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Clean Energy Transition International S.A.M. reported RAUM $3.2B, up 57% from $2.1B (2026-02-04 to 2026-06-24) | DFX Data Factory

NewDerived metricRIA / WealthAdvisor Recruiting IntelligenceJun 24, 2026 · first seen 6 days ago

Clean Energy Transition International S.A.M. reported RAUM $3.2B, up 57% from $2.1B (2026-02-04 to 2026-06-24)

CLEAN ENERGY TRANSITION INTERNATIONAL S.A.M. · firm

computed from facts with a stated formula and window

What changed

Clean Energy Transition International S.A.M. reported RAUM $3.2B, up 57% from $2.1B (2026-02-04 to 2026-06-24)

Why now: Dated 2026-06-24 (filing); first seen by DFX 2026-09-15.

Who this matters to

only relationships the graph supports

Primary

CLEAN ENERGY TRANSITION INTERNATIONAL S.A.M.mixed
the firm whose RAUM moved. the filing's own number · df_pub_event.subject

Potential beneficiaries

RIA aggregators (class)favourable
acquires firms in transition. a large move precedes a transaction · class

Buyer classes for this family: RIA aggregators, Advisor recruiters, Custodians, PE sponsors.

Economic footprint

probability and consequence kept apart

USD RAUM: exposure unknown
State: New
Historical signal: not measured as a predictor
Confidence: 1.00

Why it matters

a 25% RAUM move on a large firm is a dated business event; declines name acquisition and recruiting targets, rises name winners. Evidence class: derived; source SEC Form ADV filing data 2011-2024 (FOIA extract).

What to do next

workflow actions, never advice

Open firm View filing history

DFX product: Advisor Recruiting Intelligence

Who would own this decision

public roster names; business contact details are an account feature

Per Axel Lekander · Group Chief Executive Officer · CLEAN ENERGY TRANSITION INTERNATIONAL S.A.M.
Benjamin Dhian Singh · Group Chief Operating Officer and Chief Compliance Officer · CLEAN ENERGY TRANSITION INTERNATIONAL S.A.M.
Antonio Nmn Volpin · Non-Executive Director · CLEAN ENERGY TRANSITION INTERNATIONAL S.A.M.

Evidence

Evidence, method and the rank's parts

Sources

SEC Form ADV filing data 2011-2024 (FOIA extract) · Jun 24, 2026adviserinfo.sec.gov

What would make this less concerning

the move is a reporting-basis change on the ADV

Actionability, eleven dimensions (0 to 5)

novelty5
confidence5
timeliness4
actionability2
affected entities1
economic magnitude0
financing consequence1
portfolio consequence1
commercial consequence4
investment consequence2
fundraising consequence1

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NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

Tru Independence Asset Management 2, Llc reported RAUM $92.7M, down 65% from $264.7M (2026-08-25 to 2026-09-13)

Dated 2026-09-13 (filing); first seen by DFX 2026-09-15.

Exposure: exposure unknown
Who this matters to: RIA aggregators, Advisor recruiters +2
Historical: not a measured predictor

Advisor Recruiting IntelligenceSep 13, 2026 · seen 6 days ago

NewDerived metricRIA / WealthAdvisor Recruiting Intelligence

Data Factory

Clean Energy Transition International S.A.M. reported RAUM $3.2B, up 57% from $2.1B (2026-02-04 to 2026-06-24)

Tru Independence Asset Management 2, Llc reported RAUM $92.7M, down 65% from $264.7M (2026-08-25 to 2026-09-13)

Agis Management Llc reported RAUM $220.2M, down 49% from $428.7M (2026-03-28 to 2026-09-09)

Live Oak Family Offices Llc reported RAUM $0, down 100% from $158.3M (2025-02-03 to 2026-09-09)

Verecan Capital Management Inc. reported RAUM $1.5B, up 115% from $692.7M (2026-03-31 to 2026-09-04)

Lattis Management Lp reported RAUM $367.2M, up 74% from $210.7M (2026-03-30 to 2026-09-04)