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••••• H••••••••• P•••••••
Legal name A••••• C•••••• H•••••••• L•••
Latest filing Mar 26, 2026
First filing on the tape Feb 8, 2012 · 26 filings
SEC status approved since Feb 21, 2012
RAUM
$6.7B
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
24
19 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
18
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$6.7B as of Mar 26, 2026
Feb 28, 2013$5.9B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Feb 28, 20130 then
Employees (5.A)24 as of Mar 26, 2026
Feb 28, 201336 then
Private funds18 as of Mar 26, 2026
Feb 28, 201320 then
RAUM +34% over the last fiscal year+16% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 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
- $370MderivedRAUM 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
- +34%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
- $5.4B, 18 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)
- 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$6.7B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 18reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $5.4B for 18 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=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
41 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A••••• C•••••• P••••••• ••••••••• V• L••• | Private Equity Fund | $1.0B | 27 | Mar 27, 2020 |
| A••••• H••••••••• P••••••• V•• L••• | Private Equity Fund | $915M | 40 | Mar 30, 2023 |
| A••••• C•••••• P••••••• V• L••• | Private Equity Fund | $863M | 45 | Mar 27, 2020 |
| A••••• H••••••••• P••••••• ••••••••• V•• L••• | Private Equity Fund | $649M | 27 | Mar 30, 2023 |
| A••••• C•••••• P••••••• ••••••••• I•• L••• | Private Equity Fund | $318M | 36 | Mar 29, 2017 |
| A••••• C•••••• P••••••• I•• L••• | Private Equity Fund | $316M | 62 | Mar 29, 2017 |
| A•• C••••••• C••••••••• L••no longer reported | Private Equity Fund | $290M | 32 | Feb 8, 2012 |
| A•• C•••••• C•••••••• L•• | Private Equity Fund | $248M | 28 | Mar 24, 2021 |
| A••••• C•••••• P••••••• I•• L••• | Private Equity Fund | $205M | 69 | Feb 8, 2012 |
| A•• V••••• C••••••••• L••no longer reported | Private Equity Fund | $134M | 11 | Feb 8, 2012 |
| A•• R•••••• C••••••••• L••no longer reported | Private Equity Fund | $129M | 12 | Feb 28, 2013 |
| A•• H••••••••• C•••••••• L•• | Private Equity Fund | $118M | 21 | Mar 30, 2023 |
| A•• U•••••• C•••••••• L•• | Private Equity Fund | $117M | 8 | Mar 28, 2018 |
| A•• C••••• C•••••••• L•• | Private Equity Fund | $82.4M | 12 | Mar 30, 2023 |
| A•• N••••• C••••••••• L•• | Private Equity Fund | $76.5M | 4 | Mar 28, 2019 |
| A••••• C•••••• P••••••• ••••••••• I•• L••• | Private Equity Fund | $67.4M | 27 | Feb 8, 2012 |
| A•• I•• R••••••• C••••••••• L••no longer reported | Private Equity Fund | $51.4M | 10 | Feb 8, 2012 |
| A••••••••• C••••••••• L••no longer reported | Private Equity Fund | $35.4M | 8 | Feb 8, 2012 |
| A••••• C•••••• P•••••••• L•••no longer reported | Private Equity Fund | $34.2M | 131 | Feb 8, 2012 |
| A••••• C•••••• P••••••• I••• L•••no longer reported | Private Equity Fund | $23.6M | 61 | Feb 8, 2012 |
| I•• R••••••• M•••••••• C••••••••• L••no longer reported | Private Equity Fund | $21.7M | 3 | Feb 8, 2012 |
| N••••••• M•••••• C••••••••• L••no longer reported | Private Equity Fund | $17.1M | 7 | Feb 8, 2012 |
| A••••• C•••••• P••••••• ••••••••• I•••• L••• | Private Equity Fund | $16.6M | 2 | Feb 8, 2012 |
| A••••• C•••••• P••••••• ••••••••• L•••no longer reported | Private Equity Fund | $11.8M | 31 | Feb 8, 2012 |
| A•• C•••••• C••••••••• L••no longer reported | Private Equity Fund | $10.6M | 5 | Mar 20, 2014 |
| A••••• C•••••• P••••••• ••••••••• I••• L•••no longer reported | Private Equity Fund | $7.8M | 37 | Feb 8, 2012 |
| A••••• C•••••• P••••••• ••••••••• I••••• L•••no longer reported | Private Equity Fund | $7.0M | 4 | Mar 20, 2014 |
| A•• R•••••• C•••••••• I•• L••no longer reported | Private Equity Fund | $6.4M | 2 | Mar 29, 2017 |
| A••••• H••••••••• P•••••••• L••• | Private Equity Fund | $4.2M | 30 | Mar 27, 2020 |
| P••••• C••••••••• L••no longer reported | Private Equity Fund | $2.3M | 2 | Feb 28, 2013 |
| A•• I•• A••• L•••no longer reported | Private Equity Fund | $2.0M | 61 | Aug 13, 2012 |
| O•••• C•••••••• I•• L•• | Private Equity Fund | $1.3M | 2 | Mar 29, 2017 |
| A•• M••••••• C••••••••• L••no longer reported | Private Equity Fund | $1.2M | 12 | Mar 29, 2017 |
| A•• T•••• C••••••••• L••no longer reported | Private Equity Fund | $1.0M | 6 | Mar 20, 2014 |
| A•• A•••••• C•••••••• L••• | Private Equity Fund | $451,220 | 18 | Mar 20, 2014 |
| A•• N•••• H•••••••• L••no longer reported | Private Equity Fund | $383,417 | 182 | Feb 8, 2012 |
| A•• A••••• C••••••••• L••no longer reported | Private Equity Fund | $165,785 | 2 | Feb 8, 2012 |
| A•• C••• O•••••• C•••••••• L•• | Private Equity Fund | $20,588 | 2 | Mar 28, 2018 |
| A•••••• H••••••• L••no longer reported | Private Equity Fund | $2,056 | 4 | Feb 8, 2012 |
| A•• S••••••••• C••••••••• L••no longer reported | Private Equity Fund | $0 | 2 | Feb 8, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B••••••••• D••••• F•••••••• · Chief Executive Officer, A••••• C•••••• H•••••••• L•••controlsince 07/2005 · owns less than 5%
- D•••• T•••••••• •••• · Chairman, A••••• C•••••• H•••••••• L•••controlsince 07/2005 · owns less than 5%
- B••••••••• D••••• F•••••••• · Class A Limited Partnercontrolsince 12/2020 · owns 25% to 50% of A••••• M•••••• H•••••••• L•
- D•••• T•••••••• •••• · Class A Limited Partnercontrolsince 12/2020 · owns 25% to 50% of A••••• M•••••• H•••••••• L•
- C••••••• J•••• F•••• · Chief Financial Officer, A••••• Capital Holdings, LPsince 06/2012 · owns less than 5%
- S••••••• B•••••••• A•••••••• · General Counsel And Chief Compliance Officer, A••••• C•••••• H•••••••• L•••since 07/2005 · owns less than 5%
Entity owners
- A••••• M•••••• H•••••••• L• · Limited Partner Of A••••• C•••••• H•••••••• L•••direct · owns 75% or more
Related persons
Schedule D 7.A
- A•• I•• A•• G•• L••pooled vehicle sponsorn
- A••••• C•••••• P••••••• I• G•• L•pooled vehicle sponsorn
- A••••• C•••••• P••••••• V• G•• L•pooled vehicle sponsorn
- A••••• C•••••• P••••••• V• G•• L•••pooled vehicle sponsorn
- A••••• H••••••••• P••••••• G•• L•••pooled vehicle sponsorn
- S••••••• I•••• C•••••• P••••••• I•• L••pooled vehicle sponsorn
- S••••••• I•••• C•••••• P•••••••• L••pooled vehicle sponsorn
Advisers that list A••••• H••••••••• P••••••• as a related person
- 283677 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 14 to 18Mar 26, 2025 to Mar 26, 2026
- Advisory employees · 16 to 19Mar 26, 2025 to Mar 26, 2026
- Pooled vehicle clients · 14 to 18Mar 26, 2025 to Mar 26, 2026
- Assets in custody · $4.4B to $5.4BMar 26, 2025 to Mar 26, 2026
- Employees · 21 to 24Mar 26, 2025 to Mar 26, 2026
- Private funds · 14 to 18Mar 26, 2025 to Mar 26, 2026
- Discretionary RAUM · $5.0B to $6.7BMar 26, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $5.0B to $6.7BMar 26, 2025 to Mar 26, 2026
- RAUM · $5.0B to $6.7BMar 26, 2025 to Mar 26, 2026
- Accounts · 13 to 14Mar 27, 2024 to Mar 26, 2025
- Advisory employees · 17 to 16Mar 27, 2024 to Mar 26, 2025
- Business name · A••••• C•••••• P••••••• to A••••• H••••••••• P•••••••Mar 27, 2024 to Mar 26, 2025
- Pooled vehicle clients · 13 to 14Mar 27, 2024 to Mar 26, 2025
- Assets in custody · $3.9B to $4.4BMar 27, 2024 to Mar 26, 2025
- Employees · 22 to 21Mar 27, 2024 to Mar 26, 2025
- Financial planning clients · unset to Mar 27, 2024 to Mar 26, 2025
- Private funds · 13 to 14Mar 27, 2024 to Mar 26, 2025
- Discretionary RAUM · $4.8B to $5.0BMar 27, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $4.8B to $5.0BMar 27, 2024 to Mar 26, 2025
- RAUM · $4.8B to $5.0BMar 27, 2024 to Mar 26, 2025
- Accounts · 19 to 13Mar 30, 2023 to Mar 27, 2024
- Pooled vehicle clients · 19 to 13Mar 30, 2023 to Mar 27, 2024
- Assets in custody · $3.0B to $3.9BMar 30, 2023 to Mar 27, 2024
- Private funds · 19 to 13Mar 30, 2023 to Mar 27, 2024
- Discretionary RAUM · $4.3B to $4.8BMar 30, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $4.3B to $4.8BMar 30, 2023 to Mar 27, 2024
- RAUM · $4.3B to $4.8BMar 30, 2023 to Mar 27, 2024
- Accounts · 20 to 19Mar 29, 2022 to Mar 30, 2023
- Advisory employees · 16 to 17Mar 29, 2022 to Mar 30, 2023
- Pooled vehicle clients · 20 to 19Mar 29, 2022 to Mar 30, 2023
- Assets in custody · $2.9B to $3.0BMar 29, 2022 to Mar 30, 2023
- Employees · 21 to 22Mar 29, 2022 to Mar 30, 2023
- Private funds · 20 to 19Mar 29, 2022 to Mar 30, 2023
- Discretionary RAUM · $3.9B to $4.3BMar 29, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $3.9B to $4.3BMar 29, 2022 to Mar 30, 2023
- RAUM · $3.9B to $4.3BMar 29, 2022 to Mar 30, 2023
- Advisory employees · 15 to 16Mar 24, 2021 to Mar 29, 2022
- Assets in custody · $2.5B to $2.9BMar 24, 2021 to Mar 29, 2022
- Employees · 23 to 21Mar 24, 2021 to Mar 29, 2022
- Discretionary RAUM · $3.6B to $3.9BMar 24, 2021 to Mar 29, 2022
Signals
4 dated events
- A••••• H••••••••• P••••••• reported RAUM $6.7B, up 34% from $5.0B (2025-03-26 to 2026-03-26)Mar 26, 2026 · RAUM change · derived
- A••••• H••••••••• P••••••• reported RAUM $3.6B, up 32% from $2.8B (2021-01-12 to 2021-03-24)Mar 24, 2021 · RAUM change · derived
- A••••• H••••••••• P••••••• reported RAUM $2.6B, down 42% from $4.5B (2018-03-28 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
- Alan Steven Webster (Partner, A••••• C•••••• H•••••••• L•••) no longer on Schedule A of A••••• H••••••••• P••••••• (listed 2018-03-28, absent 2019-03-28)Mar 28, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- A••••• H••••••••• 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
- LINKEDIN.COM/COMPANY/99300reportedpublic record, Form ADV, Sep 18, 2026
- Website
- A•••••H•••••••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-593-6900reportedpublic record, Form ADV, Mar 26, 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