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

S••••• C••••••• L••

Asset manager (funds and pooled vehicles)New York, New YorkCRD 158296SEC 801-74035websiteIAPD
Latest filing Mar 31, 2026
First filing on the tape Feb 14, 2012 · 19 filings
SEC status approved since Mar 30, 2012
RAUM
$9.7B
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
33
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
9
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$9.7B as of Mar 31, 2026
Mar 28, 2013$5.6B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20130 then
Employees (5.A)33 as of Mar 31, 2026
Mar 28, 201332 then
Private funds9 as of Mar 31, 2026
Mar 28, 20132 then
RAUM -0.2% over the last fiscal year-0.6% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
$880MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
1.3%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
-0.2%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 vehiclesreportedItem 5.G
Custody
$4.9B, 7 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)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$9.6B99%
  • Pension and profit-sharing plans$123M1.3%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
11reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$4.9B for 7 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=0.99 institutional_share=0.01 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
      9 reported on Schedule D 7.B.(1)
      Owners and control persons
      Schedule A and B, latest filing
      • B••••• M••••••• B•••• · Chief Compliance Officercontrol
        since 10/2010 · owns less than 5%
      • F••••••••• A•••• · Chief Financial Officercontrol
        since 01/2007 · owns less than 5%
      • P••••• R•••••• S•••• · Portfolio Managercontrol
        since 08/2006 · owns less than 5%
      • W••••••• S•••••• M•••••• · Chief Operating Officercontrol
        since 11/2006 · owns less than 5%
      • P••••• R•••••• S•••• · Limited Partner Of S•••••• L• And Managing Member Of S••••• G•• L••control
        since 01/2016 · owns 75% or more of S•••••• L•
      Entity owners
      • S•••••• L• · Managing Member
        direct · owns 75% or more
      • S••••• G•• L•• · General Partner Of S•••••• L•
        indirect · owns F of S•••••• L•
      Related persons
      Schedule D 7.A
      • S••••• P•••••••• L••
        bankpooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Advisory employees · 17 to 12
        Mar 31, 2025 to Mar 31, 2026
      • Assets in custody · $4.3B to $4.9B
        Mar 31, 2025 to Mar 31, 2026
      • Employees · 35 to 33
        Mar 31, 2025 to Mar 31, 2026
      • Discretionary RAUM · $9.7B to $9.7B
        Mar 31, 2025 to Mar 31, 2026
      • Pension RAUM · $199M to $123M
        Mar 31, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $9.5B to $9.6B
        Mar 31, 2025 to Mar 31, 2026
      • RAUM · $9.7B to $9.7B
        Mar 31, 2025 to Mar 31, 2026
      • Assets in custody · $4.4B to $4.3B
        Mar 29, 2024 to Mar 31, 2025
      • Employees · 34 to 35
        Mar 29, 2024 to Mar 31, 2025
      • Financial planning clients · unset to
        Mar 29, 2024 to Mar 31, 2025
      • Discretionary RAUM · $8.3B to $9.7B
        Mar 29, 2024 to Mar 31, 2025
      • Pension RAUM · $235M to $199M
        Mar 29, 2024 to Mar 31, 2025
      • Pooled vehicle RAUM · $8.1B to $9.5B
        Mar 29, 2024 to Mar 31, 2025
      • RAUM · $8.3B to $9.7B
        Mar 29, 2024 to Mar 31, 2025
      • Advisory employees · 18 to 17
        Mar 31, 2023 to Mar 29, 2024
      • Assets in custody · $4.4B to $4.4B
        Mar 31, 2023 to Mar 29, 2024
      • Discretionary RAUM · $9.9B to $8.3B
        Mar 31, 2023 to Mar 29, 2024
      • Pension RAUM · $73.1M to $235M
        Mar 31, 2023 to Mar 29, 2024
      • Pooled vehicle RAUM · $9.8B to $8.1B
        Mar 31, 2023 to Mar 29, 2024
      • RAUM · $9.9B to $8.3B
        Mar 31, 2023 to Mar 29, 2024
      • Advisory employees · 20 to 18
        Mar 30, 2022 to Mar 31, 2023
      • Assets in custody · $4.4B to $4.4B
        Mar 30, 2022 to Mar 31, 2023
      • Employees · 35 to 34
        Mar 30, 2022 to Mar 31, 2023
      • Discretionary RAUM · $13B to $9.9B
        Mar 30, 2022 to Mar 31, 2023
      • Pension RAUM · $91.8M to $73.1M
        Mar 30, 2022 to Mar 31, 2023
      • Pooled vehicle RAUM · $12B to $9.8B
        Mar 30, 2022 to Mar 31, 2023
      • RAUM · $13B to $9.9B
        Mar 30, 2022 to Mar 31, 2023
      • Advisory employees · 15 to 20
        Mar 30, 2021 to Mar 30, 2022
      • Assets in custody · $6.1B to $4.4B
        Mar 30, 2021 to Mar 30, 2022
      • Employees · 31 to 35
        Mar 30, 2021 to Mar 30, 2022
      • Discretionary RAUM · $10B to $13B
        Mar 30, 2021 to Mar 30, 2022
      • Pension RAUM · $108M to $91.8M
        Mar 30, 2021 to Mar 30, 2022
      • Pooled vehicle RAUM · $10B to $12B
        Mar 30, 2021 to Mar 30, 2022
      • RAUM · $10B to $13B
        Mar 30, 2021 to Mar 30, 2022
      • Accounts · 10 to 11
        Feb 23, 2021 to Mar 30, 2021
      • Advisory employees · 20 to 15
        Feb 23, 2021 to Mar 30, 2021
      • Pooled vehicle clients · 9 to 10
        Feb 23, 2021 to Mar 30, 2021
      • Assets in custody · $4.3B to $6.1B
        Feb 23, 2021 to Mar 30, 2021
      • Employees · 36 to 31
        Feb 23, 2021 to Mar 30, 2021
      • Discretionary RAUM · $7.6B to $10B
        Feb 23, 2021 to Mar 30, 2021
      Signals
      1 dated events
      • S••••• C••••••• L•• reported RAUM $10.2B, up 35% from $7.6B (2021-02-23 to 2021-03-30)
        Mar 30, 2021 · 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/samlyn-capitalreportedpublic record, Form ADV, Sep 18, 2026
      Website
      S•••••CAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      212-848-0500reportedpublic record, Form ADV, Mar 31, 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