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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

ADI DASSLER INTERNATIONAL FAMILY OFFICE USA LIMITED PARTNERSHIP

CRD 288134

MIAMI, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f7f19c4f-ea7a-1dbd-96cc-3480991f6da5

Data as of Mar 18, 2019 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 1
On other graphs: 0
Observed: Mar 29, 2017 to Mar 18, 2019
14 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $23.3MItem 5.F on the latest filing (2019-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $23.3M
Private client RAUM: $23.3MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 4
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 47
Individual clients: 23
High net worth clients: 24
SEC number: 801-110303
CRD: 288134
Filings on the tape: 14
First filed: Mar 29, 2017
Latest filed: Mar 18, 2019
Organised: Limited Partnership, Delaware

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
ADI DASSLER INTERNATIONAL FAMILY OFFICE HOLDINGS LIMITED	PARENT/HOLDING COMPANY	E	yes	02/2017	Nov 1, 2017	Mar 18, 2019
ADIFO, LLC	GENERAL PARTNER	F	yes	02/2017	Mar 29, 2017	Mar 18, 2019
BENTE, HORST, ALFRED AUGUST	HORST IS AN OWNER OF ADIFO, LLC THE GENERAL PARTNER OF THE APPLICANT	D	yes	02/2017	Mar 29, 2017	Mar 18, 2019
BENTE, HORST, ALFRED AUGUST	CHIEF INFORMATION SECURITY OFFICER	Na	yes	03/2017	Mar 29, 2017	Mar 18, 2019
BENTE, STEFAN, HANS GUENTHER	STEFAN IS AN OWNER OF ADIFO, LLC THE GENERAL PARTNER OF THE APPLICANT	D	yes	02/2017	Mar 29, 2017	Mar 18, 2019
BRADHAM, JULIAN, CHARLES	CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER	Na	yes	03/2017	Mar 29, 2017	Mar 18, 2019
COOK ISLANDS TRUST LTD., TRUSTEE OF THE I-TRUST NO. 2	OWNER OF I-HOLDINGS LIMITED	E	yes	02/2017	Mar 29, 2017	Mar 18, 2019
I-HOLDINGS LIMITED	OWNER OF ALL OF THE LIMITED PARTNER EQUITY	E	yes	02/2017	Mar 29, 2017	Mar 18, 2019
HAGGARD, ROBERT, DAVID	CHIEF INVESTMENT OFFICER	Na	no	07/2018	Jul 30, 2018	Mar 18, 2019

Offices

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

City	State	Country	Employees	Also broker-dealer
Carlsbad	CA	United States	2	no
SAN DIEGO	CA	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
2018	Mar 18, 2019	$23.3M	$23.3M	5	4	2	n/a	n/a
2017	May 10, 2018	$0	$0	7	4	1	n/a	n/a

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
2018	$23.3M	$0	n/a	n/a	n/a	5	7	2	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ADI DASSLER FAMILY OFFICE LLC	2	Jun 5, 2019	Jun 21, 2019	MIAMI, FL	Team lift out	RIA to new firm	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ACG WEALTH INC.	2	Mar 16, 2018	Mar 6, 2018	CUMMING, GA	Team lift out	Other	8.7%

Relationships

Controls (7)

← BRADHAM, JULIAN, CHARLESOwnerCHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 29, 2017 to presentfactForm ADV
← BENTE, HORST, ALFRED AUGUSTOwnerHORST IS AN OWNER OF ADIFO, LLC THE GENERAL PARTNER OF THE APPLICANT, ownership code D, individual
Mar 29, 2017 to presentfactForm ADV
← BENTE, STEFAN, HANS GUENTHEROwnerSTEFAN IS AN OWNER OF ADIFO, LLC THE GENERAL PARTNER OF THE APPLICANT, ownership code D, individual
Mar 29, 2017 to presentfactForm ADV
← ADI DASSLER INTERNATIONAL FAMILY OFFICE HOLDINGS LIMITEDOwnerPARENT/HOLDING COMPANY, ownership code E, foreign entity
Nov 1, 2017 to presentfactForm ADV
← ADIFO, LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
Mar 29, 2017 to presentfactForm ADV
← COOK ISLANDS TRUST LTD., TRUSTEE OF THE I-TRUST NO. 2OwnerOWNER OF I-HOLDINGS LIMITED, ownership code E, foreign entity
Mar 29, 2017 to presentfactForm ADV
← I-HOLDINGS LIMITEDOwnerOWNER OF ALL OF THE LIMITED PARTNER EQUITY, ownership code E, foreign entity
Mar 29, 2017 to presentfactForm ADV

Owns (1)

← HAGGARD, ROBERT, DAVIDOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Jul 30, 2018 to presentfactForm ADV

Moved with (2)

→ ADI DASSLER FAMILY OFFICE LLCRegistered adviser2 advisors, team lift out, same day
Jun 5, 2019 to Jun 21, 2019factForm ADV
← ACG WEALTH INC.Registered adviser2 advisors, team lift out
Mar 16, 2018 to Mar 6, 2018factForm ADV

Registered with (4)

← ROBERT DAVID HAGGARDAdvisorregistration: previous registration
Mar 6, 2018 to Jun 5, 2019factForm ADV
← JAMES MICHAEL JIAOAdvisorregistration: previous registration
Jan 14, 2019 to Jun 5, 2019factForm ADV
← Gino RussoAdvisorregistration: previous registration
Mar 28, 2018 to Dec 31, 2018factForm ADV
← PAUL DONALD BOWERSAdvisorregistration: previous registration
Mar 5, 2018 to Dec 3, 2018factForm ADV

Dated events

Occurred
Mar 29, 2017
First Form ADV filing
Adi Dassler International Family Office Usa Limited Partnership filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f7f19c4f-ea7a-1dbd-96cc-3480991f6da5
First observed: Mar 29, 2017
Last observed: Mar 18, 2019 91 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.

ADI DASSLER INTERNATIONAL FAMILY OFFICE USA LIMITED PARTNERSHIP

CRD 288134

MIAMI, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f7f19c4f-ea7a-1dbd-96cc-3480991f6da5

Data as of Mar 18, 2019 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:57 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ADI DASSLER INTERNATIONAL FAMILY OFFICE HOLDINGS LIMITED

PARENT/HOLDING COMPANY

yes

02/2017

Nov 1, 2017

Mar 18, 2019

ADIFO, LLC

GENERAL PARTNER

yes

02/2017

Mar 29, 2017

Mar 18, 2019

BENTE, HORST, ALFRED AUGUST

HORST IS AN OWNER OF ADIFO, LLC THE GENERAL PARTNER OF THE APPLICANT

yes

02/2017

Mar 29, 2017

Mar 18, 2019

BENTE, HORST, ALFRED AUGUST

CHIEF INFORMATION SECURITY OFFICER

yes

03/2017

Mar 29, 2017

Mar 18, 2019

BENTE, STEFAN, HANS GUENTHER

STEFAN IS AN OWNER OF ADIFO, LLC THE GENERAL PARTNER OF THE APPLICANT

yes

02/2017

Mar 29, 2017

Mar 18, 2019

BRADHAM, JULIAN, CHARLES

CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER

yes

03/2017

Mar 29, 2017

Mar 18, 2019

COOK ISLANDS TRUST LTD., TRUSTEE OF THE I-TRUST NO. 2

OWNER OF I-HOLDINGS LIMITED

yes

02/2017

Mar 29, 2017

Mar 18, 2019

I-HOLDINGS LIMITED

OWNER OF ALL OF THE LIMITED PARTNER EQUITY

yes

02/2017

Mar 29, 2017

Mar 18, 2019

HAGGARD, ROBERT, DAVID

CHIEF INVESTMENT OFFICER

07/2018

Jul 30, 2018

Mar 18, 2019

City

State

Country

Employees

Also broker-dealer

Carlsbad

United States

SAN DIEGO

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2018

Mar 18, 2019

$23.3M

n/a

2017

May 10, 2018

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2018

$23.3M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ADI DASSLER FAMILY OFFICE LLC

Jun 5, 2019

Jun 21, 2019

MIAMI, FL

Team lift out

RIA to new firm

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ACG WEALTH INC.

Mar 16, 2018

Mar 6, 2018

CUMMING, GA

Team lift out

Other

8.7%