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••••••• P••••••• L•
Latest filing Apr 24, 2026
First filing on the tape Oct 23, 2014 · 21 filings
SEC status approved since Nov 18, 2014
RAUM
$5.7B
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
7
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
2
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$5.7B as of Apr 24, 2026
Mar 30, 2015$187M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 24, 2026
Mar 30, 20150 then
Employees (5.A)7 as of Apr 24, 2026
Mar 30, 20153 then
Private funds2 as of Apr 24, 2026
Mar 30, 20152 then
RAUM +4.8% over the last fiscal year+20% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 24, 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
- $2.8BderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +4.8%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
- 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)
- 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$5.7B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2reported
- 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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| B•• A••••••• P••••••• M••••• F•••• L• | Hedge Fund | $2.6B | 1,850 | Mar 30, 2015 |
| A••••••• F•••• L• | Hedge Fund | $2.1B | 97 | Mar 16, 2012 |
Owners and control persons
Schedule A and B, latest filing
- C••••• S••••••• T•••••••• · Chief Compliance Officercontrolsince 09/2014 · owns less than 5%
- M•••••• M•••• T••••• · Chief Executive Officercontrolsince 02/2002 · owns 75% or more
- M•••••• M•••• T••••• · Managing Membercontrolsince 01/2024 · owns 75% or more of B•• M•••• P•••••••• L••
Entity owners
- B•• M•••• P•••••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- A••••••• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Beverly, MA3 employees
What changed
consecutive filings, newest first
- Advisory employees · 4 to 3Apr 16, 2025 to Mar 23, 2026
- Assets in custody · 2395770000.0 to unsetApr 16, 2025 to Mar 23, 2026
- Custody of client assets · true to falseApr 16, 2025 to Mar 23, 2026
- Employees · 8 to 7Apr 16, 2025 to Mar 23, 2026
- Discretionary RAUM · $5.4B to $5.7BApr 16, 2025 to Mar 23, 2026
- Pooled vehicle RAUM · $5.4B to $5.7BApr 16, 2025 to Mar 23, 2026
- RAUM · $5.4B to $5.7BApr 16, 2025 to Mar 23, 2026
- Assets in custody · $2.1B to $2.4BAug 16, 2024 to Apr 16, 2025
- Financial planning clients · unset to Aug 16, 2024 to Apr 16, 2025
- Discretionary RAUM · $4.6B to $5.4BAug 16, 2024 to Apr 16, 2025
- Pooled vehicle RAUM · $4.6B to $5.4BAug 16, 2024 to Apr 16, 2025
- RAUM · $4.6B to $5.4BAug 16, 2024 to Apr 16, 2025
- Advisory employees · 3 to 4Aug 15, 2024 to Aug 16, 2024
- Employees · 3 to 8Aug 15, 2024 to Aug 16, 2024
- Business name · A••••••• P•••••••• L•• to A••••••• P••••••• L•Feb 1, 2024 to Aug 15, 2024
- Legal name · A••••••• P•••••••• L•• to A••••••• P••••••• L•Feb 1, 2024 to Aug 15, 2024
- Succession · true to falseFeb 1, 2024 to Aug 15, 2024
- Assets in custody · $1.3B to $2.1BMar 30, 2023 to Feb 1, 2024
- Employees · 7 to 3Mar 30, 2023 to Feb 1, 2024
- HQ city · BEVERLY to WEST PALM BEACHMar 30, 2023 to Feb 1, 2024
- HQ state · MA to FLMar 30, 2023 to Feb 1, 2024
- Organization form · Limited Liability Company to Limited PartnershipMar 30, 2023 to Feb 1, 2024
- Discretionary RAUM · $3.3B to $4.6BMar 30, 2023 to Feb 1, 2024
- Pooled vehicle RAUM · $3.3B to $4.6BMar 30, 2023 to Feb 1, 2024
- RAUM · $3.3B to $4.6BMar 30, 2023 to Feb 1, 2024
- Succession · false to trueMar 30, 2023 to Feb 1, 2024
- Advisory employees · 2 to 3Mar 30, 2022 to Mar 30, 2023
- Assets in custody · $1.4B to $1.3BMar 30, 2022 to Mar 30, 2023
- Employees · 6 to 7Mar 30, 2022 to Mar 30, 2023
- Discretionary RAUM · $4.0B to $3.3BMar 30, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $4.0B to $3.3BMar 30, 2022 to Mar 30, 2023
- RAUM · $4.0B to $3.3BMar 30, 2022 to Mar 30, 2023
- Assets in custody · $1.1B to $1.4BMar 27, 2021 to Mar 30, 2022
- Other offices · 0 to 1Mar 27, 2021 to Mar 30, 2022
- Discretionary RAUM · $3.1B to $4.0BMar 27, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $3.1B to $4.0BMar 27, 2021 to Mar 30, 2022
- RAUM · $3.1B to $4.0BMar 27, 2021 to Mar 30, 2022
- Assets in custody · $646M to $1.1BMar 30, 2020 to Mar 27, 2021
- Discretionary RAUM · $2.1B to $3.1BMar 30, 2020 to Mar 27, 2021
- Pooled vehicle RAUM · $2.1B to $3.1BMar 30, 2020 to Mar 27, 2021
Signals
12 dated events
- A••••••• P•••••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)Feb 1, 2024 · Succession (Item 4) · fact
- A••••••• P••••••• L• reported RAUM $4.6B, up 41% from $3.3B (2023-03-30 to 2024-02-01)Feb 1, 2024 · RAUM change · derived
- Francis Kevin Mcdonald (Chief Operating Officer) no longer on Schedule A of A••••••• P••••••• L• (listed 2023-03-30, absent 2024-02-01)Feb 1, 2024 · Control person left · inference
- Y•••• J•••• A••••••••• (Chief Financial Officer) no longer on Schedule A of A••••••• P••••••• L• (listed 2023-03-30, absent 2024-02-01)Feb 1, 2024 · Control person left · inference
- Y•••• J•••• A••••••••• (Chief Financial Officer) appeared on Schedule A of A••••••• P••••••• L•Mar 30, 2023 · Control person joined · fact
- A••••••• P••••••• L• reported RAUM $4.0B, up 28% from $3.1B (2021-03-27 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- A••••••• P••••••• L• reported RAUM $3.1B, up 52% from $2.1B (2020-03-30 to 2021-03-27)Mar 27, 2021 · RAUM change · derived
- A••••••• P••••••• L• reported RAUM $2.1B, up 71% from $1.2B (2019-03-31 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Douglas Scott Bradford (Managing Member) no longer on Schedule A of A••••••• P••••••• L• (listed 2018-03-30, absent 2019-03-31)Mar 31, 2019 · Control person left · inference
- Francis Kevin Mcdonald (Chief Operating Officer) appeared on Schedule A of A••••••• P••••••• L•Mar 31, 2019 · Control person joined · fact
- A••••••• P••••••• L• reported RAUM $1.0B, up 46% from $691.2M (2017-05-01 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
- A••••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Oct 23, 2014 · 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
- A•••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (561) 200-1300reportedpublic record, Form ADV, Apr 24, 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