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••••••• I••••••••• M••••••••• U• I•••

Asset manager (funds and pooled vehicles)Atlanta, GeorgiaCRD 168148SEC 801-120121websiteIAPD
Latest filing May 4, 2026
First filing on the tape Jun 18, 2013 · 13 filings
SEC status approved since Jan 8, 2021
RAUM
$607M
reported, Item 5.F
Discretionary
0.0%
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
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
8
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$607M as of May 4, 2026
Sep 27, 2013$352M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 4, 2026
Sep 27, 20130 then
Employees (5.A)8 as of May 4, 2026
Sep 27, 201314 then
Private funds8 as of May 4, 2026
Sep 24, 20141 then
RAUM +70% over the last fiscal year+13% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 4, 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
$75.9MderivedRAUM over accounts (5.F.2.f)
Discretionary
0.0%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
+89%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 assetsreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
$675M, 8 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 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$607M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
8reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$675M for 8 clientsreported
Compensation
% of AUMreported
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
      6 reported on Schedule D 7.B.(1)
      Owners and control persons
      Schedule A and B, latest filing
      • C••••••••• M•••••••• A•••• M••• · Directorcontrol
        since 09/2017 · owns less than 5%
      • R•••••• A•••••• M•••••• · Director, Ccocontrol
        since 09/2017 · owns less than 5%
      Entity owners
      • A•• G•••• L•••••• · Owner
        direct · owns 75% or more
      • A••••••• G•••• H••••••• L•••••• · Owner
        indirect · owns 75% or more of A•• G•••• L••••••
      Related persons
      Schedule D 7.A
      • A••••••• C•••••• C••••••
        investment advisern
      • A••••••• I••••••••• A••••••• U• L••••••
        investment advisern
      • A••••••• I••••••••• M••••••••• B••••••••
        investment advisern
      • A••••••• I••••••••• M••••••••• S•••••••• P••• L••••••
        investment advisern
      • A••••••• M••••••••• L••••••
        investment advisern
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      ADV anomalies
      3 against comparable advisers; where to look, not conclusions
      • low discretionary shareStatic outlier · filing May 4, 2026
        discretionary share of RAUM of 0% against a peer median of 100% (784 comparable advisers, 0.0th percentile, 33.7 robust deviations)
        peers: asset managers, $500M to $1B (784) · 0.0% percentile
      • private fund count surgeChange between filings · filing Mar 31, 2026
        private funds (Schedule D 7.B.1) moved from 4.0 to 8.0 (+100.0%) between the annual amendments of 2024-09-18 and 2026-03-31; the peer median change was 0.0% (490 comparable advisers, 98.0th percentile of changes)
        peers: asset managers, $500M to $1B (490) · 98% percentile
      • RAUM up 50 %Change between filings · filing Mar 31, 2026
        RAUM (Item 5.F) moved from $356,693,198 to $674,551,261 (+89.0%) between the annual amendments of 2024-09-18 and 2026-03-31; the peer median change was +8.0% (673 comparable advisers, 93.0th percentile of changes)
        peers: asset managers, $500M to $1B (673) · 93% percentile
      What changed
      consecutive filings, newest first
      • Non-discretionary RAUM · $675M to $607M
        Mar 31, 2026 to May 4, 2026
      • Pooled vehicle RAUM · $675M to $607M
        Mar 31, 2026 to May 4, 2026
      • RAUM · $675M to $607M
        Mar 31, 2026 to May 4, 2026
      • Accounts · 7 to 8
        Sep 29, 2025 to Mar 31, 2026
      • Advisory employees · 10 to 8
        Sep 29, 2025 to Mar 31, 2026
      • Pooled vehicle clients · 7 to 8
        Sep 29, 2025 to Mar 31, 2026
      • Assets in custody · $491M to $675M
        Sep 29, 2025 to Mar 31, 2026
      • Employees · 11 to 8
        Sep 29, 2025 to Mar 31, 2026
      • Private funds · 7 to 8
        Sep 29, 2025 to Mar 31, 2026
      • Non-discretionary RAUM · $491M to $675M
        Sep 29, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $491M to $675M
        Sep 29, 2025 to Mar 31, 2026
      • RAUM · $491M to $675M
        Sep 29, 2025 to Mar 31, 2026
      • Accounts · 4 to 7
        Sep 18, 2024 to Sep 29, 2025
      • Pooled vehicle clients · 4 to 7
        Sep 18, 2024 to Sep 29, 2025
      • Assets in custody · $357M to $491M
        Sep 18, 2024 to Sep 29, 2025
      • Financial planning clients · unset to
        Sep 18, 2024 to Sep 29, 2025
      • Private funds · 4 to 7
        Sep 18, 2024 to Sep 29, 2025
      • Non-discretionary RAUM · $357M to $491M
        Sep 18, 2024 to Sep 29, 2025
      • Pooled vehicle RAUM · $357M to $491M
        Sep 18, 2024 to Sep 29, 2025
      • RAUM · $357M to $491M
        Sep 18, 2024 to Sep 29, 2025
      • Advisory employees · 9 to 10
        Sep 29, 2023 to Sep 18, 2024
      • Assets in custody · $280M to $357M
        Sep 29, 2023 to Sep 18, 2024
      • Employees · 10 to 11
        Sep 29, 2023 to Sep 18, 2024
      • Non-discretionary RAUM · $280M to $357M
        Sep 29, 2023 to Sep 18, 2024
      • Pooled vehicle RAUM · $280M to $357M
        Sep 29, 2023 to Sep 18, 2024
      • RAUM · $280M to $357M
        Sep 29, 2023 to Sep 18, 2024
      • Accounts · 5 to 4
        Sep 26, 2022 to Sep 29, 2023
      • Advisory employees · 8 to 9
        Sep 26, 2022 to Sep 29, 2023
      • Pooled vehicle clients · 5 to 4
        Sep 26, 2022 to Sep 29, 2023
      • Assets in custody · $422M to $280M
        Sep 26, 2022 to Sep 29, 2023
      • Employees · 9 to 10
        Sep 26, 2022 to Sep 29, 2023
      • Private funds · 5 to 4
        Sep 26, 2022 to Sep 29, 2023
      • Non-discretionary RAUM · $422M to $280M
        Sep 26, 2022 to Sep 29, 2023
      • Pooled vehicle RAUM · $422M to $280M
        Sep 26, 2022 to Sep 29, 2023
      • RAUM · $422M to $280M
        Sep 26, 2022 to Sep 29, 2023
      • Accounts · 1 to 5
        Sep 29, 2021 to Sep 26, 2022
      • Pooled vehicle clients · 1 to 5
        Sep 29, 2021 to Sep 26, 2022
      • Assets in custody · $104M to $422M
        Sep 29, 2021 to Sep 26, 2022
      • Private funds · 1 to 5
        Sep 29, 2021 to Sep 26, 2022
      • Non-discretionary RAUM · $104M to $422M
        Sep 29, 2021 to Sep 26, 2022
      Signals
      10 dated events
      • A••••••• I••••••••• M••••••••• U• I••• reported RAUM $674.6M, up 37% from $490.8M (2025-09-29 to 2026-03-31)
        Mar 31, 2026 · RAUM change · derived
      • A••••••• I••••••••• M••••••••• U• I••• reported RAUM $490.8M, up 38% from $356.7M (2024-09-18 to 2025-09-29)
        Sep 29, 2025 · RAUM change · derived
      • A••••••• I••••••••• M••••••••• U• I••• reported RAUM $280.4M, down 34% from $421.9M (2022-09-26 to 2023-09-29)
        Sep 29, 2023 · RAUM change · derived
      • A••••••• I••••••••• M••••••••• U• I••• reported RAUM $421.9M, up 306% from $103.8M (2021-09-29 to 2022-09-26)
        Sep 26, 2022 · RAUM change · derived
      • Abdul Muiz Mohammed Chowdhury (Director) appeared on Schedule A of A••••••• I••••••••• M••••••••• U• I•••
        Dec 9, 2020 · Control person joined · fact
      • M•••••• A••••• R••••• (Director, Cco) appeared on Schedule A of A••••••• I••••••••• M••••••••• U• I•••
        Dec 9, 2020 · Control person joined · fact
      • James Kevin Keough (Director And Chief Compliance Officer) no longer on Schedule A of A••••••• I••••••••• M••••••••• U• I••• (listed 2014-09-24, absent 2020-12-09)
        Dec 9, 2020 · Control person left · inference
      • Ahmed Juma Mohamed Abdulhameed Juma (Director) no longer on Schedule A of A••••••• I••••••••• M••••••••• U• I••• (listed 2014-09-24, absent 2020-12-09)
        Dec 9, 2020 · Control person left · inference
      • Kevin Michael Casey (Director) no longer on Schedule A of A••••••• I••••••••• M••••••••• U• I••• (listed 2014-09-24, absent 2020-12-09)
        Dec 9, 2020 · Control person left · inference
      • A•• G•••• I••••••••• M••••••••• U• I••• filed its initial SEC registration (Form ADV)
        Jun 18, 2013 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/arcapitareportedpublic record, Form ADV, Sep 18, 2026
      Website
      A•••••••.COMreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      (404) 920-9000reportedpublic record, Form ADV, May 4, 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••••••• I••••••••• M••••••••• U• I••• 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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