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••••••
Legal name A•• C•••••• A•••••••• L•
Latest filing Jun 25, 2026
First filing on the tape Feb 25, 2013 · 38 filings
SEC status approved since Mar 15, 2013
RAUM
$7.2B
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
86
60 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
8
reported on Schedule D
History
38 filings and snapshots on the tape
RAUM$7.2B as of Jun 25, 2026
Feb 4, 2014$600M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 25, 2026
Feb 4, 20140 then
Employees (5.A)86 as of Jun 25, 2026
Feb 4, 20149 then
Private funds8 as of Jun 25, 2026
Feb 4, 20141 then
RAUM +7.5% over the last fiscal year+16% a year over threeIARs 0 to 0offices 4 to 5
Practice profile
derived from the filing of Jun 25, 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
- $423MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 4.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- +6.4%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, 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)
- 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$6.8B95%
- State and municipal entities$315M4.4%
- Insurance companies$9.7M0.1%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 17reported
- 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=0.95 institutional_share=0.05 related_bd=true 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
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A•• C•••••• P••••••• I••• L• | Private Equity Fund | $1.9B | 169 | Mar 30, 2022 |
| A•• C•••••• P••••••• I•• L• | Private Equity Fund | $1.5B | 125 | Mar 29, 2019 |
| A•• C•••••• E•••••• S••• | Private Equity Fund | $866M | 73 | Mar 29, 2019 |
| A•• C•••••• S•••••••• I••••••••• L• | Private Equity Fund | $343M | 71 | Mar 30, 2022 |
| A•• C•••••• P•••••••• L• | Private Equity Fund | $280M | 112 | Mar 30, 2012 |
| A•• C•••••• O••••••••• F•••• L• | Private Equity Fund | $253M | 114 | Mar 30, 2016 |
| A•••••• • M••••• P••••••• B••••• F•••• L•no longer reported | Private Equity Fund | $12.7M | 2 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• M••••••• R••• · Chief Financial Officer Of A•• C•••••• Advisors, LPcontrolsince 08/2013 · owns less than 5%
- G••••• B••••••• J••• · Chief Legal Officer And Chief Compliance Officer Of A•• C•••••• Advisors, LPcontrolsince 08/2019 · owns less than 5%
- M•••••••• J•••• D••••• · Managing Partner Of A•• C•••••• Advisors, LPcontrolsince 09/2009 · owns less than 5%
- O•••••• M••••••• J•••• · Managing Partner Of A•• C•••••• Advisors, LPcontrolsince 09/2009 · owns less than 5%
- P••••••• D••••• W•••••• · Partner Of A•• C•••••• Advisors, LPcontrolsince 01/2020 · owns less than 5%
- R••••••• R•••••• D• · Partner Of A•• C•••••• Advisors, LPcontrolsince 06/2021 · owns less than 5%
- A••••••• A••••••• C••••••• · Ownercontrolsince 03/1984 · owns 50% to 75% of A•••••• • M••••• I•••
- A••••••• A••••••• C••••••• · Ownercontrolsince 12/2015 · owns 50% to 75% of A•••••• • M••••• F••••••••• L••
- A••••••• A••••••• C••••••• · Ownercontrolsince 04/2018 · owns 50% to 75% of A•••••• • M••••• C•••••• •••••••• L••
- M•••••• B••••• P••• · Ownercontrolsince 04/2018 · owns 50% to 75% of A•••••• • M••••• C•••••• •••••••• L••
- M•••••• B••••• P••• · Ownercontrolsince 12/2015 · owns 50% to 75% of A•••••• • M••••• F••••••••• L••
- M•••••• B••••• P••• · Ownercontrolsince 03/1984 · owns 50% to 75% of A•••••• • M••••• I•••
Entity owners
- A•• C•••••• A••••••• G•• L•• · General Partnerdirect · owns 75% or more
- A•••••• • M••••• C•••••• •••••••• L•• · General Partnerindirect · owns F of A•••••• • M••••• C•••••• •••••••• L•
- A•••••• • M••••• C•••••• •••••••• L• · Co-Managing Memberindirect · owns 50% to 75% of A•• C•••••• A••••••• G•• L••
- A•••••• • M••••• C••••••• L•• · General Partnerindirect · owns F of A•••••• • M••••• C••••••• L•
- A•••••• • M••••• C••••••• L• · Co-Managing Memberindirect · owns 50% to 75% of A•• C•••••• A••••••• G•• L••
- A•••••• • M••••• I••• · Sole Memberindirect · owns 75% or more of A•••••• • M••••• C••••••• L••
- A•••••• • M••••• F••••••••• L•• · L•••••• Partnerindirect · owns 50% to 75% of A•••••• • M••••• C•••••• •••••••• L•
- A•••••• • M••••• F••••••••• L•• · L•••••• Partnerindirect · owns 50% to 75% of A•••••• • M••••• C••••••• L•
- A•••••• • M••••• P••••••• F•••• L• · L•••••• Partnerindirect · owns 25% to 50% of A•••••• • M••••• C••••••• L•
Related persons
Schedule D 7.A
- A•• C•••••• A••••••• E•••••• L••investment advisery
- A•• C•••••• E••••••••• L•investment adviserpooled vehicle sponsorn
- A•• C•••••• E••••••••• G•• S•••••••investment adviserpooled vehicle sponsorn
- A•• C•••••• O••••••••• L•investment adviserpooled vehicle sponsorn
- A•• C•••••• S•••••••• I••••••••• C•••••••• A•••• L•investment advisern
- A•• C•••••• S•••••••• I••••••••• G•• L•investment adviserpooled vehicle sponsorn
- A•• C••••••••• I•• L•investment adviserpooled vehicle sponsorn
- A•• C••••••••• I••• L•investment adviserpooled vehicle sponsorn
- A•• C••••••••• L•investment adviserpooled vehicle sponsorn
- A•••••• • M••••• F• E••••• L••••••investment advisern
- A•••••• • M••••• S••••••••• L••broker-dealern
- A•••• C••••••••• G•• L•investment advisern
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom15 employees
- Manhattan Beach, CA4 employees
- Palm Beach Gardens, FL1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Discretionary RAUM · $7.1B to $7.2BApr 9, 2026 to Jun 25, 2026
- Pooled vehicle RAUM · $6.8B to $6.8BApr 9, 2026 to Jun 25, 2026
- RAUM · $7.1B to $7.2BApr 9, 2026 to Jun 25, 2026
- Accounts · 15 to 17Dec 15, 2025 to Mar 30, 2026
- Advisory employees · 55 to 60Dec 15, 2025 to Mar 30, 2026
- Pooled vehicle clients · 12 to 14Dec 15, 2025 to Mar 30, 2026
- Employees · 79 to 86Dec 15, 2025 to Mar 30, 2026
- Other offices · 4 to 5Dec 15, 2025 to Mar 30, 2026
- Private funds · 6 to 8Dec 15, 2025 to Mar 30, 2026
- Discretionary RAUM · $6.8B to $7.1BDec 15, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $6.6B to $6.8BDec 15, 2025 to Mar 30, 2026
- RAUM · $6.8B to $7.1BDec 15, 2025 to Mar 30, 2026
- Discretionary RAUM · $6.7B to $6.8BJul 1, 2025 to Sep 19, 2025
- Pooled vehicle RAUM · $6.5B to $6.6BJul 1, 2025 to Sep 19, 2025
- RAUM · $6.7B to $6.8BJul 1, 2025 to Sep 19, 2025
- Pooled vehicle clients · 14 to 12Mar 31, 2025 to Jul 1, 2025
- Financial planning clients · unset to Mar 31, 2025 to Jul 1, 2025
- Discretionary RAUM · $6.7B to $6.7BMar 31, 2025 to Jul 1, 2025
- Pooled vehicle RAUM · $6.5B to $6.5BMar 31, 2025 to Jul 1, 2025
- RAUM · $6.7B to $6.7BMar 31, 2025 to Jul 1, 2025
- Accounts · 14 to 15Apr 25, 2024 to Mar 31, 2025
- Advisory employees · 52 to 55Apr 25, 2024 to Mar 31, 2025
- Employees · 67 to 79Apr 25, 2024 to Mar 31, 2025
- Discretionary RAUM · $6.2B to $6.7BApr 25, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $6.2B to $6.5BApr 25, 2024 to Mar 31, 2025
- RAUM · $6.2B to $6.7BApr 25, 2024 to Mar 31, 2025
- Discretionary RAUM · $6.2B to $6.2BMar 29, 2024 to Apr 25, 2024
- Pooled vehicle RAUM · $6.2B to $6.2BMar 29, 2024 to Apr 25, 2024
- RAUM · $6.2B to $6.2BMar 29, 2024 to Apr 25, 2024
- Accounts · 13 to 14Apr 25, 2023 to Mar 29, 2024
- Advisory employees · 53 to 52Apr 25, 2023 to Mar 29, 2024
- Pooled vehicle clients · 13 to 14Apr 25, 2023 to Mar 29, 2024
- Employees · 71 to 67Apr 25, 2023 to Mar 29, 2024
- Discretionary RAUM · $4.7B to $6.2BApr 25, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $4.7B to $6.2BApr 25, 2023 to Mar 29, 2024
- RAUM · $4.7B to $6.2BApr 25, 2023 to Mar 29, 2024
- Accounts · 12 to 13May 3, 2022 to Mar 31, 2023
- Advisory employees · 51 to 53May 3, 2022 to Mar 31, 2023
- Pooled vehicle clients · 12 to 13May 3, 2022 to Mar 31, 2023
- Employees · 69 to 71May 3, 2022 to Mar 31, 2023
Signals
9 dated events
- A•• C•••••• reported RAUM $6.2B, up 34% from $4.7B (2023-04-25 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- D Robert Redmond (Managing Director Of A•• C•••••• Advisors, Lp) appeared on Schedule A of A•• C••••••Mar 30, 2022 · Control person joined · fact
- Steven Paul Lattanzio (Managing Director Of A•• C•••••• Advisors, Lp) no longer on Schedule A of A•• C•••••• (listed 2021-01-07, absent 2021-03-26)Mar 26, 2021 · Control person left · inference
- William David Perskie (Managing Director; Limited Partner) appeared on Schedule A of A•• C••••••Feb 5, 2020 · Control person joined · fact
- James Kurt Kaull (Managing Director Of A•• C•••••• Advisors, Lp) no longer on Schedule A of A•• C•••••• (listed 2019-08-19, absent 2020-01-09)Jan 9, 2020 · Control person left · inference
- A•• C•••••• reported RAUM $2.7B, up 122% from $1.2B (2018-05-17 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- Jane Barbara Gould (Chief Legal Officer) appeared on Schedule A of A•• C••••••Mar 29, 2019 · Control person joined · fact
- A•• C•••••• reported succeeding to the business of Another Adviser (Form ADV Item 4)May 17, 2018 · Succession (Item 4) · fact
- A•••••• • M••••• C•••••• filed its initial SEC registration (Form ADV)Feb 25, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- A•• C•••••• · Independent Sponsorsshared crd · capital_provider
- A•• C•••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/amcapitaleurope/posts/?feedView=allreportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- linkedin.com/company/alvarez-marsal-capital-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- A-MCAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 203-742-5880reportedpublic record, Form ADV, Jun 25, 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