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••••••• G•••••• L••
Latest filing Apr 9, 2026
First filing on the tape Mar 31, 2015 · 15 filings
SEC status approved since Apr 10, 2015
RAUM
$858M
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
8
7 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
9
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$858M as of Apr 9, 2026
Mar 24, 2016$259M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 9, 2026
Mar 24, 20160 then
Employees (5.A)8 as of Apr 9, 2026
Mar 24, 20166 then
Private funds9 as of Apr 9, 2026
Mar 24, 201613 then
RAUM -4.8% over the last fiscal year-6.0% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 9, 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
- $95.3MderivedRAUM 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
- Custody
- $748M, 11 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)
- 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$858M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $748M for 11 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
34 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A••••••• C••••••• G••••• F••• I•• L••• | Private Equity Fund | $455M | 75 | Mar 28, 2019 |
| A••••••• C••••••• G••••• F••• I••• L••• | Private Equity Fund | $293M | 65 | Mar 29, 2017 |
| A••••••• C••••••• G••••• F••• I•• L••• | Private Equity Fund | $61.1M | 63 | Mar 31, 2015 |
| A••••••• C••••••• G••••• F••• V• L••• | Private Equity Fund | $37.9M | 55 | Mar 31, 2023 |
| A•• J•••• C••••••••• L••no longer reported | Private Equity Fund | $10.5M | 30 | Mar 31, 2015 |
| A•• P••••••••• L•• | Private Equity Fund | $9.8M | 14 | Mar 31, 2023 |
| A•• I•• F••••••• C•••••• L••• | Private Equity Fund | $9.5M | 20 | Mar 29, 2017 |
| A•• I• F••••••• C•••••• L••• | Private Equity Fund | $4.9M | 27 | Mar 28, 2019 |
| A•• P••••••• H••••••• I• L••no longer reported | Private Equity Fund | $4.8M | 29 | Mar 26, 2018 |
| M•••• G•••••• H••••••• L• | Private Equity Fund | $3.7M | 8 | Mar 30, 2020 |
| A•• C•••••• C••••••••• L•• | Private Equity Fund | $939,624 | 32 | Mar 31, 2015 |
| A••••••• C••••••• G••••• F••• V••• L••• | Private Equity Fund | $904,529 | 3 | Mar 29, 2024 |
| A•• B•••••• I•••••••• L••no longer reported | Private Equity Fund | $392,573 | 2 | Mar 31, 2015 |
| T•••••• L•• | Private Equity Fund | $251,292 | 77 | Mar 24, 2016 |
| A•• P••••••• H••••••• I• L••no longer reported | Private Equity Fund | $69,427 | 26 | Mar 26, 2018 |
| A•• P••••••• H••••••• I•• L••no longer reported | Private Equity Fund | $62,160 | 26 | Mar 26, 2018 |
| A••••••• C••••••• G••••• F•••• L•••no longer reported | Private Equity Fund | $54,761 | 29 | Mar 30, 2012 |
| A•• P••••••• H••••••• I• L••no longer reported | Private Equity Fund | $45,872 | 31 | Mar 28, 2019 |
| A•• J•••• C••••••••• I• L••no longer reported | Securitized Asset Fund | $35,126 | 16 | Mar 31, 2015 |
| A•• S•••• C••••••••• L••no longer reported | Private Equity Fund | $27,589 | 26 | Mar 31, 2015 |
| H•••••• C•••••••• L••no longer reported | Private Equity Fund | $20,198 | 7 | Mar 31, 2015 |
| A•• J•••• C••••••••• L••no longer reported | Private Equity Fund | $17,500 | 21 | Mar 31, 2015 |
| A•• J•••• C••••••••• I• L••no longer reported | Securitized Asset Fund | $17,500 | 16 | Mar 28, 2019 |
| A•• J•••• C••••••••• I•• L••no longer reported | Private Equity Fund | $17,500 | 25 | Mar 31, 2015 |
| M•••••• V••• I•••••••• L•• | Private Equity Fund | $14,613 | 52 | Mar 26, 2018 |
| A•• S•••• L•• | Private Equity Fund | $0 | 50 | Mar 30, 2021 |
| A•• H••••••• L••no longer reported | Private Equity Fund | $0 | 8 | Mar 29, 2017 |
| U• P••••••• L•• | Private Equity Fund | $0 | 4 | Mar 24, 2016 |
| N•••• S••• I•• L•• | Private Equity Fund | $0 | 7 | Mar 31, 2023 |
| A•• T•• C•••••••• H••••••• L••no longer reported | Private Equity Fund | $0 | 5 | Mar 31, 2015 |
| A•• W••••• C•••••••• L••no longer reported | Private Equity Fund | $0 | 3 | Mar 24, 2016 |
| C•••••• C••••• L•• | Private Equity Fund | $0 | 26 | Mar 30, 2020 |
| N•••• S••• I• L•• | Private Equity Fund | $0 | 23 | Mar 30, 2020 |
| A•• J•••••• L••no longer reported | Private Equity Fund | $0 | 21 | Mar 31, 2015 |
Owners and control persons
Schedule A and B, latest filing
- G•••••• J•••••• N••••• · Membercontrolsince 06/2011 · owns 50% to 75%
- S••••••••• J•••••• D•••• · Managing Partner, Chief Compliance Officercontrolsince 06/2011 · owns 50% to 75%
Related persons
Schedule D 7.A
- A•• G• P••••••• 2••• C••••••••• L••pooled vehicle sponsorn
- A•• G• P••••••• I•• L••pooled vehicle sponsorn
- A•• G• P••••••• I••• L••pooled vehicle sponsorn
- A•• G• P••••••• I•• L••pooled vehicle sponsorn
- A•• G• P••••••• V• L••pooled vehicle sponsorn
- A•• G• P•••••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Los Angeles, CA3 employees
What changed
consecutive filings, newest first
- Accounts · 13 to 9Mar 28, 2025 to Apr 9, 2026
- Advisory employees · 8 to 7Mar 28, 2025 to Apr 9, 2026
- Pooled vehicle clients · 13 to 9Mar 28, 2025 to Apr 9, 2026
- Assets in custody · $754M to $748MMar 28, 2025 to Apr 9, 2026
- Employees · 9 to 8Mar 28, 2025 to Apr 9, 2026
- Private funds · 13 to 9Mar 28, 2025 to Apr 9, 2026
- Discretionary RAUM · $901M to $858MMar 28, 2025 to Apr 9, 2026
- Pooled vehicle RAUM · $901M to $858MMar 28, 2025 to Apr 9, 2026
- RAUM · $901M to $858MMar 28, 2025 to Apr 9, 2026
- Accounts · 17 to 13Oct 17, 2024 to Mar 28, 2025
- Pooled vehicle clients · 17 to 13Oct 17, 2024 to Mar 28, 2025
- Assets in custody · $878M to $754MOct 17, 2024 to Mar 28, 2025
- Financial planning clients · unset to Oct 17, 2024 to Mar 28, 2025
- Private funds · 17 to 13Oct 17, 2024 to Mar 28, 2025
- Discretionary RAUM · $965M to $901MOct 17, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $965M to $901MOct 17, 2024 to Mar 28, 2025
- RAUM · $965M to $901MOct 17, 2024 to Mar 28, 2025
- Accounts · 19 to 17Mar 31, 2023 to Mar 29, 2024
- Advisory employees · 9 to 8Mar 31, 2023 to Mar 29, 2024
- Pooled vehicle clients · 19 to 17Mar 31, 2023 to Mar 29, 2024
- Assets in custody · $951M to $878MMar 31, 2023 to Mar 29, 2024
- Employees · 12 to 9Mar 31, 2023 to Mar 29, 2024
- Private funds · 19 to 17Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.0B to $965MMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.0B to $965MMar 31, 2023 to Mar 29, 2024
- RAUM · $1.0B to $965MMar 31, 2023 to Mar 29, 2024
- Accounts · 16 to 19Mar 29, 2022 to Mar 31, 2023
- Advisory employees · 10 to 9Mar 29, 2022 to Mar 31, 2023
- Pooled vehicle clients · 16 to 19Mar 29, 2022 to Mar 31, 2023
- Assets in custody · $902M to $951MMar 29, 2022 to Mar 31, 2023
- Employees · 13 to 12Mar 29, 2022 to Mar 31, 2023
- Private funds · 16 to 19Mar 29, 2022 to Mar 31, 2023
- Discretionary RAUM · $981M to $1.0BMar 29, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $981M to $1.0BMar 29, 2022 to Mar 31, 2023
- RAUM · $981M to $1.0BMar 29, 2022 to Mar 31, 2023
- Advisory employees · 9 to 10Mar 30, 2021 to Mar 29, 2022
- Assets in custody · $620M to $902MMar 30, 2021 to Mar 29, 2022
- Employees · 12 to 13Mar 30, 2021 to Mar 29, 2022
- Discretionary RAUM · $817M to $981MMar 30, 2021 to Mar 29, 2022
- Pooled vehicle RAUM · $817M to $981MMar 30, 2021 to Mar 29, 2022
Signals
4 dated events
- Catalano Alyssa Ferenz (Partner & Chief Financial Officer, Chief Operating Officer, Chief Compliance Officer) no longer on Schedule A of A••••••• C••••••• G•••••• L•• (listed 2024-03-29, absent 2024-10-17)Oct 17, 2024 · Control person left · inference
- Trevor Nelson (Member) no longer on Schedule A of A••••••• C••••••• G•••••• L•• (listed 2019-03-28, absent 2019-08-07)Aug 7, 2019 · Control person left · inference
- A••••••• C••••••• G•••••• L•• reported RAUM $816.7M, up 97% from $414.6M (2018-03-26 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
- A••••••• C••••••• G•••••• L•• filed its initial SEC registration (Form ADV)Mar 31, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- A••••••• C••••••• G•••••• L•• · Independent Sponsorsshared crd · capital_provider
- A••••••• C••••••• G•••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/alliance-consumer-growth-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- w••.a•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-940-9630reportedpublic record, Form ADV, Apr 9, 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