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•••• S••••• P•••••••• L••
Latest filing Jun 17, 2026
First filing on the tape Nov 17, 2011 · 48 filings
SEC status approved since Nov 30, 2000
RAUM
$66B
reported, Item 5.F
Discretionary
88%
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
318
190 advisory (5.B.1)
Offices
8
beyond the principal office
Private funds
327
reported on Schedule D
History
48 filings and snapshots on the tape
RAUM$66B as of Jun 17, 2026
Mar 30, 2012$21B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 17, 2026
Apr 1, 20130 then
Employees (5.A)318 as of Jun 17, 2026
Apr 1, 2013120 then
Private funds327 as of Jun 17, 2026
Mar 30, 201286 then
RAUM +13% over the last fiscal year+9.9% a year over threeIARs 0 to 0offices 7 to 8
Practice profile
derived from the filing of Jun 17, 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
- $164MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 88%derivedof RAUM
- Institutional
- 1.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived9 offices incl. principal (1.F.5)
- RAUM growth, one year
- +7.9%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 vehiclesreportedItem 5.G
- Custody
- $61B, 373 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$61B92%
- Other investment advisers$4.4B6.7%
- State and municipal entities$851M1.3%
- Insurance companies$129M0.2%
- Corporations and businesses$96.4M0.1%
- Pension and profit-sharing plans$18.1M0.0%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- n/areported
- Charitable clients
- 0reported
- Accounts
- 405reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $61B for 373 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.98 institutional_share=0.02 related_bd=false related_bank=false 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
200 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A•••• S•••••• P• G•••••• F••• I• L• | Private Equity Fund | $1.4B | 2 | Mar 29, 2018 |
| A•••• S•••••• P• G•••••• F••• I• L• | Private Equity Fund | $1.2B | 2 | Jul 10, 2019 |
| A•••• S••••• S•••• F••• L• | Private Equity Fund | $1.0B | 2 | Mar 29, 2018 |
| A•••• S••••• G••••• S•••••••• F••• 7• L• | Private Equity Fund | $930M | 72 | Aug 16, 2021 |
| A•••• S••••• 2••• G••••• F••• L• | Private Equity Fund | $929M | 37 | Mar 31, 2014 |
| A•••• S••••• • P• G•••••• F••• I•• L• | Private Equity Fund | $898M | 2 | Mar 30, 2022 |
| A•••• S••••• • P••• P•••••• E••••• F••• I• G••••• | Private Equity Fund | $835M | 2 | Mar 29, 2019 |
| A•••• S••••• R•• L• | Private Equity Fund | $803M | 2 | Mar 30, 2017 |
| J••• P•••••• E••••• F••• A• U•• L• | Private Equity Fund | $803M | 3 | Mar 28, 2024 |
| A•••• S••••• 2••• G••••• F••• L• | Private Equity Fund | $765M | 11 | Mar 29, 2019 |
| A•• R••••• I•• P• L• | Private Equity Fund | $681M | 3 | Mar 28, 2024 |
| A•••• S••••• 2••• G••••• F••• L• | Private Equity Fund | $674M | 34 | Mar 30, 2016 |
| A•••• S••••• 2••• G••••• F••• L• | Private Equity Fund | $660M | 44 | Mar 30, 2012 |
| A•••• S••••• C••••••••• F••• V• A• L• | Private Equity Fund | $641M | 42 | Aug 16, 2021 |
| A•••• S••••• 2••• G••••• F••• L• | Private Equity Fund | $635M | 43 | Mar 30, 2020 |
| A•••• S••••• A••• P• L• | Private Equity Fund | $626M | 3 | Mar 30, 2022 |
| A•••• S••••• G••••• S•••••••• F••• 6• L• | Private Equity Fund | $596M | 43 | Mar 30, 2017 |
| A•••• S••••• 2••• G••••• F••• L• | Private Equity Fund | $559M | 40 | Mar 30, 2017 |
| A•••• S••••• 2••• G••••• F••• L• | Private Equity Fund | $550M | 27 | Mar 31, 2015 |
| A•••• S••••• 2••• G••••• F••• L• | Private Equity Fund | $549M | 27 | Apr 1, 2013 |
| A•••• S••••• G••••• S•••••••• F••• 5• L• | Private Equity Fund | $548M | 100 | Aug 7, 2012 |
| A•••• S••••• P••••••••• F••• • 2••• U••• F•••• L••• | Private Equity Fund | $539M | 83 | Mar 30, 2012 |
| A•••• S••••• R•• I• L• | Private Equity Fund | $514M | 3 | Mar 30, 2020 |
| A•••• S••••• 2••• G••••• F••• L• | Private Equity Fund | $501M | 164 | Mar 30, 2023 |
| A•••• S••••• 2••• G••••• F••• L• | Private Equity Fund | $481M | 76 | Mar 29, 2018 |
| A•••• S••••• 2••• G••••• F••• L• | Private Equity Fund | $477M | 66 | Mar 31, 2021 |
| A•• ••••••• S•• I•••• L• | Private Equity Fund | $451M | 14 | Mar 30, 2023 |
| A•••• S••••• V•••••• I••••••••• F••• L• | Private Equity Fund | $449M | 8 | Mar 30, 2016 |
| A•••• S••••• V•••••• I••••••••• F••• I•• L• | Private Equity Fund | $439M | 104 | Mar 30, 2020 |
| A•••• S••••• P••••••••• F••• • 2••• N••••••• F•••• L••• | Private Equity Fund | $432M | 92 | Mar 30, 2012 |
| A•••• S••••• 2••• G••••• F••• •• I••••••••• L• | Private Equity Fund | $423M | 13 | Mar 29, 2018 |
| A•••• S••••• P••••••••• F••• • 2••• U••• F•••• L••• | Private Equity Fund | $420M | 62 | Mar 30, 2012 |
| A•••• S••••• C••••••••• F••• V• B• L• | Private Equity Fund | $420M | 32 | Aug 16, 2021 |
| A•• N•• A••• P• F•• L• | Private Equity Fund | $416M | 2 | Mar 28, 2024 |
| A•••• S••••• A•• P• I••••••••• L• | Private Equity Fund | $411M | 2 | Mar 29, 2018 |
| A•••• S••••• 2••• U• F••• L• | Private Equity Fund | $399M | 46 | Mar 30, 2012 |
| A•• G••••• V••••••• B•• F••• I• L• | Private Equity Fund | $395M | 2 | Mar 29, 2019 |
| A•••• S••••• P••••••••• F••• • 2••• U••• F•••• L••• | Private Equity Fund | $380M | 84 | Mar 30, 2012 |
| A•••• S••••• A•• P• I••••••••• I• L• | Private Equity Fund | $376M | 2 | Mar 31, 2021 |
| A•• S• P•••••• C••••• F••• I••• L•no longer reported | Private Equity Fund | $369M | 9 | Aug 28, 2020 |
Owners and control persons
Schedule A and B, latest filing
- A••••• J••••••• B•••• · Head Of S•••••••• Investments And Partnercontrolsince 10/2016 · owns less than 5%
- A••••••• J•••• P•••• · D•••••Orcontrolsince 03/2017 · owns less than 5%
- B••••• D•••• · Head Of C•••••••••S And Partnercontrolsince 05/2020 · owns less than 5%
- D••••• S•••• R••••••• · Chief Compliance Officer, Executive Vice President And Partnercontrolsince 03/2021 · owns less than 5%
- D••••• J••••••• T••••• · Managing Partner, Head Of Investments And Partnercontrolsince 07/2015 · owns less than 5%
- D••••••••• J••••••• J•••• · D•••••Orcontrolsince 04/2011 · owns less than 5%
- F•••••• T•••••• B•••••••• · Chairman, Chair Of The Boardcontrolsince 01/2018 · owns less than 5%
- H••••••• L••••• A••••• · D•••••Orcontrolsince 01/2022 · owns less than 5%
- K••••••••• M••••••• E••• · Chief Financial Officer And Partnercontrolsince 01/2024 · owns less than 5%
- M••••••• E••• · Chief Legal Officer, Executive Vice President, Secretary And Partnercontrolsince 03/2021 · owns less than 5%
- M•••••• R•••• · Head Of G••••• Equity Investments And Partnercontrolsince 05/2020 · owns less than 5%
- O••••••••• K••••• F•••••• · Global Head Of Business Development And Investor Relations; Partnercontrolsince 08/2016 · owns less than 5%
- S••••••• M••••••• H••••• · D•••••Orcontrolsince 04/2018 · owns less than 5%
- W•••••• J••••• F•••••• · Chief Operating Officer And Partnercontrolsince 11/2017 · owns less than 5%
- D••••• J••••••• T••••• · Member Of A•••• S••••• A••••••••• L••controlsince 01/2019 · owns 25% to 50% of A•••• S••••• A••••••••• L•••
- M••••••• E••• · Member Of A•••• S••••• A••••••••• L••controlsince 04/2024 · owns 25% to 50% of A•••• S••••• A••••••••• L•••
- G••••••• M••••• · Head Of Investment Strategy And Risk Management; Partnersince 01/2019 · owns less than 5%
- J••••••••• B•••••• · Partner And Global Head Of Fund Investmentssince 01/2023 · owns less than 5%
- P••••• A••••• · Chief Technology Officer And Partnersince 08/2022 · owns less than 5%
- S•••••• W••••••• B•••••• · Head Of P•••••• Credit And Partnersince 02/2018 · owns less than 5%
- W•••••• J••••• F•••••• · Member Of A•••• S••••• A••••••••• L••since 04/2023 · owns 25% to 50% of A•••• S••••• A••••••••• L•••
Entity owners
- A•••• S••••• A••••••••• L••• · Member Of A•••• S••••• P•••••••• L••direct · owns 75% or more
- A•••• S••••• A••••••••• L•• · General Partner Of A•••• S••••• Associates L.P.indirect · owns F of A•••• S••••• A••••••••• L•••
Related persons
Schedule D 7.A
- A•••• S••••• C••••• A••••••• L•pooled vehicle sponsorn
- A•••• S••••• L•••••• 2••• G• L••pooled vehicle sponsory
- A•••• S••••• P• A••••• G• L•pooled vehicle sponsory
- A•••• S••••• P•••••• C••••• F••• G• L•pooled vehicle sponsory
- A•••• S••••• P•••••• C••••• F••• I• G• L•pooled vehicle sponsory
- A•••• S••••• P•••••• C••••• F••• I•• G• L•pooled vehicle sponsory
- A•• • M••• C•••• P••••••• L•pooled vehicle sponsory
- A•• • P• C••••• ••• M••••••••• L•pooled vehicle sponsory
- A•• • P••• L•• G• P•••••••pooled vehicle sponsory
- A•• 2••• D••••• M••••••••• L••pooled vehicle sponsory
- A•• 2••• D••••• M••••••••• L••pooled vehicle sponsory
- A•• 2••• D••••• M••••••••• L••pooled vehicle sponsory
- A•• 2••• D••••• M••••••••• L••pooled vehicle sponsory
- A•• 2••• D••••• M••••••••• L••pooled vehicle sponsory
- A•• 2••• D••••• M••••••••• L•pooled vehicle sponsory
- A•• 2••• D••••• M••••••••• L•pooled vehicle sponsory
- A•• 2••• D••••• M••••••••• L•pooled vehicle sponsory
- A•• 2••• D••••• M••••••••• L•pooled vehicle sponsory
- A•• 2••• D••••• M••••••••• L•pooled vehicle sponsory
- A•• 2••• D••••• M••••••••• L•pooled vehicle sponsory
- A•• 2••• V••••••••• M••••••••• L•pooled vehicle sponsory
- A•• 2••• D••••• M••••••••• L•pooled vehicle sponsory
- A•• 2••• D••••• M••••••••• L•pooled vehicle sponsory
- A•• 2••• D••••• M••••••••• L•pooled vehicle sponsory
- A•• 2••• D••••• M••••••••• L•pooled vehicle sponsory
- A•• 2••• D••••• M••••••••• L•pooled vehicle sponsory
- A•• 2••• D••••• M••••••••• L•pooled vehicle sponsory
- A•• 2••• D••••• M••••••••• L•pooled vehicle sponsory
- A•• A••• C•••• G• L•pooled vehicle sponsorn
- A•• A••• M••••••••• L•pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- New York, NY25 employees
- London, United Kingdom22 employees
- Menlo Park, CA17 employees
- Singapore, Singapore6 employees
- Beijing, China4 employees
- Boston, MA3 employees
- Austin, TX1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- many p•••••• funds relative to firm sizeStatic outlier · filing Jun 17, 2026private funds per $1B of RAUM of 4.9 against a peer median of 0.7 (305 comparable advisers, 99.0th percentile, 4.4 robust deviations)peers: asset managers, $20B and over (305) · 99% percentile
What changed
consecutive filings, newest first
- Assets in custody · $58B to $61BMar 31, 2026 to Jun 17, 2026
- Private funds · 329 to 327Mar 31, 2026 to Jun 17, 2026
- Discretionary RAUM · $56B to $59BMar 31, 2026 to Jun 17, 2026
- Non-discretionary RAUM · $7.5B to $7.8BMar 31, 2026 to Jun 17, 2026
- Pension RAUM · $955,032 to $18.1MMar 31, 2026 to Jun 17, 2026
- Pooled vehicle RAUM · $58B to $61BMar 31, 2026 to Jun 17, 2026
- RAUM · $63B to $66BMar 31, 2026 to Jun 17, 2026
- Accounts · 388 to 405Sep 17, 2025 to Mar 31, 2026
- Advisory employees · 157 to 190Sep 17, 2025 to Mar 31, 2026
- Pooled vehicle clients · 362 to 373Sep 17, 2025 to Mar 31, 2026
- Assets in custody · $54B to $58BSep 17, 2025 to Mar 31, 2026
- Employees · 325 to 318Sep 17, 2025 to Mar 31, 2026
- Other offices · 7 to 8Sep 17, 2025 to Mar 31, 2026
- Private funds · 320 to 329Sep 17, 2025 to Mar 31, 2026
- Discretionary RAUM · $53B to $56BSep 17, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $6.0B to $7.5BSep 17, 2025 to Mar 31, 2026
- Pension RAUM · $1.6M to $955,032Sep 17, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $55B to $58BSep 17, 2025 to Mar 31, 2026
- RAUM · $59B to $63BSep 17, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jul 31, 2025
- Discretionary RAUM · $53B to $53BMar 31, 2025 to Jul 31, 2025
- Non-discretionary RAUM · $6.0B to $6.0BMar 31, 2025 to Jul 31, 2025
- Pension RAUM · $19.5M to $1.6MMar 31, 2025 to Jul 31, 2025
- Pooled vehicle RAUM · $54B to $55BMar 31, 2025 to Jul 31, 2025
- RAUM · $59B to $59BMar 31, 2025 to Jul 31, 2025
- Accounts · 355 to 388Jun 7, 2024 to Mar 31, 2025
- Advisory employees · 142 to 157Jun 7, 2024 to Mar 31, 2025
- Pooled vehicle clients · 333 to 362Jun 7, 2024 to Mar 31, 2025
- Assets in custody · $50B to $54BJun 7, 2024 to Mar 31, 2025
- Employees · 295 to 325Jun 7, 2024 to Mar 31, 2025
- Private funds · 303 to 320Jun 7, 2024 to Mar 31, 2025
- Discretionary RAUM · $51B to $53BJun 7, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $5.2B to $6.0BJun 7, 2024 to Mar 31, 2025
- Pension RAUM · $39.4M to $19.5MJun 7, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $52B to $54BJun 7, 2024 to Mar 31, 2025
- RAUM · $56B to $59BJun 7, 2024 to Mar 31, 2025
- Discretionary RAUM · $49B to $51BMay 15, 2024 to Jun 7, 2024
- Non-discretionary RAUM · $4.9B to $5.2BMay 15, 2024 to Jun 7, 2024
- Pension RAUM · $40.4M to $39.4MMay 15, 2024 to Jun 7, 2024
- Pooled vehicle RAUM · $50B to $52BMay 15, 2024 to Jun 7, 2024
Signals
12 dated events
- Ian Quintin Kevin (Member Of A•••• S••••• A••••••••• L••) no longer on Schedule A of A•••• S••••• P•••••••• L•• (listed 2024-05-15, absent 2024-06-07)Jun 7, 2024 · Control person left · inference
- Evan Michael Kurlander (Chief Financial Officer And Partner) appeared on Schedule A of A•••• S••••• P•••••••• L••Jan 9, 2024 · Control person joined · fact
- Richard Morgan Timothy Bryant (Member Of A•••• S••••• A••••••••• L••) no longer on Schedule A of A•••• S••••• P•••••••• L•• (listed 2023-01-06, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- A Kelly Meldrum (Head Of Primary Investments And Partner) no longer on Schedule A of A•••• S••••• P•••••••• L•• (listed 2022-08-31, absent 2023-01-06)Jan 6, 2023 · Control person left · inference
- A•••• S••••• P•••••••• L•• reported RAUM $51.0B, up 28% from $39.9B (2021-09-30 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Alfred Louis Holland (Director) appeared on Schedule A of A•••• S••••• P•••••••• L••Mar 30, 2022 · Control person joined · fact
- Eric Mansell (Chief Legal Officer, Executive Vice President, Secretary And Partner) appeared on Schedule A of A•••• S••••• P•••••••• L••Mar 31, 2021 · Control person joined · fact
- R••••••• S••• D•••• (Chief Compliance Officer, Executive Vice President And Partner) appeared on Schedule A of A•••• S••••• P•••••••• L••Mar 1, 2021 · Control person joined · fact
- D•••• B•••• (Head Of Co-Investments And Partner) appeared on Schedule A of A•••• S••••• P•••••••• L••Aug 28, 2020 · Control person joined · fact
- R•••• M••••• (Head Of Growth Equity Investments And Partner) appeared on Schedule A of A•••• S••••• P•••••••• L••Aug 28, 2020 · Control person joined · fact
- Perkins Elisha Gould Iii (Vice President And Partner) no longer on Schedule A of A•••• S••••• P•••••••• L•• (listed 2020-03-30, absent 2020-08-28)Aug 28, 2020 · Control person left · inference
- Gary John Fencik (Head Of Business Development And Partner) no longer on Schedule A of A•••• S••••• P•••••••• L•• (listed 2019-12-18, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- A•••• S••••• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- A•••• S••••• P•••••••• L•• · Private Equityshared crd · organization
- A•••• S••••• P•••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- H•••S://WWW.LINKEDIN.COM/COMPANY/A••••-S••••••PARTNERSreportedpublic record, Form ADV, Sep 18, 2026
- Website
- pws.adamsstreetpartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 312-553-7890reportedpublic record, Form ADV, Jun 17, 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