DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
A•••••• A•••• M•••••••••
Legal name A•••••• A•••• M••••••••• L••
Latest filing Aug 10, 2026
First filing on the tape Jan 31, 2012 · 60 filings
SEC status approved since Oct 10, 1986
RAUM
$177B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
375
125 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
47
reported on Schedule D
History
60 filings and snapshots on the tape
RAUM$177B as of Aug 10, 2026
Mar 30, 2012$42B then
HNW client RAUM$0 as of Aug 10, 2026
Mar 28, 2018$0 then
State-registered IARs (5.B.3)0 as of Aug 10, 2026
Mar 28, 20130 then
Employees (5.A)375 as of Aug 10, 2026
Mar 28, 2013200 then
Private funds47 as of Aug 10, 2026
Mar 30, 201225 then
RAUM +51% over the last fiscal year+24% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 10, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $498MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 34%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +51%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, otherreportedItem 5.G
- Custody
- $24B, 41 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$65B47%
- State and municipal entities$40B30%
- Investment companies$11B8.4%
- Sovereign wealth funds$7.5B5.5%
- Charitable organizations$7.2B5.3%
- Pension and profit-sharing plans$5.7B4.1%
- Corporations and businesses$111M0.1%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 27reported
- Charitable clients
- 27reported
- Accounts
- 356reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $24B for 41 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.43 institutional_share=0.34 related_bd=false related_bank=true bd_reps=20.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
58 reported on Schedule D 7.B.(1)
All funds of A•••••• A•••• M•••••••••
Owners and control persons
Schedule A and B, latest filing
- B••••••• B••••••• O•••••• · Cio, Managercontrolsince 01/2019 · owns less than 5%
- C••••••• C••••••••• M•••• · Svp, Chief Financial Officercontrolsince 01/2020 · owns less than 5%
- D•••• S••••• P•••• · Svp, Chief Compliance Officer, General Counselcontrolsince 12/2007 · owns less than 5%
- H•••• R••••••• J••••••• · Managercontrolsince 04/2020 · owns less than 5%
- H••••• H••••••• M••••• · Managercontrolsince 03/2023 · owns less than 5%
- N•••• T•••••••• W• · Chief M•••••Ing Officer, Managercontrolsince 02/2024 · owns less than 5%
- R•••• S•••••••• S• · Managercontrolsince 02/2019 · owns less than 5%
- V•••••••• A•••••••• · Manager, Deputy Chief Investment Officercontrolsince 03/2024 · owns less than 5%
- Y••••• K••••••••• L••••• · Chief Executive Officer, Managercontrolsince 12/2023 · owns less than 5%
Entity owners
- A•••••• K••• L• · Sole Holder Of Class B Interests Of The Registrantdirect · owns 75% or more
- B••••••••• A•••••••• H••••••• L•• · Sole Holder Of Class A Interests Of The Registrantdirect · owns 75% or more
- A•••••• K••• G• L•• · General Partner Of A•••••• K••• L•indirect · owns F of A•••••• K••• L•
- B••••••••• I••• · Sole Member Of B••••••••• A•••••••• H••••••• L••indirect · owns 75% or more of B••••••••• A•••••••• H••••••• L••
- B••••••••• I••••••••• G•••• I•• · Sole Shareholder Of B••••••••• I•••indirect · owns 75% or more of B••••••••• I••• · public reporting company
Related persons
Schedule D 7.A
- A•••••• A•••• M••••••••• ••••••••• P•• L••investment advisery
- A•••••• A•••• M••••••••• ••• L••••••investment advisery
- A•••••• A•••• M••••••••• A•••••••• L••investment advisery
- B••••••••• F••• M••••••••• C••••••pooled vehicle sponsorn
Advisers that list A•••••• A•••• M••••••••• as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 26, 2026RAUM (Item 5.F) moved from $117,297,475,194 to $177,464,258,309 (+51.0%) between the annual amendments of 2025-03-26 and 2026-03-26; the peer median change was +11.0% (113 comparable advisers, 93.0th percentile of changes)peers: other advisers, $20B and over (113) · 93% percentile
What changed
consecutive filings, newest first
- Private funds · 43 to 47Jul 1, 2026 to Aug 10, 2026
- Private funds · 41 to 43Mar 26, 2026 to May 5, 2026
- Accounts · 316 to 356Nov 6, 2025 to Mar 26, 2026
- Advisory employees · 130 to 125Nov 6, 2025 to Mar 26, 2026
- BD registered reps · 17 to 20Nov 6, 2025 to Mar 26, 2026
- Charity clients · 21 to 27Nov 6, 2025 to Mar 26, 2026
- Pension plan clients · 29 to 27Nov 6, 2025 to Mar 26, 2026
- Pooled vehicle clients · 126 to 148Nov 6, 2025 to Mar 26, 2026
- Assets in custody · $17B to $24BNov 6, 2025 to Mar 26, 2026
- Employees · 363 to 375Nov 6, 2025 to Mar 26, 2026
- Private funds · 42 to 41Nov 6, 2025 to Mar 26, 2026
- Discretionary RAUM · $115B to $175BNov 6, 2025 to Mar 26, 2026
- Non-discretionary RAUM · $1.9B to $2.3BNov 6, 2025 to Mar 26, 2026
- Pension RAUM · $5.4B to $5.7BNov 6, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $42B to $65BNov 6, 2025 to Mar 26, 2026
- RAUM · $117B to $177BNov 6, 2025 to Mar 26, 2026
- Private funds · 38 to 42May 20, 2025 to Nov 6, 2025
- Financial planning clients · unset to Mar 26, 2025 to May 20, 2025
- Private funds · 37 to 38Mar 26, 2025 to May 20, 2025
- Accounts · 292 to 316Feb 11, 2025 to Mar 26, 2025
- BD registered reps · 16 to 17Feb 11, 2025 to Mar 26, 2025
- Charity clients · 20 to 21Feb 11, 2025 to Mar 26, 2025
- Corporate clients · 5 to 2Feb 11, 2025 to Mar 26, 2025
- Pension plan clients · 23 to 29Feb 11, 2025 to Mar 26, 2025
- Pooled vehicle clients · 119 to 126Feb 11, 2025 to Mar 26, 2025
- Assets in custody · $16B to $17BFeb 11, 2025 to Mar 26, 2025
- Employees · 364 to 363Feb 11, 2025 to Mar 26, 2025
- Discretionary RAUM · $101B to $115BFeb 11, 2025 to Mar 26, 2025
- Non-discretionary RAUM · $561M to $1.9BFeb 11, 2025 to Mar 26, 2025
- Pension RAUM · $3.2B to $5.4BFeb 11, 2025 to Mar 26, 2025
- Pooled vehicle RAUM · $37B to $42BFeb 11, 2025 to Mar 26, 2025
- RAUM · $102B to $117BFeb 11, 2025 to Mar 26, 2025
- Private funds · 33 to 37Jan 13, 2025 to Feb 11, 2025
- Private funds · 32 to 33Aug 26, 2024 to Nov 25, 2024
- Private funds · 33 to 32Mar 26, 2024 to Aug 26, 2024
- Accounts · 255 to 292Feb 14, 2024 to Mar 26, 2024
- BD registered reps · 18 to 16Feb 14, 2024 to Mar 26, 2024
- Charity clients · 21 to 20Feb 14, 2024 to Mar 26, 2024
- Corporate clients · 7 to 5Feb 14, 2024 to Mar 26, 2024
- Pension plan clients · 31 to 23Feb 14, 2024 to Mar 26, 2024
Signals
24 dated events
- A•••••• A•••• M••••••••• reported RAUM $177.5B, up 51% from $117.3B (2025-11-06 to 2026-03-26)Mar 26, 2026 · RAUM change · derived
- W. Theodore Noon (Chief Marketing Officer, Manager) appeared on Schedule A of A•••••• A•••• M•••••••••Feb 9, 2024 · Control person joined · fact
- A•••••••• V••••••• (Manager) appeared on Schedule A of A•••••• A•••• M•••••••••Feb 9, 2024 · Control person joined · fact
- Allen Ross Dowd (Ceo, Manager) no longer on Schedule A of A•••••• A•••• M••••••••• (listed 2023-11-16, absent 2024-01-08)Jan 8, 2024 · Control person left · inference
- M••••• H•••••• H•••• (Manager) appeared on Schedule A of A•••••• A•••• M•••••••••Mar 30, 2023 · Control person joined · fact
- Noah Elie Sugarman (Manager) no longer on Schedule A of A•••••• A•••• M••••••••• (listed 2023-02-08, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- Robert John Chisholm (Co-Ceo, Manager) no longer on Schedule A of A•••••• A•••• M••••••••• (listed 2022-03-25, absent 2022-07-12)Jul 12, 2022 · Control person left · inference
- Joseph Mark Minichiello (Evp, Chief Operating Officer, Treasurer, Secretary, Manager) no longer on Schedule A of A•••••• A•••• M••••••••• (listed 2021-11-12, absent 2022-01-31)Jan 31, 2022 · Control person left · inference
- Guang Yang (Manager) no longer on Schedule A of A•••••• A•••• M••••••••• (listed 2020-03-27, absent 2020-05-08)May 8, 2020 · Control person left · inference
- Jean Francois Cohas (Manager) no longer on Schedule A of A•••••• A•••• M••••••••• (listed 2020-03-27, absent 2020-05-08)May 8, 2020 · Control person left · inference
- Jonathan Richard Hart (Manager) appeared on Schedule A of A•••••• A•••• M•••••••••May 8, 2020 · Control person joined · fact
- Noah Elie Sugarman (Manager) appeared on Schedule A of A•••••• A•••• M•••••••••May 8, 2020 · Control person joined · fact
- Jean Francois Cohas (Manager) appeared on Schedule A of A•••••• A•••• M•••••••••Mar 27, 2020 · Control person joined · fact
- M•••• C•••••••• C•••••• (Svp, Chief Financial Officer) appeared on Schedule A of A•••••• A•••• M•••••••••Mar 27, 2020 · Control person joined · fact
- Kelly Meghan Driscoll (Manager) no longer on Schedule A of A•••••• A•••• M••••••••• (listed 2019-11-06, absent 2020-03-27)Mar 27, 2020 · Control person left · inference
- John Aidan Riordan (Manager) no longer on Schedule A of A•••••• A•••• M••••••••• (listed 2019-02-19, absent 2019-03-22)Mar 22, 2019 · Control person left · inference
- L••••• K•••••••• Y•••• (Manager) appeared on Schedule A of A•••••• A•••• M•••••••••Mar 22, 2019 · Control person joined · fact
- Elizabeth Duval Jennifer Souza (Manager) no longer on Schedule A of A•••••• A•••• M••••••••• (listed 2019-01-15, absent 2019-02-19)Feb 19, 2019 · Control person left · inference
- Christopher Hadley (Manager) no longer on Schedule A of A•••••• A•••• M••••••••• (listed 2019-01-15, absent 2019-02-19)Feb 19, 2019 · Control person left · inference
- Guang Yang (Manager) appeared on Schedule A of A•••••• A•••• M•••••••••Feb 19, 2019 · Control person joined · fact
- S Surender Rana (Manager) appeared on Schedule A of A•••••• A•••• M•••••••••Feb 19, 2019 · Control person joined · fact
- Kelly Meghan Driscoll (Manager) appeared on Schedule A of A•••••• A•••• M•••••••••Feb 19, 2019 · Control person joined · fact
- Harold Stephen Belgrad (Manager) no longer on Schedule A of A•••••• A•••• M••••••••• (listed 2018-11-13, absent 2019-01-15)Jan 15, 2019 · Control person left · inference
- A•••••• A•••• M••••••••• reported RAUM $96.8B, up 30% from $74.2B (2018-01-17 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- A•••••• A•••• M••••••••• · Family Officesshared crd · office
How to reach
public business contact points only, each with its source
- Website
- acadian-inc.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-850-3500reportedpublic record, Form ADV, Aug 10, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026