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.
SEC-registered adviser
Acp Capital Management, LLC
Latest filing Mar 30, 2026
First filing on the tape Nov 10, 2021 · 15 filings
SEC status approved since Dec 10, 2021
RAUM
$360M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
61%
$218M individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$40.0M
derived; firm RAUM over IAPD count
Employees
17
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
7
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$360M as of Mar 30, 2026
Apr 1, 2022$223M then
HNW client RAUM$218M as of Mar 30, 2026
Apr 1, 2022$148M then
State-registered IARs (5.B.3)12 as of Mar 30, 2026
Apr 1, 20226 then
Employees (5.A)17 as of Mar 30, 2026
Apr 1, 20227 then
Private funds7 as of Mar 30, 2026
Mar 30, 20238 then
RAUM +56% over the last fiscal year+8.5% a year over threeIARs 9 to 12
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- RIA with heavy alternatives · a wealth manager whose private fund gross assets are at least 25 percent of RAUM, or five or more private funds
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $40.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 13derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.9MderivedHNW RAUM over HNW clients
- Average account
- $2.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.9derivedItem 5.A over advisors
- Advisors per office
- 9.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +56%derivedbetween the last two annual amendments
- Advisor growth, one year
- +33%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +53%derived
- Compensation
- percentage of assets, fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, otherreportedItem 5.G
- Wrap fee program
- $500,469reportedItem 5.I
- 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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
- High-net-worth individuals$218M61%
- Pooled investment vehicles$142M39%
- Individual clients
- 0reported
- HNW clients
- 118reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 125reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.61 fund_share=0.39 institutional_share=0.0 related_bd=true related_bank=false bd_reps=14.0derived
Advisors registered through the firm
9 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Esteban Endere | Miami, Fl | Jun 19, 2007 | 22 y | 0 |
| Randall Scott White | Flower Mound, Tx | Jun 25, 2010 | 31 y | 0 |
| Renaud PelatChartered Financial Analyst | Miami, Fl | Nov 30, 2022 | 19 y | 1 |
| Juan Esteban Medina | Miami, Fl | Feb 19, 2025 | 11 y | 2 |
| Ramiro Luis Colon | Miami, Fl | Apr 10, 2025 | 34 y | 1 |
| Cesar Antonio Labarthe | Miami, Fl | Sep 12, 2025 | 13 y | 0 |
| Jessica Kaufman | Miami, Fl | Oct 24, 2025 | 12 y | 3 |
| Ignacio Perez-Maccollum Hill | Miami, Fl | Mar 13, 2026 | 11 y | 0 |
| Otto Elias Quiroz | Miami, Fl | Mar 16, 2026 | 11 y | 0 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Jessica Kaufman from Efg Private Wealth Management (Americas) Corp.Oct 24, 2025 · RIA to RIA
- Ramiro Luis Colon from UBS Financial Services Inc.Apr 10, 2025 · Wirehouse to independent RIA
- Juan Esteban Medina from Banorte Asset Management, Inc.Feb 19, 2025 · RIA to RIA
- Renaud Pelat from Mariva Global Asset Management, LLCNov 30, 2022 · RIA to RIA
Private funds
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Shield Ce Fund Spc For And On Behalf Of Eolos Sp | Real Estate Fund | $56.2M | 1 | Oct 28, 2022 |
| Shield Ce Fund Spc For And On Behalf Of Casquis Fund Sp | Liquidity Fund | $53.0M | 1 | Oct 28, 2022 |
| Blue Sea International Fund | Liquidity Fund | $46.4M | 1 | Mar 30, 2023 |
| Mont-Fort Diversified Portfolio | Liquidity Fund | $18.4M | 1 | Mar 30, 2023 |
| Shield Ce Fund Spc For And On Behalf Of Acp US Industrial Fund I Sp | Real Estate Fund | $9.5M | 15 | Oct 28, 2022 |
| Acp Creditworks Investor LLC | Other Private Fund | $5.0M | 15 | Mar 30, 2023 |
| Shield Ce Fund Spc For And On Behalf Of Alpha Multi Asset Fund Sp | Liquidity Fund | $4.4M | 71 | Oct 28, 2022 |
| Shield Ce Fund Spc For And On Behalf Of Acp US Opportunistic Industrial Fund Sp | Private Equity Fund | $3.3M | 1 | Mar 30, 2023 |
Owners and control persons
Schedule A and B, latest filing
- Ezequiel Bidau · Managing Directorcontrolsince 02/2017 · owns 25% to 50%
- Esteban Endere · Managing Directorcontrolsince 06/2011 · owns 25% to 50%
- Carlos Gonzalez · Chief Compliance Officercontrolsince 01/2024 · owns less than 5%
- Ezequiel Bidau · Managing Directorcontrolsince 02/2017 · owns 25% to 50% of Acp Capital Holdings, LLC
- Esteban Endere · Managing Director And Principalcontrolsince 06/2011 · owns 25% to 50% of Acp Capital Holdings, LLC
- Piero Siveroni · Managing Directorcontrolsince 11/2022 · owns 25% to 50% of Acp Capital Holdings, LLC
- Piero Siveroni · Managing Directorsince 11/2022 · owns 25% to 50%
Entity owners
- Acp Capital Holdings, LLC · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- Acp Securities, LLCbroker-dealern
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Miami, Fl · principal | 9 | 3 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- HNW share shiftChange between filings · filing Mar 30, 2026HNW share of RAUM moved from 40.0% to 61.0% between the annual amendments of 2025-03-31 and 2026-03-30peers: independent wealth managers, $100M to $500M (5,676)
- RAUM up 50 %Change between filings · filing Mar 30, 2026RAUM (Item 5.F) moved from $230,432,668 to $360,343,993 (+56.0%) between the annual amendments of 2025-03-31 and 2026-03-30; the peer median change was +15.0% (4551 comparable advisers, 96.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,551) · 96% percentile
What changed
consecutive filings, newest first
- Accounts · 105 to 125Aug 26, 2025 to Mar 30, 2026
- Advisory employees · 9 to 12Aug 26, 2025 to Mar 30, 2026
- BD registered reps · 9 to 14Aug 26, 2025 to Mar 30, 2026
- HNW clients · 10 to 118Aug 26, 2025 to Mar 30, 2026
- Individual clients · 67 to 0Aug 26, 2025 to Mar 30, 2026
- Pooled vehicle clients · 5 to 7Aug 26, 2025 to Mar 30, 2026
- Employees · 13 to 17Aug 26, 2025 to Mar 30, 2026
- Insurance-licensed employees · 9 to 0Aug 26, 2025 to Mar 30, 2026
- Financial planning clients · to 0Aug 26, 2025 to Mar 30, 2026
- State-registered IARs · 9 to 12Aug 26, 2025 to Mar 30, 2026
- Private funds · 5 to 7Aug 26, 2025 to Mar 30, 2026
- Discretionary RAUM · $230M to $360MAug 26, 2025 to Mar 30, 2026
- HNW RAUM · $91.4M to $218MAug 26, 2025 to Mar 30, 2026
- Individual RAUM · $43.3M to $0Aug 26, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $80.0M to $142MAug 26, 2025 to Mar 30, 2026
- RAUM · $230M to $360MAug 26, 2025 to Mar 30, 2026
- Wrap assets (sponsor) · $15,595 to $0Aug 26, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jun 27, 2025
- Accounts · 50 to 105Jul 9, 2024 to Mar 31, 2025
- Advisory employees · 8 to 9Jul 9, 2024 to Mar 31, 2025
- Advisory activities · 3 to 4Jul 9, 2024 to Mar 31, 2025
- BD registered reps · 8 to 9Jul 9, 2024 to Mar 31, 2025
- Corporate clients · 1 to 0Jul 9, 2024 to Mar 31, 2025
- HNW clients · 62 to 10Jul 9, 2024 to Mar 31, 2025
- Individual clients · unset to 67.0Jul 9, 2024 to Mar 31, 2025
- Pooled vehicle clients · 4 to 5Jul 9, 2024 to Mar 31, 2025
- Employees · 11 to 13Jul 9, 2024 to Mar 31, 2025
- Insurance-licensed employees · 8 to 9Jul 9, 2024 to Mar 31, 2025
- State-registered IARs · 8 to 9Jul 9, 2024 to Mar 31, 2025
- Discretionary RAUM · $220M to $230MJul 9, 2024 to Mar 31, 2025
- HNW RAUM · $56.9M to $91.4MJul 9, 2024 to Mar 31, 2025
- Individual RAUM · unset to 43347598.0Jul 9, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $123M to $80.0MJul 9, 2024 to Mar 31, 2025
- RAUM · $220M to $230MJul 9, 2024 to Mar 31, 2025
- Wrap assets (sponsor) · $0 to $15,595Jul 9, 2024 to Mar 31, 2025
- Accounts · 68 to 50Oct 31, 2023 to Mar 29, 2024
- Advisory employees · 7 to 8Oct 31, 2023 to Mar 29, 2024
- BD registered reps · 6 to 8Oct 31, 2023 to Mar 29, 2024
- HNW clients · 58 to 62Oct 31, 2023 to Mar 29, 2024
- Pooled vehicle clients · 7 to 4Oct 31, 2023 to Mar 29, 2024
Signals
6 dated events
- Acp Capital Management, Llc reported RAUM $360.3M, up 56% from $230.4M (2025-08-26 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- Robert Layton (Chief Compliance Officer) appeared on Schedule A of Acp Capital Management, LlcOct 20, 2023 · Control person joined · fact
- Stephen Carl Iovine (Managing Director) no longer on Schedule A of Acp Capital Management, Llc (listed 2022-10-28, absent 2022-11-10)Nov 10, 2022 · Control person left · inference
- Scott Randall White (Managing Director) no longer on Schedule A of Acp Capital Management, Llc (listed 2022-10-28, absent 2022-11-10)Nov 10, 2022 · Control person left · inference
- Piero Siveroni (Managing Director) appeared on Schedule A of Acp Capital Management, LlcNov 10, 2022 · Control person joined · fact
- Acp Capital Management, Llc filed its initial SEC registration (Form ADV)Nov 10, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- ACP Capital Management, LLC · Independent Sponsorsshared crd · capital_provider
- ACP Capital Management, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Business phone
- 305-670-4180reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- acp-group.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 305-670-4180reportedpublic record, Form ADV, Mar 30, 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $40.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Acp Capital Management, LLC 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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