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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
A••••• C•••••• M••••••••• I•• L•••
Latest filing Aug 24, 2026
First filing on the tape Mar 30, 2012 · 65 filings
SEC status approved since Jul 17, 2000
RAUM
$5.0B
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
183
39 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
28
reported on Schedule D
History
65 filings and snapshots on the tape
RAUM$5.0B as of Aug 24, 2026
Mar 30, 2012$7.3B then
HNW client RAUM$0 as of Aug 24, 2026
Mar 30, 2018$0 then
State-registered IARs (5.B.3)0 as of Aug 24, 2026
Apr 1, 20130 then
Employees (5.A)183 as of Aug 24, 2026
Apr 1, 2013138 then
Private funds28 as of Aug 24, 2026
Mar 30, 201222 then
RAUM -22% over the last fiscal year-12% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 24, 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
- $142MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- -22%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
- $5.0B, 34 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
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$5.0B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 35reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $5.0B for 34 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true 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
57 reported on Schedule D 7.B.(1)
All funds of A••••• C•••••• M••••••••• I•• L•••
Owners and control persons
Schedule A and B, latest filing
- G••••••• S••••• E••••• · President, Managing Partner And General Counsel Of A••••• Capital Groupcontrolsince 06/2000 · owns 10% to 25%
- L•••••• T•••••• M••• · Chief Financial Officer Of A••••• Capital Groupcontrolsince 04/2011 · owns less than 5%
- L••••• M•••• N•• · Chairman And Chief Executive Officer Of A••••• Capital Groupcontrolsince 06/2000 · owns 50% to 75%
- S•••••••• A•••••• K•••• · Chief Compliance Officer Of A••••• Capital Groupcontrolsince 01/2019 · owns less than 5%
- G••••••• S••••• E••••• · Managing Member Of A••••• M••••••••• H••••• G•••••• L••controlsince 10/2006 · owns F of A••••• M••••••••• H••••• G•••••• L••
- G••••••• S••••• E••••• · Member Of A••••• C•••••• M••••••••• I• G•••••• L••controlsince 06/2005 · owns F of A••••• C•••••• M••••••••• I• G•••••• L••
- G••••••• S••••• E••••• · Managing Member Of G• M••••••••• L••controlsince 10/2006 · owns F of G• M••••••••• L••
- L••••• M•••• N•• · Managing Member Of A••••• C•••••• M••••••••• I• G•••••• L••controlsince 06/2005 · owns 75% or more of A••••• C•••••• M••••••••• I• G•••••• L••
- L••••• M•••• N•• · Managing Member Of A••••• M••••••••• H••••• G•••••• L••controlsince 10/2006 · owns 75% or more of A••••• M••••••••• H••••• G•••••• L••
- L••••• M•••• N•• · Managing Member Of G• M••••••••• L••controlsince 10/2006 · owns 75% or more of G• M••••••••• L••
- K••••••• N•••• N•• · Chief Technology Officer Of A••••• Capital Groupsince 02/2009 · owns less than 5%
Entity owners
- A••••• C•••••• M••••••••• I• G•••••• L•• · General Partner Of A••••• C•••••• M••••••••• I•• L•••direct · owns less than 5%
- A••••• M••••••••• H•••••• L••• · L•••••• Partner Of A••••• C•••••• M••••••••• I•• L•••direct · owns 75% or more
- A••••• M••••••••• H••••• G•••••• L•• · General Partner Of A••••• M••••••••• H•••••• L•••indirect · owns F of A••••• M••••••••• H•••••• L•••
- G• M••••••••• L•• · Managing Member Of M•• M••••••••• L••indirect · owns 75% or more of M•• M••••••••• L••
- M•• M••••••••• L•• · L•••••• Partner Of A••••• Managment H•••••, L.P.indirect · owns 75% or more of A••••• Managment H•••••, L.P.
Related persons
Schedule D 7.A
- A•••• I••••••••• L••broker-dealern
- A••••• A••• C•••••• M••••••••• L•••investment adviserbanknRAUM $1.9B
- A••••• A••••••• O••••••••• P••••••• I• ••••••••• L••investment adviserbankpooled vehicle sponsorn
- A••••• A••••••• O••••••••• P••••••• I• ••••••••• L••investment adviserbankpooled vehicle sponsorn
- A••••• A••••••• O••••••••• P••••••• I•• ••••••••• L••investment adviserbankpooled vehicle sponsorn
- A••••• A••••••• O••••••••• P•••••••• L••investment adviserbankpooled vehicle sponsorn
- A••••• B• I•••••••• O••••••••• P••••••• L••investment adviserbankpooled vehicle sponsorn
- A••••• C•••••• P••••••• V•• L••investment adviserbankpooled vehicle sponsorn
- A••••• C•••••• O••••••••• F••• G•••••• L••investment adviserbankpooled vehicle sponsorn
- A••••• C••••• O••••••••• P••••••• I••• L••investment adviserbankpooled vehicle sponsorn
- A••••• C••••• O••••••••• P••••••• I•• L••investment adviserbankpooled vehicle sponsorn
- A••••• C••••• O••••••••• P••••••• I••• L••investment adviserbankpooled vehicle sponsorn
- A••••• C••••• O••••••••• P••••••• I•• L••investment adviserbankpooled vehicle sponsorn
- A••••• C••••• O••••••••• P•••••••• L••investment adviserbankpooled vehicle sponsorn
- A••••• E••••• O••••••••• P••••••• I•• L••investment adviserbankpooled vehicle sponsorn
- A••••• E••••• O••••••••• P•••••••• L••investment adviserbankpooled vehicle sponsorn
- A••••• E••••• I••••••••• M••••••••• L•••investment adviserbanknRAUM $3.9B
- A••••• G•••••• G•••••• L••investment adviserbankpooled vehicle sponsorn
- A••••• G••••• D••••••••• O••••••••• G•••••• L••investment adviserbankpooled vehicle sponsorn
- A••••• G••••• O••••••••• G••••• H••••••• L••investment adviserbankpooled vehicle sponsorn
- A••••• G••••• C••••••••• P•••••••• L••investment adviserpooled vehicle sponsorn
- A••••• M•• P•••• O••••••••• F••• G•••••• L••investment adviserbankpooled vehicle sponsorn
- A••••• P•• O••••••••• F••• G•••••• L••investment adviserbankpooled vehicle sponsorn
- A••••• R••• E••••• G•••••• L••investment adviserbankpooled vehicle sponsorn
- A••••• S• C•••••• P••••••• I•• L••investment adviserbankpooled vehicle sponsorn
- A••••• S••••• O••••••••• F••• G•••••• L••investment adviserbankpooled vehicle sponsorn
- A••••• S•••••••• O••••••••• F••• G•••••• L••investment adviserbankpooled vehicle sponsorn
- A••••• S••••••••• S•••••••• P•••••••• L••investment adviserbankpooled vehicle sponsorn
- A••••• V•••••• O••••••••• P••••••• I•• L••bankpooled vehicle sponsorn
- A••••• V•••••• O••••••••• P•••••••• L••investment adviserbankpooled vehicle sponsorn
Advisers that list A••••• C•••••• M••••••••• I•• L••• as a related person
Offices
Schedule D 1.F, the 25 largest
- Redwood City, CA5 employees
- Luxembourg, Luxembourg
- Sandyford, Dublin, Ireland
What changed
consecutive filings, newest first
- Private funds · 26 to 28May 5, 2026 to Aug 24, 2026
- Accounts · 36 to 35Feb 18, 2026 to Mar 31, 2026
- Advisory employees · 36 to 39Feb 18, 2026 to Mar 31, 2026
- Pooled vehicle clients · 36 to 35Feb 18, 2026 to Mar 31, 2026
- Assets in custody · $6.4B to $5.0BFeb 18, 2026 to Mar 31, 2026
- Employees · 179 to 183Feb 18, 2026 to Mar 31, 2026
- Private funds · 28 to 26Feb 18, 2026 to Mar 31, 2026
- Discretionary RAUM · $6.4B to $5.0BFeb 18, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $6.4B to $5.0BFeb 18, 2026 to Mar 31, 2026
- RAUM · $6.4B to $5.0BFeb 18, 2026 to Mar 31, 2026
- Private funds · 27 to 28Nov 24, 2025 to Feb 18, 2026
- Private funds · 26 to 27Apr 30, 2025 to Nov 24, 2025
- Accounts · 45 to 36Aug 12, 2024 to Apr 30, 2025
- Advisory employees · 42 to 36Aug 12, 2024 to Apr 30, 2025
- Pooled vehicle clients · 44 to 36Aug 12, 2024 to Apr 30, 2025
- Assets in custody · $7.5B to $6.4BAug 12, 2024 to Apr 30, 2025
- Employees · 186 to 179Aug 12, 2024 to Apr 30, 2025
- Financial planning clients · unset to Aug 12, 2024 to Apr 30, 2025
- Private funds · 34 to 26Aug 12, 2024 to Apr 30, 2025
- Discretionary RAUM · $7.5B to $6.4BAug 12, 2024 to Apr 30, 2025
- Pooled vehicle RAUM · $7.5B to $6.4BAug 12, 2024 to Apr 30, 2025
- RAUM · $7.5B to $6.4BAug 12, 2024 to Apr 30, 2025
- Accounts · 41 to 45Feb 27, 2024 to Mar 28, 2024
- Advisory employees · 39 to 42Feb 27, 2024 to Mar 28, 2024
- Pooled vehicle clients · 41 to 44Feb 27, 2024 to Mar 28, 2024
- Assets in custody · $7.2B to $7.5BFeb 27, 2024 to Mar 28, 2024
- Discretionary RAUM · $7.2B to $7.5BFeb 27, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $7.2B to $7.5BFeb 27, 2024 to Mar 28, 2024
- RAUM · $7.2B to $7.5BFeb 27, 2024 to Mar 28, 2024
- Private funds · 31 to 34Apr 25, 2023 to Feb 27, 2024
- Accounts · 39 to 41Nov 30, 2022 to Mar 31, 2023
- Pooled vehicle clients · 39 to 41Nov 30, 2022 to Mar 31, 2023
- Assets in custody · $7.2B to $7.2BNov 30, 2022 to Mar 31, 2023
- Employees · 176 to 186Nov 30, 2022 to Mar 31, 2023
- Private funds · 32 to 31Nov 30, 2022 to Mar 31, 2023
- Discretionary RAUM · $7.2B to $7.2BNov 30, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $7.2B to $7.2BNov 30, 2022 to Mar 31, 2023
- RAUM · $7.2B to $7.2BNov 30, 2022 to Mar 31, 2023
- Private funds · 31 to 32Aug 25, 2022 to Nov 22, 2022
- Private funds · 30 to 31Aug 22, 2022 to Aug 25, 2022
Signals
4 dated events
- Anthony Richard Cocozza (Senior Managing Director, Chief Risk Officer Of Avenue Capital Group) no longer on Schedule A of A••••• C•••••• M••••••••• I•• L••• (listed 2024-04-29, absent 2024-08-12)Aug 12, 2024 · Control person left · inference
- Philip Richard Furst (Chief Investment Officer Of Avenue Capital Group) no longer on Schedule A of A••••• C•••••• M••••••••• I•• L••• (listed 2020-04-29, absent 2020-07-08)Jul 8, 2020 · Control person left · inference
- Keith Andrew Schinder (Chief Compliance Officer Of Avenue Capital Group) appeared on Schedule A of A••••• C•••••• M••••••••• I•• L•••Jan 10, 2019 · Control person joined · fact
- Darren Ty Oyer (Chief Compliance Officer Of Avenue Capital Group) no longer on Schedule A of A••••• C•••••• M••••••••• I•• L••• (listed 2018-10-09, absent 2019-01-10)Jan 10, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- A••••• C•••••• M••••••••• I•• L••• · Independent Sponsorsshared crd · capital_provider
- A••••• C•••••• M••••••••• I•• L••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- A•••••CAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-878-3500reportedpublic record, Form ADV, Aug 24, 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
Across the graphs
A••••• C•••••• M••••••••• I•• L••• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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