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

S••• I••••• L••••••

Asset manager (funds and pooled vehicles)London, CRD 164753SEC 801-77104websiteIAPD
Latest filing Mar 31, 2026
First filing on the tape Aug 27, 2012 · 27 filings
SEC status approved since Sep 6, 2012
RAUM
$56.2M
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
10 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$56.2M as of Mar 31, 2026
Apr 1, 2013$145M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Apr 1, 20130 then
Employees (5.A)15 as of Mar 31, 2026
Apr 1, 201325 then
Private funds2 as of Mar 28, 2025
Mar 29, 20141 then
RAUM +3.0% over the last fiscal year+5.9% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
$8.0MderivedRAUM 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
+3.0%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
  • has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$56.2M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
7reported
Financial planning clients
0reported
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
      3 reported on Schedule D 7.B.(1)
      Owners and control persons
      Schedule A and B, latest filing
      • B••••••• Z••• E• A••••• · Chief Executive Officer & Group Ciocontrol
        since 05/2008 · owns less than 5%
      • N••••••• M•••• · Chief Compliance Officercontrol
        since 11/2022 · owns less than 5%
      • B••••••• Z••• E• A••••• · Shareholdercontrol
        since 01/2013 · owns 25% to 50% of S••• I••••••••• M••••••••• L••
      Entity owners
      • S••• I••••••••• M••••••••• L•• · Shareholder
        direct · owns 75% or more
      Related persons
      Schedule D 7.A
      • S••• C•••••• M••••••••• L••
        pooled vehicle sponsory
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • business activity changedChange between filings · filing Mar 31, 2026
        advises private funds (Item 7.B): yes on the filing of 2025-03-28, no on the filing of 2026-03-31
        peers: asset managers, under $100M (329)
      What changed
      consecutive filings, newest first
      • Private funds · 2 to unset
        Mar 28, 2025 to Mar 31, 2026
      • Discretionary RAUM · $54.6M to $56.2M
        Mar 28, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $54.6M to $56.2M
        Mar 28, 2025 to Mar 31, 2026
      • RAUM · $54.6M to $56.2M
        Mar 28, 2025 to Mar 31, 2026
      • Advisory employees · 12 to 10
        Mar 29, 2024 to Mar 28, 2025
      • Accounts · 4 to 7
        Mar 29, 2024 to Mar 28, 2025
      • Advisory activities · 2 to 1
        Mar 29, 2024 to Mar 28, 2025
      • Pooled vehicle clients · 3 to 7
        Mar 29, 2024 to Mar 28, 2025
      • Employees · 16 to 15
        Mar 29, 2024 to Mar 28, 2025
      • Financial planning clients · 0 to 0
        Mar 29, 2024 to Mar 28, 2025
      • HQ state · unset to
        Mar 29, 2024 to Mar 28, 2025
      • Discretionary RAUM · $50.3M to $54.6M
        Mar 29, 2024 to Mar 28, 2025
      • Pooled vehicle RAUM · $35.9M to $54.6M
        Mar 29, 2024 to Mar 28, 2025
      • RAUM · $50.3M to $54.6M
        Mar 29, 2024 to Mar 28, 2025
      • Related adviser · true to false
        Mar 29, 2024 to Mar 28, 2025
      • Advisory employees · 10 to 12
        Jun 30, 2023 to Mar 29, 2024
      • Employees · 15 to 16
        Jun 30, 2023 to Mar 29, 2024
      • Private funds · unset to 2
        Jun 30, 2023 to Mar 29, 2024
      • Discretionary RAUM · $45.5M to $50.3M
        Jun 30, 2023 to Mar 29, 2024
      • Pooled vehicle RAUM · $31.3M to $35.9M
        Jun 30, 2023 to Mar 29, 2024
      • RAUM · $45.5M to $50.3M
        Jun 30, 2023 to Mar 29, 2024
      • Accounts · 6 to 4
        Apr 7, 2023 to Jun 30, 2023
      • Pooled vehicle clients · 5 to 3
        Apr 7, 2023 to Jun 30, 2023
      • Non-discretionary RAUM · $22.0M to $0
        Apr 7, 2023 to Jun 30, 2023
      • Pooled vehicle RAUM · $53.3M to $31.3M
        Apr 7, 2023 to Jun 30, 2023
      • RAUM · $67.5M to $45.5M
        Apr 7, 2023 to Jun 30, 2023
      • Accounts · 4 to 6
        Feb 7, 2023 to Apr 7, 2023
      • Advisory employees · 15 to 10
        Feb 7, 2023 to Apr 7, 2023
      • BD registered reps · 1 to 0
        Feb 7, 2023 to Apr 7, 2023
      • Pooled vehicle clients · 3 to 5
        Feb 7, 2023 to Apr 7, 2023
      • Employees · 17 to 15
        Feb 7, 2023 to Apr 7, 2023
      • Discretionary RAUM · $45.7M to $45.5M
        Feb 7, 2023 to Apr 7, 2023
      • Non-discretionary RAUM · $1.7M to $22.0M
        Feb 7, 2023 to Apr 7, 2023
      • Pooled vehicle RAUM · $33.1M to $53.3M
        Feb 7, 2023 to Apr 7, 2023
      • RAUM · $47.3M to $67.5M
        Feb 7, 2023 to Apr 7, 2023
      • Accounts · 3 to 4
        May 6, 2022 to Feb 7, 2023
      • Advisory employees · 6 to 15
        May 6, 2022 to Feb 7, 2023
      • Pooled vehicle clients · 2 to 3
        May 6, 2022 to Feb 7, 2023
      • Employees · 13 to 17
        May 6, 2022 to Feb 7, 2023
      • Discretionary RAUM · $50.9M to $45.7M
        May 6, 2022 to Feb 7, 2023
      Signals
      5 dated events
      • Nada Hamdoun (Chief Operating Officer & Chief Compliance Officer) no longer on Schedule A of S••• I••••• L•••••• (listed 2022-05-06, absent 2023-02-07)
        Feb 7, 2023 · Control person left · inference
      • Marco Novello (Chief Compliance Officer) appeared on Schedule A of S••• I••••• L••••••
        Feb 7, 2023 · Control person joined · fact
      • Nada Hamdoun (Chief Operating Officer & Chief Compliance Officer) appeared on Schedule A of S••• I••••• L••••••
        Apr 3, 2020 · Control person joined · fact
      • Abdeltif Stitou (Chief Operating Officer & Chief Compliance Officer) no longer on Schedule A of S••• I••••• L•••••• (listed 2020-04-01, absent 2020-04-03)
        Apr 3, 2020 · Control person left · inference
      • S••• I••••• L•••••• filed its initial SEC registration (Form ADV)
        Aug 27, 2012 · 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
      S•••I•••••.COMreportedpublic record, Form ADV, Sep 19, 2026
      Principal office phone
      00 44 208 088 1040reportedpublic record, Form ADV, Mar 31, 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