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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
A••••• C•••••• P•••••••• L•••
Latest filing Mar 30, 2026
First filing on the tape Jul 15, 2014 · 19 filings
SEC status approved since Aug 1, 2017
RAUM
$2.5B
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
26
20 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
8
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$2.5B as of Mar 30, 2026
Mar 29, 2018$288M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 29, 20180 then
Employees (5.A)26 as of Mar 30, 2026
Mar 29, 20189 then
Private funds8 as of Mar 30, 2026
Mar 29, 20181 then
RAUM -19% over the last fiscal year+13% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
- $315MderivedRAUM 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
- -19%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
- yesreportedItem 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.5B100%
- 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
- $0 for 0 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
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A••••• C•••••• F••• I•• L••• | Private Equity Fund | $522M | 34 | Mar 30, 2020 |
| S•••• S•• L••• | Private Equity Fund | $408M | 31 | Mar 31, 2022 |
| A••••• C•••••• F••• I• L••• | Private Equity Fund | $239M | 10 | Jul 15, 2014 |
| A••••• C•••••• F••• I••• L••• | Private Equity Fund | $160M | 34 | Mar 31, 2023 |
| A••••• C•••••• R••••• C••••••••• L••• | Private Equity Fund | $40.1M | 3 | Mar 31, 2022 |
| A••••• C•••••• N•••••• F••• I•• L••• | Private Equity Fund | $11.2M | 37 | Mar 31, 2021 |
| A••••• C•••••• O••• C••••••••• L••• | Private Equity Fund | $665,636 | 4 | Mar 30, 2020 |
| A••••• C•••••• O•••••• F••• I• L•••no longer reported | Private Equity Fund | $0 | 5 | Mar 31, 2021 |
Owners and control persons
Schedule A and B, latest filing
- F••••• R•••••• A••• · Managing Partnercontrolsince 06/2012 · owns 50% to 75%
- R•••• J••• B•••••• · Partnercontrolsince 07/2012 · owns 25% to 50%
- S•••••• F•••• · Chief Financial Officer / Chief Compliance Officercontrolsince 05/2022 · owns less than 5%
- F••••• R•••••• A••• · Managing Membercontrolsince 06/2012 · owns 50% to 75% of A••••• C•••••• P•••••••• L•••••
- R•••• J••• B•••••• · Managing Membercontrolsince 07/2012 · owns 25% to 50% of A••••• C•••••• P•••••••• L•••••
Entity owners
- A••••• C•••••• P•••••••• L••••• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- A••••• C•••••• F••• G•• L•••pooled vehicle sponsorn
- A••••• C•••••• F••• I• G•• L•••pooled vehicle sponsorn
- A••••• C•••••• F••• I•• G•• L•••pooled vehicle sponsorn
- A••••• C•••••• O•••••• F••• I• G•• L•••pooled vehicle sponsorn
- S•••• S•• G•• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Walnut Creek, CA4 employees
What changed
consecutive filings, newest first
- Advisory employees · 18 to 20Mar 31, 2025 to Mar 30, 2026
- Employees · 23 to 26Mar 31, 2025 to Mar 30, 2026
- Discretionary RAUM · $3.1B to $2.5BMar 31, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $3.1B to $2.5BMar 31, 2025 to Mar 30, 2026
- RAUM · $3.1B to $2.5BMar 31, 2025 to Mar 30, 2026
- Accounts · 6 to 8Jun 11, 2024 to Mar 31, 2025
- Advisory employees · 12 to 18Jun 11, 2024 to Mar 31, 2025
- Pooled vehicle clients · 6 to 8Jun 11, 2024 to Mar 31, 2025
- Employees · 15 to 23Jun 11, 2024 to Mar 31, 2025
- Financial planning clients · unset to Jun 11, 2024 to Mar 31, 2025
- Private funds · 7 to 8Jun 11, 2024 to Mar 31, 2025
- Discretionary RAUM · $2.7B to $3.1BJun 11, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $2.7B to $3.1BJun 11, 2024 to Mar 31, 2025
- RAUM · $2.7B to $3.1BJun 11, 2024 to Mar 31, 2025
- Accounts · 7 to 6Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle clients · 7 to 6Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.8B to $2.7BMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $1.8B to $2.7BMar 31, 2023 to Mar 28, 2024
- RAUM · $1.8B to $2.7BMar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.7B to $1.8BSep 14, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.7B to $1.8BSep 14, 2022 to Mar 31, 2023
- RAUM · $1.7B to $1.8BSep 14, 2022 to Mar 31, 2023
- Accounts · 5 to 7Mar 31, 2021 to Mar 31, 2022
- Advisory employees · 10 to 12Mar 31, 2021 to Mar 31, 2022
- Pooled vehicle clients · 5 to 7Mar 31, 2021 to Mar 31, 2022
- Employees · 13 to 15Mar 31, 2021 to Mar 31, 2022
- Other offices · 0 to 1Mar 31, 2021 to Mar 31, 2022
- Private funds · 5 to 7Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $852M to $1.7BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $852M to $1.7BMar 31, 2021 to Mar 31, 2022
- RAUM · $852M to $1.7BMar 31, 2021 to Mar 31, 2022
- Accounts · 3 to 5Jan 26, 2021 to Mar 31, 2021
- Pooled vehicle clients · 3 to 5Jan 26, 2021 to Mar 31, 2021
- Employees · 12 to 13Jan 26, 2021 to Mar 31, 2021
- Private funds · 3 to 5Jan 26, 2021 to Mar 31, 2021
- Discretionary RAUM · $522M to $852MJan 26, 2021 to Mar 31, 2021
- Pooled vehicle RAUM · $522M to $852MJan 26, 2021 to Mar 31, 2021
- RAUM · $522M to $852MJan 26, 2021 to Mar 31, 2021
- Accounts · 1 to 3Jun 28, 2019 to Mar 30, 2020
- Advisory employees · 7 to 10Jun 28, 2019 to Mar 30, 2020
Signals
8 dated events
- A••••• C•••••• P•••••••• L••• reported RAUM $2.7B, up 52% from $1.8B (2023-03-31 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- L. T••••• C•••• (Chief Compliance Officer) no longer on Schedule A of A••••• C•••••• P•••••••• L••• (listed 2022-03-31, absent 2022-05-11)May 11, 2022 · Control person left · inference
- A••••• C•••••• P•••••••• L••• reported RAUM $1.7B, up 103% from $851.6M (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- A••••• C•••••• P•••••••• L••• reported RAUM $851.6M, up 63% from $522.2M (2021-01-26 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- L. T••••• C•••• (Chief Compliance Officer) appeared on Schedule A of A••••• C•••••• P•••••••• L•••Jan 26, 2021 · Control person joined · fact
- A••••• C•••••• P•••••••• L••• reported RAUM $522.2M, up 70% from $306.4M (2019-06-28 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Fahad Sultan (Chief Financial Officer) appeared on Schedule A of A••••• C•••••• P•••••••• L•••Jun 28, 2019 · Control person joined · fact
- A••••• C•••••• P•••••••• L••• filed its initial SEC registration (Form ADV)Jul 15, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- A••••• C•••••• P•••••••• L••• · Independent Sponsorsshared crd · capital_provider
- A••••• C•••••• P•••••••• L••• · Private Equityshared crd · organization
- A••••• C•••••• P•••••••• L••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/amulet-capital-partnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- a•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 646-561-6655reportedpublic record, Form ADV, Mar 30, 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