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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 adviserother adviserSEC registeredRAUM over $100B

A••••• C•••••• M••••••••• L•••

CRD 143161

NEW YORK, NY

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Search this name across graphsid dfx:ria:d50c562e-fb44-d785-b39c-a55435497416

Data as of Aug 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1,114
Dated events: 16
On other graphs: 8
Observed: Mar 30, 2012 to Aug 26, 2026
176 observations

Across DFX

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

Venture Capitalidentity

A••••• C•••••• M••••••••• L•••

Venture manager · cited, shared crd

Independent Sponsorsidentity

A••••• C•••••• M••••••••• L•••

Capital provider to sponsors · cited, shared crd

Private Equityidentity

A••••• C•••••• M••••••••• L•••

Private equity manager · cited, shared crd

Allocatorsidentity

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.41 institutional_share=0.58 related_bd=true related_bank=true bd_reps=571.0
Regulatory AUM: $718BItem 5.F on the latest filing (2026-08-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $703B
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; showing 25 of 1,075

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
L••••••••• L•••	Hedge Fund	$15B	May 2, 2012	5	May 2, 2012	dropped	n/a
A••••• I••••••••• F••• I•• L•••	Private Equity Fund	$14B

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•• H••••••• ••••••••• L•••	LIMITED PARTNER	E	yes	10/2012	Nov 26, 2024	Dec 18, 2024
A•• H••••••• G•• L•••	GENERAL PARTNER	F	yes	10/2012	Dec 20, 2012

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••••• M••••••••• L••	n/a	ASSET_M••••••	$30B	N	yes	n/a
A••••• R••• E••••• F••• A••••••• L••	n/a	ASSET_M••••••	$4.3B	N	yes

Offices

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

City	State	Country	Employees	Also broker-dealer
GOREGAON EAST, MAHARASHTRA, MUMBAI	n/a	India	577	no
NEW YORK	NY	United States	431	no
London	n/a	United Kingdom	360	no
EL SEGUNDO	CA	United States	221	no
Greenwich

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; showing 15 of 19

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	$718B	$583B	23.2%	$427B	18.9%	3,564	3,126	28	32

Relationships

showing 80 of 1,114

Affiliated with (14)

→ A••••• I••••••••• M••••••••• L•••Registered adviserother investment adviser, bank, common control
factForm ADV
→ A••••• C••••• M••••••••• L••Registered adviserother investment adviser, bank, common control
factForm ADV
→ A••••• R••• E••••• F••• A••••••• L••Registered adviserother investment adviser, common control
factForm ADV
→ A••••• C•••••• C••••• A••••••• L••

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
May 10, 2024
Control person joined
A Whitney Chatterjee (Chief Legal Officer) appeared on Schedule A of A••••• C•••••• M••••••••• L•••
Form ADVobserved 6 days ago
Occurred
May 10, 2024
Control person left
Joseph John Suydam (Chief Legal Officer) no longer on Schedule A of A••••• C•••••• M••••••••• L••• (listed 2024-03-28, absent 2024-05-10)
Form ADVobserved 6 days ago
Occurred
May 10, 2024
Control person left
Mark Anthony Civale (Chief Operating Officer Of A••••• A•••• M••••••••• I•••) no longer on Schedule A of A••••• C•••••• M••••••••• L••• (listed 2024-03-28, absent 2024-05-10)
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d50c562e-fb44-d785-b39c-a55435497416
First observed: Mar 30, 2012
Last observed: Aug 26, 2026 27 days 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.

2025	Apr 28, 2026	$718B	$703B	3,564	912	28	690	n/a
2024	Apr 30, 2025	$583B	$568B	3,126	842	32	611	n/a
2023	Mar 28, 2024	$504B	$491B	2,909	774	32	727	$272B
2022	Mar 31, 2023	$427B	$419B	2,540	2,540	32	665	$242B
2021	Mar 31, 2022	$327B	$327B	2,153	2,153	24	311	$121B
2020	Mar 31, 2021	$290B	$290B	1,554	557	12	130	$98B
2019	Mar 30, 2020	$219B	$216B	1,250	472	8	116	$73B
2018	Mar 30, 2019	$187B	$185B	1,010	410	9	104	$72B
2017	Mar 30, 2018	$161B	$146B	1,047	384	9	192	$65B
2016	Mar 30, 2017	$137B	$125B	980	371	n/a	215	$70B
2015	Mar 30, 2016	$133B	$123B	945	353	n/a	196	$68B
2014	Mar 31, 2015	$122B	$113B	845	320	n/a	170	$57B
2013	Mar 31, 2014	$109B	$98B	710	277	n/a	146	$47B
2012	Mar 28, 2013	$79B	$74B	634	253	n/a	133	$65B
2011	Mar 30, 2012	$25B	$25B	n/a	n/a	n/a	60	$19B