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

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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 10b 100b

I•••••• M••••••••• S•••

CRD 143238

LUXEMBOURG

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Search this name across graphsid dfx:ria:6767b5c7-0879-b382-1712-833c226a032f

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 47
Dated events: 11
On other graphs: 1
Observed: Mar 30, 2012 to Mar 31, 2026
27 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

I•••••• A•••• M••••••••• D••••••••• G•••

Affiliate · shared crd

Facts

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

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.43 institutional_share=0.26 related_bd=true related_bank=true bd_reps=0.0
Regulatory AUM: $49BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $49B
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

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
D••••••••• P•••	DIRECTOR, CCO	Na	yes	03/2021	Mar 29, 2019	Nov 15, 2024
I•••••• I••••••••• H••••••• L••••••	PARENT COMPANY	E	yes	12/2013	Mar 30, 2012

Affiliates (Item 7.A)

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

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
I•••••• C•••••• M••••••••• L••	n/a	ASSET_M••••••	$941B	N	yes	n/a
I•••••• A•••••••• I•••	n/a	ASSET_M••••••	$750B	N	yes

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Munich	n/a	Germany	8	no
Vienna	n/a	Austria	0	no

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 15 of 16

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	$49B	$31B	57.2%	$24B	27.0%	357	185	2	2

Relationships

Affiliated with (41)

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

Dated events

Occurred
Aug 30, 2025
Succession filed (Item 4)
I•••••• M••••••••• S••• reported succeeding to the business of I•••••• A•••• M••••••••• D••••••••• G••• (Form ADV Item 4)
Form ADVobserved 6 days ago
Occurred
Aug 30, 2025
Regulatory AUM changed
I•••••• M••••••••• S••• reported RAUM $42.6B, up 37% from $31.0B (2025-03-28 to 2025-08-30)
Form ADVobserved 6 days ago
$11.6B
Occurred
Mar 28, 2024
Control person left
Alexander Taft (Director) no longer on Schedule A of I•••••• M••••••••• S••• (listed 2023-03-31, absent 2024-03-28)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6767b5c7-0879-b382-1712-833c226a032f
First observed: Mar 30, 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.

2025	Mar 31, 2026	$49B	$49B	357	90	2	1	n/a
2024	Mar 28, 2025	$31B	$31B	185	29	2	n/a	n/a
2023	Mar 28, 2024	$29B	$29B	185	37	2	n/a	n/a
2022	Mar 31, 2023	$24B	$24B	205	40	2	n/a	n/a
2021	Mar 30, 2022	$29B	$29B	208	38	2	n/a	n/a
2020	Mar 31, 2021	$28B	$28B	214	44	2	n/a	n/a
2019	Mar 30, 2020	$27B	$27B	229	39	2	n/a	n/a
2018	Mar 29, 2019	$24B	$24B	251	41	1	n/a	n/a
2017	Mar 29, 2018	$29B	$29B	217	39	1	n/a	n/a
2016	Mar 31, 2017	$25B	$25B	212	27	n/a	n/a	n/a
2015	Mar 30, 2016	$24B	$24B	170	27	n/a	n/a	n/a
2014	Mar 31, 2015	$20B	$20B	150	27	n/a	n/a	n/a
2013	Mar 31, 2014	$15B	$15B	100	25	n/a	n/a	n/a
2012	Mar 27, 2013	$8.0B	$8.0B	100	25	n/a	n/a	n/a
2011	Mar 30, 2012	$7.9B	$7.9B	n/a	n/a	n/a	n/a	n/a