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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

WILLOW

ADCM, LLC, CRD 150814

PITTSFIELD, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:85c228a4-47b1-b2b6-6bef-ef5e887152e7

Data as of Dec 7, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 5
On other graphs: 0
Observed: Mar 15, 2012 to Dec 7, 2023
31 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $132MItem 5.F on the latest filing (2023-12-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $132M
Private client RAUM: $130MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 457
Individual clients: 162
High net worth clients: 93
Custody, client assets: $12.7M
SEC number: 801-70407
CRD: 150814
Filings on the tape: 31
First filed: Mar 15, 2012
Latest filed: Dec 7, 2023
Organised: Limited Liability Company, Massachusetts

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
Farella, Paul, Alexander	MANAGING DIRECTOR	A	yes	01/2022	Jul 1, 2019	Dec 7, 2023
RENDERS, LYDIA, ALEXANDRA	FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	E	yes	07/2009	Mar 15, 2012	Dec 7, 2023

Offices

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

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 23, 2023	$132M	$132M	4	2	1	n/a	n/a
2021	Mar 21, 2022	$150M	$150M	3	2	0	n/a	n/a
2020	Mar 25, 2021	$131M	$131M	6	4	2	n/a	n/a
2019	Mar 11, 2020	$126M	$126M	4	3	0	n/a	n/a
2018	Jan 14, 2019	$119M	$119M	4	3	0	n/a	n/a
2017	Jan 11, 2018	$131M	$131M	4	3	0	n/a	n/a
2016	Jan 24, 2017	$131M	$131M	5	4	n/a	n/a	n/a
2015	Mar 9, 2016	$129M	$129M	5	3	n/a	n/a	n/a
2014	Feb 11, 2015	$128M	$128M	5	3	n/a	n/a	n/a
2013	Mar 19, 2014	$120M	$120M	5	3	n/a	n/a	n/a
2012	Mar 1, 2013	$115M	$115M	4	3	n/a	n/a	n/a
2011	Mar 15, 2012	$108M	$105M	n/a	n/a	n/a	n/a	n/a

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
2022	$132M	$150M	-11.8%	$126M	1.7%	4	3	1	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MONECO ADVISORS	2	Dec 7, 2023	Nov 29, 2023	PITTSFIELD, MA	Team lift out	RIA to RIA	66.7%

Relationships

Controls (2)

← RENDERS, LYDIA, ALEXANDRAOwnerFOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 15, 2012 to presentfactForm ADV
← Farella, Paul, AlexanderOwnerMANAGING DIRECTOR, ownership code A, individual
Jul 1, 2019 to presentfactForm ADV

Registered with (8)

← LYDIA ALEXANDRA RENDERSAdvisorregistration: previous registration
Sep 23, 2009 to Dec 20, 2023factForm ADV
← Paul Alexander FarellaAdvisorregistration: previous registration
Apr 21, 2016 to Dec 20, 2023factForm ADV
← ALLISON ELIZABETH LORINGAdvisorregistration: previous registration
May 12, 2023 to Dec 7, 2023factForm ADV
← MICHAEL L ALLISONAdvisorregistration: previous registration
Nov 18, 2020 to Sep 10, 2021factForm ADV
← RACHEL CAYLIE MILLERAdvisorregistration: previous registration
Dec 8, 2020 to Jun 24, 2021factForm ADV
← JESSICA BARTLEAdvisorregistration: previous registration
Feb 11, 2019 to Mar 12, 2019factForm ADV
← TANYA LYNNE HAASAdvisorregistration: previous registration
Mar 19, 2012 to Jan 8, 2018factForm ADV
← MATTHEW ROBERT FARKASAdvisorregistration: previous registration
Jan 25, 2010 to Mar 19, 2014factForm ADV

Moved with (1)

→ MONECO ADVISORSRegistered adviser2 advisors, team lift out
Dec 7, 2023 to Nov 29, 2023factForm ADV

Dated events

Occurred
Dec 20, 2023
Advisor changed firm
Paul Alexander Farella left Willow for Moneco Advisors (registered 2023-10-02)
Form ADVobserved 5 days ago
Occurred
Dec 20, 2023
Advisor changed firm
Lydia Alexandra Renders left Willow for Moneco Advisors (registered 2023-09-29)
Form ADVobserved 5 days ago
Occurred
Dec 7, 2023
Team lift-out
2 advisors left Willow (Pittsfield, MA) for Moneco Advisors within 13 days
Form ADVobserved 4 days ago
2 advisors
Occurred
Dec 7, 2023
Advisor changed firm
Allison Elizabeth Loring left Willow for Moneco Advisors (registered 2023-11-29)
Form ADVobserved 5 days ago
Occurred
Mar 25, 2021
Control person joined
Alexander Paul Farella (Vp Of Sustainable Investments) appeared on Schedule A of Willow
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:85c228a4-47b1-b2b6-6bef-ef5e887152e7
First observed: Mar 15, 2012
Last observed: Dec 7, 2023 33 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.

WILLOW

ADCM, LLC, CRD 150814

PITTSFIELD, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:85c228a4-47b1-b2b6-6bef-ef5e887152e7

Data as of Dec 7, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:21 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Farella, Paul, Alexander

MANAGING DIRECTOR

yes

01/2022

Jul 1, 2019

Dec 7, 2023

RENDERS, LYDIA, ALEXANDRA

FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER

yes

07/2009

Mar 15, 2012

Dec 7, 2023

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 23, 2023

$132M

n/a

2021

Mar 21, 2022

$150M

n/a

2020

Mar 25, 2021

$131M

n/a

2019

Mar 11, 2020

$126M

n/a

2018

Jan 14, 2019

$119M

n/a

2017

Jan 11, 2018

$131M

n/a

2016

Jan 24, 2017

$131M

n/a

2015

Mar 9, 2016

$129M

n/a

2014

Feb 11, 2015

$128M

n/a

2013

Mar 19, 2014

$120M

n/a

2012

Mar 1, 2013

$115M

n/a

2011

Mar 15, 2012

$108M

$105M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$132M

$150M

-11.8%

$126M

1.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MONECO ADVISORS

Dec 7, 2023

Nov 29, 2023

PITTSFIELD, MA

Team lift out

RIA to RIA

66.7%