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

institutional managerderivedprivate_client_share=0.0 fund_share=0.01 institutional_share=0.99 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$954MItem 5.F on the latest filing (2026-06-25); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$954M

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

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

3

Private funds

1Schedule D 7.B(1)

Custody, client assets

$0

SEC number

801-80746

CIK

1719387

CRD

169319

Filings on the tape

16

First filed

Dec 11, 2014

Latest filed

Jun 25, 2026

Organised

Other (specify)

• Occurred

  Jun 28, 2021
  Regulatory AUM changed

  Cdam (Uk) Ltd reported RAUM $1.4B, up 87% from $761.8M (2020-06-25 to 2021-06-28)

  Form ADVobserved 6 days ago
  $664M
• Occurred

  Mar 5, 2018
  Regulatory AUM changed

  Cdam (Uk) Ltd reported RAUM $849.8M, up 70% from $500.2M (2017-03-27 to 2018-03-05)

  Form ADVobserved 6 days ago
  $350M
• Occurred

  Dec 11, 2014
  First Form ADV filing

  Cdam (Uk) Ltd filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b1576952-dac8-58a2-8d4a-89dd2df0c3fb

First observed

Dec 11, 2014

Last observed

Jun 25, 2026 2 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.