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

T• R••• P•••• I••••••••• L••

Asset manager (funds and pooled vehicles)London, CRD 126032SEC 801-61894website IAPD

Latest filing Jul 1, 2026

First filing on the tape Mar 29, 2012 · 53 filings

SEC status approved since Mar 26, 2003

RAUM

$277B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$73.1M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

781

179 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

53 filings and snapshots on the tape

RAUM$277B as of Jul 1, 2026

Mar 29, 2012$77B then

HNW client RAUM$73.1M as of Jul 1, 2026

Mar 29, 2018$0 then

State-registered IARs (5.B.3)0 as of Jul 1, 2026

Mar 27, 20130 then

Employees (5.A)781 as of Jul 1, 2026

Mar 27, 2013207 then

Private funds63 as of Jan 30, 2025

Mar 29, 201227 then

RAUM +11% over the last fiscal year+15% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Jul 1, 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: $1.2BderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 7.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: unknownderivedItem 5.A over advisors
Advisors per office: unknownderived3 offices incl. principal (1.F.5)
RAUM growth, one year: +11%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 individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 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)
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

Investment companies$131B47%
Pooled investment vehicles$124B45%
Sovereign wealth funds$15B5.5%
State and municipal entities$2.4B0.9%
Pension and profit-sharing plans$2.3B0.8%
Corporations and businesses$560M0.2%
Insurance companies$136M0.0%
Other investment advisers$95.7M0.0%
High-net-worth individuals$73.1M0.0%

Individual clients: 0reported
HNW clients: n/areported
Pension plan clients: 18reported
Charitable clients: 0reported
Accounts: 228reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, performancereported
Class basis: private_client_share=0.0 fund_share=0.92 institutional_share=0.07 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

Every departure Every arrival

Private funds

131 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
T• R••• P•••• F•••• S•••• • G••••• F•••••• G••••• E••••• F•••	Other Private Fund	$3.6B	141	Mar 28, 2019
T• R••• P•••• F•••• S•••• • U• S•••••• C•••••••• E••••• F•••	Other Private Fund	$2.8B	121	Mar 30, 2016
T• R••• P•••• F•••• S•••• • U• L•••• C•• G••••• E••••• F•••	Other Private Fund	$2.3B	114	Mar 28, 2019
T• R••• P•••• F•••• S••••• U••• L•••••••• G••••• E••••• F•••no longer reported	Other Private Fund	$1.6B	188	Mar 31, 2015
T• R••• P•••• F•••• S•••• • E••••••• M•••••• E••••• F•••no longer reported	Other Private Fund	$1.4B	130	Mar 31, 2017
T• R••• P•••• F•••• S•••• • D•••••• G••••• B••• F•••	Hedge Fund	$1.3B	116	Mar 30, 2016
T• R••• P•••• F•••• S•••• • U••• S•••••• C•••••••• E••••• F•••no longer reported	Other Private Fund	$1.2B	206	Mar 27, 2014
T• R••• P•••• F•••• S•••• • U••• L•••• C•• V•••• E••••• F•••	Other Private Fund	$804M	68	Mar 31, 2015
T• R••• P•••• F•••• S•••• • E••••••• E••••• F•••no longer reported	Other Private Fund	$699M	102	Mar 27, 2013
T• R••• P•••• F•••• S•••• • U• B••• C••• E••••• F•••	Other Private Fund	$670M	64	Mar 31, 2015
T• R••• P•••• F•••• S•••• • A••• E••••••• E••••• F•••no longer reported	Other Private Fund	$641M	76	Mar 27, 2014
T• R••• P•••• F•••• S•••• • G••••• H••• Y•••• B••• F•••	Hedge Fund	$605M	81	Mar 31, 2015
T• R••• P•••• F•••• S•••• • U••• E••••• F•••	Other Private Fund	$602M	39	Mar 27, 2013
T• R••• P•••• F•••• S•••• • G••••• A•••••••• B••• F•••	Hedge Fund	$578M	64	Mar 27, 2013
T• R••• P•••• F•••• S•••• • E••••••• M•••••• E••••• F•••	Other Private Fund	$567M	57	Mar 27, 2020
T• R••• P•••• F•••• S•••• • G••••• T••••••••• E••••• F•••	Other Private Fund	$552M	70	Mar 30, 2016
T• R••• P•••• F•••• S•••• • G••••• V•••• E••••• F•••	Other Private Fund	$525M	42	Mar 27, 2013
T• R••• P•••• F•••• S•••• • A•••• E••••••• E••••• F•••	Other Private Fund	$516M	47	Mar 29, 2021
T• R••• P•••• F•••• S•••• • G••••• G••••• E••••• F•••	Other Private Fund	$477M	106	Mar 27, 2020
T• R••• P•••• F•••• O••• • J••••••• E••••• F•••no longer reported	Other Private Fund	$464M	49	Mar 29, 2018
T• R••• P•••• F•••• S•••• • G••••• G••••• E••••• F•••no longer reported	Other Private Fund	$439M	26	Mar 27, 2013
T• R••• P•••• F•••• S•••• • G••••• H••• I••••• B••• F•••	Hedge Fund	$421M	60	Mar 30, 2016
T• R••• P•••• F•••• O••• • G••••• F•••••• G••••• E••••• F•••no longer reported	Other Private Fund	$413M	42	Mar 29, 2018
T• R••• P•••• F•••• S•••• • J••••••• E••••• F•••	Other Private Fund	$399M	44	Mar 27, 2013
T• R••• P•••• F•••• O••• • G••••• T••••••••• E••••• F•••no longer reported	Other Private Fund	$378M	79	Mar 29, 2018
S••••• I••••••••• S••••• I•• S•••• • T•• G••••• A•••••••• B••• F•••	Hedge Fund	$342M	2	Jan 29, 2021
S••••• I••••••••• S••••• I•• S•••• • T• R••• P•••• G••••• V•••• E••••• F•••	Other Private Fund	$310M	4	Mar 31, 2022
T• R••• P•••• F•••• S•••• • E••• C•••••••• B••• F•••	Hedge Fund	$249M	61	Mar 27, 2013
S••••• I••••••••• S••••• I•• S•••• • T• R••• P•••• G••••• G••••• E••••• N•• Z••• T••••••••• F•••	Other Private Fund	$248M	6	Mar 29, 2021
S••••• I••••••••• S••••• I•• S•••• • T• R••• P•••• H••••• S••••••• E••••• F•••	Other Private Fund	$245M	8	Mar 28, 2024
S••••• I••••••••• S••••• I•• S•••• • T• R••• P•••• U• L•••• C•• G••••• E••••• F•••	Other Private Fund	$240M	6	Mar 29, 2021
T• R••• P•••• F•••• S••••• G••••• F•••••• G••••• E••••• F•••no longer reported	Other Private Fund	$238M	63	Mar 31, 2015
T• R••• P•••• F•••• S•••• • U••• H••• Y•••• B••• F•••	Hedge Fund	$210M	8	Nov 19, 2018
T• R••• P•••• F•••• S•••• • A•••• O••••••••• E••••• F•••	Other Private Fund	$200M	44	Mar 31, 2015
T• R••• P•••• F•••• S•••• • R••••••••• E••••••• S•••••• C•••••••• E••••• F•••no longer reported	Other Private Fund	$197M	174	Mar 27, 2013
T• R••• P•••• F•••• S•••• • E••••••• M•••••• C•••••••• B••• F•••	Hedge Fund	$192M	10	Mar 27, 2013
T• R••• P•••• F•••• S•••• • E••••••• M•••••• B••• F•••	Hedge Fund	$192M	38	Mar 27, 2014
T• R••• P•••• F•••• S•••• • C•••• E•••••••• E••••• F•••	Other Private Fund	$186M	47	Mar 29, 2021
S••••• I••••••••• S••••• I•• S•••• • T• R••• P•••• G••••• F•••••• G••••• E••••• F•••	Other Private Fund	$163M	4	Mar 31, 2023
T• R••• P•••• F•••• O••• • U••• S•••••• C•••••••• E••••• F•••no longer reported	Other Private Fund	$161M	34	Mar 29, 2018

All funds of T• R••• P•••• I••••••••• L••

Owners and control persons

Schedule A and B, latest filing

B•••• E•••• H••••• · D•••••••control
since 10/2018 · owns less than 5%
H•••••• A••• · D•••••••control
since 12/2023 · owns less than 5%
J••••••• L••••• · Chief Compliance Officercontrol
since 01/2021 · owns less than 5%
K•••••• S••••• E• · President/Chairman Of The Board/D•••••••control
since 05/2023 · owns less than 5%
O••••••••• D••••• N•• · Chief Legal Officercontrol
since 03/2008 · owns less than 5%
T•••••• D•••••• E•••••••• · D•••••••control
since 12/2023 · owns less than 5%
T••••••• J••••• · D•••••••control
since 01/2021 · owns less than 5%

Entity owners

T• R••• P•••• A••••••••• I••• · Direct Owner
direct · owns 75% or more
T• R••• P•••• G••••• I••• · Indirect Owner
indirect · owns 75% or more of T• R••• P•••• A••••••••• I••• · public reporting company

Related persons

Schedule D 7.A

O•• H••• A••••••• ••••••••• P•• L••
investment advisern
O•• H••• A••••••• ••••••• L••
investment advisern
O•• H••• A•••••••• L•••
investment adviserbanknRAUM $101B
O•• ••• L••
investment advisern
O•• A• C••••••••• G•••••• L••
investment adviserbankn
O•• A• C••••••••• C••••• F••• G•••••• L••
investment adviserbankn
O•• A• D••••••••• C••••• G•••••• L••
investment adviserbankn
O•• A• D••••••••• C••••• I• G•••••• L•••
investment adviserbankn
O•• A•••• E••••••• C••••• F••• G•••••• L••
investment adviserbankn
O•• A••••••• C••••••••• C••••• F••• I• G•••••• L••
investment adviserbankpooled vehicle sponsorn
O•• A••• C••••••••• C••••• G•••••• L••
investment adviserbankn
O•• B••• S•• G••••• I•• L••
investment adviserbankn
O•• B••• S•• G•••••• L••
investment adviserbankn
O•• B•••• B••• G•••••• L••
investment adviserbankpooled vehicle sponsorn
O•• C• C••••••••• C••••• G•••••• L••
investment adviserbankpooled vehicle sponsorn
O•• C••••• S••••• G•••••• L••
investment adviserbankpooled vehicle sponsorn
O•• C•• E••••••• E••••• G•••••• L••
investment adviserbankpooled vehicle sponsorn
O•• C•• E••••••• E••••• I• G•••••• L••
investment adviserbankpooled vehicle sponsorn
O•• C•• S••••••••• F••• G•••••• L••
investment adviserbankpooled vehicle sponsorn
O•• C••••• C•••••• G•••••• L••
investment adviserbankpooled vehicle sponsorn
O•• C••••• O••••••••• C• •• G•••••• L••
investment adviserbankpooled vehicle sponsorn
O•• C••••• O••••••••• G••••• I• L••
investment adviserbankpooled vehicle sponsorn
O•• C••••• S•••••••• G•••••• L••
investment adviserbankpooled vehicle sponsorn
O•• C••••• S•••••••• I• G•••••• L••
investment adviserbankpooled vehicle sponsorn
O•• C••••• M••••••••• C••••• F••• G•••••• L••
investment adviserbankn
O•• D••••••• C••••••••• C••••• F••• G•••••• L••
investment adviserbankn
O•• D••••••• C••••••••• C••••• F••••• G•••••• L••
investment adviserbankn
O•• D••••••••• C••••• S••••••••• •••••••• I•• G•••••• L••
investment adviserbankn
O•• D••••••••• C••••• S••••••••• G•••••• L••
investment adviserbankpooled vehicle sponsorn
O•• D••••••••• C••••• S••••••••• T•••••• F••• G•••••• L••
investment adviserbankn

Advisers that list T• R••• P•••• I••••••••• L•• as a related person

Offices

Schedule D 1.F, the 25 largest

Dubai, United Arab Emirates2 employees

What changed

consecutive filings, newest first

Accounts · 237 to 228
Feb 27, 2026 to Mar 31, 2026
Advisory employees · 183 to 179
Feb 27, 2026 to Mar 31, 2026
Pension plan clients · 15 to 18
Feb 27, 2026 to Mar 31, 2026
Pooled vehicle clients · 148 to 132
Feb 27, 2026 to Mar 31, 2026
Employees · 794 to 781
Feb 27, 2026 to Mar 31, 2026
Discretionary RAUM · $249B to $277B
Feb 27, 2026 to Mar 31, 2026
HNW RAUM · $60.5M to $73.1M
Feb 27, 2026 to Mar 31, 2026
Non-discretionary RAUM · $312M to $0
Feb 27, 2026 to Mar 31, 2026
Pension RAUM · $2.1B to $2.3B
Feb 27, 2026 to Mar 31, 2026
Pooled vehicle RAUM · $132B to $124B
Feb 27, 2026 to Mar 31, 2026
RAUM · $249B to $277B
Feb 27, 2026 to Mar 31, 2026
Accounts · 370 to 237
Jan 30, 2025 to Mar 31, 2025
Advisory employees · 185 to 183
Jan 30, 2025 to Mar 31, 2025
Corporate clients · 15 to 6
Jan 30, 2025 to Mar 31, 2025
Pension plan clients · 38 to 15
Jan 30, 2025 to Mar 31, 2025
Pooled vehicle clients · 240 to 148
Jan 30, 2025 to Mar 31, 2025
Employees · 750 to 794
Jan 30, 2025 to Mar 31, 2025
Financial planning clients · unset to
Jan 30, 2025 to Mar 31, 2025
Other offices · 1 to 2
Jan 30, 2025 to Mar 31, 2025
Private funds · 63 to unset
Jan 30, 2025 to Mar 31, 2025
Discretionary RAUM · $234B to $249B
Jan 30, 2025 to Mar 31, 2025
HNW RAUM · $58.1M to $60.5M
Jan 30, 2025 to Mar 31, 2025
Non-discretionary RAUM · $452M to $312M
Jan 30, 2025 to Mar 31, 2025
Pension RAUM · $8.7B to $2.1B
Jan 30, 2025 to Mar 31, 2025
Pooled vehicle RAUM · $123B to $132B
Jan 30, 2025 to Mar 31, 2025
RAUM · $234B to $249B
Jan 30, 2025 to Mar 31, 2025
HQ state · unset to
Nov 20, 2024 to Jan 30, 2025
Private funds · 62 to 63
May 24, 2024 to Aug 26, 2024
Private funds · 61 to 62
Mar 28, 2024 to May 24, 2024
Accounts · 382 to 370
Jan 2, 2024 to Mar 28, 2024
Advisory employees · 200 to 185
Jan 2, 2024 to Mar 28, 2024
BD registered reps · 1 to 0
Jan 2, 2024 to Mar 28, 2024
Charity clients · unset to 0.0
Jan 2, 2024 to Mar 28, 2024
Corporate clients · 16 to 15
Jan 2, 2024 to Mar 28, 2024
HNW clients · 0.0 to unset
Jan 2, 2024 to Mar 28, 2024
Pension plan clients · 47 to 38
Jan 2, 2024 to Mar 28, 2024
Pooled vehicle clients · 239 to 240
Jan 2, 2024 to Mar 28, 2024
Employees · 714 to 750
Jan 2, 2024 to Mar 28, 2024
Private funds · 78 to 61
Jan 2, 2024 to Mar 28, 2024
Discretionary RAUM · $184B to $234B
Jan 2, 2024 to Mar 28, 2024

Signals

14 dated events

T• R••• P•••• I••••••••• L•• reported RAUM $234.1B, up 27% from $184.0B (2024-01-02 to 2024-03-28)
Mar 28, 2024 · RAUM change · derived
Charles Trant Robert Higginbotham (President/Chairman Of The Board/Director) no longer on Schedule A of T• R••• P•••• I••••••••• L•• (listed 2023-08-28, absent 2023-12-20)
Dec 20, 2023 · Control person left · inference
A••• H••••• (Director) appeared on Schedule A of T• R••• P•••• I••••••••• L••
Dec 20, 2023 · Control person joined · fact
Elisabeth Denise Thomas (Director) appeared on Schedule A of T• R••• P•••• I••••••••• L••
Dec 20, 2023 · Control person joined · fact
E Scott Keller (Director) appeared on Schedule A of T• R••• P•••• I••••••••• L••
May 19, 2023 · Control person joined · fact
S•••••• C••••• D•••••• (Director) no longer on Schedule A of T• R••• P•••• I••••••••• L•• (listed 2021-03-29, absent 2021-09-01)
Sep 1, 2021 · Control person left · inference
T• R••• P•••• I••••••••• L•• reported 2 offices beyond its principal office, down from 8 (2021-01-29 to 2021-03-29)
Mar 29, 2021 · Office count change · derived
J••••• T•••••• (Director) appeared on Schedule A of T• R••• P•••• I••••••••• L••
Jan 7, 2021 · Control person joined · fact
Louise Johnson (Chief Compliance Officer) appeared on Schedule A of T• R••• P•••• I••••••••• L••
Jan 7, 2021 · Control person joined · fact
M Mi-Only Jeremy Fisher (Chief Compliance Officer/Director) no longer on Schedule A of T• R••• P•••• I••••••••• L•• (listed 2020-11-02, absent 2021-01-07)
Jan 7, 2021 · Control person left · inference
David Christopher Alderson (Chairman Of The Board/Director) no longer on Schedule A of T• R••• P•••• I••••••••• L•• (listed 2020-11-02, absent 2021-01-07)
Jan 7, 2021 · Control person left · inference
T• R••• P•••• I••••••••• L•• reported RAUM $187.7B, up 51% from $124.3B (2020-02-25 to 2020-03-27)
Mar 27, 2020 · RAUM change · derived
T• R••• P•••• I••••••••• L•• reported 8 offices beyond its principal office, down from 13 (2019-08-01 to 2020-01-02)
Jan 2, 2020 · Office count change · derived
T• R••• P•••• I••••••••• L•• reported RAUM $128.1B, up 44% from $89.0B (2018-01-03 to 2018-03-29)
Mar 29, 2018 · RAUM change · derived

Across DFX

shared identifiers only, never a name match

T• R••• P•••• I••••••••• L•• · Private Equity
shared crd · intermediary

How to reach

public business contact points only, each with its source

Firm profile: linkedin.com/company/t-rowe-price-ukreportedpublic record, Form ADV, Sep 18, 2026
Website: emuntold.comreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone: 44-20-7651-8200reportedpublic record, Form ADV, Jul 1, 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