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•••• M••••••• C•••••• L••
Latest filing Mar 28, 2026
First filing on the tape Dec 2, 2014 · 20 filings
SEC status approved since Jan 3, 2015
RAUM
$593M
reported, Item 5.F
Discretionary
98%
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
11 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$593M as of Mar 28, 2026
Mar 22, 2016$283M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 28, 2026
Mar 22, 20160 then
Employees (5.A)15 as of Mar 28, 2026
Mar 22, 201610 then
Private funds5 as of Mar 28, 2026
Mar 22, 20161 then
RAUM -42% over the last fiscal year-28% a year over threeIARs 1 to 0
Practice profile
derived from the filing of Mar 28, 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
- $74.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%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
- -42%derivedbetween the last two annual amendments
- Advisor growth, one year
- -100%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $469M, 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 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$593M100%
- 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
- $469M for 8 clientsreported
- Compensation
- % of AUM, fixed, 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
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A•••• M••••••• C•••••• S••• F••• I• L• | Hedge Fund | $343M | 2 | Mar 30, 2023 |
| A•••• M••••••• C•••••• F••• I• L• • A•• F••• I• P••••••• L• | Private Equity Fund | $332M | 32 | Mar 30, 2020 |
| A•••• M••••••• C•••••• F••• L• | Private Equity Fund | $320M | 51 | Apr 30, 2015 |
| A•• C••••• O••••••••• M••••• S•• L• | Hedge Fund | $199M | 22 | Mar 30, 2020 |
| A••••••••• L• | Private Equity Fund | $54.5M | 5 | Mar 30, 2022 |
| A•• C•• P••••••• M••••• F••• I• L• | Hedge Fund | $50.2M | 2 | Mar 28, 2024 |
| A•• A••••••••• L•• | Private Equity Fund | $7.4M | 2 | Mar 30, 2023 |
| A•• A•••• L•no longer reported | Private Equity Fund | $450,168 | 5 | Mar 30, 2020 |
| A•• C••••• L•no longer reported | Private Equity Fund | $250,621 | 2 | Mar 28, 2019 |
Owners and control persons
Schedule A and B, latest filing
- C•••• M••••••• J••• · Chief Financial Officer & Managing Directorcontrolsince 01/2020 · owns less than 5%
- D••••••• R•••••• E••••• · Ceo & Founding Partnercontrolsince 08/2013 · owns less than 5%
- D•••••••• B•••• · Chief Compliance Officercontrolsince 03/2024 · owns less than 5%
- K•••••• T••••••• J•••• · Chief Operating Officer & Managing Directorcontrolsince 06/2014 · owns less than 5%
- S••••••• D••••• I•• · Founding Partner & Chief Investment Officercontrolsince 04/2014 · owns less than 5%
- D••••••• R•••••• E••••• · Limited Partnercontrolsince 02/2014 · owns 50% to 75% of A•••• M••••••• C•••••• L•
- D••••••• R•••••• E••••• · Membercontrolsince 02/2014 · owns 50% to 75% of A•••• M••••••• C•••••• G• L••
- S••••••• D••••• I•• · Limited Partnercontrolsince 04/2014 · owns 25% to 50% of A•••• M••••••• C•••••• L•
- S••••••• D••••• I•• · Membercontrolsince 04/2014 · owns 25% to 50% of A•••• M••••••• C•••••• G• L••
Entity owners
- A•••• M••••••• C•••••• H•••••••• L••• · Managing Memberdirect · owns 75% or more
- A•••• M••••••• C•••••• G• L•• · General Partnerindirect · owns F of A•••• M••••••• C•••••• L•
- A•••• M••••••• C•••••• L• · Shareholderindirect · owns 75% or more of A•••• M••••••• Capital Holdings, Ltd
Related persons
Schedule D 7.A
- A•• C••••• O••••••••• G• L•pooled vehicle sponsorn
- A•• F••• G• I• L•pooled vehicle sponsorn
- A•• F••• G• L•pooled vehicle sponsorn
- A•• S••• F••• G• L•pooled vehicle sponsorn
Advisers that list A•••• M••••••• C•••••• L•• as a related person
- 169683 n
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom5 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- employee count dropChange between filings · filing Mar 28, 2026employees (Item 5.A) moved from 22.0 to 15.0 (-32.0%) between the annual amendments of 2025-03-28 and 2026-03-28; the peer median change was 0.0% (395 comparable advisers, 3.0th percentile of changes)peers: asset managers, $500M to $1B (395) · 3.3% percentile
- RAUM down 25 %Change between filings · filing Mar 28, 2026RAUM (Item 5.F) moved from $1,024,369,034 to $593,033,821 (-42.0%) between the annual amendments of 2025-03-28 and 2026-03-28; the peer median change was +8.0% (673 comparable advisers, 3.0th percentile of changes)peers: asset managers, $500M to $1B (673) · 2.5% percentile
What changed
consecutive filings, newest first
- Accounts · 14 to 8Mar 28, 2025 to Mar 28, 2026
- Advisory employees · 18 to 11Mar 28, 2025 to Mar 28, 2026
- Pooled vehicle clients · 14 to 8Mar 28, 2025 to Mar 28, 2026
- Assets in custody · $842M to $469MMar 28, 2025 to Mar 28, 2026
- Employees · 22 to 15Mar 28, 2025 to Mar 28, 2026
- Insurance-licensed employees · 1 to 0Mar 28, 2025 to Mar 28, 2026
- State-registered IARs · 1 to 0Mar 28, 2025 to Mar 28, 2026
- Private funds · 7 to 5Mar 28, 2025 to Mar 28, 2026
- Discretionary RAUM · $1.0B to $578MMar 28, 2025 to Mar 28, 2026
- Non-discretionary RAUM · $14.1M to $14.6MMar 28, 2025 to Mar 28, 2026
- Pooled vehicle RAUM · $1.0B to $593MMar 28, 2025 to Mar 28, 2026
- RAUM · $1.0B to $593MMar 28, 2025 to Mar 28, 2026
- Advisory employees · 19 to 18Jun 11, 2024 to Mar 28, 2025
- Advisory activities · 2 to 1Jun 11, 2024 to Mar 28, 2025
- Assets in custody · $1.0B to $842MJun 11, 2024 to Mar 28, 2025
- Employees · 23 to 22Jun 11, 2024 to Mar 28, 2025
- Financial planning clients · unset to Jun 11, 2024 to Mar 28, 2025
- Other offices · 1 to 0Jun 11, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.3B to $1.0BJun 11, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $7.4M to $14.1MJun 11, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $1.3B to $1.0BJun 11, 2024 to Mar 28, 2025
- RAUM · $1.3B to $1.0BJun 11, 2024 to Mar 28, 2025
- Accounts · 11 to 14Mar 30, 2023 to Mar 28, 2024
- Pooled vehicle clients · 11 to 14Mar 30, 2023 to Mar 28, 2024
- Assets in custody · $1.0B to $1.0BMar 30, 2023 to Mar 28, 2024
- Insurance-licensed employees · 0 to 1Mar 30, 2023 to Mar 28, 2024
- State-registered IARs · 0 to 1Mar 30, 2023 to Mar 28, 2024
- Private funds · 6 to 7Mar 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.5B to $1.3BMar 30, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $16.7M to $7.4MMar 30, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $1.6B to $1.3BMar 30, 2023 to Mar 28, 2024
- RAUM · $1.6B to $1.3BMar 30, 2023 to Mar 28, 2024
- Advisory employees · 20 to 19Mar 30, 2022 to Mar 30, 2023
- Assets in custody · $642M to $1.0BMar 30, 2022 to Mar 30, 2023
- Discretionary RAUM · $956M to $1.5BMar 30, 2022 to Mar 30, 2023
- Non-discretionary RAUM · $0 to $16.7MMar 30, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $956M to $1.6BMar 30, 2022 to Mar 30, 2023
- RAUM · $956M to $1.6BMar 30, 2022 to Mar 30, 2023
- Related adviser · true to falseMar 30, 2022 to Mar 30, 2023
- Accounts · 10 to 11Apr 29, 2021 to Mar 30, 2022
Signals
9 dated events
- A•••• M••••••• C•••••• L•• reported RAUM $593.0M, down 42% from $1.0B (2025-03-28 to 2026-03-28)Mar 28, 2026 · RAUM change · derived
- B•••• D••••••• (Chief Compliance Officer) appeared on Schedule A of A•••• M••••••• C•••••• L••Mar 28, 2024 · Control person joined · fact
- A•••• M••••••• C•••••• L•• reported RAUM $1.6B, up 63% from $956.2M (2022-03-30 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- A•••• M••••••• C•••••• L•• reported RAUM $956.2M, down 35% from $1.5B (2021-04-29 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- A•••• M••••••• C•••••• L•• reported RAUM $1.5B, up 38% from $1.1B (2020-09-18 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- Jean Michele Cito (Chief Financial Officer) appeared on Schedule A of A•••• M••••••• C•••••• L••Mar 30, 2021 · Control person joined · fact
- A•••• M••••••• C•••••• L•• reported RAUM $1.1B, up 34% from $797.8M (2019-03-28 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- A•••• M••••••• C•••••• L•• reported RAUM $797.8M, up 44% from $552.6M (2018-03-27 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
- A•••• M••••••• C•••••• L•• filed its initial SEC registration (Form ADV)Dec 2, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- A•••• M••••••• C•••••• L•• · Independent Sponsorsshared crd · capital_provider
- A•••• M••••••• C•••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- atlasmerchantcapital.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-883-4330reportedpublic record, Form ADV, Mar 28, 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