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•••• I••••••••• M••••••••• L••
Latest filing Apr 29, 2026
First filing on the tape Jun 30, 2014 · 26 filings
SEC status approved since Jul 23, 2014
RAUM
$612M
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
15
14 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
3
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$612M as of Apr 29, 2026
Mar 30, 2015$375M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 29, 2026
Mar 30, 20150 then
Employees (5.A)15 as of Apr 29, 2026
Mar 30, 20156 then
Private funds3 as of Apr 29, 2026
Mar 30, 20152 then
RAUM -1.8% over the last fiscal year+2.0% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 29, 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
- $102MderivedRAUM 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
- -1.8%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 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)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$612M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- 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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A••••••• C•••• R••• E••••• F••• I•• L••• | Real Estate Fund | $391M | 95 | Mar 28, 2022 |
| A••••••• C•••• R••• E••••• F••• I••• L••• | Real Estate Fund | $129M | 56 | Jun 24, 2016 |
| A••••••• C•••• R••• E••••• F••• I•• L•••no longer reported | Hedge Fund | $67.3M | 49 | Mar 31, 2014 |
| A••••••• C•••• R••• E••••• F•••• L•••no longer reported | Hedge Fund | $0 | 15 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B••••• E•••• M•••• · Managing Partnercontrolsince 05/2011 · owns less than 5%
- D••••••• M•••• A••••• · Managing Partnercontrolsince 05/2011 · owns less than 5%
- M•••••• B••••••••• · Directorcontrolsince 10/2021 · owns less than 5%
- N••••••••• S•••••••• · Chief Compliance Officercontrolsince 10/2021 · owns less than 5%
- S••••• D•••••• L•••• · Managing Partnercontrolsince 05/2011 · owns less than 5%
- B••••• E•••• M•••• · Membercontrolsince 05/2008 · owns 25% to 50% of B••••••• P•••••••• L••
- D••••••• M•••• A••••• · Membercontrolsince 05/2008 · owns 25% to 50% of B••••••• P•••••••• L••
- S••••• D•••••• L•••• · Membercontrolsince 05/2008 · owns 25% to 50% of B••••••• P•••••••• L••
Entity owners
- A••••••• C•••••• P••••••• I••••••••• C•••• · Member Of A••••••• C•••• I••••••••• M••••••••• L••direct · owns 50% to 75%
- B••••••• P•••••••• L•• · Managing Member Of A••••••• C•••• I••••••••• M••••••••• L••direct · owns 50% to 75%
- F••••• C•••• · Shareholderindirect · owns 50% to 75% of F•••••• C••••••• C•••••••••
- F•••••• C••••••• C••••••••• · Shareholderindirect · owns 75% or more of A••••••• C•••••• P••••••• I••••••••• C••••
- F•••••• C••••••• C••••••••• · Memberindirect · owns 25% to 50% of B••••••• P•••••••• L••
Related persons
Schedule D 7.A
- B••••••• P•••••••• L••investment companyy
Offices
Schedule D 1.F, the 25 largest
- Palm Beach, FL5 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- private fund count surgeChange between filings · filing Apr 29, 2026private funds (Schedule D 7.B.1) moved from 2.0 to 3.0 (+50.0%) between the annual amendments of 2025-03-24 and 2026-04-29; the peer median change was 0.0% (490 comparable advisers, 93.0th percentile of changes)peers: asset managers, $500M to $1B (490) · 93% percentile
What changed
consecutive filings, newest first
- Accounts · 5 to 6Mar 24, 2025 to Mar 25, 2026
- Advisory employees · 13 to 14Mar 24, 2025 to Mar 25, 2026
- Pooled vehicle clients · 5 to 6Mar 24, 2025 to Mar 25, 2026
- Employees · 14 to 15Mar 24, 2025 to Mar 25, 2026
- Private funds · 2 to 3Mar 24, 2025 to Mar 25, 2026
- Discretionary RAUM · $624M to $612MMar 24, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $624M to $612MMar 24, 2025 to Mar 25, 2026
- RAUM · $624M to $612MMar 24, 2025 to Mar 25, 2026
- Financial planning clients · unset to Mar 27, 2024 to Mar 24, 2025
- Discretionary RAUM · $520M to $624MMar 27, 2024 to Mar 24, 2025
- Pooled vehicle RAUM · $520M to $624MMar 27, 2024 to Mar 24, 2025
- RAUM · $520M to $624MMar 27, 2024 to Mar 24, 2025
- Advisory employees · 14 to 13Mar 30, 2023 to Mar 27, 2024
- Employees · 15 to 14Mar 30, 2023 to Mar 27, 2024
- Discretionary RAUM · $576M to $520MMar 30, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $576M to $520MMar 30, 2023 to Mar 27, 2024
- RAUM · $576M to $520MMar 30, 2023 to Mar 27, 2024
- Advisory employees · 13 to 14May 9, 2022 to Mar 30, 2023
- Employees · 14 to 15May 9, 2022 to Mar 30, 2023
- Discretionary RAUM · $709M to $576MMay 9, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $709M to $576MMay 9, 2022 to Mar 30, 2023
- RAUM · $709M to $576MMay 9, 2022 to Mar 30, 2023
- Accounts · 4 to 5Oct 4, 2021 to Mar 28, 2022
- Advisory employees · 14 to 13Oct 4, 2021 to Mar 28, 2022
- Pooled vehicle clients · 4 to 5Oct 4, 2021 to Mar 28, 2022
- Employees · 16 to 14Oct 4, 2021 to Mar 28, 2022
- Discretionary RAUM · $451M to $709MOct 4, 2021 to Mar 28, 2022
- Pooled vehicle RAUM · $451M to $709MOct 4, 2021 to Mar 28, 2022
- RAUM · $451M to $709MOct 4, 2021 to Mar 28, 2022
- Advisory employees · 15 to 14Mar 26, 2020 to Mar 26, 2021
- Employees · 17 to 16Mar 26, 2020 to Mar 26, 2021
- Discretionary RAUM · $655M to $451MMar 26, 2020 to Mar 26, 2021
- Pooled vehicle RAUM · $655M to $451MMar 26, 2020 to Mar 26, 2021
- RAUM · $655M to $451MMar 26, 2020 to Mar 26, 2021
- Advisory employees · 14 to 15Mar 27, 2019 to Mar 26, 2020
- Employees · 16 to 17Mar 27, 2019 to Mar 26, 2020
- Discretionary RAUM · $669M to $655MMar 27, 2019 to Mar 26, 2020
- Pooled vehicle RAUM · $669M to $655MMar 27, 2019 to Mar 26, 2020
- RAUM · $669M to $655MMar 27, 2019 to Mar 26, 2020
- Advisory employees · 13 to 14Aug 27, 2018 to Mar 27, 2019
Signals
5 dated events
- A••••••• C•••• I••••••••• M••••••••• L•• reported RAUM $709.5M, up 57% from $451.1M (2021-10-04 to 2022-03-28)Mar 28, 2022 · RAUM change · derived
- A••••••• C•••• I••••••••• M••••••••• L•• reported RAUM $451.1M, down 31% from $655.2M (2020-03-26 to 2021-03-26)Mar 26, 2021 · RAUM change · derived
- Stathakos Nicoletta (Director Of Finance) appeared on Schedule A of A••••••• C•••• I••••••••• M••••••••• L••Mar 26, 2020 · Control person joined · fact
- A••••••• C•••• I••••••••• M••••••••• L•• reported RAUM $711.8M, up 57% from $454.0M (2018-01-08 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- A••••••• C•••• I••••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jun 30, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- A••••••• C•••• I••••••••• M••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/atlantic-creek-real-estate-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- A•••••••C••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-381-7614reportedpublic record, Form ADV, Apr 29, 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
Across the graphs
A••••••• C•••• I••••••••• M••••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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