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A••••• A••••••••• I••••••••• 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••••••••• I••••••••• L•

CRD 293127

MILL VALLEY, CA

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Search this name across graphsid dfx:ria:8b9dfc8c-974c-09ff-8c49-70864768712c

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 6
On other graphs: 0
Observed: Mar 28, 2018 to Mar 23, 2026
13 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=0.61 institutional_share=0.39 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $8.2BItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $8.2B
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

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
A••••• A•••••••• M••••• F••• L•	Hedge Fund	$3.4B	Mar 28, 2024	73	Mar 28, 2018	reported	021-337274

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••••• A••••••••• I••••••••• L••	GENERAL PARTNER	Na	yes	01/2018	Mar 28, 2018	Mar 28, 2024
G••••••••• D••••• C••••	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	B	yes	01/2018	Mar 28, 2018

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••••• A••••••••• I••••••••• 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

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	$8.2B	$4.8B	71.6%	$5.1B	17.1%	11	10	0	0

Relationships

Advises (1)

→ A••••• A•••••••• M••••• F••• L•Private fundHedge Fund, IA
Mar 28, 2018 to presentfactForm ADV

Controls (4)

← A••••• A••••••••• I••••••••• L••OwnerGENERAL PARTNER, ownership code NA, domestic entity
Mar 28, 2018 to Mar 28, 2024factForm ADV
← G••••••••• D••••• C••••OwnerCHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code B, individual
Mar 28, 2018 to Mar 28, 2024factForm ADV
← P•••••••• F•••••••• M••••••Owner

Dated events

Occurred
Mar 23, 2026
Regulatory AUM changed
A••••• A••••••••• I••••••••• L• reported RAUM $8.2B, up 72% from $4.8B (2025-03-26 to 2026-03-23)
Form ADVobserved 6 days ago
$3.4B
Occurred
Mar 28, 2022
Regulatory AUM changed
A••••• A••••••••• I••••••••• L• reported RAUM $4.7B, up 78% from $2.6B (2021-03-31 to 2022-03-28)
Form ADVobserved 6 days ago
$2.1B
Occurred
Mar 31, 2021
Regulatory AUM changed
A••••• A••••••••• I••••••••• L• reported RAUM $2.6B, up 143% from $1.1B (2020-03-30 to 2021-03-31)
Form ADVobserved 6 days ago
$1.6B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8b9dfc8c-974c-09ff-8c49-70864768712c
First observed: Mar 28, 2018
Last observed: Mar 23, 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.