

CRD

328044

Filings on the tape

7

First filed

Oct 16, 2023

Latest filed

Mar 27, 2026

Organised

Limited Partnership, DE

• Occurred

  Mar 14, 2024
  Control person joined

  Anderson Cole Adams (Owner) appeared on Schedule A of Totem Macro Asset Management Lp

  Form ADVobserved 4 days ago
• Occurred

  Oct 16, 2023
  First Form ADV filing

  Totem Macro filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5f6fef60-a5e2-b62d-84e5-06be7763c513

First observed

Oct 16, 2023

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.