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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

A••• A•••• M••••••••• C••• L•••

CRD 165123

SEOUL

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Search this name across graphsid dfx:ria:6fd07d09-9dec-a740-f522-2849c5d929c8

Data as of Jun 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 113
Dated events: 13
On other graphs: 2
Observed: Sep 10, 2012 to Jun 25, 2026
31 observations

Right now

one signal names this record (all ria / wealth signals)

#1NewDerived metricAdvisor Recruiting Intelligence

A••• A•••• M••••••••• C••• L••• reported RAUM $1.2B, up 89% from $650.0M (2026-02-09 to 2026-06-25)

Dated 2026-06-25 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceJun 25, 2026 · seen 7 days ago

Across DFX

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

Private Creditidentity

A••• A•••• M••••••••• C••• L•••

Private credit manager · shared crd

Real Estate Fundsidentity

A••• A•••• M••••••••• C••• L•••

Real estate fund manager · shared crd

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=0.84 institutional_share=0.1 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-06-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
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; showing 25 of 105

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
A••• M•••• H•••••• R••• E••••• P•••••• F••• 2•	Real Estate Fund	$335M	Apr 6, 2023	3	Jun 24, 2019	dropped	n/a
A••• S•••••• R••• E••••• P•••••• F••• 1•	Real Estate 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••• I••••••••• P••••••• C••• L•••	Shareholder	C	yes	07/2012	Sep 10, 2012	Jun 25, 2024
C••• M•• W•••	CHIEF COMPLIANCE OFFICER	Na	yes	09/2023	Jun 26, 2014

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
A••• H• A•••• M••••••••• C••• L••	n/a	n/a	n/a	Y	yes	n/a

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
2025	$1.2B	$972M	26.1%	$1.7B	-10.7%	32	34	0	0

Relationships

showing 80 of 113

Advises (72)

→ A••• MILESTONE P•••••• FUND 1Private fundHedge Fund, IA
Jun 24, 2019 to presentfactForm ADV
→ A••• ELDORADO P•••••• FUND 1Private fundHedge Fund, IA
Jun 22, 2020 to presentfactForm ADV
→ A••• A•••• E•••••••• 1•Private fundHedge Fund, IA
Jun 29, 2023 to presentfactForm ADV
→ THE F•••• A••• VOYAGER P•••••• FUND

Dated events

Occurred
Jun 25, 2026
Ria raum c••••e
A••• A•••• M••••••••• C••• L••• reported RAUM $1.2B, up 89% from $650.0M (2026-02-09 to 2026-06-25)
Form ADVobserved 7 days ago
$576M
Occurred
Jun 19, 2025
Ria raum c••••e
A••• A•••• M••••••••• C••• L••• reported RAUM $650.0M, down 33% from $972.1M (2025-03-31 to 2025-06-19)
Form ADVobserved 7 days ago
$-322M
Occurred
Jun 29, 2023
Ria raum c••••e
A••• A•••• M••••••••• C••• L••• reported RAUM $1.1B, down 35% from $1.7B (2023-04-06 to 2023-06-29)
Form ADVobserved 7 days ago
$-604M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6fd07d09-9dec-a740-f522-2849c5d929c8
First observed: Sep 10, 2012
Last observed: Jun 25, 2026 2 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	Feb 9, 2026	$650M	$591M	31	19	0	35	n/a
2024	Mar 31, 2025	$972M	$942M	34	22	0	36	n/a
2023	Jun 29, 2023	$1.1B	$1.1B	35	21	0	40	$740M
2022	Jun 28, 2022	$1.7B	$1.7B	39	23	0	62	$1.3B
2021	Jun 28, 2021	$1.5B	$1.5B	30	18	0	54	$1.2B
2020	Jun 22, 2020	$625M	$625M	30	16	0	39	$497M
2019	Jun 24, 2019	$939M	$939M	36	16	1	18	$598M
2018	Jun 26, 2018	$1.2B	$1.2B	33	24	0	12	$548M
2017	Jun 27, 2017	$1.1B	$1.1B	27	19	n/a	n/a	n/a
2016	May 17, 2016	$693M	$693M	26	18	n/a	n/a	n/a
2015	Jun 16, 2015	$615M	$615M	22	15	n/a	n/a	n/a
2014	Jun 26, 2014	$511M	$493M	18	11	n/a	n/a	n/a
2013	Jun 25, 2013	$391M	$391M	17	10	n/a	1	$103M