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 Aug 7, 2026
First filing on the tape Apr 1, 2014 · 71 filings
SEC status approved since Apr 21, 2014
RAUM
$68B
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
144
113 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
48
reported on Schedule D
History
71 filings and snapshots on the tape
RAUM$68B as of Aug 7, 2026
Apr 16, 2015$26B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 7, 2026
Apr 16, 20150 then
Employees (5.A)144 as of Aug 7, 2026
Apr 16, 2015107 then
Private funds48 as of Aug 7, 2026
Apr 16, 20156 then
RAUM +6.8% over the last fiscal year+15% a year over threeIARs 0 to 0offices 1 to 0
Practice profile
derived from the filing of Aug 7, 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
- $515MderivedRAUM 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
- +11%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 businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Custody
- $22B, 47 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)
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$66B97%
- Investment companies$1.8B2.7%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 132reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $22B for 47 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true 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
57 reported on Schedule D 7.B.(1)
All funds of A•• P••••••• L••
Owners and control persons
Schedule A and B, latest filing
- K••••••••• M••••• R•••••• · Chief Investment Officer, Ahlcontrolsince 11/2020 · owns less than 5%
- S•••••• K••••••••• E•••••••• · Chief Compliance Officercontrolsince 06/2018 · owns less than 5%
- S••••••• I••• R••••••• L••••••• · Director Of Business And Operations, Ahlsince 10/2022 · owns less than 5%
Entity owners
- M•• I••••••••• L•••••• · Managing Memberdirect · owns 75% or more
- M•• G•••• L•••••• · Shareholderindirect · owns 75% or more of M•• S•••••••• H••••••• L••••••
- M•• G•••• P•• · Shareholderindirect · owns 75% or more of M•• G•••• T••••••• L••••••
- M•• G•••• T••••••• L•••••• · Shareholderindirect · owns 75% or more of M•• G•••• L••••••
- M•• I••••••••• F•••••• L•••••• · Shareholderindirect · owns 75% or more of M•• I••••••••• L••••••
- M•• S•••••••• H••••••• L•••••• · Shareholderindirect · owns 75% or more of M•• I••••••••• F•••••• L••••••
Related persons
Schedule D 7.A
- G•• L••investment adviserbanknRAUM $7.0B
- G•• P••••••• L•investment adviserbanknRAUM $65B
- M•• A•••• M••••••••• ••••••• L••••••investment adviserbankpooled vehicle sponsorn
- M•• A•••• M••••••••• •••••••• L••••••investment adviserpooled vehicle sponsorn
- M•• F••• M••••••••• U• L••••••pooled vehicle sponsorn
- M•• G••••• P•••••• M•••••• ••• L••••••investment adviserbanknRAUM $1.4B
- M•• G••••• P•••••• M•••••• •••• I•••investment advisernRAUM $988M
- M•• I••••••••• M••••••••• ••••••••• C•• L••investment advisern
- M•• I••••••••• ••• A•investment advisern
- M•• I••••••••• •••• C••••pooled vehicle sponsorn
- M•• I••••••••• A•••••••• L••••••investment advisernRAUM $4.1B
- M•• I••••••••• I•••broker-dealern
- M•• S•••••••• L••••••investment adviserbanknRAUM $58B
- M•• S•••••••• L••investment adviserbanknRAUM $10B
- N•••••• I•••••••• L••investment adviserbanknRAUM $94B
- Man Capital Management LLCinvestment advisernRAUM $131M
- V•••••• C•••••• P•••••••• L•••investment advisernRAUM $14B
- V•• A•••••••• L••investment advisernRAUM $957M
Advisers that list A•• P••••••• L•• as a related person
Offices
Schedule D 1.F, the 25 largest
- Oxford, United Kingdom4 employees
What changed
consecutive filings, newest first
- Private funds · 47 to 48Jun 30, 2026 to Aug 7, 2026
- Accounts · 131 to 132Apr 20, 2026 to Jun 30, 2026
- Advisory employees · 131 to 113Apr 20, 2026 to Jun 30, 2026
- Pooled vehicle clients · 121 to 125Apr 20, 2026 to Jun 30, 2026
- Assets in custody · $9.6B to $22BApr 20, 2026 to Jun 30, 2026
- Employees · 162 to 144Apr 20, 2026 to Jun 30, 2026
- Other offices · 1 to 0Apr 20, 2026 to Jun 30, 2026
- Discretionary RAUM · $71B to $68BApr 20, 2026 to Jun 30, 2026
- Pooled vehicle RAUM · $67B to $66BApr 20, 2026 to Jun 30, 2026
- RAUM · $71B to $68BApr 20, 2026 to Jun 30, 2026
- Private funds · 46 to 47Feb 10, 2026 to Apr 20, 2026
- Private funds · 45 to 46Oct 3, 2025 to Feb 10, 2026
- Private funds · 44 to 45Jul 9, 2025 to Oct 3, 2025
- Financial planning clients · unset to Jun 17, 2025 to Jul 9, 2025
- Accounts · 121 to 131Apr 1, 2025 to Jun 17, 2025
- Pooled vehicle clients · 113 to 121Apr 1, 2025 to Jun 17, 2025
- Assets in custody · $15B to $9.6BApr 1, 2025 to Jun 17, 2025
- Employees · 163 to 162Apr 1, 2025 to Jun 17, 2025
- Discretionary RAUM · $64B to $71BApr 1, 2025 to Jun 17, 2025
- Pooled vehicle RAUM · $60B to $67BApr 1, 2025 to Jun 17, 2025
- RAUM · $64B to $71BApr 1, 2025 to Jun 17, 2025
- Private funds · 45 to 44Jan 21, 2025 to Apr 1, 2025
- HQ state · unset to Dec 19, 2024 to Jan 21, 2025
- Private funds · 44 to 45Dec 19, 2024 to Jan 21, 2025
- Private funds · 43 to 44Sep 12, 2024 to Oct 17, 2024
- Private funds · 44 to 43Jul 16, 2024 to Sep 12, 2024
- Private funds · 42 to 44Jun 28, 2024 to Jul 16, 2024
- Accounts · 113 to 121Apr 3, 2024 to Jun 28, 2024
- Advisory employees · 119 to 131Apr 3, 2024 to Jun 28, 2024
- Pooled vehicle clients · 108 to 113Apr 3, 2024 to Jun 28, 2024
- Assets in custody · $13B to $15BApr 3, 2024 to Jun 28, 2024
- Employees · 145 to 163Apr 3, 2024 to Jun 28, 2024
- Discretionary RAUM · $56B to $64BApr 3, 2024 to Jun 28, 2024
- Pooled vehicle RAUM · $52B to $60BApr 3, 2024 to Jun 28, 2024
- RAUM · $56B to $64BApr 3, 2024 to Jun 28, 2024
- Private funds · 41 to 42Sep 26, 2023 to Nov 15, 2023
- Accounts · 105 to 113Apr 27, 2023 to Jun 29, 2023
- Advisory employees · 106 to 119Apr 27, 2023 to Jun 29, 2023
- Pooled vehicle clients · 102 to 108Apr 27, 2023 to Jun 29, 2023
- Assets in custody · $10B to $13BApr 27, 2023 to Jun 29, 2023
Signals
9 dated events
- Walter Matthew Sargaison (Chief Executive Officer, Ahl) no longer on Schedule A of A•• P••••••• L•• (listed 2024-01-18, absent 2024-04-03)Apr 3, 2024 · Control person left · inference
- A•• P••••••• L•• reported RAUM $56.2B, up 26% from $44.7B (2023-04-27 to 2023-06-29)Jun 29, 2023 · RAUM change · derived
- Abigail Kate Straker (Chief Operating Officer, Ahl) no longer on Schedule A of A•• P••••••• L•• (listed 2022-08-09, absent 2022-10-21)Oct 21, 2022 · Control person left · inference
- Reginald Lawrence Ian Swallow (Interim Chief Operating Officer, Ahl) appeared on Schedule A of A•• P••••••• L••Mar 30, 2022 · Control person joined · fact
- Hubert Joseph Marie Antoine Forterre (Co-Chief Executive Officer, Ahl) no longer on Schedule A of A•• P••••••• L•• (listed 2021-06-29, absent 2021-10-26)Oct 26, 2021 · Control person left · inference
- Russell Mohan Korgaonkar (Chief Investment Officer, Ahl) appeared on Schedule A of A•• P••••••• L••Nov 30, 2020 · Control person joined · fact
- Robyn Michelle Grew (General Counsel) no longer on Schedule A of A•• P••••••• L•• (listed 2020-04-28, absent 2020-06-29)Jun 29, 2020 · Control person left · inference
- A•• P••••••• L•• reported RAUM $44.2B, up 119% from $20.1B (2019-06-03 to 2019-06-28)Jun 28, 2019 · RAUM change · derived
- A•• P••••••• L•• filed its initial SEC registration (Form ADV)Apr 1, 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
- m••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- +44 20 7144 1000reportedpublic record, Form ADV, Aug 7, 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