DFX Intelligence

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M••••• B•• A•••• M••••••••• L••

Asset manager (funds and pooled vehicles)SEC-registered· Londonwebsite

Asset manager (funds and pooled vehicles), based in London, reporting $3.6B of regulatory assets.

Composed from this adviser's Form ADV classification, location and filed figures.

As of 2026-09-01 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Regulatory AUM: $3.6B
Advisors: 0
RAUM change, last fiscal year: +72%
Private clients: 0.0% of RAUM

See where advisers went See teams that moved

Advisors Where the RAUM sits

As of 2026-09-01 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

What matters now

+71.6%
RAUM, one year
RAUM $2.08B to $3.57B (+71.6%) on the Form ADV filed 1 Sep 2026.
The one filed measure of whether clients are staying.
FactForm ADV Item 5History →

Every filed figure, and the identifiersCRD 160882 · SEC 801-112071 · 28 filingsShow

CRD 160882SEC 801-112071First filing on the tape Oct 26, 2017, latest Sep 1, 2026SEC status approved since Nov 27, 2017IAPD

RAUM

$3.6B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

Not computed

derived; firm RAUM over IAPD count

Employees

38 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

28 filings and snapshots on the tape

RAUM$3.6B as of Aug 12, 2026

Mar 8, 2018$527M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Aug 12, 2026

Mar 8, 20180 then

Employees (5.A)70 as of Aug 12, 2026

Mar 8, 201816 then

Private funds5 as of Aug 12, 2026

Mar 8, 20182 then

RAUM +72% over the last fiscal year+17% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Sep 1, 2026; every figure names its basis

The rule behind each archetype, and every derived figureShow

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: $162MderivedRAUM 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: +72%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: $46.0M, 1 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

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 hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$3.6B100%
Corporations and businesses$536,0260.0%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 22reported
Financial planning clients: n/areported
Wrap fee programs: noreported
Custody of client assets: $46.0M for 1 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

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Advisors registered through the firm

0 on IAPD today; the 10 longest tenured

No representative is registered through this CRD on IAPD.

Private funds

15 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
L••••• M••••• F•••	Hedge Fund	$2.7B	115	Feb 21, 2019
T•• M••• A••••• L••• S•••• F•••no longer reported	Hedge Fund	$451M	18	Feb 13, 2012
M••• A••••• E••••••• M••••• F••• L••••••no longer reported	Hedge Fund	$230M	12	Oct 24, 2013
N•••• M••••• F•••	Hedge Fund	$228M	58	Feb 21, 2019
E•• L•••••••• E••••••• M•••••• M••••• F••• L••••••	Hedge Fund	$193M	47	Mar 29, 2017

All 15 private fundslargest gross assets first

Fund	Type	Gross assets	Owners	First reported
M••• A••••• M••••• F••• L••••••no longer reported	Hedge Fund	$161M	8	Oct 24, 2013
S••• R•••• I•••••• F••• P••no longer reported	Hedge Fund	$73.4M	1	Dec 6, 2012
C•••••••• M••••• F•••no longer reported	Hedge Fund	$61.0M	8	Feb 21, 2019
S••••• M••••• F••• L••••••	Hedge Fund	$32.5M	4	Sep 1, 2026
M• M••••• B•• T•••••• I• L••no longer reported	Hedge Fund	$31.5M	1	Feb 13, 2012
M••• C••••• F••• L••••••no longer reported	Hedge Fund	$28.8M	1	Mar 26, 2024
A••••••• M••••• F••• L••••••	Hedge Fund	$21.1M	2	Sep 1, 2026
E•• E••••••• M•••••• M••••• F••• L••••••no longer reported	Hedge Fund	$16.0M	31	Mar 29, 2017
P••••• P••••••• M••••• 1• L••••••	Hedge Fund	$13.8M	6	Sep 1, 2026
F••••• C•••• L••••••no longer reported	Other Private Fund	$10.0M	1	Mar 29, 2017

Owners and control persons

Schedule A and B, latest filing

B••••••••• M••••• · Head Of Strategic Initiativescontrol
since 08/2024 · owns less than 5%
B•••••••• S•••• J••••• · Chief Operating Officer, Chief Compliance Officer & Money Laundering Reporting Officercontrol
since 11/2024 · owns less than 5%
N••••••••• H•••••• D••••• · Founder Partnercontrol
since 07/2010 · owns 75% or more
B•••••••• J•••••• F•••••••• · Partner
since 11/2018 · owns 10% to 25%

Related persons

Schedule D 7.A

No related person reported.

Offices

Schedule D 1.F, the 25 largest

, 2 employees

ADV anomalies

1 against comparable advisers; where to look, not conclusions

RAUM up 50 %Change between filings · filing Apr 2, 2026
RAUM (Item 5.F) moved from $2,079,000,000 to $3,568,305,992 (+72.0%) between the annual amendments of 2025-03-26 and 2026-04-02; the peer median change was +11.0% (1364 comparable advisers, 91.0th percentile of changes)
peers: asset managers, $1B to $5B (1,364) · 91% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Financial planning clients · to unset
Aug 12, 2026 to Sep 1, 2026
HQ state · to unset
Aug 12, 2026 to Sep 1, 2026
Private funds · 5 to unset
Aug 12, 2026 to Sep 1, 2026
Succession · false to unset
Aug 12, 2026 to Sep 1, 2026
Private funds · 4 to 5
Apr 2, 2026 to Aug 12, 2026

Full history · 80 changes

Accounts · 16 to 22
Aug 12, 2025 to Apr 2, 2026
Advisory employees · 26 to 38
Aug 12, 2025 to Apr 2, 2026
Corporate clients · unset to 1.0
Aug 12, 2025 to Apr 2, 2026
Pooled vehicle clients · 13 to 21
Aug 12, 2025 to Apr 2, 2026
Assets in custody · $35.0M to $46.0M
Aug 12, 2025 to Apr 2, 2026
Employees · 60 to 70
Aug 12, 2025 to Apr 2, 2026
Private funds · 5 to 4
Aug 12, 2025 to Apr 2, 2026
Discretionary RAUM · $2.1B to $3.6B
Aug 12, 2025 to Apr 2, 2026
Pooled vehicle RAUM · $2.0B to $3.6B
Aug 12, 2025 to Apr 2, 2026
RAUM · $2.1B to $3.6B
Aug 12, 2025 to Apr 2, 2026
Advisory employees · 24 to 26
Jun 11, 2025 to Aug 12, 2025
Employees · 53 to 60
Jun 11, 2025 to Aug 12, 2025
Private funds · 4 to 5
Jun 11, 2025 to Aug 12, 2025
Financial planning clients · unset to
Mar 26, 2025 to Jun 11, 2025
Accounts · 30 to 16
Jan 10, 2025 to Mar 26, 2025
Advisory employees · 42 to 24
Jan 10, 2025 to Mar 26, 2025
Pooled vehicle clients · 23 to 13
Jan 10, 2025 to Mar 26, 2025
Assets in custody · $113M to $35.0M
Jan 10, 2025 to Mar 26, 2025
Employees · 73 to 53
Jan 10, 2025 to Mar 26, 2025
Other offices · 1 to 0
Jan 10, 2025 to Mar 26, 2025
Private funds · 5 to 4
Jan 10, 2025 to Mar 26, 2025
Discretionary RAUM · $2.5B to $2.1B
Jan 10, 2025 to Mar 26, 2025
Pooled vehicle RAUM · $1.9B to $2.0B
Jan 10, 2025 to Mar 26, 2025
RAUM · $2.5B to $2.1B
Jan 10, 2025 to Mar 26, 2025
Related adviser · false to true
Jan 10, 2025 to Mar 26, 2025
HQ state · unset to
Nov 12, 2024 to Jan 10, 2025
Accounts · 25 to 30
Aug 11, 2023 to Mar 26, 2024
Pooled vehicle clients · 19 to 23
Aug 11, 2023 to Mar 26, 2024
Assets in custody · unset to 113000000.0
Aug 11, 2023 to Mar 26, 2024
Custody of client assets · false to true
Aug 11, 2023 to Mar 26, 2024
Employees · 78 to 73
Aug 11, 2023 to Mar 26, 2024
Private funds · 4 to 5
Aug 11, 2023 to Mar 26, 2024
Discretionary RAUM · $2.2B to $2.5B
Aug 11, 2023 to Mar 26, 2024
Pooled vehicle RAUM · $1.7B to $1.9B
Aug 11, 2023 to Mar 26, 2024
RAUM · $2.2B to $2.5B
Aug 11, 2023 to Mar 26, 2024
Accounts · 23 to 25
Jul 27, 2022 to Mar 3, 2023
Advisory employees · 37 to 42
Jul 27, 2022 to Mar 3, 2023
Pooled vehicle clients · 20 to 19
Jul 27, 2022 to Mar 3, 2023
Employees · 71 to 78
Jul 27, 2022 to Mar 3, 2023
Discretionary RAUM · $1.7B to $2.2B
Jul 27, 2022 to Mar 3, 2023
Pooled vehicle RAUM · $1.4B to $1.7B
Jul 27, 2022 to Mar 3, 2023
RAUM · $1.7B to $2.2B
Jul 27, 2022 to Mar 3, 2023
Related bank · true to false
Apr 4, 2022 to Jul 22, 2022
Accounts · 19 to 23
Mar 25, 2021 to Mar 28, 2022
Advisory employees · 31 to 37
Mar 25, 2021 to Mar 28, 2022
Pooled vehicle clients · 13 to 20
Mar 25, 2021 to Mar 28, 2022
Employees · 54 to 71
Mar 25, 2021 to Mar 28, 2022
Private funds · 5 to 4
Mar 25, 2021 to Mar 28, 2022
Discretionary RAUM · $1.1B to $1.7B
Mar 25, 2021 to Mar 28, 2022
Pooled vehicle RAUM · $870M to $1.4B
Mar 25, 2021 to Mar 28, 2022
RAUM · $1.1B to $1.7B
Mar 25, 2021 to Mar 28, 2022
Accounts · 21 to 19
Mar 10, 2020 to Mar 25, 2021
Advisory employees · 25 to 31
Mar 10, 2020 to Mar 25, 2021
Pooled vehicle clients · 17 to 13
Mar 10, 2020 to Mar 25, 2021
Employees · 49 to 54
Mar 10, 2020 to Mar 25, 2021
Discretionary RAUM · $739M to $1.1B
Mar 10, 2020 to Mar 25, 2021
Pooled vehicle RAUM · $655M to $870M
Mar 10, 2020 to Mar 25, 2021
RAUM · $739M to $1.1B
Mar 10, 2020 to Mar 25, 2021
Accounts · 18 to 21
Jun 13, 2019 to Mar 10, 2020
Advisory employees · 21 to 25
Jun 13, 2019 to Mar 10, 2020
Pooled vehicle clients · 16 to 17
Jun 13, 2019 to Mar 10, 2020
Employees · 39 to 49
Jun 13, 2019 to Mar 10, 2020
Discretionary RAUM · $801M to $739M
Jun 13, 2019 to Mar 10, 2020
Pooled vehicle RAUM · $732M to $655M
Jun 13, 2019 to Mar 10, 2020
RAUM · $801M to $739M
Jun 13, 2019 to Mar 10, 2020
Accounts · 10 to 18
Mar 8, 2018 to Feb 21, 2019
Advisory employees · 9 to 21
Mar 8, 2018 to Feb 21, 2019
Pooled vehicle clients · 8 to 16
Mar 8, 2018 to Feb 21, 2019
Employees · 16 to 39
Mar 8, 2018 to Feb 21, 2019
Other offices · 0 to 1
Mar 8, 2018 to Feb 21, 2019
Private funds · 2 to 5
Mar 8, 2018 to Feb 21, 2019
Discretionary RAUM · $527M to $801M
Mar 8, 2018 to Feb 21, 2019
Pooled vehicle RAUM · $453M to $732M
Mar 8, 2018 to Feb 21, 2019
RAUM · $527M to $801M
Mar 8, 2018 to Feb 21, 2019
Accounts · 9 to 10
Nov 8, 2017 to Mar 8, 2018

Signals

34 dated events

••• Locked
Sep 1, 2026 · private fund first reported · fact
••• Locked
Sep 1, 2026 · private fund first reported · fact
••• Locked
Sep 1, 2026 · private fund first reported · fact
••• Locked
Sep 1, 2026 · ria private fund assets change · fact
••• Locked
Sep 1, 2026 · private fund no longer reported · inference

Full timeline · 34 events

••• Locked
Sep 1, 2026 · private fund no longer reported · inference
••• Locked
Sep 1, 2026 · private fund gav change · fact
••• Locked
Apr 2, 2026 · RAUM change · derived
••• Locked
Nov 12, 2024 · Control person left · inference
••• Locked
Sep 4, 2024 · Control person joined · fact
••• Locked
Aug 16, 2024 · Control person left · inference
••• Locked
Aug 16, 2024 · Control person joined · fact
••• Locked
Apr 4, 2024 · Control person left · inference
••• Locked
Aug 11, 2023 · Control person left · inference
••• Locked
Aug 11, 2023 · Control person joined · fact
••• Locked
Mar 3, 2023 · Control person left · inference
••• Locked
Mar 3, 2023 · Control person left · inference
••• Locked
Mar 3, 2023 · RAUM change · derived
••• Locked
Mar 3, 2023 · Control person left · inference
••• Locked
Jul 22, 2022 · Control person joined · fact
••• Locked
Mar 28, 2022 · Control person left · inference
••• Locked
Mar 28, 2022 · Control person joined · fact
••• Locked
Mar 28, 2022 · RAUM change · derived
••• Locked
Mar 25, 2021 · RAUM change · derived
••• Locked
Jun 13, 2019 · Control person joined · fact
••• Locked
Jun 13, 2019 · Control person left · inference
••• Locked
Jun 13, 2019 · Control person left · inference
••• Locked
Jun 13, 2019 · Control person joined · fact
••• Locked
Jun 13, 2019 · Control person left · inference
••• Locked
Feb 21, 2019 · RAUM change · derived
••• Locked
Feb 21, 2019 · Control person left · inference
••• Locked
Feb 21, 2019 · Control person left · inference
••• Locked
Nov 1, 2017 · ria registration change · fact
••• Locked
Oct 26, 2017 · 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

Website: ••• Lockedreportedpublic record, Form ADV, Sep 1, 2026
Principal office phone: ••• Lockedreportedpublic record, Form ADV, Sep 1, 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: Not computedderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026

Not yet on record: net advisor flow, 12 months.