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=false bd_reps=0.0

Regulatory AUM

$1.2BItem 5.F on the latest filing (2026-04-22); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$1.2B

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

10

Advisory employees

7

Offices

0Schedule D 1.F, beyond the principal office

Accounts

2

Private funds

2Schedule D 7.B(1)

SEC number

801-117146

CRD

301421

Filings on the tape

12

First filed

Jul 10, 2019

Latest filed

Apr 22, 2026

Organised

Other (specify)

Website

librarygroup.com

• Occurred

  Mar 27, 2023
  Regulatory AUM changed

  Library Research Limited reported RAUM $1.2B, up 39% from $830.6M (2022-03-17 to 2023-03-27)

  Form ADVobserved 5 days ago
  $322M
• Occurred

  Mar 17, 2021
  Regulatory AUM changed

  Library Research Limited reported RAUM $733.0M, up 223% from $227.2M (2020-03-30 to 2021-03-17)

  Form ADVobserved 5 days ago
  $506M
• Occurred

  Mar 30, 2020
  Regulatory AUM changed

  Library Research Limited reported RAUM $227.2M, up 310% from $55.4M (2019-11-04 to 2020-03-30)

  Form ADVobserved 5 days ago
  $172M
• Occurred

  Jul 10, 2019
  First Form ADV filing

  Library Research Limited filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:83ac8dad-a956-10ac-1e0e-2bb5eb6b8944

First observed

Jul 10, 2019

Last observed

Apr 22, 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.