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••••• G••••• L••
Latest filing May 7, 2026
First filing on the tape Mar 6, 2012 · 34 filings
SEC status approved since Mar 11, 2003
RAUM
$10B
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
24
11 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
34 filings and snapshots on the tape
RAUM$10B as of May 7, 2026
Mar 6, 2012$473M then
HNW client RAUM$0 as of May 7, 2026
Mar 29, 2018$0 then
State-registered IARs (5.B.3)0 as of May 7, 2026
Mar 6, 20120 then
Employees (5.A)24 as of May 7, 2026
Apr 1, 201311 then
Private funds4 as of May 7, 2026
Mar 6, 20121 then
RAUM +34% over the last fiscal year+46% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 7, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 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
- unknownderivedHNW RAUM over HNW clients
- Average account
- $464MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 66%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
- +34%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 companiesreportedItem 5.G
- Custody
- $503M, 4 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
- Sovereign wealth funds$5.5B54%
- Pooled investment vehicles$2.3B22%
- Pension and profit-sharing plans$1.2B12%
- Investment companies$1.2B11%
- Insurance companies$46.6M0.5%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 8reported
- Charitable clients
- 0reported
- Accounts
- 22reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $503M for 4 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.34 institutional_share=0.66 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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A••••• G••••• E••••• M••••• N•••••• M••••• F••• I•• L•••no longer reported | Hedge Fund | $876M | 11 | Mar 30, 2016 |
| A••••• G••••• E••••• M••••• N•••••• M••••• F•••• L••• | Hedge Fund | $342M | 4 | Mar 6, 2012 |
| A••••• J•••• E••••• E•••••••• F•••• L•••no longer reported | Hedge Fund | $224M | 2 | May 18, 2018 |
| A••••• I••••••••• S•••• C•• F•••• L••• | Other Private Fund | $221M | 6 | Mar 29, 2018 |
| A••••• W•••• E••••• E•••••••• M••••• F•••• L••• | Hedge Fund | $186M | 2 | Mar 28, 2019 |
Owners and control persons
Schedule A and B, latest filing
- A•••••• P••••• M•••••• · Managing Membercontrolsince 06/2002 · owns 25% to 50%
- C••••••••• P••••• T••••• · Chief Operating Officercontrolsince 09/2016 · owns 5% to 10%
- L•••••• R•••• Z•••••• · Deputy Chief Investment Officercontrolsince 01/2017 · owns 25% to 50%
- S••••• W••••• W• · Chief Compliance Officer And Chief Financial Officercontrolsince 07/2014 · owns less than 5%
- D•••••• S••••• A•••••• · Membersince 03/2015 · owns 5% to 10%
- S••••••• A•••••• J•••• · Membersince 03/2015 · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- private fund count surgeChange between filings · filing Mar 28, 2026private funds (Schedule D 7.B.1) moved from 2.0 to 4.0 (+100.0%) between the annual amendments of 2025-03-28 and 2026-03-28; the peer median change was 0.0% (49 comparable advisers, 100.0th percentile of changes)peers: other advisers, $5B to $20B (49) · 100% percentile
What changed
consecutive filings, newest first
- Accounts · 20 to 22Mar 28, 2025 to Mar 28, 2026
- Advisory employees · 9 to 11Mar 28, 2025 to Mar 28, 2026
- Pension plan clients · 7 to 8Mar 28, 2025 to Mar 28, 2026
- Pooled vehicle clients · 4 to 6Mar 28, 2025 to Mar 28, 2026
- Assets in custody · $284M to $503MMar 28, 2025 to Mar 28, 2026
- Employees · 22 to 24Mar 28, 2025 to Mar 28, 2026
- Private funds · 2 to 4Mar 28, 2025 to Mar 28, 2026
- Discretionary RAUM · $7.6B to $10BMar 28, 2025 to Mar 28, 2026
- Pension RAUM · $819M to $1.2BMar 28, 2025 to Mar 28, 2026
- Pooled vehicle RAUM · $1.9B to $2.3BMar 28, 2025 to Mar 28, 2026
- RAUM · $7.6B to $10BMar 28, 2025 to Mar 28, 2026
- Accounts · 19 to 20Mar 26, 2024 to Mar 28, 2025
- Charity clients · 1 to 0Mar 26, 2024 to Mar 28, 2025
- Pension plan clients · 9 to 7Mar 26, 2024 to Mar 28, 2025
- Pooled vehicle clients · 3 to 4Mar 26, 2024 to Mar 28, 2025
- Assets in custody · $345M to $284MMar 26, 2024 to Mar 28, 2025
- Employees · 20 to 22Mar 26, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 26, 2024 to Mar 28, 2025
- Discretionary RAUM · $4.4B to $7.6BMar 26, 2024 to Mar 28, 2025
- Pension RAUM · $885M to $819MMar 26, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $561M to $1.9BMar 26, 2024 to Mar 28, 2025
- RAUM · $4.4B to $7.6BMar 26, 2024 to Mar 28, 2025
- Accounts · 17 to 19Jul 31, 2023 to Mar 26, 2024
- Charity clients · 0 to 1Jul 31, 2023 to Mar 26, 2024
- Pooled vehicle clients · 5 to 3Jul 31, 2023 to Mar 26, 2024
- Assets in custody · $434M to $345MJul 31, 2023 to Mar 26, 2024
- Private funds · 3 to 2Jul 31, 2023 to Mar 26, 2024
- Discretionary RAUM · $3.3B to $4.4BJul 31, 2023 to Mar 26, 2024
- Pension RAUM · $878M to $885MJul 31, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $650M to $561MJul 31, 2023 to Mar 26, 2024
- RAUM · $3.3B to $4.4BJul 31, 2023 to Mar 26, 2024
- Accounts · 19 to 17Mar 29, 2022 to Mar 31, 2023
- Advisory employees · 8 to 9Mar 29, 2022 to Mar 31, 2023
- Pension plan clients · 10 to 9Mar 29, 2022 to Mar 31, 2023
- Assets in custody · $512M to $434MMar 29, 2022 to Mar 31, 2023
- Employees · 19 to 20Mar 29, 2022 to Mar 31, 2023
- Discretionary RAUM · $2.6B to $3.3BMar 29, 2022 to Mar 31, 2023
- Pension RAUM · $1.2B to $878MMar 29, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $732M to $650MMar 29, 2022 to Mar 31, 2023
- RAUM · $2.6B to $3.3BMar 29, 2022 to Mar 31, 2023
Signals
6 dated events
- A••••• G••••• L•• reported RAUM $10.2B, up 34% from $7.6B (2025-03-28 to 2026-03-28)Mar 28, 2026 · RAUM change · derived
- A••••• G••••• L•• reported RAUM $7.6B, up 72% from $4.4B (2024-03-26 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- A••••• G••••• L•• reported RAUM $4.4B, up 35% from $3.3B (2023-07-31 to 2024-03-26)Mar 26, 2024 · RAUM change · derived
- A••••• G••••• L•• reported RAUM $3.3B, up 28% from $2.6B (2022-03-29 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- A••••• G••••• L•• reported RAUM $2.6B, up 26% from $2.0B (2021-03-26 to 2022-03-29)Mar 29, 2022 · RAUM change · derived
- A••••• G••••• L•• reported RAUM $3.3B, up 68% from $1.9B (2017-03-29 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
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/algert-global-llc/aboutreportedpublic record, Form ADV, Sep 19, 2026
- Website
- A•••••GLOBAL.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 415-675-7300reportedpublic record, Form ADV, May 7, 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