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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Former SEC-registered adviser
A•••• C•••••• P•••••••• L••
Latest filing Jun 30, 2026
First filing on the tape Apr 1, 2015 · 18 filings
SEC status approved since Apr 14, 2015
RAUM
$173M
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
4
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$154M as of Mar 31, 2025
Mar 29, 2016$589M then
HNW client RAUM$0 as of Mar 31, 2025
Mar 29, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2025
Mar 29, 20161 then
Employees (5.A)5 as of Mar 31, 2025
Mar 29, 20169 then
Private funds2 as of Mar 31, 2025
Mar 29, 20163 then
RAUM -29% over the last fiscal year-25% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 30, 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
- $57.5MderivedRAUM 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
- -37%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
- $157M, 2 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$173M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $157M for 2 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- absent from the latest SEC rosterderived
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 |
|---|---|---|---|---|
| A•••• C•••••• F•••• L• | Hedge Fund | $206M | 71 | Apr 1, 2015 |
| A•••• V•••••••• L•no longer reported | Venture Capital Fund | $64.4M | 32 | Apr 1, 2015 |
| A•••• O••••••••• F•••• L• | Hedge Fund | $38.5M | 40 | Apr 1, 2015 |
Owners and control persons
Schedule A and B, latest filing
- D••••• A•••••• A••••• · Managing Member, Chief Investment Officercontrolsince 12/2017 · owns 75% or more
- S••••• S••••• R•••••• · Chief Operating Officer, Chief Compliance Officercontrolsince 08/2020 · owns less than 5%
- L••• G••••• V••••• · Beneficiary/Trusteecontrolsince 08/2018 · owns F of T•• L•••••• F••••• 2••• T•••• D•••• S•••••••• 7• 2•••
- Y•• M••••••• H•••••••• · Trusteecontrolsince 08/2018 · owns F of T•• L•••••• F••••• 2••• T•••• D•••• S•••••••• 7• 2•••
Entity owners
- T•• L•••••• F••••• 2••• T•••• D•••• S•••••••• 7• 2••• · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 2 to 3Mar 31, 2025 to Jun 30, 2026
- Charity clients · 0.0 to unsetMar 31, 2025 to Jun 30, 2026
- HNW clients · 0.0 to unsetMar 31, 2025 to Jun 30, 2026
- Individual clients · 0.0 to unsetMar 31, 2025 to Jun 30, 2026
- Pension plan clients · 0.0 to unsetMar 31, 2025 to Jun 30, 2026
- Pooled vehicle clients · 2 to 3Mar 31, 2025 to Jun 30, 2026
- Assets in custody · $127M to $157MMar 31, 2025 to Jun 30, 2026
- Employees · 5 to 4Mar 31, 2025 to Jun 30, 2026
- Private funds · 2 to unsetMar 31, 2025 to Jun 30, 2026
- Discretionary RAUM · $154M to $173MMar 31, 2025 to Jun 30, 2026
- HNW RAUM · 0.0 to unsetMar 31, 2025 to Jun 30, 2026
- Individual RAUM · 0.0 to unsetMar 31, 2025 to Jun 30, 2026
- Pension RAUM · 0.0 to unsetMar 31, 2025 to Jun 30, 2026
- Pooled vehicle RAUM · $154M to $173MMar 31, 2025 to Jun 30, 2026
- RAUM · $154M to $173MMar 31, 2025 to Jun 30, 2026
- Related adviser · false to unsetMar 31, 2025 to Jun 30, 2026
- Related bank · true to unsetMar 31, 2025 to Jun 30, 2026
- Related broker-dealer · false to unsetMar 31, 2025 to Jun 30, 2026
- Related insurance company · false to unsetMar 31, 2025 to Jun 30, 2026
- Succession · false to unsetMar 31, 2025 to Jun 30, 2026
- Accounts · 3 to 2Mar 27, 2024 to Mar 31, 2025
- Advisory employees · 6 to 3Mar 27, 2024 to Mar 31, 2025
- Advisory activities · 2 to 1Mar 27, 2024 to Mar 31, 2025
- Pooled vehicle clients · 3 to 2Mar 27, 2024 to Mar 31, 2025
- Assets in custody · $182M to $127MMar 27, 2024 to Mar 31, 2025
- Employees · 6 to 5Mar 27, 2024 to Mar 31, 2025
- Discretionary RAUM · $244M to $154MMar 27, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $244M to $154MMar 27, 2024 to Mar 31, 2025
- RAUM · $244M to $154MMar 27, 2024 to Mar 31, 2025
- Related bank · false to trueMar 27, 2024 to Mar 31, 2025
- Advisory employees · 3 to 6Mar 31, 2023 to Mar 27, 2024
- Assets in custody · $198M to $182MMar 31, 2023 to Mar 27, 2024
- Discretionary RAUM · $279M to $244MMar 31, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $279M to $244MMar 31, 2023 to Mar 27, 2024
- RAUM · $279M to $244MMar 31, 2023 to Mar 27, 2024
- Assets in custody · $296M to $198MMar 31, 2022 to Mar 31, 2023
- Employees · 7 to 6Mar 31, 2022 to Mar 31, 2023
- HQ city · BELMONT to REDWOOD CITYMar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $405M to $279MMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $405M to $279MMar 31, 2022 to Mar 31, 2023
Signals
7 dated events
- A•••• C•••••• P•••••••• L•• no longer on the SEC adviser roster (last listed 2025-06-02, RAUM $154.3M)Jul 1, 2025 · Left the SEC roster · derived
- A•••• C•••••• P•••••••• L•• reported RAUM $279.5M, down 31% from $405.1M (2022-03-31 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- A•••• C•••••• P•••••••• L•• reported RAUM $405.1M, down 33% from $603.0M (2021-09-03 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Randall Scott Smith (Chief Operating Officer, Chief Compliance Officer) appeared on Schedule A of A•••• C•••••• P•••••••• L••Sep 15, 2020 · Control person joined · fact
- A•••• C•••••• P•••••••• L•• reported RAUM $730.5M, up 29% from $567.5M (2019-03-28 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- A•••• C•••••• P•••••••• L•• reported RAUM $744.6M, up 27% from $586.6M (2017-03-31 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- L••••••• C•••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Apr 1, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- A•••• C•••••• P•••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/acuta-capital-partners-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- A••••CAPITAL.COMreportedpublic record, Form ADV, Sep 18, 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
- Former SEC-registered adviserderiveda 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