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•••••• P•••••••• M••••••••• L•••
Latest filing Mar 26, 2026
First filing on the tape Mar 29, 2012 · 32 filings
SEC status approved since Dec 3, 1995
RAUM
$2.7B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
35%
$946M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
56
21 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$2.7B as of Mar 26, 2026
Mar 29, 2012$686M then
HNW client RAUM$403M as of Mar 26, 2026
Apr 23, 2018$184M then
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Mar 19, 20130 then
Employees (5.A)56 as of Mar 26, 2026
Mar 19, 201357 then
Private funds: no history
RAUM +79% over the last fiscal year+48% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- 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
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $1.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 38%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
- +79%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- +21%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, publicationsreportedItem 5.G
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Insurance companies$836M31%
- Corporations and businesses$720M27%
- Individuals$544M20%
- High-net-worth individuals$403M15%
- Charitable organizations$184M6.9%
- Individual clients
- 1,735reported
- HNW clients
- 182reported
- Pension plan clients
- n/areported
- Charitable clients
- 22reported
- Accounts
- 2,192reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.35 fund_share=0.0 institutional_share=0.38 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- C••••• F•••••• J•••••• · Legal Counselcontrolsince 12/2018 · owns less than 5%
- E•••• Y••••• O••••• · Coocontrolsince 08/2020 · owns less than 5%
- L••• S••••• · Directorcontrolsince 06/2009 · owns less than 5%
- L•••• N••• · Chief Financial Officercontrolsince 01/2003 · owns less than 5%
- S••••••••• I•••• · Chairman Of Boardcontrolsince 09/2010 · owns less than 5%
- Y•••••• N••• · Directorcontrolsince 01/2017 · owns less than 5%
- L••• S••••• · Shareholdercontrolsince 06/1985 · owns 25% to 50% of A•••••• Ims Investment Management Services Ltd
- S••••••• E••• · Shareholdercontrolsince 07/1985 · owns 25% to 50% of A•••••• Ims Investment Management Services Ltd
- A••••••••• A••• · Ceosince 02/2023 · owns less than 5%
- G••••••••• L••• · Directorsince 05/2021 · owns less than 5%
- S•••• O•••• · Ccosince 02/2023 · owns less than 5%
- S••••••• N••• · Directorsince 03/2022 · owns less than 5%
Entity owners
- A•••••• I••••• I••••••••• M••••••••• · Shareholderdirect · owns 75% or more
- A•••••• I••••• I••••••••• M••••••••• S••••••• L••• · Shareholderdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Mar 26, 2026C••••• F•••••• J•••••• (LEGAL COUNSEL) left Schedule A between the filings of 2023-03-06 and 2026-03-26peers: independent wealth managers, $1B to $5B (1,362)
- RAUM up 50 %Change between filings · filing Mar 26, 2026RAUM (Item 5.F) moved from $1,499,647,287 to $2,686,327,947 (+79.0%) between the annual amendments of 2025-03-28 and 2026-03-26; the peer median change was +17.0% (1298 comparable advisers, 96.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,298) · 96% percentile
- control person changedChange between filings · filing Mar 26, 2026S••••••• E••• (SHAREHOLDER) left Schedule A between the filings of 2023-03-06 and 2026-03-26peers: independent wealth managers, $1B to $5B (1,362)
What changed
consecutive filings, newest first
- Accounts · 1,783 to 2,192Mar 28, 2025 to Mar 26, 2026
- Charity clients · 20 to 22Mar 28, 2025 to Mar 26, 2026
- Corporate clients · 176 to 249Mar 28, 2025 to Mar 26, 2026
- HNW clients · 102 to 182Mar 28, 2025 to Mar 26, 2026
- Individual clients · 1,480 to 1,735Mar 28, 2025 to Mar 26, 2026
- Pension plan clients · 1.0 to unsetMar 28, 2025 to Mar 26, 2026
- Employees · 47 to 56Mar 28, 2025 to Mar 26, 2026
- Discretionary RAUM · $1.5B to $2.7BMar 28, 2025 to Mar 26, 2026
- HNW RAUM · $218M to $403MMar 28, 2025 to Mar 26, 2026
- Individual RAUM · $413M to $544MMar 28, 2025 to Mar 26, 2026
- Pension RAUM · 3627171.0 to unsetMar 28, 2025 to Mar 26, 2026
- RAUM · $1.5B to $2.7BMar 28, 2025 to Mar 26, 2026
- Accounts · 1,639 to 1,783Mar 30, 2024 to Mar 28, 2025
- Charity clients · 23 to 20Mar 30, 2024 to Mar 28, 2025
- Corporate clients · 141 to 176Mar 30, 2024 to Mar 28, 2025
- HNW clients · 75 to 102Mar 30, 2024 to Mar 28, 2025
- Individual clients · 1,394 to 1,480Mar 30, 2024 to Mar 28, 2025
- Employees · 46 to 47Mar 30, 2024 to Mar 28, 2025
- Financial planning clients · 0 to 0Mar 30, 2024 to Mar 28, 2025
- HQ state · unset to Mar 30, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.0B to $1.5BMar 30, 2024 to Mar 28, 2025
- HNW RAUM · $163M to $218MMar 30, 2024 to Mar 28, 2025
- Individual RAUM · $353M to $413MMar 30, 2024 to Mar 28, 2025
- Pension RAUM · $3.2M to $3.6MMar 30, 2024 to Mar 28, 2025
- RAUM · $1.0B to $1.5BMar 30, 2024 to Mar 28, 2025
- Accounts · 1,689 to 1,639Mar 6, 2023 to Mar 28, 2024
- Advisory employees · 24 to 21Mar 6, 2023 to Mar 28, 2024
- Corporate clients · 124 to 141Mar 6, 2023 to Mar 28, 2024
- HNW clients · 65 to 75Mar 6, 2023 to Mar 28, 2024
- Individual clients · 1,536 to 1,394Mar 6, 2023 to Mar 28, 2024
- Employees · 50 to 46Mar 6, 2023 to Mar 28, 2024
- Discretionary RAUM · $833M to $1.0BMar 6, 2023 to Mar 28, 2024
- HNW RAUM · $39.6M to $163MMar 6, 2023 to Mar 28, 2024
- Individual RAUM · $445M to $353MMar 6, 2023 to Mar 28, 2024
- Pension RAUM · $3.1M to $3.2MMar 6, 2023 to Mar 28, 2024
- RAUM · $833M to $1.0BMar 6, 2023 to Mar 28, 2024
- Accounts · 1,618 to 1,689Feb 17, 2022 to Mar 6, 2023
- Advisory employees · 33 to 24Feb 17, 2022 to Mar 6, 2023
- Charity clients · 21 to 23Feb 17, 2022 to Mar 6, 2023
- Corporate clients · 86 to 124Feb 17, 2022 to Mar 6, 2023
Signals
10 dated events
- A•••••• P•••••••• M••••••••• L••• reported RAUM $2.7B, up 79% from $1.5B (2025-03-28 to 2026-03-26)Mar 26, 2026 · RAUM change · derived
- A•••••• P•••••••• M••••••••• L••• reported RAUM $1.5B, up 45% from $1.0B (2024-03-30 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- B•••• C•••• (Ceo) no longer on Schedule A of A•••••• P•••••••• M••••••••• L••• (listed 2022-02-17, absent 2023-03-06)Mar 6, 2023 · Control person left · inference
- A•••••• P•••••••• M••••••••• L••• reported RAUM $863.0M, up 37% from $631.3M (2021-06-14 to 2022-02-17)Feb 17, 2022 · RAUM change · derived
- Yigal Brosh (Director) no longer on Schedule A of A•••••• P•••••••• M••••••••• L••• (listed 2021-06-14, absent 2022-02-17)Feb 17, 2022 · Control person left · inference
- Oded Eliyahu (Director) no longer on Schedule A of A•••••• P•••••••• M••••••••• L••• (listed 2021-06-14, absent 2022-02-17)Feb 17, 2022 · Control person left · inference
- Oriana E•••• Y•••• (Coo) appeared on Schedule A of A•••••• P•••••••• M••••••••• L•••Mar 29, 2021 · Control person joined · fact
- O•••• S••• (Coo) no longer on Schedule A of A•••••• P•••••••• M••••••••• L••• (listed 2020-11-16, absent 2021-03-29)Mar 29, 2021 · Control person left · inference
- Alon Agushevitz (Ceo) no longer on Schedule A of A•••••• P•••••••• M••••••••• L••• (listed 2020-06-29, absent 2020-11-16)Nov 16, 2020 · Control person left · inference
- B•••• C•••• (Ceo) appeared on Schedule A of A•••••• P•••••••• M••••••••• L•••Nov 16, 2020 · Control person joined · fact
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
- Business email
- a••••••@a••••••.c•.ilreportedpublished by the firm, firm site, Sep 17, 2026
- Website
- A••••••.CO.ILreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 972-3-7147147reportedpublic record, Form ADV, Mar 26, 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
- Wealth manager with institutional or fund businessderiveda 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