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.
SEC-registered adviser
Paamco Prisma, LLC
Latest filing May 8, 2026
First filing on the tape Apr 2, 2012 · 50 filings
SEC status approved since Mar 31, 2000
RAUM
$14B
reported, Item 5.F
Discretionary
100%
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
37
33 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
14
reported on Schedule D
History
50 filings and snapshots on the tape
RAUM$14B as of May 8, 2026
Apr 2, 2012$15B then
HNW client RAUM$0 as of May 8, 2026
Mar 22, 2019$0 then
State-registered IARs (5.B.3)0 as of May 8, 2026
Apr 2, 20120 then
Employees (5.A)37 as of May 8, 2026
Mar 28, 2013106 then
Private funds14 as of May 8, 2026
Apr 2, 201240 then
RAUM +177% over the last fiscal year+21% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 8, 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
- $283MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.1%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
- +177%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, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $2.0B, 39 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$14B100%
- Pension and profit-sharing plans$4.1M0.0%
- State and municipal entities$3.3M0.0%
- Charitable organizations$2.6M0.0%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 5reported
- Charitable clients
- n/areported
- Accounts
- 51reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.0B for 39 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
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
91 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Molecule Master, LP | Hedge Fund | $5.5B | 44 | Aug 1, 2021 |
| Newport Burgundy, LLCno longer reported | Hedge Fund | $1.1B | 1 | Apr 2, 2012 |
| Newport Patriot LLCno longer reported | Hedge Fund | $897M | 1 | Apr 2, 2012 |
| Newport Sagamore, LLC - Class Ano longer reported | Hedge Fund | $547M | 1 | Apr 2, 2012 |
| Newport Absolute LLCno longer reported | Hedge Fund | $525M | 1 | Apr 2, 2012 |
| Newport Jackalope, LLCno longer reported | Hedge Fund | $504M | 1 | Apr 2, 2012 |
| Newport Ut, LLCno longer reported | Hedge Fund | $372M | 1 | Apr 2, 2012 |
| Newport Magnum, LLCno longer reported | Hedge Fund | $311M | 1 | Apr 2, 2012 |
| Paamco Prisma Talf II Fund LPno longer reported | Hedge Fund | $269M | 43 | Jun 25, 2020 |
| Newport Cascade Fund, LLCno longer reported | Hedge Fund | $231M | 1 | Apr 2, 2012 |
| West70 Master Fund LPno longer reported | Hedge Fund | $204M | 3 | Feb 15, 2018 |
| Newport Monarch, LLCno longer reported | Hedge Fund | $202M | 1 | Mar 30, 2017 |
| Newport Vision, LLCno longer reported | Hedge Fund | $199M | 2 | Apr 2, 2012 |
| Newport Sagamore, LLC - Class Bno longer reported | Hedge Fund | $190M | 1 | Apr 2, 2012 |
| Daniel Boone Fund LLC | Hedge Fund | $143M | 3 | Mar 29, 2012 |
| Newport 59, LLCno longer reported | Hedge Fund | $135M | 2 | Mar 27, 2015 |
| Newport Phoenix, LLCno longer reported | Hedge Fund | $132M | 1 | Apr 2, 2012 |
| Newport Liberty, LLCno longer reported | Hedge Fund | $125M | 1 | Mar 29, 2016 |
| Newport Mesa, LLCno longer reported | Hedge Fund | $124M | 1 | Apr 2, 2012 |
| Newport Bridges, LLCno longer reported | Hedge Fund | $123M | 1 | Apr 2, 2012 |
| Pm Manager Fund, Spc. - Segregated Portfolio 40no longer reported | Hedge Fund | $107M | 23 | Jul 2, 2019 |
| Newport Cypress, LLCno longer reported | Hedge Fund | $106M | 1 | Apr 2, 2012 |
| Portfolio N Spv LLC | Hedge Fund | $101M | 5 | Mar 30, 2023 |
| Newport 75 Paamco, Ltd.no longer reported | Hedge Fund | $98.1M | 1 | Mar 27, 2015 |
| Newport Garfield, LLCno longer reported | Hedge Fund | $94.7M | 1 | Apr 2, 2012 |
| Newport Mont Royal Opportunities Fund, Ltd.no longer reported | Hedge Fund | $94.3M | 1 | Apr 2, 2012 |
| Newport Eagle, LLCno longer reported | Hedge Fund | $94.2M | 1 | Apr 2, 2012 |
| Newport Asimo, LLCno longer reported | Hedge Fund | $94.0M | 1 | Apr 2, 2012 |
| Prisma Focus Fund LP | Hedge Fund | $90.8M | 19 | Mar 29, 2012 |
| Paamco Prisma Alternative Liquid Solution Fund Ltd | Hedge Fund | $78.3M | 2 | Mar 29, 2018 |
| Newport St. Joseph Investments, LLCno longer reported | Hedge Fund | $78.2M | 1 | Mar 28, 2013 |
| Pm Manager Fund, Spc. - Segregated Portfolio 40no longer reported | Hedge Fund | $70.7M | 13 | Jun 29, 2015 |
| Prisma Spectrum Fund LPno longer reported | Hedge Fund | $64.8M | 49 | Mar 29, 2012 |
| Newport Crown, LLCno longer reported | Hedge Fund | $54.1M | 1 | Apr 2, 2012 |
| Newport St Elmo, LLCno longer reported | Hedge Fund | $52.0M | 1 | Apr 2, 2012 |
| Paamco Prisma Apex Tactical Fund LPno longer reported | Hedge Fund | $46.5M | 1 | Mar 31, 2017 |
| Paamco Prisma Apex Tactical Implementation Vehicle LPno longer reported | Hedge Fund | $38.7M | 4 | Mar 31, 2017 |
| Prisma Spectrum Fund Ltd | Hedge Fund | $37.3M | 7 | Mar 29, 2012 |
| Prisma Enhanced Fixed Income Fund Ltdno longer reported | Hedge Fund | $36.6M | 1 | Mar 29, 2012 |
| Prisma Focus Fund Ltd | Hedge Fund | $32.3M | 4 | Mar 29, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Joseph Mayer Cherem · Managercontrolsince 01/2015 · owns less than 5%
- Ann-Laberge Polly Koop · Chief Compliance Officercontrolsince 04/2024 · owns less than 5%
- Tonge Beth Leon · Chief Financial Officercontrolsince 03/2019 · owns less than 5%
- Matthew Paul Roberts · Managing Directorcontrolsince 03/2019 · owns less than 5%
- Conrad Eric Wolfe · Chief Executive Officer, Managercontrolsince 03/2019 · owns less than 5%
- Joseph Mayer Cherem · Managercontrolsince 08/2018 · owns F of Paamco Prisma Holdings, LLC
- Howard Robert Lewin · Managercontrolsince 04/2022 · owns F of Paamco Prisma Holdings, LLC
- Conrad Eric Wolfe · Managercontrolsince 08/2018 · owns F of Paamco Prisma Holdings, LLC
- Joseph Peter Zakowich · Managercontrolsince 06/2017 · owns F of Pholdings, LLC
Entity owners
- Paamco Prisma Holdings, LLC · Memberdirect · owns 75% or more
- Kkr & Co. Inc. · Shareholderindirect · owns 75% or more of Kkr Group Co. Inc · public reporting company
- Kkr Group Co. Inc · Shareholderindirect · owns 75% or more of Kkr Group Holdings Corp.
- Kkr Group Holdings Corp. · General Partnerindirect · owns F of Kkr Group Holdings L.P.
- Kkr Group Holdings Corp. · General Partnerindirect · owns F of Kkr Group Partnership, L.P.
- Kkr Group Holdings L.P. · Limited Partnerindirect · owns 25% to 50% of Kkr Group Partnership, L.P.
- Kkr Group Partnership, L.P. · Shareholderindirect · owns 75% or more of Kkr Topaz LLC
- Kkr Topaz LLC · Memberindirect · owns 25% to 50% of Paamco Prisma Holdings, LLC
- Pholdings, LLC · Memberindirect · owns 50% to 75% of Paamco Prisma Holdings, LLC
Related persons
Schedule D 7.A
- Molecule Gp, LLCpooled vehicle sponsory
- Paamco Prisma Jamboree Gp, LLCpooled vehicle sponsory
- Pacific Atlantic Gp, Ltd.pooled vehicle sponsory
- Prisma Capital Partners LLCbankpooled vehicle sponsory
- Prisma Gp LLCy
Advisers that list Paamco Prisma, LLC as a related person
- 131467 n
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 30, 2026RAUM (Item 5.F) moved from $5,214,738,590 to $14,451,096,438 (+177.0%) between the annual amendments of 2025-03-31 and 2026-03-30; the peer median change was +13.0% (631 comparable advisers, 99.0th percentile of changes)peers: asset managers, $5B to $20B (631) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 56 to 51Mar 31, 2025 to Mar 30, 2026
- Advisory employees · 32 to 33Mar 31, 2025 to Mar 30, 2026
- Pooled vehicle clients · 47 to 42Mar 31, 2025 to Mar 30, 2026
- Assets in custody · $2.5B to $2.0BMar 31, 2025 to Mar 30, 2026
- Employees · 39 to 37Mar 31, 2025 to Mar 30, 2026
- Private funds · 12 to 14Mar 31, 2025 to Mar 30, 2026
- Discretionary RAUM · $5.2B to $14BMar 31, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $2.0M to $2.0MMar 31, 2025 to Mar 30, 2026
- Pension RAUM · $4.3M to $4.1MMar 31, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $5.2B to $14BMar 31, 2025 to Mar 30, 2026
- RAUM · $5.2B to $14BMar 31, 2025 to Mar 30, 2026
- Accounts · 63 to 56Jun 25, 2024 to Mar 31, 2025
- Advisory employees · 38 to 32Jun 25, 2024 to Mar 31, 2025
- Pension plan clients · 8 to 5Jun 25, 2024 to Mar 31, 2025
- Pooled vehicle clients · 51 to 47Jun 25, 2024 to Mar 31, 2025
- Assets in custody · $3.1B to $2.5BJun 25, 2024 to Mar 31, 2025
- Employees · 44 to 39Jun 25, 2024 to Mar 31, 2025
- Financial planning clients · unset to Jun 25, 2024 to Mar 31, 2025
- Private funds · 14 to 12Jun 25, 2024 to Mar 31, 2025
- Discretionary RAUM · $9.3B to $5.2BJun 25, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $2.2M to $2.0MJun 25, 2024 to Mar 31, 2025
- Pension RAUM · $6.5M to $4.3MJun 25, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $9.3B to $5.2BJun 25, 2024 to Mar 31, 2025
- RAUM · $9.3B to $5.2BJun 25, 2024 to Mar 31, 2025
- Accounts · 83 to 63Mar 30, 2023 to Mar 27, 2024
- Advisory employees · 39 to 38Mar 30, 2023 to Mar 27, 2024
- Pension plan clients · 9 to 8Mar 30, 2023 to Mar 27, 2024
- Pooled vehicle clients · 65 to 51Mar 30, 2023 to Mar 27, 2024
- Assets in custody · $3.2B to $3.1BMar 30, 2023 to Mar 27, 2024
- Employees · 45 to 44Mar 30, 2023 to Mar 27, 2024
- Private funds · 21 to 14Mar 30, 2023 to Mar 27, 2024
- Discretionary RAUM · $8.1B to $9.3BMar 30, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $2.7M to $2.2MMar 30, 2023 to Mar 27, 2024
- Pension RAUM · $47.6M to $6.5MMar 30, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $8.1B to $9.3BMar 30, 2023 to Mar 27, 2024
- RAUM · $8.1B to $9.3BMar 30, 2023 to Mar 27, 2024
- Accounts · 88 to 83Jun 10, 2022 to Mar 30, 2023
- Advisory employees · 41 to 39Jun 10, 2022 to Mar 30, 2023
- Pooled vehicle clients · 70 to 65Jun 10, 2022 to Mar 30, 2023
- Assets in custody · $7.0B to $3.2BJun 10, 2022 to Mar 30, 2023
Signals
40 dated events
- Paamco Prisma, Llc reported RAUM $14.5B, up 177% from $5.2B (2025-03-31 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- Paamco Prisma, Llc reported RAUM $5.2B, down 44% from $9.3B (2024-06-25 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- James Vincent Cuticello (Manager) no longer on Schedule A of Paamco Prisma, Llc (listed 2024-03-27, absent 2024-04-29)Apr 29, 2024 · Control person left · inference
- Ann-Laberge Polly Koop (Chief Compliance Officer) appeared on Schedule A of Paamco Prisma, LlcApr 29, 2024 · Control person joined · fact
- Roberts Henry Kravis (Class A Shareholder) no longer on Schedule A of Paamco Prisma, Llc (listed 2023-03-30, absent 2024-03-27)Mar 27, 2024 · Control person left · inference
- Rosenberg George Roberts (Class A Shareholder) no longer on Schedule A of Paamco Prisma, Llc (listed 2023-03-30, absent 2024-03-27)Mar 27, 2024 · Control person left · inference
- Endymion Maximiliaan Rijkenberg (Chief Legal Officer) no longer on Schedule A of Paamco Prisma, Llc (listed 2023-03-30, absent 2024-03-27)Mar 27, 2024 · Control person left · inference
- Paamco Prisma, Llc reported RAUM $8.1B, down 48% from $15.6B (2022-06-10 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- Manwell Von Hughes (Manager) no longer on Schedule A of Paamco Prisma, Llc (listed 2022-06-10, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- O'Leary Suzanne Donohoe (Manager) no longer on Schedule A of Paamco Prisma, Llc (listed 2022-06-10, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- Lindsay William Cornog (Manager) no longer on Schedule A of Paamco Prisma, Llc (listed 2022-06-10, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- Howard Robert Lewin (Manager) appeared on Schedule A of Paamco Prisma, LlcMar 30, 2023 · Control person joined · fact
- Paamco Prisma, Llc reported RAUM $15.6B, up 117% from $7.2B (2021-12-14 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Patrick Scott Warner (Manager) no longer on Schedule A of Paamco Prisma, Llc (listed 2021-12-14, absent 2022-03-30)Mar 30, 2022 · Control person left · inference
- Charles Scott Nuttall (Manager) no longer on Schedule A of Paamco Prisma, Llc (listed 2021-12-14, absent 2022-03-30)Mar 30, 2022 · Control person left · inference
- Kevin John Brennan (Manager) no longer on Schedule A of Paamco Prisma, Llc (listed 2021-12-14, absent 2022-03-30)Mar 30, 2022 · Control person left · inference
- Drue Jeffrey Willardson (Manager) no longer on Schedule A of Paamco Prisma, Llc (listed 2021-12-14, absent 2022-03-30)Mar 30, 2022 · Control person left · inference
- Paamco Prisma, Llc reported RAUM $7.2B, down 29% from $10.1B (2021-01-04 to 2021-03-29)Mar 29, 2021 · RAUM change · derived
- Endymion Maximiliaan Rijkenberg (Chief Legal Officer) appeared on Schedule A of Paamco Prisma, LlcMar 29, 2021 · Control person joined · fact
- Michael Patrick Ronan Cosgrave (Manager) no longer on Schedule A of Paamco Prisma, Llc (listed 2021-01-04, absent 2021-03-29)Mar 29, 2021 · Control person left · inference
- Marie Anne-Gaelle Carlton (Manager) no longer on Schedule A of Paamco Prisma, Llc (listed 2021-01-04, absent 2021-03-29)Mar 29, 2021 · Control person left · inference
- Sugondo Putri Pascualy (Manager) no longer on Schedule A of Paamco Prisma, Llc (listed 2021-01-04, absent 2021-03-29)Mar 29, 2021 · Control person left · inference
- Ross Charles Nightingale (Chief Legal Officer) no longer on Schedule A of Paamco Prisma, Llc (listed 2021-01-04, absent 2021-03-29)Mar 29, 2021 · Control person left · inference
- Stephen Daniel Lawee (Manager) no longer on Schedule A of Paamco Prisma, Llc (listed 2019-08-22, absent 2020-03-29)Mar 29, 2020 · Control person left · inference
- Patrick James Meehan (Manager) no longer on Schedule A of Paamco Prisma, Llc (listed 2019-08-22, absent 2020-03-29)Mar 29, 2020 · Control person left · inference
- Paamco reported succeeding to the business of Another Adviser (Form ADV Item 4)Mar 22, 2019 · Succession (Item 4) · fact
- Paamco Prisma, Llc reported RAUM $12.7B, up 40% from $9.1B (2018-10-24 to 2019-03-22)Mar 22, 2019 · RAUM change · derived
- Tonge Beth Leon (Chief Financial Officer) appeared on Schedule A of Paamco Prisma, LlcMar 22, 2019 · Control person joined · fact
- Ross Charles Nightingale (Chief Legal Officer) appeared on Schedule A of Paamco Prisma, LlcMar 22, 2019 · Control person joined · fact
- Melissa Jane Buchan (Manager) no longer on Schedule A of Paamco Prisma, Llc (listed 2018-10-24, absent 2019-03-22)Mar 22, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/paamcoreportedpublic record, Form ADV, Sep 17, 2026
- Website
- PAAMCO.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 949-261-4900reportedpublic record, Form ADV, May 8, 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
- Asset manager (funds and pooled vehicles)deriveda 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