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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

A••••• C•••••• M••••••••• L•

CRD 298760

NEW YORK, NY

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Search this name across graphsid dfx:ria:97aaedd0-6439-5e0c-f4b7-a2a081cc7b0a

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 7
On other graphs: 1
Observed: Jun 29, 2020 to Mar 30, 2026
9 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

A••••• C•••••• M••••••••• L•

Venture manager · shared crd

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=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $2.5BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.5B
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••••• C•••••• M••••• F•••• L•••	Hedge Fund	$307M	Mar 22, 2024	23	Sep 26, 2018	reported	021-319065
A••••• C•••••• S••••••• M••••• F•••• L•••	Hedge Fund	$65.8M

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••••• C•••••• M••••••••• G•• L••	GENERAL PARTNER	Na	yes	08/2018	Jun 29, 2020	Mar 22, 2024
H•••••• R•••••	SENIOR PARTNER, DIRECTOR OF MARKETING	B	yes	08/2018	Jun 29, 2020

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••••• C•••••• C•••••• L••	n/a	n/a	n/a	N	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	$2.5B	$1.7B	40.3%	$452M	75.8%	10	9	0	0

Relationships

Advises (2)

→ A••••• C•••••• M••••• F•••• L•••Private fundHedge Fund, IA
Sep 26, 2018 to presentfactForm ADV
→ A••••• C•••••• S••••••• M••••• F•••• L•••Private fundHedge Fund, IA
Mar 24, 2022 to presentfactForm ADV

Controls (5)

← H•••••• R•••••OwnerSENIOR PARTNER, DIRECTOR OF MARKETING, ownership code B, individual
Jun 29, 2020 to Mar 22, 2024factForm ADV
← L••• P••••• K•

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
A••••• C•••••• M••••••••• L• reported RAUM $2.5B, up 40% from $1.7B (2025-05-12 to 2026-03-30)
Form ADVobserved 7 days ago
$704M
Occurred
Mar 24, 2025
Regulatory AUM changed
A••••• C•••••• M••••••••• L• reported RAUM $1.7B, up 162% from $665.9M (2024-03-22 to 2025-03-24)
Form ADVobserved 7 days ago
$1.1B
Occurred
Mar 22, 2024
Regulatory AUM changed
A••••• C•••••• M••••••••• L• reported RAUM $665.9M, up 47% from $451.6M (2023-04-19 to 2024-03-22)
Form ADVobserved 7 days ago
$214M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:97aaedd0-6439-5e0c-f4b7-a2a081cc7b0a
First observed: Jun 29, 2020
Last observed: Mar 30, 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.