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••••••••
Legal name A••• F••• I• M••••••••• C••••••• L•
Latest filing Aug 5, 2026
First filing on the tape Feb 14, 2012 · 33 filings
SEC status approved since Mar 28, 2012
RAUM
$24B
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
117
79 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
32
reported on Schedule D
History
33 filings and snapshots on the tape
RAUM$24B as of Aug 5, 2026
Mar 28, 2013$1.7B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 5, 2026
Mar 28, 20130 then
Employees (5.A)117 as of Aug 5, 2026
Mar 28, 201320 then
Private funds32 as of Aug 5, 2026
Mar 28, 201310 then
RAUM +0.3% over the last fiscal year+7.6% a year over threeIARs 0 to 0offices 3 to 4
Practice profile
derived from the filing of Aug 5, 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
- $744MderivedRAUM 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
- unknownderived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +0.3%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 pooled vehiclesreportedItem 5.G
- Custody
- $16B, 32 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)
- 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$24B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 32reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $16B for 32 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false 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
34 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A•••••••• C•••••• P••••••• V•• L• | Private Equity Fund | $4.4B | 228 | Mar 31, 2023 |
| A•••••••• C•••••• P••••••• V•• L• | Private Equity Fund | $3.0B | 165 | Mar 30, 2020 |
| A•••••••• C•••••• P••••••• C• I••• L• | Private Equity Fund | $2.7B | 65 | Dec 3, 2019 |
| A•••••••• C•••••• P••••••• V• L• | Private Equity Fund | $1.8B | 89 | Mar 30, 2016 |
| A•••••••• G••••• C•••••• P••••••• I• L• | Private Equity Fund | $1.5B | 113 | Mar 31, 2022 |
| A•••••••• C•••••• P••••••• I•• L•no longer reported | Private Equity Fund | $1.3B | 82 | Feb 14, 2012 |
| A•••••••• C•••••• P••••••• C• I•• L• | Private Equity Fund | $1.2B | 60 | Mar 31, 2023 |
| A•••••••• E••••••• B••••• P••••••• I• L• | Private Equity Fund | $920M | 78 | Mar 31, 2023 |
| A•••••••• G••••• C•••••• P••••••• I••• L• | Private Equity Fund | $882M | 49 | Mar 30, 2019 |
| A•••••••• E••••••• B••••• P•••••••• L• | Private Equity Fund | $710M | 59 | Mar 31, 2021 |
| A•••••••• C••••• P•••••••• L• • S••••• 1• | Private Equity Fund | $508M | 11 | Mar 31, 2017 |
| A•••••••• M•••••• F•••• L•• | Private Equity Fund | $380M | 129 | Feb 14, 2012 |
| A•••••••• C••••• P••••••• I• L• | Private Equity Fund | $359M | 16 | Mar 31, 2023 |
| A•••••••• G••••• C•••••• P••••••• I•• L• | Private Equity Fund | $286M | 36 | Mar 31, 2015 |
| A•••••••• C•••••• P••••••• V• S•••••••• F•••• L• | Private Equity Fund | $238M | 48 | Mar 30, 2016 |
| A•••••••• C•••••• P••••••• I• S•••••••• F•••• L•no longer reported | Private Equity Fund | $141M | 21 | Mar 28, 2013 |
| A•••••••• C•••••• P••••••• C• I• S•••••••• F•••• L• | Private Equity Fund | $133M | 50 | Mar 31, 2023 |
| A•••••• S•• L• | Private Equity Fund | $123M | 2 | Mar 27, 2024 |
| A••••••••• M••••• H••••••• L• | Private Equity Fund | $52.7M | 7 | Mar 30, 2019 |
| A•••••••• G••••• C•••••• P••••••• I• S•••••••• F•••• L• | Private Equity Fund | $23.3M | 8 | Mar 31, 2015 |
| A•••••••• S•••••••• F••• ••••• L••no longer reported | Private Equity Fund | $20.6M | 8 | Feb 14, 2012 |
| E•••••••• I••••••••• H•••••••• L••no longer reported | Private Equity Fund | $15.7M | 7 | Mar 30, 2016 |
| A•••••••• C•••••• P••••••• I•• L•no longer reported | Private Equity Fund | $14.4M | 21 | Feb 14, 2012 |
| B•••••• C•••••••• L•• | Private Equity Fund | $13.2M | 3 | Mar 27, 2024 |
| A•••••••• C•••••• L••no longer reported | Private Equity Fund | $10.6M | 30 | Feb 14, 2012 |
| A•••••••• M•••••• F••• I•• L• | Private Equity Fund | $7.4M | 21 | Mar 31, 2022 |
| A•••••••• G••••• C•••••• P•••••••• L• | Private Equity Fund | $5.6M | 32 | Feb 14, 2012 |
| A•••••••• C•••••• P••••••• I••• L•no longer reported | Private Equity Fund | $5.5M | 58 | Feb 14, 2012 |
| A•••••••• M•••••• L•• | Private Equity Fund | $2.6M | 2 | Mar 31, 2017 |
| S••••••• C••••••••• L•• | Private Equity Fund | $1.0M | 4 | Mar 29, 2018 |
| A•••••••• S•• C••••••••• C••••••••• L• | Private Equity Fund | $278,000 | 2 | Feb 14, 2012 |
| A•••••••• S•••••• O••••••••• C•••••••• K••••• L••no longer reported | Private Equity Fund | $73,506 | 3 | Mar 29, 2018 |
| A•••••••• M•••••• F••• ••••••• O••••••••• L••no longer reported | Private Equity Fund | $37,000 | 2 | Feb 14, 2012 |
| T••••• C•••••••• L••no longer reported | Private Equity Fund | $0 | 4 | Mar 31, 2017 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• T•••••• C••••••••• · Managing Directorcontrolsince 05/2000 · owns 25% to 50%
- P••••••• R•••••• A•••••• · Managing Directorcontrolsince 11/2004 · owns 25% to 50%
- B•••••• T•••••• C••••••••• · Managing M•••••controlsince 04/2017 · owns 25% to 50% of A•••••••• H•••••••• L•
- B•••••• T•••••• C••••••••• · Managing M•••••controlsince 05/2000 · owns 50% to 75% of A••• M••••••••• C••••••• L••
- P••••••• R•••••• A•••••• · Managing M•••••controlsince 04/2017 · owns 25% to 50% of A•••••••• H•••••••• L•
- P••••••• R•••••• A•••••• · Managing M•••••controlsince 11/2004 · owns 50% to 75% of A••• M••••••••• C••••••• L••
- F•••••• P••••••• J••••• · Chief Operating Officersince 09/2011 · owns less than 5%
- K••••••• P••••••• L•••• · Chief Compliance Officer, General Counselsince 02/2022 · owns less than 5%
- K•••••• R••• S•••• · Chief Financial Officersince 06/2021 · owns less than 5%
Entity owners
- A••• M••••••••• C••••••• L•• · General Partnerdirect · owns less than 5%
- A•••••••• H•••••••• L• · Limited Partnerdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- A••• C••••• P••••••• M••••••••• C•••••• I• L•bankpooled vehicle sponsorn
- A••• C••••• P••••••• M••••••••• C••••••• L•bankpooled vehicle sponsorn
- A••• E•• I• G• L•bankpooled vehicle sponsorn
- A••• E•• M••••••••• C••••••• L•bankpooled vehicle sponsorn
- A••• F••• I•• M••••••••• C•••••• C•• L•bankpooled vehicle sponsorn
- A••• F••• I• M••••••••• C•••••• C• L•bankpooled vehicle sponsorn
- A••• F••• V• M••••••••• C••••••• L•bankpooled vehicle sponsorn
- A••• F••• V• M••••••••• C••••••• L•bankpooled vehicle sponsorn
- A••• F••• V•• G• L•bankpooled vehicle sponsorn
- A••• G••••• C•••••• M••••••••• C•••••• I•• L•bankpooled vehicle sponsorn
- A••• G••••• C•••••• M••••••••• C•••••• I••• L•bankpooled vehicle sponsorn
- A••• G••••• C•••••• M••••••••• C•••••• I• L•bankpooled vehicle sponsorn
- A••• G••••• C•••••• M••••••••• C••••••• L•bankpooled vehicle sponsorn
- A••• M••••••••• C••••••• L••bankpooled vehicle sponsory
- A••• S•••••••• C•••••• G• L•pooled vehicle sponsorn
- A•••••• S•• G• L•bankpooled vehicle sponsorn
- E•• M••••••••• U•• L••investment advisern
Offices
Schedule D 1.F, the 25 largest
- Atlanta, GA11 employees
- Mexico City, Mexico3 employees
- Schaumburg, IL3 employees
What changed
consecutive filings, newest first
- Other offices · 3 to 4Jun 17, 2026 to Aug 5, 2026
- Accounts · 29 to 32Aug 28, 2025 to Mar 30, 2026
- Advisory employees · 73 to 79Aug 28, 2025 to Mar 30, 2026
- Pooled vehicle clients · 29 to 32Aug 28, 2025 to Mar 30, 2026
- Assets in custody · $14B to $16BAug 28, 2025 to Mar 30, 2026
- Employees · 104 to 117Aug 28, 2025 to Mar 30, 2026
- Private funds · 29 to 32Aug 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $24B to $24BAug 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $24B to $24BAug 28, 2025 to Mar 30, 2026
- RAUM · $24B to $24BAug 28, 2025 to Mar 30, 2026
- Financial planning clients · unset to Apr 25, 2025 to Jun 16, 2025
- Accounts · 24 to 29Oct 24, 2024 to Apr 25, 2025
- Advisory employees · 71 to 73Oct 24, 2024 to Apr 25, 2025
- Pooled vehicle clients · 24 to 29Oct 24, 2024 to Apr 25, 2025
- Assets in custody · $11B to $14BOct 24, 2024 to Apr 25, 2025
- Employees · 100 to 104Oct 24, 2024 to Apr 25, 2025
- Private funds · 24 to 29Oct 24, 2024 to Apr 25, 2025
- Discretionary RAUM · $19B to $24BOct 24, 2024 to Apr 25, 2025
- Pooled vehicle RAUM · $19B to $24BOct 24, 2024 to Apr 25, 2025
- RAUM · $19B to $24BOct 24, 2024 to Apr 25, 2025
- Advisory employees · 65 to 71Sep 15, 2023 to Mar 27, 2024
- Assets in custody · $9.4B to $11BSep 15, 2023 to Mar 27, 2024
- Employees · 90 to 100Sep 15, 2023 to Mar 27, 2024
- Discretionary RAUM · $19B to $19BSep 15, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $19B to $19BSep 15, 2023 to Mar 27, 2024
- RAUM · $19B to $19BSep 15, 2023 to Mar 27, 2024
- Other offices · 2 to 3Mar 31, 2023 to Sep 15, 2023
- Accounts · 21 to 24Feb 16, 2023 to Mar 31, 2023
- Advisory employees · 57 to 65Feb 16, 2023 to Mar 31, 2023
- Pooled vehicle clients · 21 to 24Feb 16, 2023 to Mar 31, 2023
- Assets in custody · $15B to $9.4BFeb 16, 2023 to Mar 31, 2023
- Employees · 75 to 90Feb 16, 2023 to Mar 31, 2023
- Other offices · 1 to 2Feb 16, 2023 to Mar 31, 2023
- Private funds · 21 to 24Feb 16, 2023 to Mar 31, 2023
- Discretionary RAUM · $15B to $19BFeb 16, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $15B to $19BFeb 16, 2023 to Mar 31, 2023
- RAUM · $15B to $19BFeb 16, 2023 to Mar 31, 2023
- Accounts · 20 to 21Dec 15, 2021 to Mar 31, 2022
- Pooled vehicle clients · 20 to 21Dec 15, 2021 to Mar 31, 2022
- Assets in custody · $9.8B to $15BDec 15, 2021 to Mar 31, 2022
Signals
4 dated events
- Accel-Kkr reported RAUM $19.1B, up 31% from $14.6B (2023-02-16 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Accel-Kkr reported RAUM $14.6B, up 49% from $9.8B (2021-12-15 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Accel-Kkr reported RAUM $8.7B, up 67% from $5.2B (2019-12-03 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Accel-Kkr reported RAUM $5.2B, up 39% from $3.7B (2018-10-09 to 2019-03-30)Mar 30, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
How to reach
public business contact points only, each with its source
- Firm profile
- H••••://WWW.LINKEDIN.COM/COMPANY/A••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Website
- H••••://WWW.A••••••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 650-289-2460reportedpublic record, Form ADV, Aug 5, 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