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
C••••••••• G••••• F••• M••••••• •••••••• L••••••
Latest filing May 11, 2026
First filing on the tape Nov 23, 2012 · 23 filings
SEC status approved since Jan 3, 2013
RAUM
$9.9B
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
6
0 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$9.9B as of May 11, 2026
Dec 26, 2013$7.9B then
HNW client RAUM$0 as of May 11, 2026
Dec 21, 2017$0 then
State-registered IARs (5.B.3)0 as of May 11, 2026
Dec 26, 20130 then
Employees (5.A)6 as of May 11, 2026
Dec 26, 20134 then
Private funds2 as of May 11, 2026
Dec 26, 20132 then
RAUM +33% over the last fiscal year-3.0% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 11, 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
- $2.5BderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%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 assetsreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$9.9B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- 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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C••••••••• G••••• O••••••••• F••• • C••••••••• G••••• E••••••• M•••••• F••• | Other Private Fund | $1.3B | 137 | Aug 27, 2015 |
| C••••••••• U•••••••• F••• • C••••••••• G••••• E••••••• M•••••• E••••• F••• | Hedge Fund | $802M | 66 | May 31, 2013 |
| C••••••••• G••••• O••••••••• F••• • C••••••••• G••••• C•••••• P••• F•••no longer reported | Other Private Fund | $769M | 76 | May 31, 2013 |
Owners and control persons
Schedule A and B, latest filing
- C••••• S••••• P•••••• · Directorcontrolsince 01/2019 · owns less than 5%
- C•••••••• N••••••• M••••••• · Chief Compliance Officercontrolsince 10/2017 · owns less than 5%
- D•••••• D••••• W•••••• · Directorcontrolsince 09/1997 · owns less than 5%
- D•••••• D•••••• H••• · Directorcontrolsince 08/2022 · owns less than 5%
- M•••••• C••••••• G••••• · Directorcontrolsince 10/2013 · owns less than 5%
- M•••••••• B••••• C•••• · Directorcontrolsince 09/2008 · owns less than 5%
- P•••••• A••••• C••••••• · Directorcontrolsince 10/2012 · owns less than 5%
Entity owners
- C••••••••• I••••••••• M••••••••• I••••••••• •••• L•• · Shareholderdirect · owns 75% or more
- C••••••••• F••• M••••••• L•••••• · Shareholderindirect · owns 75% or more of C••••••••• I••••••••• M••••••••• I••••••••• •••• L••
Related persons
Schedule D 7.A
- C••••••••• A••••••••• I••••••••• M••••••• •••• L••investment advisern
- C••••••••• A•••• M••••••••• •••• L••investment adviserbankn
- C••••••••• F••• M••••••• L••pooled vehicle sponsory
- C••••••••• I••••••••• L••••••investment advisernRAUM $4.3B
- C••••••••• I••••••••• M••••••••• I••••••••• •••• L••investment adviseryRAUM $6.6B
- C••••••••• I••••••••• M••••••••• S• •••• L••pooled vehicle sponsorn
- C••••••••• I••••••••• S••••••• •••• L••pooled vehicle sponsorn
- C••••••••• L••• A•••••••• C•••••• L••••••real estaten
- C••••••••• M••••••••• C•••••• •••••••• L••pooled vehicle sponsorn
- N•••••• A•••• M••••••••• L••investment advisern
Advisers that list C••••••••• G••••• F••• M••••••• •••••••• L•••••• as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Employees · 7 to 6Dec 9, 2024 to Dec 19, 2025
- Financial planning clients · unset to Dec 9, 2024 to Dec 19, 2025
- HQ state · unset to Dec 9, 2024 to Dec 19, 2025
- Discretionary RAUM · $8.4B to $9.9BDec 9, 2024 to Dec 19, 2025
- Pooled vehicle RAUM · $8.4B to $9.9BDec 9, 2024 to Dec 19, 2025
- RAUM · $8.4B to $9.9BDec 9, 2024 to Dec 19, 2025
- Accounts · 3 to 4May 17, 2024 to Dec 9, 2024
- Pooled vehicle clients · 3 to 4May 17, 2024 to Dec 9, 2024
- Employees · 6 to 7May 17, 2024 to Dec 9, 2024
- Discretionary RAUM · $7.4B to $8.4BMay 17, 2024 to Dec 9, 2024
- Pooled vehicle RAUM · $7.4B to $8.4BMay 17, 2024 to Dec 9, 2024
- RAUM · $7.4B to $8.4BMay 17, 2024 to Dec 9, 2024
- Accounts · 4 to 3Jan 13, 2023 to Jan 2, 2024
- Pooled vehicle clients · 4 to 3Jan 13, 2023 to Jan 2, 2024
- Discretionary RAUM · $8.3B to $7.4BJan 13, 2023 to Jan 2, 2024
- Pooled vehicle RAUM · $8.3B to $7.4BJan 13, 2023 to Jan 2, 2024
- RAUM · $8.3B to $7.4BJan 13, 2023 to Jan 2, 2024
- Employees · 5 to 6Dec 2, 2021 to Dec 6, 2022
- Private funds · 3 to 2Dec 2, 2021 to Dec 6, 2022
- Discretionary RAUM · $11B to $8.3BDec 2, 2021 to Dec 6, 2022
- Pooled vehicle RAUM · $11B to $8.3BDec 2, 2021 to Dec 6, 2022
- RAUM · $11B to $8.3BDec 2, 2021 to Dec 6, 2022
- Employees · 4 to 5Dec 11, 2020 to Dec 2, 2021
- Discretionary RAUM · $9.0B to $11BDec 11, 2020 to Dec 2, 2021
- Pooled vehicle RAUM · $9.0B to $11BDec 11, 2020 to Dec 2, 2021
- RAUM · $9.0B to $11BDec 11, 2020 to Dec 2, 2021
- Discretionary RAUM · $9.0B to $9.0BDec 20, 2019 to Dec 11, 2020
- Pooled vehicle RAUM · $9.0B to $9.0BDec 20, 2019 to Dec 11, 2020
- RAUM · $9.0B to $9.0BDec 20, 2019 to Dec 11, 2020
- Accounts · 3 to 4Dec 24, 2018 to Dec 19, 2019
- Pooled vehicle clients · 3 to 4Dec 24, 2018 to Dec 19, 2019
- Private funds · 2 to 3Dec 24, 2018 to Dec 19, 2019
- Discretionary RAUM · $9.6B to $9.0BDec 24, 2018 to Dec 19, 2019
- Pooled vehicle RAUM · $9.6B to $9.0BDec 24, 2018 to Dec 19, 2019
- RAUM · $9.6B to $9.0BDec 24, 2018 to Dec 19, 2019
- Other offices · 2 to 0Dec 21, 2017 to Dec 24, 2018
- Discretionary RAUM · $11B to $9.6BDec 21, 2017 to Dec 24, 2018
- Pooled vehicle RAUM · $11B to $9.6BDec 21, 2017 to Dec 24, 2018
- RAUM · $11B to $9.6BDec 21, 2017 to Dec 24, 2018
- Accounts · 2 to 3Dec 20, 2016 to Dec 21, 2017
Signals
5 dated events
- West Alan King (Chief Operating Officer/Director) no longer on Schedule A of C••••••••• G••••• F••• M••••••• •••••••• L•••••• (listed 2022-12-06, absent 2023-01-13)Jan 13, 2023 · Control person left · inference
- Hugh Damien Dooris (Director) appeared on Schedule A of C••••••••• G••••• F••• M••••••• •••••••• L••••••Dec 6, 2022 · Control person joined · fact
- Patrick Shane Coman (Director) appeared on Schedule A of C••••••••• G••••• F••• M••••••• •••••••• L••••••Dec 19, 2019 · Control person joined · fact
- Adrian Waters (Director) no longer on Schedule A of C••••••••• G••••• F••• M••••••• •••••••• L•••••• (listed 2018-12-24, absent 2019-12-19)Dec 19, 2019 · Control person left · inference
- C••••••••• F••• M••••••• filed its initial SEC registration (Form ADV)Nov 23, 2012 · First SEC registration · 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
- Firm profile
- linkedin.com/company/coronation-fund-managersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- coronation.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- +353 1 674 5410reportedpublic record, Form ADV, May 11, 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