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
A•••••••• C•••••• P•••••••
Legal name A•••••••• M••••••••• E••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Feb 14, 2012 · 25 filings
SEC status approved since Feb 28, 2012
RAUM
$18B
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
32
31 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$18B as of Mar 31, 2026
Apr 1, 2013$831M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Apr 1, 20130 then
Employees (5.A)32 as of Mar 31, 2026
Apr 1, 201315 then
Private funds5 as of Mar 31, 2026
Apr 1, 20139 then
RAUM +87% over the last fiscal year+36% 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
- $3.6BderivedRAUM 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
- +87%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
- 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
- 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)
- 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 hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$18B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false 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
13 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A•••••••• C•••••• P••••••• V•• L••• | Private Equity Fund | $4.2B | 181 | Mar 31, 2023 |
| A•••••••• C•••••• P••••••• V• L••• | Private Equity Fund | $3.3B | 90 | Mar 30, 2020 |
| A•••••••• C•••••• P••••••• I•• L••• | Private Equity Fund | $1.2B | 59 | Aug 5, 2016 |
| T••••• C•••• P•••••• O••••••••• L••• | Private Equity Fund | $301M | 2 | Mar 31, 2023 |
| A•••••••• C•••••• P•••••••• L•••no longer reported | Private Equity Fund | $56.1M | 42 | Feb 14, 2012 |
| A•••••••• C•••••• P••••••• I••• L••• | Private Equity Fund | $35.6M | 39 | Feb 14, 2012 |
| A•••••••• C•••••• P••••••• I•• L••• | Private Equity Fund | $24.1M | 49 | Feb 14, 2012 |
| A•••••••• C•••••• P••••••• O•••••••• L•••no longer reported | Private Equity Fund | $11.2M | 11 | Feb 14, 2012 |
| S•• H••••• I• L•••••no longer reported | Private Equity Fund | $6.5M | 45 | Feb 14, 2012 |
| V•• H••••• I• L•••no longer reported | Private Equity Fund | $2.0M | 43 | Feb 14, 2012 |
| S•• H••••• I•• L•••••no longer reported | Private Equity Fund | $1.4M | 10 | Feb 14, 2012 |
| A•••••••• C•••••• P••••••• E••••••• C••••••••• L••no longer reported | Private Equity Fund | $375,125 | 4 | Feb 14, 2012 |
| V•• H••••• I•• L•••••no longer reported | Private Equity Fund | $370,065 | 13 | Feb 14, 2012 |
Owners and control persons
Schedule A and B, latest filing
- A•••••• M••••••• L••••••• · Membercontrolsince 01/2012 · owns 25% to 50%
- F••••• B••••• J•••• · Chief Financial Officer And Chief Compliance Officercontrolsince 10/2021 · owns less than 5%
- L••••••••• M••••••• H••••• · Membercontrolsince 01/2012 · owns 25% to 50%
- M••••• P••••• M•••••• · Membercontrolsince 06/2005 · owns 25% to 50%
- F••••• J••••••• H••••• · Membersince 01/2004 · owns 5% to 10%
- W••••••••• D••••• C•••••• · Membersince 01/2023 · owns 10% to 25%
Related persons
Schedule D 7.A
- A•••••••• C•••••• G•••• I•• L•••••pooled vehicle sponsorn
- A•••••••• C•••••• G•••• I••• L•••••pooled vehicle sponsorn
- A•••••••• C•••••• G•••• I•• L•••••pooled vehicle sponsorn
- A•••••••• C•••••• G•••• V• L•••••pooled vehicle sponsorn
- A•••••••• C•••••• G•••• V•• L•••••pooled vehicle sponsorn
- T••••• C•••• P•••••• O••••••••• G•• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $9,725,486,668 to $18,194,604,408 (+87.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +13.0% (631 comparable advisers, 94.0th percentile of changes)peers: asset managers, $5B to $20B (631) · 94% percentile
What changed
consecutive filings, newest first
- Advisory employees · 32 to 31Jan 5, 2026 to Mar 31, 2026
- Employees · 33 to 32Jan 5, 2026 to Mar 31, 2026
- Discretionary RAUM · $9.7B to $18BJan 5, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $9.7B to $18BJan 5, 2026 to Mar 31, 2026
- RAUM · $9.7B to $18BJan 5, 2026 to Mar 31, 2026
- Accounts · 6 to 5Feb 11, 2025 to Mar 28, 2025
- Advisory employees · 26 to 32Feb 11, 2025 to Mar 28, 2025
- Pooled vehicle clients · 6 to 5Feb 11, 2025 to Mar 28, 2025
- Employees · 27 to 33Feb 11, 2025 to Mar 28, 2025
- Financial planning clients · unset to Feb 11, 2025 to Mar 28, 2025
- Private funds · 6 to 5Feb 11, 2025 to Mar 28, 2025
- Discretionary RAUM · $9.1B to $9.7BFeb 11, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $9.1B to $9.7BFeb 11, 2025 to Mar 28, 2025
- RAUM · $9.1B to $9.7BFeb 11, 2025 to Mar 28, 2025
- Advisory employees · 23 to 26Sep 22, 2023 to Mar 29, 2024
- Employees · 23 to 27Sep 22, 2023 to Mar 29, 2024
- Discretionary RAUM · $7.3B to $9.1BSep 22, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $7.3B to $9.1BSep 22, 2023 to Mar 29, 2024
- RAUM · $7.3B to $9.1BSep 22, 2023 to Mar 29, 2024
- HQ city · CHEVY CHASE to BETHESDAJul 6, 2023 to Sep 22, 2023
- Accounts · 4 to 6Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 21 to 23Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 4 to 6Mar 31, 2022 to Mar 31, 2023
- Employees · 21 to 23Mar 31, 2022 to Mar 31, 2023
- Private funds · 4 to 6Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $4.0B to $7.3BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $4.0B to $7.3BMar 31, 2022 to Mar 31, 2023
- RAUM · $4.0B to $7.3BMar 31, 2022 to Mar 31, 2023
- Advisory employees · 18 to 21Oct 25, 2021 to Mar 31, 2022
- Employees · 18 to 21Oct 25, 2021 to Mar 31, 2022
- Discretionary RAUM · $3.3B to $4.0BOct 25, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $3.3B to $4.0BOct 25, 2021 to Mar 31, 2022
- RAUM · $3.3B to $4.0BOct 25, 2021 to Mar 31, 2022
- Assets in custody · 1186401605.0 to unsetMar 31, 2021 to Oct 25, 2021
- Custody of client assets · true to falseMar 31, 2021 to Oct 25, 2021
- Advisory employees · 17 to 18Mar 30, 2020 to Mar 31, 2021
- Employees · 17 to 18Mar 30, 2020 to Mar 31, 2021
- Discretionary RAUM · $2.7B to $3.3BMar 30, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $2.7B to $3.3BMar 30, 2020 to Mar 31, 2021
- RAUM · $2.7B to $3.3BMar 30, 2020 to Mar 31, 2021
Signals
4 dated events
- A•••••••• C•••••• P••••••• reported RAUM $18.2B, up 87% from $9.7B (2026-01-05 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- A•••••••• C•••••• P••••••• reported RAUM $7.3B, up 81% from $4.0B (2022-03-31 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- James Brian Foist (Chief Administrative Officer And Chief Compliance Officer) appeared on Schedule A of A•••••••• C•••••• P•••••••Oct 25, 2021 · Control person joined · fact
- A•••••••• C•••••• P••••••• reported RAUM $2.7B, up 54% from $1.7B (2019-03-29 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- A•••••••• C•••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- A•••••••• C•••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- H•••S://WWW.LINKEDIN.COM/COMPANY/A••••••••-CAPITAL-PARTNERS-reportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 202-337-7500reportedpublic 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