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

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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 100m 1b

A••••• E••••• M••••••••• L••

CRD 286360

MCLEAN, VA

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Search this name across graphsid dfx:ria:8eb72936-53b4-08b8-f68a-da32a3035fc7

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: Jun 3, 2021 to Mar 31, 2026
8 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: other adviserderivedprivate_client_share=0.13 fund_share=0.48 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $851MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $517M
Private client RAUM: $109MderivedItem 5.D individuals plus high net worth individuals
Private client share: 13%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••••• G••••• S••• C•• S••••••• •••••• 4••• N•••• D•• 2•••	Other Private Fund	$11.9M	Apr 1, 2024	15	Apr 23, 2021	reported	n/a
B•••••• F•• •••••••••	Hedge 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
G•••• S•••••• A•••••••• H•	MANAGING DIRECTOR, PORTFOLIO MANAGER & CCO	E	yes	11/2016	Jun 3, 2021	Apr 1, 2024

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••••• E••••• M••••••••• L••	n/a	n/a	n/a	N	yes	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
Mclean	Va	United States	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

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	$851M	$583M	46.0%	$188M	65.4%	10	15	1	1

Relationships

Advises (5)

→ A••••• G••••• S••• C•• S••••••• •••••• 4••• N•••• D•• 2•••Private fundOther Private Fund, IA
Apr 23, 2021 to presentfactForm ADV
→ A••••••• A••••• •••••••••Private fundHedge Fund, IA
Jul 7, 2020 to presentfactForm ADV
→ A••••• G••••• S••• C••• •••••••••Private fundHedge Fund, IA
Jul 7, 2020 to presentfactForm ADV
→ B•••••• F•• •••••••••

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
A••••• E••••• M••••••••• L•• reported RAUM $851.1M, up 46% from $582.9M (2025-04-09 to 2026-03-31)
Form ADVobserved 6 days ago
$268M
Occurred
Apr 9, 2025
Regulatory AUM changed
A••••• E••••• M••••••••• L•• reported RAUM $582.9M, up 101% from $290.0M (2024-04-01 to 2025-04-09)
Form ADVobserved 6 days ago
$293M
Occurred
Apr 1, 2024
Regulatory AUM changed
A••••• E••••• M••••••••• L•• reported RAUM $290.0M, up 54% from $188.2M (2023-04-19 to 2024-04-01)
Form ADVobserved 6 days ago
$102M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8eb72936-53b4-08b8-f68a-da32a3035fc7
First observed: Jun 3, 2021
Last observed: Mar 31, 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.