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

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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

C••••••••• I••••••••• M••••••••• L••••••

CRD 139012

EDINBURGH

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Search this name across graphsid dfx:ria:602b641b-27b9-bf25-b90d-917348445a03

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 73
Dated events: 21
On other graphs: 0
Observed: Nov 28, 2011 to Sep 16, 2026
42 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: other adviserderivedprivate_client_share=0.17 fund_share=0.58 institutional_share=0.24 related_bd=true related_bank=true bd_reps=0.0 bank_owner=false
Regulatory AUM: $9.9BItem 5.F on the latest filing (2026-09-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $9.2B
Private client RAUM: $1.7BderivedItem 5.D individuals plus high net worth individuals
Private client share: 17%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
M••••• C••••• A••••••• R••••• F•••• • G••••• R•••••••• F•••	Hedge Fund	$15.4M	Apr 17, 2013	24	Mar 28, 2012	dropped	021-92798
M••••• C••••• A••••••• R••••• F•••• • C•••• F•••	Hedge Fund	$6.0M

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
B•••••• M••••••• J•••	Director	Na	yes	02/2022	Mar 28, 2012	Dec 13, 2024
B•••••• G•••••• M•••••••	Director	Na	yes	02/2022	Dec 16, 2022

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page; showing 40 of 68

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
F••••••• A•••••••• I•••	n/a	Asset manager	$509B	N	yes	n/a
W•••••• A•••• M••••••••• C••••••• L••	n/a	Asset manager	$185B	N	yes

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; showing 13 of 14

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
2024	$9.9B	$9.4B	5.0%	$7.8B	8.1%	44	81	0	0

Relationships

Affiliated with (58)

← K••••• M••••••••• C••• L•••••Registered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ F••••••• A•••••••• I•••Registered adviserother investment adviser, bank, common control
factForm ADV
→ P••••• I••••••••• M••••••••• L••Registered adviserother investment adviser, bank, common control
factForm ADV
→ T•• P••••• A••••••• C••••••• L••Registered adviser

Dated events

Occurred
Apr 5, 2024
Control person joined
H•••• G•••• J••••• N•••• (Chief Compliance Officer) appeared on Schedule A of C••••••••• I••••••••• M••••••••• L••••••
Form ADVobserved 6 days ago
Occurred
Apr 5, 2024
Control person left
John Stewart Brown (Chief Compliance Officer) no longer on Schedule A of C••••••••• I••••••••• M••••••••• L•••••• (listed 2023-12-19, absent 2024-04-05)
Form ADVobserved 6 days ago
Occurred
Oct 2, 2023
Control person left
David Julian Ide (Director, Ceo) no longer on Schedule A of C••••••••• I••••••••• M••••••••• L•••••• (listed 2023-01-10, absent 2023-10-02)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:602b641b-27b9-bf25-b90d-917348445a03
First observed: Nov 28, 2011
Last observed: Sep 16, 2026 6 days 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.

2024	Dec 13, 2024	$9.6B	$9.6B	77	35	0	n/a	n/a
2023	Dec 19, 2023	$9.4B	$9.4B	81	35	0	n/a	n/a
2022	Dec 16, 2022	$8.7B	$8.7B	87	34	0	n/a	n/a
2021	Dec 13, 2021	$7.8B	$7.8B	77	26	1	n/a	n/a
2020	Jun 26, 2020	$4.8B	$4.8B	96	26	1	n/a	n/a
2019	Jun 28, 2019	$5.9B	$5.9B	155	42	2	n/a	n/a
2018	Jun 28, 2018	$6.1B	$6.1B	166	54	2	n/a	n/a
2017	Jun 29, 2017	$5.7B	$5.7B	172	45	n/a	n/a	n/a
2016	Jun 29, 2016	$6.3B	$6.3B	203	48	n/a	n/a	n/a
2015	Jun 25, 2015	$7.9B	$7.9B	187	48	n/a	n/a	n/a
2013	Mar 21, 2014	$8.3B	$8.3B	180	61	n/a	3	$257M
2012	Mar 28, 2013	$6.8B	$6.8B	200	49	n/a	4	$293M
2011	Mar 28, 2012	$6.0B	$5.9B	n/a	n/a	n/a	6	$156M