DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

H••••• I••••••••• M••••••••• L••••••

CRD 153104

LONDON

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Search this name across graphsid dfx:ria:7b6d4cb0-f488-2909-2533-5892f384a45c

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 37
Dated events: 8
On other graphs: 0
Observed: Dec 8, 2011 to Mar 26, 2026
52 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: asset managerderivedprivate_client_share=0.0 fund_share=0.64 institutional_share=0.33 related_bd=true related_bank=true bd_reps=0.0
Regulatory AUM: $25B••• Locked
Discretionary RAUM: $24B
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 422

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
F•••••••• H••••• G••••• I••••••••• F•••• ••••••• M•••••• S••	Other Private Fund	$172M	Oct 18, 2024	8	Mar 23, 2012	reported	021-204762

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
D•••••• G••••••• P•••••	Director	Na	yes	01/2023	Mar 31, 2023	Oct 18, 2024
F•••••••• H••••• I••	Shareholder	E	yes	03/1983	Mar 31, 2020	Oct 18, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
F•••••••• I••••••••• M••••••••• C••••••	n/a	Asset manager	$590B	N	yes	n/a
F•••••••• I••••••••• C•••••••••	n/a	Institutional manager	$207B	N	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	$25B	$25B	-0.5%	$30B	-5.8%	422	432	0	0

Relationships

Affiliated with (26)

← F•••••••• I••••••••• C•••••••••Registered adviserother investment adviser, bank, common control
factForm ADV
← F•••••••• G••••• I••••••••• M••••••••• C••••Registered adviserother investment adviser, bank, common control
factForm ADV
← M•• A•••••••• A• D••••••• O• F•••••••• M••• L••Registered adviserother investment adviser, bank, common control
factForm ADV
← F•••••••• E••••• M••••••••• C•••••• O• P•••••••••Registered adviser

Dated events

Occurred
Oct 18, 2024
Control person left
Angus Eoin Murray (Director) no longer on Schedule A of H••••• I••••••••• M••••••••• L•••••• (listed 2024-03-28, absent 2024-10-18)
Form ADVobserved 7 days ago
Occurred
Mar 28, 2024
Control person joined
Andrew David Fitzharris (Chief Compliance Officer) appeared on Schedule A of H••••• I••••••••• M••••••••• L••••••
Form ADVobserved 7 days ago
Occurred
Mar 31, 2023
Regulatory AUM changed
H••••• I••••••••• M••••••••• L•••••• reported RAUM $29.7B, down 27% from $40.8B (2022-12-12 to 2023-03-31)
Form ADVobserved 7 days ago
$-11.1B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7b6d4cb0-f488-2909-2533-5892f384a45c
First observed: Dec 8, 2011
Last observed: Mar 26, 2026 6 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.